- Call and communicate with users who come through influencer campaigns.
- Guide users through the required sign-up, KYC, account opening, or Demat account process.
- Help users understand the steps involved and resolve basic onboarding-related queries.
- Follow up with users who have started but not completed the onboarding process.
- Coordinate with influencer teams and communities when required.
- Keep track of users and their onboarding status.
- Maintain and update daily records in Excel/Google Sheets.
- