Mutual Fund Onboarding Expert

2 weeks ago

Kanpur, Uttar Pradesh, India SL Finserv - Investing For A Better Future Full time

**About Us:**

SL Finserv - Investing For A Better Future, a forward-thinking organization, is seeking an exceptional individual to fill the role of Customer Calling and Onboarding Specialist. As a key member of our team, you will be responsible for delivering outstanding customer experiences through proactive communication and seamless onboarding processes.

We are committed to empowering our customers with expert guidance and personalized support. If you possess excellent interpersonal skills, a passion for building strong relationships, and a knack for problem-solving, we encourage you to apply for this exciting opportunity.

**Key Responsibilities:

  • Customer Interaction:
    • Initiate calls to potential clients who have expressed interest in our mutual fund services.
    • Provide detailed information about our products, services, and the onboarding process.
    • Address client queries, resolve concerns, and build trust.
  • Onboarding Support:
    • Guide clients step-by-step to complete their onboarding formalities.
    • Ensure all required documentation is collected, verified, and processed efficiently.
    • Educate clients about the importance of KYC compliance.
  • Follow-ups:
    • Regularly follow up with clients who have not completed their onboarding.
    • Send reminders via messages or emails.
    • Identify and address reasons for delays in onboarding.
  • Customer Relationship Management:
    • Maintain a professional and empathetic approach during all interactions.
    • Build and nurture long-term relationships with clients for sustained engagement.
  • Team Collaboration:
    • Work closely with the operations team to ensure seamless client experiences.
    • Provide feedback on common client issues to improve internal processes.
  • Reporting and Performance Tracking:
    • Record all interactions and progress in the CRM system.
    • Prepare daily and weekly reports on outreach, onboarding progress, and client feedback.

**Performance Metrics:

  • Call Productivity: Number of calls made per day.
  • Conversion Rate: Percentage of calls leading to successful onboarding.
  • Follow-Up Efficiency: Rate of follow-ups resulting in action taken by the client.
  • Documentation Accuracy: Percentage of error-free document submissions.
  • Customer Satisfaction: Client feedback scores post-interaction.
  • Time to Onboard: Average time taken to complete the onboarding process.

**Requirements and Qualifications:

  • Bachelor's degree or higher preferred.
  • Strong verbal communication skills in English and Hindi.
  • Basic understanding of mutual funds and financial products (preferred).
  • Proficiency in using our Onboarding software and other related tools for which training will be provided.
  • Ability to handle objections and resolve queries professionally.
  • Excellent organizational skills and attention to detail.

**Benefits and Remuneration:

As a valued member of our team, you can expect a competitive salary ranging from Rs 10000-12000 per month, along with a performance-based incentive structure that rewards your hard work and dedication. This is a full-time position located in Kanpur.

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