4+ Wealth management Jobs in Pune | Wealth management Job openings in Pune

About Us: The Next Generation of WealthTech  

We're Cambridge Wealth, an award-winning force in mutual fund distribution and Fintech. We're not just moving money; we're redefining wealth management for everyone from retail investors to ultra-HNIs (including the NRI segment). Our brand is synonymous with excellence, backed by accolades from the BSE and top Mutual Fund houses.

If you thrive on building high-performance, scalable systems that drive real-world financial impact, you'll feel right at home. Join us in Pune to build the future of finance.

[Learn more: www.cambridgewealth.in]

The Role: Engineering Meets Team Meets Customer

We're looking for an experienced, hands-on Tech Catalyst to accelerate our product innovation. This isn't just a coding job; it's a chance to blend deep backend expertise with product strategy. You will be the engine driving rapid, data-driven product experiments, leveraging AI and Machine Learning to create smart, personalized financial solutions. You'll lead by example, mentoring a small, dedicated team and ensuring technical excellence and rapid deployment in the high-stakes financial domain.

Key Impact Areas: Ship Fast, Break Ground  

1. Backend & AI/ML Innovation  

• Rapid Prototyping: Design and execute quick, iterative experiments to validate new features and market hypotheses, moving from concept to production in days, not months.
• AI-Powered Features: Build scalable Python-based backend services that integrate AI/ML models to enhance customer profiling, portfolio recommendation, and risk analysis.
• System Architecture: Own the performance, stability, and scalability of our core fintech platform, implementing best practices in modern backend development.

2. Product Leadership & Execution  

• Agile Catalyst: Drive and optimize Agile sprints, ensuring clear technical milestones, efficient resource allocation, backlog grooming and maintaining a laser focus on preventing scope creep.
• Mentorship & Management: Provide technical guidance and mentorship to a team of developers, fostering a culture of high performance, code quality, and continuous learning.
• Domain Alignment: Translate complex financial requirements and market insights into precise, actionable technical specifications and seamless user stories.
• Problem Solver: Proactively identify and resolve technical and process bottlenecks, acting as the ultimate problem solver for the engineering and product teams.

3. Financial Domain Expertise  

• High-Value Delivery: Apply deep knowledge of the mutual fund and broader fintech landscape to inform product decisions, ensuring our solutions are compliant, competitive, and truly valuable to our clients.
• Risk & Security: Proactively architect solutions with security and financial risk management baked in from the ground up, protecting client data and assets.

Your Tech Stack & Experience  

The Must-Haves  

• Mindset: A verifiable track record as a proactive First Principle Problem Solver with an intense Passion to Ship production-ready features frequently.
• Customer Empathy: Keeps the customer's experience in mind at all times.
• Team Leadership: Experience in leading, mentoring, or managing a small development team, driving technical excellence and project delivery.
• Systems Thinker: Diagnoses and solves problems by viewing the organization as an interconnected system to anticipate broad impacts and develop holistic, strategic solutions.
• Backend Powerhouse: 2+ years of professional experience with a strong focus on backend development.
• Python Guru: Expert proficiency in Python and related frameworks (e.g., Django, Flask) for building robust, scalable APIs and services.
• AI/ML Integration: Proven ability to leverage and integrate AI/ML models into production-level applications.
• Data Driven: Expert in SQL for complex data querying, analysis, and ETL processes.
• Financial Domain Acumen:Strong, demonstrable knowledge of financial products, especially mutual funds, wealth management, and key fintech metrics.

Nice-to-Haves  

• Experience with cloud platforms (AWS, Azure, GCP) and containerization (Docker, Kubernetes).
• Familiarity with Zoho Analytics, Zoho CRM and Zoho Deluge
• Familiarity with modern data analysis tools and visualization platforms (e.g., Mixpanel, Tableau, or custom dashboard tools).
• Understanding of Mutual Fund, AIF, PMS operations

Ready to Own the Backend and Shape Finance?  

This is where your code meets the capital market. If you’re a Fintech-savvy Python expert ready to lead a team and build a scalable platform in Pune, we want to talk.

Apply now to join our award-winning, forward-thinking team.

Our High-Velocity Hiring Process:  

• You Apply & Engage: Quick application and a few insightful questions. (5 min)
• Online Tech Challenge: Prove your tech mettle. (90 min)
• People Sync: A focused call to understand if there is cultural and value alignment. (30 min)
• Deep Dive Technical Interview: Discuss architecture and projects with our senior engineers. (1 hour)
• Founder's Vision Interview: Meet the leadership and discuss your impact. (1 hour)
• Offer & Onboarding: Reference and BGV check follow the successful offer.

What are you building right now that you're most proud of?

Role - Relationship & Wealth Manager

About Client:

Our client is leading Indian investment services company having wide array of products and services such as distribution of mutual funds & insurance, equity and derivatives, commodity, PMS and financial planning.

Roles and Responsibilities:

- Acquire new clients, generate revenue, and maintain relationships with High-Net-Worth Individuals (HNI) and Ultra High Net Worth Individuals (UHNI), Corporate Treasuries.

- Enhance and build on Existing Bank tie-ups.

- Offer comprehensive wealth management services.

- Enhance the relationship value of existing customers.

- Ensure increased wallet share to prevent devaluation of securities.

- Analyze client portfolios, assess risk appetite, and provide tailored advice on wealth products.

