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.
Position Overview:
We're looking for a CRM Coordinator who will oversee, manage, and coordinate all post-sales activities for our high-value clients. This role ensures that clients receive exceptional service and support, fostering strong relationships and ensuring client satisfaction and retention. The ideal candidate will possess excellent administrative skills, project management skills, and a customer-centric mindset.
Roles and Responsibilities:
- Collaborate with cross-functional teams like sales and accounts to ensure all our high-ticket, preferred clients enter the post-sales CRM funnel.
- Manage and oversee each client's assignment to an RM and ensure the RM follow-up happens promptly.
- Ensure our internal CRM system is used effectively to track client satisfaction and engagement.
- Coordinate with internal teams to resolve complex client issues and ensure timely follow-up.
- Develop and implement strategies to enhance client satisfaction and retention.
- Monitor client engagement and proactively address any signs of dissatisfaction.
- Generate regular reports on client satisfaction, service issues, and post-sales performance.
- Identify opportunities to improve post-sales processes and client interactions.
- Collaborate with internal teams to enhance the overall client experience.
- Send out emails to clients as and when required to coordinate our CRM processes.
Qualifications:
- Bachelor's degree in a relevant field or equivalent work experience.
- 1 - 3 years of experience in sales/post-sales coordination, CRM, or a related role.
- Excellent written and verbal communication skills.
- Problem-solving skills with the ability to analyze and resolve complex issues along with a customer-centric mindset.
- Proficiency in using help-desk software and ticketing systems.
- Strong organizational and time management skills.
- Familiarity with CRM/Helpdesk software like FreshDesk, ZohoDesk, ZenDesk, etc.
- Experience in coordinating cross-functional teams and projects.
- Ability to work in a fast-paced environment and adapt to changing priorities.
- Experience with change management and process improvement initiatives is a plus.
