Data Onboarding Specialist
3 weeks ago
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.
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