
Client Onboarding Specialist
3 days ago
Job Profile – Client Onboarding Executive / Full Time / Permanent / Work from Office Package – Up to 35k (in-hand) + incentives
Key Responsibilities:
- Proactively reach out to potential leads and convert them into active clients.
- Explain the account opening process clearly and assist clients in completing documentation and KYC requirements.
- Guide clients through broker platform registration (e.g., MT4/MT5).
- Follow up regularly to ensure clients fund their trading accounts.
- Coordinate with broker partners to resolve onboarding issues or delays.
- Maintain accurate records of client progress in CRM and report daily/weekly updates to the team lead or manager.
- Educate clients on basic platform use, signal access, and trading readiness.
- Act as the first point of contact for new clients and ensure a positive onboarding experience.
Qualifications:
- Minimum Graduate or Post Graduate.
- Experience in sales, client onboarding, or brokerage services (Forex/Comex preferred.
- Excellent communication and interpersonal skills.
- Basic understanding of trading platforms (MT4, MT5, etc.) and brokerage operations is a plus.
- Goal-oriented, organized, and self-motivated.
Perks & Benefits:
- Excellent commissions
- Overseas trip by the company
Reach us for an Interview
Email:
Call:
Job Types: Full-time, Permanent, Fresher
Pay: ₹15, ₹25,000.00 per month
Benefits:
- Health insurance
- Provident Fund
Ability to commute/relocate:
- Lig Colony, Indore, Madhya Pradesh: Reliably commute or planning to relocate before starting work (Required)
Education:
- Bachelor's (Required)
Experience:
- Customer acquisition: 1 year (Preferred)
Language:
- English (Required)
Work Location: In person
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