Position Overview
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 j...