Job Title:
Customer Onboarding Executive
Location:
Chennai
Role Overview:
As a Customer Onboarding Specialist, you will play a crucial role in guiding potential partners through the process of becoming Mutual Fund Distributors (MFDs). Your primary responsibility will be to conduct 1-1 sessions with interested candidates, educating them about the mutual fund industry, the benefits of becoming an MFD, and the steps involved in the certification process. By providing clear insights and addressing their queries, you will help them understand the opportunity and encourage them to enroll in the free training program. Your role is essential in ensuring a smooth and engaging onboarding experience that sets candidates up for success in their MFD journey.
Responsibilities:
Educate potential partners on the advantages of becoming an MFD, including earning potential, career growth opportunities, and market demand
Address queries related to the MFD certification process, regulatory requirements, and necessary qualifications
Motivate and guide the partners toward completing their enrollment in the training program
Provide end-to-end support to the partners throughout the onboarding journey until they register and obtain the ARN.
Collaborate with internal teams to ensure a seamless onboarding experience
Qualifications & Experience:
Bachelor's degree in Finance, Business Administration, or a related field
Strong communication and interpersonal skills
0 to 4 years of prior experience in presales, onboarding, or customer support in the financial sector is a plus
Fluent communication in Hindi and English
