About KOFFi

KOFFi aims to disrupt the way businesses in India park their funds. Founded by an industry veteran with more than 20 years of experience, KOFFi offers innovative solutions for short-term fund parking.

Job Intro

We are looking for a highly motivated and detail-oriented Customer Success Manager to support our clients operations and contribute to the growth of our online platform.

Responsibilities:

• Build and maintain strong relationships with clients to ensure their satisfaction and success with KOFFi’s platform.
• Assist clients in understanding and utilizing our platform for mutual fund operations, ensuring a seamless user experience.
• Address client inquiries and issues promptly, providing expert support and solutions.
• Collaborate with the Mutual Fund Operations team to ensure accurate and efficient transaction processing.
• Ensure adherence to regulatory requirements such as SEBI, AMFI, KRA, and BSE.
• Manage various internal and external compliance, including client KYCs.
• Identify opportunities for process improvement, improvisation, and automation to optimize customer experience.
• Assist in managing internal escalations, customer queries, and regulatory complaints to logical conclusions.

Required Skills:

• Minimum 1-3 years of experience in customer success, operations, or a related field, preferably within the mutual fund or financial services industry.
• Strong understanding of mutual fund products and relevant regulatory frameworks.
• Excellent communication and interpersonal skills to effectively engage with clients.
• Ability to manage multiple client accounts and prioritize tasks effectively.
• NISM and/or CFA Certifications are a plus.

Bonus Skills:

• Experience working at an early-stage startup or having developed projects of your own ideas.
• Familiarity with the Indian Fintech Ecosystem, understanding its trends, challenges, and opportunities.
• Proficient in Microsoft Office Suite (Excel, PowerPoint, Word).
• Eager to learn, adapt, and apply new technologies and strategies to solve complex client issues.

Personal Skills:

• Ability to learn quickly.
• Not afraid to ask questions.
• Effective time management skills required for remote work.
• Strong problem-solving abilities and a proactive approach to client success.

Why work with us:

• Be part of our growth story!
• Work closely with the founders and receive both tech & non-tech guidance.
• As an early member of our core team, you will gain invaluable firsthand experience in developing and implementing customer success strategies from scratch.

If you believe you are a good fit, kindly submit your resumes (in PDF format) to hr@koffi.com, accompanied by a few lines describing why you feel you are a good fit.