Digital Onboarding Specialist
2 days ago
Product Expert-Digital Acquisition
Job DescriptionWe are seeking an experienced Digital Onboarding Platform Builder to join our team. As a Product Owner/Agile, you will be responsible for executing digital acquisition projects/initiatives.
- Work with the Lead – Digital acquisition in executing Digital acquisition Projects/initiatives.
- Write user journeys for Digital account opening for Fixed Deposits, Savings Account and Current Account and benchmark with other banks.
- Responsible to lead Video KYC, Video Banking and Video PD integration related projects.
Key Responsibilities
- Design DIY journey for Savings Product Variants, Current Account Product Variants, Fixed Deposits and other straight through processing loans such as OD against FD etc.,
- Develop Project plans for Digital acquisition initiatives.
- Create use cases for Video PD platform and integrate with each sourcing application
- Work with Business team to promote DIY platform for customer acquisition
Customer Requirements
- Develop intuitive user journey for each DIY journey
- Compare DIY journey with the industry to implement best practices
- Keep a brief information about product on each section of the journey
- Continuous improvements based on customer's usage and drop out
- Perform production sanity testing before customer launches
- Develop a method to get customer's feedback on the DIY platform and incorporate in the roadmap
Internal Process
- Understand the requirements based on regulatory/other need and perform suitable analysis working with internal teams to bring the requirement on the product roadmap.
- Manage entire product lifecycle from ideation, planning, vendor identification, co-creation with vendor / IT, go-live and future enhancements by working with a cross-functional team – IT, compliance, business, security, legal, finance etc.
- Engage with Channels and Marketing Teams (part of Digital Banking team) to drive acquisition, adoption and growth of the products for retail and corporate customers
- Prepare BRD, Test Scenario and process notes for each DIY journey for each products
- Responsible to meet compliance related to Digital account opening end to end life cycle
- Develop an SOP for each journey with clear roles and responsibilities described and obtain approval from PrAC
- Manage partners/vendors management – SLA, Payments, Contract and Reviews
Innovation & Learning
- Build a roadmap for the authentication product and deliver and launch this for customers based on bank's priorities.
Minimum Requirements
- Qualifications: MBA in Marketing / Finance / IT or equivalent degree
- Experience: 3-5 year experience in BFSI toward building Digital onboarding platform
- Skills: Experience in digital product management or financial services, with a background in the retail or corporate banking
- Certifications: CSPO , SAFE would be good to have
Competencies
- He/ she should possess soft skills such as interpersonal skills, communication, numeric and analytical skills, logical reasoning, and an in-depth understanding of sales and customer relationships.
- Clear understanding of UI/UX and Customer Experience
-
Onboarding Specialist
2 days ago
Bengaluru, Karnataka, India beBeeSupport Full time ₹ 8,00,000 - ₹ 12,00,000Onboarding SpecialistWe are seeking a skilled Onboarding Specialist to join our team. In this role, you will be responsible for managing the onboarding process for our customers, ensuring they have the tools and support they need to succeed.About the RoleThe ideal candidate will have experience in customer-facing roles, with excellent communication and...
-
Digital Onboarding Strategist
2 days ago
Bengaluru, Karnataka, India beBeeData Full time ₹ 1,04,000 - ₹ 1,30,878Job DescriptionWe are seeking an individual to join our team as an Onboarding Specialist. In this role, you will be responsible for managing the onboarding process of new partners and ensuring a seamless integration onto our platform.About Us:Our organization is a leading retailer with a strong focus on digital innovation. We strive to create meaningful...
-
Digital Onboarding Specialist
4 days ago
Bengaluru, Karnataka, India beBeeVerification Full time ₹ 5,00,000 - ₹ 10,00,000About the JobAs a dedicated and customer-focused Video KYC professional, you will be instrumental in enhancing our customer onboarding experience by conducting video-based verifications.You will interact with customers through video calls, ensuring the accurate collection and verification of their identification documents while adhering to regulatory...
-
Digital Transformation Onboarding Specialist
2 days ago
Bengaluru, Karnataka, India beBeeOnboarding Full time ₹ 1,04,000 - ₹ 1,30,878About UsTarget is an iconic brand and one of America s leading retailers.We are constantly improving and innovating our digital shopping experience.Our platform offers meaningful guest experiences in light of digital profitability.The Onboarding team owns and drives critical early phase of the Partner lifecycle by project managing all onboarding activities...
-
Client Onboarding Specialist
14 minutes ago
Bengaluru, Karnataka, India beBeeOnboarding Full time ₹ 10,00,000 - ₹ 20,00,000Job Title: Client Onboarding SpecialistAbout the Role:The Client Onboarding Specialist plays a crucial role in ensuring seamless client onboarding experiences while maintaining compliance with regulatory standards and jurisdictions. This specialist provides regular updates to senior stakeholders on changes in Know Your Client (KYC), Anti-Money Laundering...
-
Marketplace Onboarding Expert
4 days ago
Bengaluru, Karnataka, India beBeeEcommerceOnboarding Full time ₹ 12,00,000 - ₹ 16,20,000Job OpportunityWe are seeking a highly skilled professional to join our team as an E-Commerce Onboarding Specialist.This role is responsible for onboarding new sellers and items onto our online marketplace, ensuring seamless integration with our digital commerce platform.The ideal candidate will possess strong analytical skills, attention to detail, and...
-
Lead Onboarding Specialist
3 weeks ago
Bengaluru, Karnataka, India BestEx Research Full timeAbout BestEx ResearchBestEx Research is a financial technology and research firm specializing in building sophisticated execution algorithms and transaction cost modeling tools servicing multiple asset classes. The firm provides high-performance algorithmic execution services to hedge funds, CTAs, asset managers, and banks through a traditional electronic...
-
Lead Onboarding Specialist
1 day ago
Bengaluru, Karnataka, India BestEx Research Full timeJob DescriptionAbout BestEx ResearchBestEx Research is a financial technology and research firm specializing in building sophisticated execution algorithms and transaction cost modeling tools servicing multiple asset classes. The firm provides high-performance algorithmic execution services to hedge funds, CTAs, asset managers, and banks through a...
-
Product Onboarding Specialist
15 hours ago
Bengaluru, Karnataka, India beBeeOnboarding Full time ₹ 1,04,000 - ₹ 1,30,878Job Description Our ideal candidate will have a deep understanding of onboarding technology platforms and be able to work effectively across multiple teams to develop and implement end-to-end onboarding processes. The successful candidate will have expertise in integrating onboarding solutions with various digital systems, including recruiting, HCM,...
-
Global Onboarding Specialist
1 day ago
Bengaluru, Karnataka, India beBeeSelling Full time ₹ 40,00,000 - ₹ 60,00,000About the RoleWe are seeking a highly skilled and motivated professional to join our team as a Global Onboarding Specialist.This is an exciting opportunity for a dynamic individual who can provide exceptional support to Indian sellers interested in selling globally.