About Midfin360 (MidFin Wealth Private Limited)
Midfin360 is an all-in-one wealth management platform that enables customers to invest in mutual funds, NPS, insurance, deposits and other financial products through a single digital platform Expertly curated to provide reliable investment solutions, midfin360 is a trusted platform for individuals managing their financial goals. The app is user-friendly and designed to simplify the investment journey. It empowers users with diverse and innovative financial tools for smarter wealth management.
Job Description:
We are looking for a dynamic and customer-focused Voice Process Associate (0–3 years’ experience) to handle inbound and outbound calls, support clients and promote midfin360 financial products and services.
Key Responsibilities:
Handle inbound and outbound customer calls professionally
Explain midfin360 products (Mutual Funds, Insurance, NPS, etc.)
Assist customers with onboarding, KYC, Investing and resolve customer queries/complaints within TAT
Perform follow-ups for leads, renewals and conversions
Maintain accurate records in CRM/system
Coordinate with internal teams for issue resolution
Ensure compliance with company and regulatory guidelines
Qualification/Required Skills:
Any Graduate/ Post Graduates / Diploma
1–2 years’ Experience in voice process / Customer support
Excellent verbal communication
Strong convincing and customer handling skills
Basic knowledge of financial products (preferred)
Good listening and problem-solving ability
Goal-oriented qualified with robust execution skills
Experience in fintech, banking or insurance is an added advantage
Work Location: Coimbatore
Preferred Profile
Immediate joiners are preferred
Candidates with fintech experience will have an added advantage
Proficiency in multiple languages (Tamil, English, Hindi, Telugu) is a plus
Positive attitude with a solid willingness to learn