Customer Success Manager

Job Description

AssetPlus is a leading fintech platform dedicated to empowering Mutual Fund Distributors (MFDs) across India. AssetPlus provides a range of financial products, including mutual funds, insurance, corporate fixed deposits, sovereign gold bonds, and the National Pension Scheme (NPS), all accessible through a single, user-friendly dashboard. The company offers a comprehensive, fully digital platform designed to streamline operations and enhance the efficiency of MFDs, enabling them to focus on building strong client relationships and facilitating wealth creation. Responsibilities: ● Communicating with clients and partners to offer operational assistance and ensure a seamless, hassle-free experience ● Assisting clients throughout their onboarding journey on the AssetPlus platform to ensure a great investment experience ● Providing efficient and accurate operational and product assistance to ensure partner and client satisfaction ● Coordinating with regulatory bodies and related entities to resolve any issues or queries that arise from clients/partner ● Being the sole POC for support needs of top clients ● Working closely with Sales, Operations, Tech, Product and other teams to quickly address and resolve queries ● Assisting clients and partners in building and growing their business What are we looking for?: Must-Have: ● Strong verbal and written communication skills ● Basic knowledge of finance and zeal to learn and grow ● Team player with strong problem-solving and critical-thinking skills ● Excellent customer focus and proven analytical/problem-solving ability Good to Have: Behavioural Competencies: ● Actively listens, responds promptly, and accepts feedback graciously ● Has a clear and well-structured thought process and communicates effectively ● Provides constructive feedback to managers Functional Competencies: ● Delivers outcomes and resolutions on time, accurately, and independently ● Maintains composure in challenging situations Why Join Us? ● Be part of a leading fintech start-up that fosters a Learn & Grow culture ● Work in a fast-paced, dynamic environment where your contributions make a real impact ● If you're passionate about finance/mutual funds and their role in the high-growth fintech space, this is the place for you ● Fast paced career growth ● Innovate at scale with endless learning opportunities What Does Working at AssetPlus Look Like? ● Best in the Fintech Industry – Gain hands-on experience in a rapidly evolving sector, working with cutting-edge financial solutions ● Exponential Career Growth – Accelerate your professional journey with opportunities to take on new challenges and responsibilities ● Building a Future Together – Be part of a company that values collaboration and long-term success ● Lucrative Roles & Industry Exposure – Work in a role that provides deep insights into the fintech industry, with high-impact responsibilities ● Continuous Learning & Development – Enhance your knowledge through structured learning programs and real-world problem-solving ● Team Engagement & Culture-Building Activities – Participate in fun and engaging team events that foster collaboration and camaraderie ● Young & Vibrant Team – Work with passionate, driven individuals in an energetic work environment ● Employee Healthcare Benefits – Prioritizing your well-being with comprehensive health coverage If you believe you’d be a great fit for this role, we’d love to hear from you! At AssetPlus, we are committed to fostering an inclusive culture where diverse perspectives are valued and encouraged. We believe that innovation thrives in an environment where individuals from all backgrounds can contribute their unique insights. Our goal is to create an empowering workplace that enables every team member to grow, learn, and reach new heights in their professional journey. We can’t wait to show you what makes AssetPlus a great place to build your career! Location: Chennai(Work from Office) Compensation: Based on experience and current CTC Show more Show less