User Experience Intern at Funding Societies enhancing customer experience for private credit product. Collaborating with Financial Advisors and developing dashboards to meet client needs.
Responsibilities
Addressing Financial Advisors' (FAs') inquiries to gain insights into their common requirements.
Conducting training for FAs on system utilization and enabling them to effectively communicate system functionalities to clients.
Managing the comprehensive relationship lifecycle with the aforementioned clients.
Developing a Financial Advisor and customer dashboard tailored to meet their specific needs.
Requirements
Currently pursuing a degree in a relevant field such as business, finance, or UX/UI.
Demonstrated ability to cultivate strong relationships with discerning clients.
Proficient in creating high-quality presentations using software like Microsoft PowerPoint or Canva.
Possess foundational knowledge of Investment principles.
Exhibits critical thinking skills and the capacity to propose enhancements for the customer experience.
Available to work full-time (5 days/week) and able to start as soon as possible
Benefits
Flexible Working - We believe in giving back the control of work & life to our people. We trust our people and love to provide the space to accommodate each and everyone's working style and personal life.
Mental Health and Wellness - We understand that our team productivity is directly linked to our mental and physical health. Hence we have Wellness Wednesdays and we engage partners to provide well-being coaching. And we have our Great FSMK Workout sessions too to keep everyone healthy and fit!
Tech Support - We provide a company laptop for our employees and the best possible support for the right equipment/tools to enable high productivity
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