Senior Financial Solutions Consultant
2 weeks ago
Company Overview
">MProfit is a rapidly growing fintech company backed by Rainmatter and other investors. It empowers Indians to have clear visibility in their investments with wealth tech solutions for investors and wealth professionals.
">About the Role
">We are seeking a highly skilled Financial Solutions Consultant to join our Customer Success function. As an MProfit Product Specialist, you will play a pivotal role in providing exceptional customer experiences. Your primary responsibilities include conducting insightful product demonstrations, facilitating effective onboarding, and delivering ongoing support to help customers maximize their use of our software solutions.
">Key Responsibilities:
">- ">
- Product Demonstrations: Deliver personalized, engaging demos showcasing features and functionalities tailored to potential and new customers' specific needs.">
- Onboarding Process: Guide customers through account setup, initial configuration, integration with existing systems, and ensure they're well-equipped to leverage the platform effectively.">
- Customer Training: Deliver comprehensive training sessions educating users on advanced features, best practices, and optimal software use.">
- Customer Support: Provide exceptional support to all customers and resolve queries/issues as needed.">
- Feedback and Improvement: Collect and analyze feedback from new customers to identify areas for improvement in the onboarding process and contribute to enhancing our platform.">
- Collaboration: Partner with sales, customer success, and internal teams to ensure a seamless customer experience, aligning onboarding strategies with overall business objectives.">
Requirements and Skills:
">- ">
- Excellent Communication and Presentation Skills: Convey complex software functionalities clearly and engagingly.">
- In-Depth Knowledge of Financial Products and Services: Familiarity with various financial instruments such as stocks, bonds, mutual funds, derivatives, and other investment instruments.">
- Strong Problem-Solving Skills: Handle customer complaints and inquiries effectively.">
- A Bachelor's Degree in Finance or Business Administration: Preferred background for this role.">
- Proven Ability to Build Strong Relationships: Understand customers' needs and provide tailored solutions to enhance their experience.">
- Familiarity with CRM/Helpdesk Software: FreshDesk, ZohoDesk, ZenDesk, etc., would be a plus.">
Perks and Benefits:
">- ">
- Incredible Professional Growth Opportunities: Thrive in a high-impact role in a high-growth company.">
- Upskilling: Understand technology products and gain a deep understanding of the fintech domain.">
- Healthcare Benefits: Health insurance coverage for self and spouse.">
- Time Off: Paid leaves, sick leaves, 2nd, and 4th Saturdays off to refresh and rejuvenate.">
- Casual Dress Code and Free Breakfast: Enjoy a relaxed work environment with free breakfast.">
Salary Estimate: ₹10,00,000 - ₹12,00,000 per annum (dependent on qualifications and experience).
">Location: Nariman Point, Mumbai.
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