Vijya Fintech
Website:
vijyafintech.com
Job details:
Who are we?
Vijya Fintech is a premier fintech powerhouse with over 25 years of industry expertise. We provide a high-speed, intelligent ecosystem designed to transform financial intermediaries—advisors, brokers, and MFDs—into data-driven wealth managers.
The Power of Our Platform:
We don't just manage data; we power growth at scale:
- ₹2 Lakh+ Crore: Assets Under Management (AUM) handled.
- 2,000+: Active professional users.
- 8 Lakh+: Investors served.
What do We do?
Our mission is to build the "Amazon of Financial Services"—a comprehensive, one-stop marketplace where every financial tool and product is accessible at your fingertips.
Introducing MIDASX
MIDASX is our flagship AI-powered, white-label SaaS platform. It is a multi-asset marketplace built to eliminate manual bottlenecks and accelerate business growth.
- Intelligence: Predicts client behavior, forecasts attrition, and generates AI-powered portfolio realignment plans.
- Automation: Handles everything from digital onboarding to complex investment reporting, removing the "boring paperwork."
- Visibility: Offers 360-degree AUM tracking and deep data insights in a single dashboard.
- Efficiency: Enables professionals to stop being "fund operators" and start being true financial advisors, significantly increasing their earnings and scalability.
Vijya Fintech: Transforming transactions into genuine financial solutions through automation and speed.
Training
- Plan and schedule mandatory product trainings for internal CS teams and external partners (onboarding, product launches, regulatory updates, etc.).
- Track and enforce training completion timelines for all relevant stakeholders.
- Ensure 100% roll‑out of training plans across defined partner cohorts and internal teams.
Product Knowledge & Certification
- Build and maintain structured product‑knowledge modules (e.g., MIDASX‑style workflows, compliance, reporting, etc.).
- Own internal product knowledge assessments and certification programs for CS staff.
- Regularly update assessments after each product release or major feature update.
Product Adoption & Usage Impact
- Design and deliver role‑based training journeys (e.g., for new partners, on‑boarding, power‑users) that directly drive product adoption.
- Collaborate with analytics and CS leaders to compare product usage before and after training for each cohort.
- Work with marketing and product teams to highlight success stories and behavioral wins from trained users.
Training Experience & Feedback
- Measure and improve the training experience for both internal CS staff and external training participants.
- Standardize feedback collection (post‑session and monthly) and maintain a training CSAT baseline.
- Use feedback to refine content, delivery style, and training formats (live, recorded)
Content Freshness & Knowledge‑Base Management
- Ensure rapid update of training content after every product release, regulatory change, or UI modification.
- Monitor content usage metrics (views, downloads, search‑based usage) and optimize structure for discoverability.
Must Have Skills
- Good Communication & Interpersonal Skills
- Data driven Analytics
- Stakeholder & Conflict ManagementDesign skills, Content Curation
- Exp 4- 6 years & Knowledge of Fintech, Broking, Saas platformsLanguages - English, Hindi, Marathi, (South Indian language - Kanada, Tamil for south markets)
Click on Apply to know more.