Location: Mumbai, Pune, Hyderabad, Bangalore, Delhi, Chennai, Coimbatore, Kerala, Kolkata, Nashik.

Qualification:

- MBA Finance, CA, CS or with relevant work experience in managing Investment Products. (2 -15 years of experience)

- Proficiency related to wealth products (e.g., Mutual funds, PMS's, AIF's, Structured Products, Direct Equities, Offshore investments, Risk protection management solutions).

- Build and maintain an extensive external network to stay connected with clients.

- Demonstrate a service-oriented attitude, delivering smooth and superior service.

- Ability to analyse client data, market trends, and stay updated on current market conditions.

- Proven track record in sales, particularly in the private banking or wealth management sector.

- Strong interpersonal and communication skills.

- Relevant financial certifications or qualifications (e.g., CFP, CFA) is a plus.

- Knowledge of regulatory compliance in the financial services industry.

- Excellent organizational and time-management skills

If you love interacting with high-net worth people, and maintaining strong long-term relationships, this is the position for you!

The WH/TL is a dynamic professional with experience in Business Development, Portfolio Management & Client Relationship Management in the Financial Services sector. (S)he would be responsible for driving teams to exceed sales targets and client relationship management by delivering the best standards of services.(S)he would be helping the teams to establish strong ties with them by designing & implementing their financial plans; and then by ensuring that they receive and execute on the right advice. (S)he would be a business manager as he would be responsible for P&L of his team.

 Wealth Management, Financial Services, Broking

 Responsible for development and management of respective zone teams, comprising Team Leaders, RMS

Responsibilities:

 Handling a team of Wealth Managers and planning and achieving Sales Targets for Wealth Management products through the team by motivating, Inspiring and providing guidance to the team to keep the performance levels high

 Maintaining profitability targets by ensuring good IRR and cross sell

 Identifying streams for revenue growth & developing business plans to build consumer preference

 Responsible for creation a client base in direct equity by acquiring new Private Wealth / HNI Clients / Corporate clients by interacting & developing rapport with all external/internal constituents of client at all levels; for maximum client retention & achievement of revenues

 Monitoring client’s portfolio performance and rendering sustained advisory services for securing high ROI

 Proven track record of establishing systems/ procedures, thereby contributing in a major way towards augmented growth and profitability level

 Fulfilling the compliance standards in Financial Planning, Asset Allocation and Product Sales and managing Delinquencies by ensuring proper Sales Process

 Recruiting, training and ensuring seamless induction to the newly joined team members and managing attrition within the team

 To ensure achievement of acquisition ,activation and other Cross sell targets .To also ensure achievement of sub targets within acquisition with a special focus on Premium segment customers

 To ensure achievement of business and revenue targets attributed for the company.

 Conduct performance reviews for effective monitoring and measuring of results.

Qualifications: Graduate/ MBA/PGDM in Finance

About the Company:
Torre Capital (https://www.torre.capital/) is a VC funded Singapore based Financial Technology company and a Registered Fund Manager in Singapore. We are creating a fully digital Wealth-Tech to connect family offices and HNI investors with global opportunities, including alternative assets like Private Equity, Venture Capital, Real Estate Funds, and Hedge Funds. We also offer our investors the ability to invest in high-quality global growth startups, private debt opportunities, and other liquid opportunities (Equity baskets, structured products, etc.). Our team comprises of ex-Mckinsey consultants, Asset management veterans, and Digital experts. We are backed by prestigious VC firms and a network of angels and industry leaders.

Role:

Digital Sales Manager with experience in Financial Services Sales in that particular city. Role reports to Sr. Wealth Manager / Sr. Digital Wealth Manager. 

Experience:

Candidates  with experience Fintech Space / B2B sales-digital sales in large Tech Startups and with existing network of HNIs 

Location:

Mumbai / Ahmedabad/ Bangalore/ Kolkata / Chennai/ Hyderabad / Pune / Jaipur / Surat / Rajkot/ Gurgaon / Noida / Chandigarh / Kochi (Cochin) / Vizag

Role Description:

• You work with the City’s biggest family offices and HNIs to onboard and activate them as our investors.
• Leading our outreach initiative, developing relations with new partners and building firm commitments for collaboration
• Negotiating attractive partnership deals and ensuring mutually beneficial partnership terms that are in line with business objectives and strategy.
• Maintaining and deepening relationships with existing partners.
• Conceptualizing and leading initiatives that give way to potential new revenue channels.
• Developing metrics to measure ROI from the synergies forged.
• Liaising with cross functional teams to create successful outcomes for both the business and its partners.

Qualifications:

• You have a Masters in Business Administration or related discipline from a top tier college or university
• You have at least 2- 5 years experience within a strategic engagements, partnerships & alliances, B2B account management or similar roles.
• You are aware of & are intersted  in the FinTech ecosystem.
• You possess excellent interpersonal as well as written and verbal communication skills.
• You have a proven track record of meeting/exceeding your targets in your previous roles.
• You have a strong experience within consultative sales and possess the ability to prospect and manage senior level relationships.

What We Offer:
To start with, what we give is a market sustenance compensation and no benefits. If you continue post the first 6 months, we offer a market comp AND performance linked bonus. We firmly believe in the partnership model and any success will be equitably shared. What is on the plate is an entrepreneurial opportunity to build a fintech from scratch, an independent environment where everyone is a co-owner, and a strong team of equally talented individuals. Folks looking for a large paycheck on Day 1 kindly excuse.