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Product Specialist

2 months ago


Mumbai, India MProfit Full time

Company: MProfit

Job Title: Product Specialist (Freshers)

Location: Nariman Point, Mumbai


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: An MProfit Product Specialist would play a pivot role in our Customer Success function to provide the best-in-class customer experience to all our customers. They will be be responsible for conducting insightful product demonstrations, facilitating an effective onboarding experience, and providing ongoing support to help customers maximize their use of our software solutions.


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)


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.