Field Associate, Fintech Start-up; Ahmedabad 797 views0 applications

You will work with the founders of kaleidofin (a fintech platform that propels underbanked customers towards realising their goals, by providing intuitive and personalised financial solutions) on the following:

  • design of the roll-out strategy with new and existing network partners
  • responsible for business targets such as customer uptake, grievance, training and certification of field force, quality of relationship and engagement with network partner; design and implementation of marketing campaigns
  • create product and process notes, training material for innovative products and solutions that kaleidofin develops
  • documentation of the findings including conducting primary research with both customer and the field agents/staff. conduct focus group discussions/interviews bothon and off the field to gather customer insights.
  • providing field support by handholding and shadowing field agents/staff towards both product and process features including use of technology through kaleidofin smartphone applications and portals
  • handle customer grievances in the field, if any. document and offer resolution.
  • support kaleidofinfounding team with respect to other support functions like customer behavioral studies, market sizing initiatives, brand communications including blog posts, research papers etc.


  • You must feel strongly about the underbanked/unbanked customer segment including the power of financial technology and analytics to solve large real world problems such as access to good finance.
  • You must be analytical and self-initiative driven with sharp focus on execution. a training/primary research(field)/handholding/relationship management/network channel development background especially in financial services is very relevant for the role. interested candidates must be willing to travel.
  • Preference will be given to women candidates as most customers will be woman folks.

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about kaleidofin: we are a fintech platform that propels under-banked customers towards meeting their real life goals by providing intuitive and tailored financial solutions. our name “kaleidofin” is inspired by the power of financial solutions to enable beautiful possibilities of a future life for each customer. we believe that everyone deserves and requires access to financial solutions that are intuitive and easy to use, flexible and personalised to real goals that can make financial progress and financial freedom possible for everyone. we believe financial solutions can provide customers powerful tools that solve their real life goals and challenges. for too long, the financial services industry has been a manufacturer producing products and fitting customers to their products. at kaleidofin, we want to flip this around, keep the customer at the centre and provide mass tailored solutions that are best suited to meet the customer’s own goals/challenges. the demand for financial services is, therefore, a demand derived from an underlying goal and aspiration of an individual. there is an urgent need to make financial services and solutions intuitive for customers and embed them in their everyday life. kaleidofin will leverage the full india stack, existing networks, analytics, structuring and user-centred design to drive outcomes for customers, in the process, we will also help enrich the digital asset of each such customer. our approach is:
    • to combine distinct financial products (credit, investment, insurance, savings) to form a solution that actually both resonates with and works for the customer
    • to build customer profiling, underwriting, solution design and machine learning suitability algorithms to solve this gigantic customer problem.
    • to leverage networks such as agents, cooperatives, self-help groups, temp agencies, mfis to deliver suitable solutions at enormous scale.
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