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We're looking for highly responsive, empathetic, and customer-oriented individuals who are adept at providing seamless, high-touch service to HNI clients. This role is perfect for a proactive individual who thrive in a fast-paced environment and have a passion for building strong relationships with high-net-worth clients. You'll be the backbone of our client-facing team, ensuring every interaction is seamless and every detail is handled with precision.
Who we are:
Cambridge Wealth is a respected, award-winning firm in the wealth space. As AMFI, SIF and APMI registered distributors, we work with renowned professionals from various industries, providing exceptional financial solutions. We're a fast-growing, excellence-oriented team focused on delivering outstanding service to our domestic, NRI, and Ultra HNI clients.
What you'll do:
- Client Management: Act as a primary point of contact for our most valued clients (HNIs, Ultra HNIs, NRIs). You'll handle their inquiries, provide timely updates, and ensure their needs are met with a high level of empathy and professionalism.
- Operational Support: Facilitate and manage the full client lifecycle, from initial onboarding and documentation to executing transactions and resolving issues. You'll ensure all processes are smooth, efficient, and compliant.
- Data & Reporting: Maintain meticulous client records, ensuring accuracy and confidentiality. You'll also assist in creating detailed portfolio reports that highlight performance and opportunities for our clients.
- Team Collaboration: Work closely with our wealth management team to track portfolio performance and support strategic initiatives.
What we need:
- Education: A degree in Finance, Commerce, Management, or Economics is preferred.
- Experience: Previous experience in the financial services or mutual fund industry is a plus, especially if you've worked with high-net-worth clients. Those with hospitality experience in the luxury and premium segments are also welcome to apply.
- Certifications: Currently valid NISM VA and or other NISM certifications are an advantage(and eventually required if onboarded).
- Technical Skills: We are strong on tech use & familiarity with the Zoho suite is preferred.
Who you are:
- Client-Focused: You genuinely enjoy building relationships and are driven by a desire to provide exceptional, personalized service.
- A Clear Communicator: You have excellent verbal communication skills.
- Detail-Oriented: You have a keen eye for detail and a meticulous approach to your work.
- Proactive & Resourceful: You don't wait for instructions. You're a problem-solver who takes ownership and can thrive in a dynamic, startup environment.
This role is NOT for you if:
- You prefer a slow-paced, micro-managed environment.
- You are not comfortable with change or taking on new responsibilities.
- You're looking for a passive, "take it easy" role.
What you'll get:
- A core role with a clear growth path within a fast-growing company.
- Meaningful Impact: You'll be a vital part of our team, not just a cog in the wheel.
- A great work environment that is informal, encouraging, and collaborative.
- Competitive compensation.
Our Hiring Process:
- Online Application: You apply and answer a few quick questions. [5 min]
- Skills Assessment: An online general aptitude test to evaluate your skills. [60 min]
- People Video Interview: A quick chat with our People head [30 min]
- Technical Interview: A discussion about your experience and skills. [30 min]
- Founder's Interview (In-Person): A final interview to ensure a great fit. [30 min]
- Offer & Checks: We make an offer, and proceed with a reference and background check.
Please note: This is a WFO (Work From Office) opportunity at our Pune, Prabhat Road office
We are seeking a dynamic and detail-oriented HR Recruiter to manage our end-to-end recruitment process. The ideal candidate will have a strong understanding of talent acquisition strategies, excellent interpersonal skills, and the ability to build relationships with both candidates and hiring managers.
Key Responsibilities
- Manage the full recruitment life cycle, from job posting to onboarding.
- Partner with hiring managers to identify staffing needs and develop job descriptions.
- Source potential candidates through online channels (e.g., LinkedIn, job boards, social media).
- Screen resumes, conduct interviews, and assess candidates’ qualifications.
- Coordinate and schedule interviews between candidates and hiring teams.
- Maintain candidate databases and recruitment reports.
- Build a talent pipeline for current and future hiring needs.
- Ensure a positive candidate experience throughout the hiring process.
- Stay updated on industry trends and best recruitment practices.
- Ensure compliance with labor laws and internal policies during recruitment.
