Job Title: Customer Success Manager Company: InstaFinancials Location: HRBR Layout, Bangalore, Karnataka Work Mode: Work from Office Job Summary: InstaFinancials is seeking an enthusiastic and proactive Customer Success Manager to drive customer satisfaction, retention, and growth. This role demands ownership of customer relationships, addressing client needs, understanding customer objectives, and maximizing the value customers derive from our offerings. You’ll work across customer success, account management, and pre-sales functions to deliver an exceptional customer journey. Key Responsibilities:Customer Success & Relationship Management Act as the single point of contact for assigned customers. Onboard, engage, and support customers to ensure value realization. Conduct regular check-ins, reviews, and touchpoints to ensure customer goals are met. Resolve queries and complaints promptly, ensuring complete customer satisfaction. Identify customer use cases and track feature adoption. Account Management Manage and grow existing customer accounts. Identify upselling and cross-selling opportunities based on customer insights. Analyze customer performance and engagement trends. Coordinate with internal teams to deliver a consistent and high-quality customer experience. Sales Support & Lead Generation Identify and pursue potential customers through database research and outreach. Conduct product demonstrations and explain features in detail. Handle objections, negotiate effectively, and close deals where applicable. Support the creation and delivery of sales proposals. Market Research & Customer Intelligence Monitor market trends and regulatory changes to identify opportunities or threats. Study customer industries to understand how InstaFinancials can add value. Stay up to date with customer innovation trends and business needs. Reporting & Documentation Track KPIs and report on account health, renewal status, and engagement metrics. Maintain documentation of all interactions and updates in CRM tools. Skills & Competencies: Excellent communication skills in English and Hindi (mandatory). Strong relationship-building, negotiation, and documentation skills. Good command of MS Office (Excel, Word, PowerPoint) and Outlook. Familiarity with CRM software and helpdesk tools is an added advantage. Ability to manage multiple accounts and priorities in a fast-paced environment. A proactive mindset with a focus on customer satisfaction and problem-solving. Educational Qualifications & Experience: Education: Bachelor’s Degree is mandatory Experience: 2 to 3 years in Customer Success, Account Management, or Sales. Languages Required: English – Must (read, write, speak) Hindi – Must (speak, understand) Job Types: Full-time, Permanent Pay: ₹30,000.00 - ₹40,000.00 per month Ability to commute/relocate: Bangalore, Karnataka: Reliably commute or planning to relocate before starting work (Required) Education: Bachelor's (Required) Experience: relevant: 1 year (Required) Language: English (Required) Hindi (Required)

Key Responsibilities: Analyze current and past financial data and performance Prepare reports and projections based on analysis Evaluate current capital expenditures and depreciation Explore investment opportunities Establish and evaluate profit plans Identify trends in financial performance and provide recommendations for improvement Coordinate with other members of the finance team to review financial information and forecasts Provide financial models and forecasting Skills & Ability: Should be familiar with MCA Forms, Companies Act, Company Filings Should have good knowledge of MS Excel & Google Sheets Passionate about data & data analytics Should have good data analytical skills Should have good MS Office & Google Suite knowledge Should have good Verbal and Written communication skills Education & Experience: Bachelors or Masters in Finance is Preferred Experience: 3 to 5 Years of experience in Finance Experience with MCA Forms,Company Filings is a Must Location: Bangalore CTC-5-6 LPA Job Types: Full-time, Permanent Pay: ₹500,000.00 - ₹600,000.00 per year Ability to commute/relocate: Bangalore, Karnataka: Reliably commute or planning to relocate before starting work (Required) Experience: Relevant: 2 years (Required)

Job Summary: InstaFinancials is seeking a strategic and results-driven Senior Business Development Manager to lead customer acquisition, revenue growth, and market expansion. The role involves developing sales plans, building strong client relationships, and identifying new business opportunities. The ideal candidate will have a proven track record in B2B sales, strong communication skills, and the ability to drive end-to-end sales processes while managing a high-performing sales team. Key Responsibilities: Prepare business / sales plans to achieve the annual targets & execute the plans to achieve the numbers Monitor Industry trends and competitor activities to identify opportunities for growth and partnership. Demonstrates consistent ability to exceed quarterly and annual targets. Provide regular sales forecasts, performance reports, and updates to the management team. Analyse sales data and identify areas for improvement. Analysing performance of existing customers & identify upselling and cross sell opportunities Identifying new target customers and exploring new markets. Manage the sales pipeline, track opportunities, and ensure timely follow-ups. Use CRM systems to maintain accurate and up-to-date records of client interactions, leads, and sales activities. Manage end to end sales cycle, coordinate with internal teams to ensure timely delivery of the services to customers Provide assistance to accounts team for payment collection if needed Recruit, Train, Develop & Manage the sales team. Build a high performing team & customer Skills & Competencies: Excellent oral and written communication. Sales/ Business Development experience in Software Industry Proficient with corporate productivity and web presentation tools Ability to multi-task, prioritize, and manage time effectively Excellent oral and written communication skills Good command over MS office and outlook Knowledge of CRM software is added advantage Outstanding relationship management skills Good negotiation skills Documentation skills Educational Qualifications & Experience: Education: Any Postgraduate degree (MBA/PGDM Preferred) Experience: 5 - 10 years in Sales/Business development. Languages Required: English – Must (read, write, speak) Hindi – Must (speak, understand) Job Types: Full-time, Permanent Pay: ₹800,000.00 - ₹1,200,000.00 per year Ability to commute/relocate: Bangalore, Karnataka: Reliably commute or planning to relocate before starting work (Required) Application Question(s): Current Annual CTC? Expected Annual CTC? Experience: Relevant: 5 years (Required) Language: English (Required) Hindi (Required)

