Product Specialist

Company Profile:

MProfit is a rapidly growing fintech company backed & funded by Rainmatter (by Zerodha) and other reputed investors. To empower 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:

Responsibilities:

• Product Demonstrations:

  Deliver personalized, engaging demos of our platform, showcasing features and functionalities tailored to the specific needs of potential and new customers.

• Onboarding Process:

  Guide customers through the onboarding journey, including account setup, initial configuration, and integration with existing systems, ensuring they are well-equipped to leverage the platform effectively.

• Customer Training:

  Deliver comprehensive training sessions to educate users on advanced features, best practices, and optimal use of the software.

• Customer Support

  : Provide exceptional customer support to all our customers and solve customers' queries and issues as and when required.

• Feedback and Improvement:

  Collect and analyze feedback from new customers to identify areas for improvement in the onboarding process and contribute to the enhancement of our platform.

• Collaboration:

  Partner with sales, customer success, and other internal teams to ensure a seamless customer experience, aligning onboarding strategies with overall business objectives.

Requirements and Skills:

• Excellent communication and presentation skills, with the ability to convey complex software functionalities in a clear and engaging manner.
• 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 instruments. (would be a plus)
• Strong problem-solving skills and the ability to handle customer complaints and inquiries effectively.
• A bachelor’s degree in Finance, Business Administration, or a related field will be preferred.
• Proven ability to build strong relationships with customers, understand their needs, and provide tailored solutions to enhance their experience with the platform.
• A strong understanding of financial technology and SaaS platforms will be preferred.
• Familiarity with CRM/Helpdesk software like FreshDesk, ZohoDesk, ZenDesk, etc. (would be a plus)