- Gathering information and documentation from clients
- Helping clients fill out immigration application forms
- Drafting submission letters
- Reviewing all documents to ensure they are accurate and meet government requirements
- Ensuring that deadlines are met
- Tracking the status of each application and keeping clients updated
About CITTA
The Lexicon Group, under the leadership of Pankaj Sharma has journeyed from very humble beginnings and has seen upward growth year after year. The Lexicon Group started from education but has now diversified to other sectors like FMCG, Ed-tech, Law Aggregator Platform, Media, Fitness etc. The latest addition to the kitty of The Lexicon Group has been a newspaper (Pune Mirror and Civic Mirror), which has been taken over from the Times of India Group. The motto for The Lexicon Group is mindfully chosen ‘Believe in Yourself’, probably the three strongest words listed together which have the potential of changing lives if you believe in them and that is what Lexicon group try to ensure.
CITTA (Lexicon Lifestyle Private Limited) is a premium-quality natural baby bath and skincare brand that is safe, tested and gentle. CITTA Products are Free of Toxins, Parabens, Sulphates, Silicones, Mineral Oil, and Allergens and are Dermatologically Tested. We are a cruelty-free brand. We are expanding our core team, which is determined to achieve results.
Responsibilities
- Develop and implement HR strategies and initiatives aligned with the overall business strategy
- Bridge management and employee relations by addressing demands, grievances or other issues
- Manage the recruitment and selection process
- Support current and future business needs through the development, engagement, motivation and preservation of human capital
- Create and execute customer engagement, satisfaction and retention plans
- Develop and monitor overall HR strategies, systems, tactics and procedures across the organization
- Nurture a positive working environment
- Oversee and manage a performance appraisal system that drives high performance
- Maintain pay plan and benefits program
- Assess training needs to apply and monitor training programs
- Report to management and provide decision support through HR metrics
- Ensure legal compliance throughout human resource management
Must Haves:
- Proven working experience as HR Manager or other HR Executive
- People-oriented and results-driven
- Demonstrable experience with Human Resources metrics
- Knowledge of HR systems and databases
- Ability to architect strategy along with leadership skills
- Excellent active listening, negotiation and presentation skills
- Competence to build and effectively manage interpersonal relationships at all levels of the company
Perks:
- Excellent growth opportunity
- Best salary in the industry
The company is headquartered in Pune.
Our client with nearly two decades of presence has established itself as the second-largest credit rating agency in India. They provide ratings in the financial sector, infrastructure sector, corporates, public finance, and MSME spaces. The company is headquartered in Mumbai and has regional offices at Ahmedabad, Bengaluru, Chandigarh, Chennai, Coimbatore, Hyderabad, Jaipur, Kolkata, New Delhi, Pune and Mauritius.
Our client also carries out grading of IPOs, assesses financial strength of shipyards, grades various courses of Educational institutions and provides grading services to Energy service companies. They are nurturing global opportunities and have made forays in different forms with 4 partners from Brazil, Portugal, Malaysia and South Africa.
- Increasing operational efficiency, Sales MIS , CRM updation
- Completing commitments in due time frame, Situation handling- like unavailability of information from clients, bankers, etc
- Reaching target achievement : based on no. of mandates & no. of cases executed
- Maintaining quality of clients acquired & completing the commitments in the due time frame, competitive intelligence, reporting system efficiency, overseeing growth in business in various states, tracking case completion with rating group on a regular basis
- Displaying dedication in meeting the expectations of customers in order to achieve high level of customer satisfaction
- Business Development - Acquisition of new business and Relationship Management
- Achieving Revenue targets and Profitability as per business plan
- Developing business plan including Revenues target, product mix and margin objectives
- Meeting & arranging events for Knowledge Sharing with Corporate Clients, Banks & Financial institutions, Merchant Bankers
- Continuously keeping oneself and team members updated on industry happening and product developments.
- Increasing the market reach
What you need to have:
- Exhibits excellent communication (oral and written) and interpersonal skills
- Excellent telephone and net etiquette, Proficient in computer skills (word ,excel, powerpoint)
- Effective in preparing MIS, presentations, reports / summaries , etc.,
- Strong verbal and written communication skills
- Ability to work under tight deadlines
- Exhibits thorough Product knowledge & Market knowledge
- Exhibits extensive job knowledge contributing to the business development and growth
- Exhibits strong conceptual clarity and understanding of credit ratings, rating exercise and its internal processes
- Prior experience in handling business development relating to rating/ grading products for Equity Capital Markets and/or Debt Capital Markets (NCD / CP / CD / Structured Finance)
- Working Knowledge of basic rating / grading products e.g. Corporate Finance Rating / IPO Grading/ Bank Loan Rating/ Mutual Fund Grading
- Industry and Competition Analysis
Liaison with schools and colleges in Mumbai
Good knowledge / contacts with schools and colleges
Experience in the education sector is preferred.
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