Position : Senior .NET Developer (Contract – 1 Year) Location : HRBR Layout, Bangalore, Karnataka Work Mode : Work from Office Compensation : ₹12–14 LPA (In-hand) Experience : 5 to 10 years Job Type : Full-time | Contractual (1 Year) Role Summary We are looking for a skilled and experienced Senior .NET Developer to join our development team on a 1-year contract basis . The ideal candidate will play a key role in building, enhancing, and maintaining both legacy and modern cloud-based .NET applications. This role demands strong technical proficiency, independent problem-solving ability, and collaboration across cross-functional teams to deliver high-quality solutions. Key Responsibilities Design, develop, and maintain scalable and efficient .NET-based web applications. Lead development of new features and enhancements in both legacy and modern systems. Develop responsive and user-friendly web interfaces. Work closely with business and non-technical teams to understand requirements and deliver functional solutions. Optimize application performance and ensure secure coding practices. Participate in code reviews, testing, and deployment activities. Maintain documentation and ensure adherence to development standards. Must-Have Technical Skills Advanced programming expertise in C# Strong hands-on experience with .NET Framework and .NET Core Proficiency in Entity Framework / Dapper , MVC , and Web API Experience working with Microsoft SQL Server Solid understanding of JavaScript , along with working knowledge of jQuery Familiarity with Git and Jira for version control and project tracking Ability to work in an Agile environment Good to Have Skills ReactJS or other modern JavaScript frameworks WCF , Win Forms , and SignalR Exposure to mobile app development is a plus Qualifications Bachelor's or Master’s degree in Computer Science, Engineering, or related field (B.Tech / B.E / MCA / BCA) 5 to 10 years of relevant hands-on development experience in .NET technologies Contract Terms Duration : 1 Year (Contract) Compensation : ₹12 to ₹14 LPA (in-hand) Possibility of extension or full-time conversion based on performance and business needs Job Type: Full-time Pay: ₹1,200,000.00 - ₹1,400,000.00 per year Benefits: Health insurance Leave encashment Provident Fund Ability to commute/relocate: Bangalore, Karnataka: Reliably commute or planning to relocate before starting work (Required) Experience: relevant: 1 year (Required) Work Location: In person

Position : Financial Analyst Location : HRBR Layout, Bangalore, Karnataka Work Mode : Work from Office Compensation : ₹5 - 7 LPA (In-hand) Experience : 3 - 5 Years Job Type : Full-time About InstaFinancials InstaFinancials is a B2B intelligence platform that provides insightful financial data and analysis on over 2.3 million Indian companies. We help businesses make informed decisions through deep data analytics, company filings, credit reports, and compliance insights. We are looking for a Financial Analyst who is passionate about financial research, ESG analysis, and data automation to support our data operations and insights generation teams. Key Responsibilities: Research & Development Develop & implement Credworthiness Scoring Model Analyse the present offering and add more insights into our reports in the form of financial & non-financial red flags that support credit underwriting Analyse various financial models and implement models that are viable Analyse the competitor offering and collect ideas on how InstaFinancials can make a strong differentiation Analyse the international products & provide insights & ideas to enhance our financial analysis reports Project Delivery & Key Account Deliveries Handling key accounts, large data project deliveries is one of the primary responsibilities Understand client requirements, prepare the output using SQL & excel in the desired format and deliver the required data of bulk list of companies on time Prepare MIS of the output file and summarize the same in the email Give timely update to the client on project progress Communicate in time if there is any delay in delivery or challenges Ensure great customer satisfaction Address any domain specific queries Address the queries and concerns from the client Database Management Monitor and manage all our existing data sources and data sourcing tools Report the areas to improve or any challenges in data collection Identify new data sources to enhance the report quality Improve data availability, quality, consistency and privacy Management Reporting Prepare database, projects, sales, operational & various dashboard on Power BI Skills & Abilities: Strong knowledge of MCA forms, Companies Act, and company filings (mandatory) Proficient in Microsoft Excel (advanced formulas, automation, data handling Hands-on experience with SQL/MySQL for data querying and management Proficiency in Power BIfor building visual dashboards and reporting KPIs Working knowledge of financial modelling, scenario analysis, budgeting, and forecasting Familiarity with MIS reporting, PowerPoint for business presentation decks Excellent written and verbal communication skills Ability to work independently and collaboratively in a fast-paced environment Education & Experience: Bachelor’s or Master’s degree in Finance, Accounting, or related field 3 to 5 years of relevant work experience in finance, research, or financial data analytics Experience in companies like MSCI, Wells Fargo, or financial data firms is a strong plus Prior work involving MCA data, regulatory filings, or ESG datasets is essential Location: Bangalore (work from office) CTC: ₹5 – ₹7 LPA (based on experience and skills) Job Types: Full-time, Permanent Pay: ₹500,000.00 - ₹700,000.00 per year Ability to commute/relocate: Bangalore, Karnataka: Reliably commute or planning to relocate before starting work (Required) Application Question(s): Current Annual CTC? Expected Annual CTC? Education: Bachelor's (Required) Experience: Relevant: 2 years (Required)

