Financial Support Specialist
3 weeks ago
Company: MProfit
Job Title: Financial Support Specialist
Location: Nariman Point, Mumbai
Company Profile:
MProfit is a rapidly growing wealth-tech company reshaping how Indians view and track their Wealth. Backed by Rainmatter (by Zerodha) and other distinguished investors, MProfit equips investors and wealth professionals with cutting-edge solutions that offer a clear, consolidated view of their financial assets, enabling better insights and decision-making. As a robust, data-driven platform, MProfit is trusted by HNIs, UHNIs, and Family Offices to track and analyse diverse, multi-asset investment portfolios. Our proprietary integrations with 1200+ institutions elevate data aggregation to a new standard of precision and automation. Today, MProfit is a leader in India's wealth-tech ecosystem, with customers in 300+ cities collectively tracking 1.5 lakh+ portfolios. As we continue to expand our dynamic team, we remain committed to launching new products, pioneering innovations, and redefining wealth tracking for modern India.
Role Overview:
We are seeking a qualified CA or Inter CA professional with 3 to 5 years of experience to join our team as a Financial Support Specialist. In this role, you will be responsible for resolving financial queries related to our software, ensuring clients receive high-quality support and guidance. This is a client-facing role that requires strong financial knowledge, problem-solving skills, and excellent communication abilities.
Key Responsibilities:
- Assist clients in resolving financial and accounting queries related to MProfit software.
- Provide support in portfolio management, capital gains computation & taxation, accounting, and reconciliation-related concerns.
- Analyze and troubleshoot client issues, offering effective solutions and guidance.
- Collaborate with the development team to report software issues and suggest improvements.
- Stay updated on financial regulations, taxation laws, and accounting practices to provide accurate information.
- Maintain accurate records of client interactions and follow up on unresolved queries.
- Contribute to knowledge base articles, FAQs, and user guides to improve client self-service options.
Required Qualifications & Skills:
- CA or CA Inter qualification is mandatory.
- 3 to 5 years of experience in accounting, finance, or related fields.
- Strong understanding of accounting, taxation, investment, MIS reporting, and financial reporting.
- Prior experience in financial support, advisory, or client servicing is preferred.
- Familiarity with portfolio management, capital markets, and financial software is a plus.
- Excellent communication skills (both written and verbal) to interact with clients effectively.
- Strong problem-solving and analytical skills to diagnose and resolve queries efficiently.
- Ability to work independently as well as collaboratively in a team environment.
- Proficiency in using financial software, accounting tools, and Excel.
- Familiarity with CRM/Helpdesk software like FreshDesk, ZohoDesk, ZenDesk, etc. (would be a plus).
Perks and Benefits:
- Incredible professional growth: Opportunity to thrive in a high-impact role in a high-growth company backed by distinguished investors
- Upskilling: Opportunity to understand technology products and get a deep understanding of the fintech domain
- Healthcare benefits: Health insurance coverage for self and spouse
- Time off: Paid leaves, Sick leaves, and 2nd, and 4th Saturdays off to refresh and rejuvenate
- What more?: Casual dress code and free breakfast.
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