Customer Onboarding Executive
AssetPlus · Chennai · onsite · Posted 44d ago
Undisclosed0–4 yrsfulltimeSourced from
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About this role
Job Tittle - Customer Onboarding Executive
Role Overview:
Location : Chennai
As a Customer Onboarding Executive, 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:
- Bachelors degree in Finance, Business Administration, or a related field
- Strong communication and interpersonal skills
- 2 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
Disclaimer: This job posting has been aggregated from external source. Role details, content, and availability are subject to change. Applicants are advised to confirm the latest information directly on the company website before applying.
Sourced from naukri
Skills
Customer SupportCustomer OnboardingOnboardingAdministrationPresalesfinanceCommunication And Interpersonal Skills
About AssetPlus
AssetPlus
Internet
2016
10 years old
Chennai,Tamil Nadu
India
₹9.4L PA avg
Avg at AssetPlus
About
AssetPlus provides financial services, specializing in wealth and asset management, designed to optimize investment portfolios for clients seeking growth and security.
Industries
Internet
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