Customer Service Associate

AssetPlus is a leading fintech platform dedicated to empowering Mutual Fund Distributors (MFDs) across India. AssetPlus provides a range of financial products, including mutual funds, insurance, corporate fixed deposits, sovereign gold bonds, and the National Pension Scheme (NPS), all accessible through a single, user-friendly dashboard. The company offers a comprehensive, fully digital platform designed to streamline operations and enhance the efficiency of MFDs, enabling them to focus on building strong client relationships and facilitating wealth creation.

Responsibilities:

Communicating with clients and partners to offer operational assistance and ensure a seamless, hassle-free experience

Assisting clients throughout their onboarding journey on the AssetPlus platform to ensure a great investment experience

Providing efficient and accurate operational and product assistance to ensure partner and client satisfaction

Coordinating with regulatory bodies and related entities to resolve any issues or queries that arise from clients/partner

Being the sole POC for support needs of top clients

Working closely with Sales, Operations, Tech, Product and other teams to quickly address and resolve queries

Assisting clients and partners in building and growing their business

Experience Range: 1 to 3 Years

What are we looking for:

Must-Have:

Strong verbal and written communication skills

Basic knowledge of finance and zeal to learn and grow

Team player with strong problem-solving and critical-thinking skills

Excellent customer focus and proven analytical/problem-solving ability

Good to Have:

Behavioural Competencies:

Actively listens, responds promptly, and accepts feedback graciously

Has a clear and well-structured thought process and communicates effectively Provides constructive feedback to managers

Functional Competencies:

Delivers outcomes and resolutions on time, accurately, and independently

Maintains composure in challenging situations

Why Join Us

Be part of a leading fintech start-up that fosters a Learn & Grow culture

Work in a fast-paced, dynamic environment where your contributions make a real impact If you're passionate about finance/mutual funds and their role in the high-growth fintech space, this is the place for you

Fast paced career growth

Innovate at scale with endless learning opportunities

What Does Working at AssetPlus Look Like

Best in the Fintech Industry – Gain hands-on experience in a rapidly evolving sector, working with cutting-edge financial solutions

Exponential Career Growth – Accelerate your professional journey with opportunities to take on new challenges and responsibilities

Building a Future Together – Be part of a company that values collaboration and long-term success

Lucrative Roles & Industry Exposure – Work in a role that provides deep insights into the fintech industry, with high-impact responsibilities

Continuous Learning & Development – Enhance your knowledge through structured learning programs and real-world problem-solving

Team Engagement & Culture-Building Activities – Participate in fun and engaging team events that foster collaboration and camaraderie

Young & Vibrant Team – Work with passionate, driven individuals in an energetic work environment

Employee Healthcare Benefits – Prioritizing your well-being with comprehensive health coverage

If you believe you'd be a great fit for this role, we'd love to hear from you!

At AssetPlus, we are committed to fostering an inclusive culture where diverse perspectives are valued and encouraged. We believe that innovation thrives in an environment where individuals from all backgrounds can contribute their unique insights.

Our goal is to create an empowering workplace that enables every team member to grow, learn, and reach new heights in their professional journey.

We can't wait to show you what makes AssetPlus a great place to build your career!

Location:Chennai(Work from Office)

Compensation: Based on experience and current CTC