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
As a Senior .NET Developer on a 1-year contract basis, you will be a key member of the development team responsible for building, enhancing, and maintaining both legacy and modern cloud-based .NET applications. Your role requires a high level of technical proficiency, independent problem-solving skills, and collaboration with cross-functional teams to deliver high-quality solutions. Your responsibilities will include designing, developing, and maintaining scalable and efficient .NET-based web applications. You will lead the development of new features and enhancements in both legacy and modern systems, develop responsive and user-friendly web interfaces, and collaborate with business and non-technical teams to deliver functional solutions. Additionally, you will optimize application performance, ensure secure coding practices, participate in code reviews, testing, and deployment activities, and maintain documentation while adhering to development standards. To excel in this role, you must possess advanced programming expertise in C#, hands-on experience with .NET Framework and .NET Core, proficiency in Entity Framework / Dapper, MVC, Web API, and experience working with Microsoft SQL Server. A solid understanding of JavaScript, along with working knowledge of jQuery, Git, and Jira for version control and project tracking is essential. Your ability to work in an Agile environment is crucial for success. While not mandatory, familiarity with ReactJS or other modern JavaScript frameworks, WCF, Win Forms, SignalR, and exposure to mobile app development will be advantageous. Qualifications for this role include a Bachelor's or Master's degree in Computer Science, Engineering, or a related field (B.Tech / B.E / MCA / BCA) along with 5 to 10 years of relevant hands-on development experience in .NET technologies. This contract position offers a compensation of 12 to 14 LPA (in-hand) with the possibility of extension or full-time conversion based on performance and business needs. The job type is full-time, and the work location is in HRBR Layout, Bangalore, Karnataka, requiring reliable commuting or relocation before starting work. In addition to competitive compensation, the benefits package includes health insurance, leave encashment, and Provident Fund. If you meet the required qualifications and have the necessary experience, we look forward to receiving your application and potentially welcoming you to our team as a Senior .NET Developer.,
As an Outbound Sales Specialist at InstaFinancials, a brand of CBL Data Science Private Limited, you will be an integral part of our team located in Bengaluru. Your primary responsibilities will revolve around lead generation, customer service, and outbound sales activities. With your expertise in outbound sales and lead generation, you will play a crucial role in driving our business forward. Your strong customer service and communication skills will be essential in engaging with potential leads and providing them with the necessary information to make informed decisions. Your sales expertise will be put to good use in converting leads into valuable customers. Your excellent written and verbal communication skills will ensure effective interactions with clients and prospects alike. We are looking for someone who is goal-oriented and result-driven, with a mindset geared towards achieving targets and exceeding expectations. While not mandatory, experience in the financial industry would be a definite advantage in this role. A Bachelor's degree in Business, Marketing, or a related field is preferred to ensure a solid foundation for success in this position. If you are passionate about sales, possess the necessary skills and qualifications, and are ready to take on a challenging yet rewarding role, we invite you to join our team at InstaFinancials and contribute to our mission of empowering businesses with valuable financial insights and intelligence.,
Job Summary InstaFinancials is looking for a motivated UI/UX Designer Intern with strong skills in Figma to support the design and development of our financial data platforms. The ideal candidate should have a creative mindset, an eye for detail, and the ability to translate user requirements into intuitive and visually engaging interfaces. This internship provides an opportunity to gain hands-on exposure in the FinTech domain while working on impactful, real-world products. Key Responsibilities Design and deliver wireframes, mockups, and interactive prototypes using Figma. Collaborate with product managers and developers to understand requirements and create user-friendly interfaces. Maintain consistency with branding guidelines and ensure design usability standards are met. Gather and incorporate feedback from users and stakeholders into design iterations. Assist in preparing design documentation, style guides, and reusable design components. Contribute creative ideas to improve the overall user experience across InstaFinancials’ platforms. Technical Skills Proficiency in Figma (mandatory). Basic understanding of UI/UX design principles, user flows, and interaction design. Knowledge of typography, color theory, and responsive layouts. Ability to create interactive prototypes and scalable design systems. Familiarity with Adobe XD, Illustrator, or Photoshop is a plus. Educational Qualifications Pursuing or completed Bachelor’s degree/diploma in Design, Computer Science, or related field. Required Experience Freshers or candidates with up to 1 year of experience in UI/UX design. Prior internship, academic, or freelance project experience in design will be considered. Job Types: Full-time, Internship Contract length: 3 months Pay: ₹10,000.00 - ₹15,000.00 per month Ability to commute/relocate: Bangalore, Karnataka: Reliably commute or willing to relocate with an employer-provided relocation package (Required) Work Location: In person
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) Work Location: In person
Job Summary: InstaFinancials is looking for a strategic, result-oriented Sr Business Development Manager to lead customer acquisition, revenue growth, and market expansion. This role involves developing actionable sales strategies, managing the full sales cycle, and building strong client relationships. The ideal candidate is ambitious, has a proven track record in B2B sales , and brings strong connections within credit, risk, accounts, and finance teams of B2B companies and the BFSI sector . Key Responsibilities: Develop and execute sales/business plans to achieve annual revenue targets. Identify and explore new markets, industries, and target customers for potential business growth. Build and maintain strong relationships with existing and potential clients. Monitor industry trends and competitor activities to identify opportunities and threats. Analyze customer performance data to identify upselling and cross-selling opportunities. Manage the sales pipeline and ensure timely follow-ups through CRM tools. Coordinate with internal teams to ensure timely and quality service delivery. Provide timely reports, sales forecasts, and performance updates to senior management. Assist the accounts team with collections if needed. Recruit, train, and manage a high-performing sales team to scale business results. Skills & Competencies: Mandatory experience in B2B sales with a strong understanding of financial products or SaaS platforms. Strong contacts and network in credit, risk, accounts, and finance departments of B2B & BFSI companies. Excellent verbal and written communication skills. Proficient in MS Office, Outlook, and CRM software (added advantage). Strong analytical, negotiation, and relationship management skills. Ability to manage time, prioritize effectively, and multitask under pressure. Strong documentation and reporting 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 - ₹1,400,000.00 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) Work Location: In person