Job Title: Customer Support Executive Company: InstaFinancials Location: HRBR Layout, Bangalore, Karnataka Work Mode: Work from Office Job Summary: InstaFinancials is seeking a proactive and customer-centric Customer Support Executive to assist our clients with platform queries, feature navigation, and resolution of service-related concerns. This role requires strong communication skills in English and Hindi, a helpful attitude, and a foundational understanding of financial and compliance data. You will be the first point of contact for users, ensuring a seamless support experience. Key Responsibilities: Customer Communication & Support Provide professional and efficient support via email, chat, and phone . Take full ownership of customer issues, ensuring timely resolution. Troubleshoot and resolve customer concerns by coordinating with internal teams. Maintain high customer satisfaction by delivering prompt and effective solutions. Escalate unresolved issues to the appropriate teams and follow up for resolution. Coordination & Follow-up Coordinate with internal teams to ensure timely resolution of customer issues. Provide feedback on recurring problems to improve support processes. Maintain service quality and follow up on pending or unresolved cases. Customer Education & Documentation Educate clients on report interpretation, company data access, and platform features. Assist in preparing support content such as FAQs and how-to documents. Skills & Competencies: Fluency in English and Hindi (both verbal and written) – mandatory Excellent interpersonal and communication skills Basic understanding of company financials, compliance terms, and reports Familiarity with MS Office (Excel, Word, Outlook) Experience using CRM/helpdesk tools is an advantage Ability to multitask, prioritize, and remain calm under pressure Willingness to learn and take ownership of customer satisfaction Educational Qualifications & Experience: Education: Bachelor's degree in Commerce (B.Com) or any finance-related discipline Experience: 0–2 years in customer support, service desk, or client-facing roles Languages Required: English: Must (read, write, speak) Hindi: Must (speak, understand) Compensation: Annual CTC: ₹3 – 4 LPA Job Types: Full-time, Permanent Pay: ₹300,000.00 - ₹400,000.00 per year Benefits: Health insurance Internet reimbursement Paid sick time Provident Fund Schedule: Day shift Monday to Friday Ability to commute/relocate: Bangalore, Karnataka: Reliably commute or planning to relocate before starting work (Required) Application Question(s): Years of experience, If any? Expected Monthly Salary? Language: Hindi (Required) English (Required) Work Location: In person

Job Description: We are seeking a dynamic and results-driven Business Development Executive (BDE) to join our team. The BDE will be responsible for identifying new business opportunities, building and maintaining client relationships, and driving revenue growth. The ideal candidate will have a strong understanding of the market, excellent communication skills, and a proven track record in sales or business development. Key Responsibilities: Identify and pursue new business opportunities through market research, networking, and outreach. Develop and maintain strong relationships with potential and existing clients. Prepare and deliver compelling sales presentations and proposals. Collaborate with the marketing team to develop strategies for lead generation and sales. Conduct negotiations and close deals to achieve sales targets. Monitor market trends and competitor activities to identify potential areas for growth. Maintain accurate records of sales activities and client interactions using CRM software. Provide regular reports on sales performance and business development activities to senior management. Skills: Excellent oral and written communication skills Good command over MS office and outlook Knowledge of CRM software is added advantage Outstanding relationship management skills Good negotiation skills Documentation skills Qualification: Bachelor’s/ Master's degree in Business, Marketing, or a related field. Proven experience in sales, business development, or a related role. Strong understanding of the industry and market dynamics. Excellent communication, negotiation, and presentation skills. Ability to build and maintain strong client relationships. Self-motivated with a results-oriented approach. Proficiency in CRM software and Microsoft Office Suite. Ability to travel as required. Education & Experience: MBA (Sales/Marketing) is desired. Experience: 0 to 3 Years of experience in Sales domain. Preferred to have someone with at least 1 year experience in B2B Sales preferably in Fintech, Banking, Financial sector, etc. Location: Bangalore (Work from office only). Job Types: Full-time, Permanent Pay: ₹300,000.00 per year Benefits: Health insurance Internet reimbursement Provident Fund Ability to commute/relocate: Bengaluru, Karnataka: Reliably commute or planning to relocate before starting work (Required) Application Question(s): Do you have experience in B2B Sales or IT Sales? If yes then how many years? Education: Bachelor's (Preferred) Experience: Business development: 1 year (Preferred) total work: 1 year (Preferred) Language: Hindi (Required) English (Required)