Position Description:

The ideal candidate will be responsible for guiding new customers or users through the digital onboarding process, ensuring a smooth, efficient, and positive experience. This role involves assisting customers in setting up digital platforms, resolving onboarding issues, and ensuring complete the initial online investment process to make journey successful.

Job Responsibilities:

• Manage end-to-end onboarding of new customers via digital platforms and tools.
• Guide customers through account setup, digital verification, and online investment processes.
• Help clients understand product features and usage.
• Monitor onboarding progress and proactively follow up to ensure timely completion.
• Capture and report customer feedback to improve the onboarding experience.
• Track onboarding records in CRM for follow ups for reinvestment.
• Continuously identify opportunities to optimize and automate digital onboarding journeys.

Required Competencies:

To perform the job successfully, an individual should demonstrate the following competencies:

• Excellent communication and interpersonal skills.
• Strong attention to detail and organizational skills.
• Technical aptitude for learning and explaining digital tools/platforms.
• Ability to multitask and manage deadlines effectively.
• Analytical mindset for interpreting onboarding data and suggesting improvements.

Required Education & Experience:

• Bachelor’s degree in Business Administration, Marketing, or related field.
• 1–2 years of experience in customer onboarding, digital sales, client success, or related roles.