Role & Responsibilities
Digital Onboarding Expert are responsible for guiding clients through the digital account opening process, ensuring regulatory compliance, and resolving any issues that arise during onboarding. This role requires strong customer service skills, attention to detail, and familiarity with KYC and AML regulations. The position is vital in enabling the firm to acquire new clients efficiently and maintain a positive client experience
Lead Engagement: Proactively contact leads generated through digital marketing campaigns to introduce Biguls discount stock broking services.
Target Achievement: Strive to meet and exceed monthly targets for registering new Franchisees and Authorized Persons by effectively converting leads into registered clients.
Preferred candidate profile -
Required Skills & Qualification: Education: Graduate/Post Graduate in any stream.
Communication Skills: Excellent verbal communication skills
Persuasion Skills: Strong persuasive abilities to effectively convince potential clients to complete the registration process.
Goal-Oriented: Results-driven with a focus on achieving and surpassing set targets.
Tech-Savvy: Comfortable using CRM systems and other sales-related software.
Experience: Previous experience in tele sales or a similar role is an added advantage but not mandatory
Keyskills: Demat Account Opening Client Onboarding Funding Kyc Verification