Data Onboarding Coordinator

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.Job SummaryWe 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 ResponsibilitiesAct 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 & QualificationsBachelor’s degree in any discipline.0–2 years of experience in client coordination, onboarding, operations or a similar role.Strong written and verbal communication skills.Ability to manage multiple clients and tasks simultaneously.Good coordination skills.Basic understanding of data files, reports or operational workflows is a plus.Proficiency in MS Excel, email communication, and internal tracking tools.

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