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MProfitErode, INCompany 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.
Job Summary
We are looking for a detail-oriented and proactive Data Onboarding Coordinator to be part of our Data Onboarding team. The role involves coordinating with clients to collect required data files, sharing updates, and acting as a bridge between internal teams and external stakeholders to ensure smooth and timely onboarding.
Key Responsibilities
- Act as the primary point of contact for clients during the data onboarding process.
- Coordinate with clients to request, receive and follow up on required data files and documentation.
- Collaborate closely with internal teams to relay client requirements and feedback accurately.
- Track onboarding milestones, pending items and client responses to ensure timely completion.
- Identify gaps, discrepancies or delays in data received and proactively communicate resolutions.
- Maintain clear and structured records of client communications and onboarding status.
- Ensure a smooth client experience by addressing queries and providing timely support during onboarding.
Required Skills & Qualifications