Data Onboarding Specialist

Company Profile:

MProfit is a rapidly growing fintech company backed & funded by Rainmatter (by Zerodha) and other reputed investors. With the aim of empowering Indians to have clear visibility in their investments, MProfit provides wealth-tech solutions to Indian investors and wealth professionals.

A powerful data insights platform, MProfit enables investors and wealth professionals to track and analyze their multi-asset investments in one place. MProfit’s data aggregation capabilities are cutting-edge, with proprietary integrations for 700+ financial institutions.

Today, MProfit is a leader in the wealth-tech ecosystem, with customers in 300+ cities collectively tracking over 1.5 lakh portfolios. We are rapidly expanding our dynamic team and plan to launch promising new products, features, and verticals in the near future.

Position Overview:

We are looking for a Data Onboarding Specialist to join our dynamic team who will manage & drive the seamless onboarding of client data to our platform and provide a high-quality customer experience in the process.

Roles and Responsibilities:

• Serve as the primary point of contact for customers during the onboarding process, providing exceptional customer service and support.
• Successfully manage the data onboarding process for customers who have purchased our products and need assistance in connecting with relevant data sources during their onboarding journey.
• Showcase the functionality and features of MProfit's platform to new customers, emphasizing data handling capabilities.
• Adhere to the company client onboarding process and SLAs, collect customer feedback, and communicate relevant feedback to the team.
• Continuously update product knowledge to stay informed about new features, enhancements, and industry trends.
• Collaborate with cross-functional teams to improve the data onboarding process and ensure the highest level of customer satisfaction.
• Assist clients in effectively utilizing the MProfit platform for data management, encouraging optimal use and adoption.

Qualifications and Requirements

• Bachelor’s degree in a relevant field such as Finance, Technology, or a related discipline.
• Previous experience as a Data Onboarding Specialist or a similar role in a SaaS company is highly preferred.
• Experience working in financial institutions, broking firms, or investment markets.
• In-depth knowledge of financial products, services and industry regulations.
• Familiarity with various financial instruments such as stocks, bonds, mutual funds, derivatives, and other investment vehicles.
• Strong analytical skills with the ability to work with data effectively.
• A strong understanding of mathematical concepts is required.
• A basic understanding of accounting principles would be preferred.
• Familiarity with data aggregation processes and the ability to handle data from various financial institutions.
• Strong convincing skills to guide customers through the onboarding process and address any concerns or objections.
• A strong understanding of financial technology and SaaS platforms will be preferred.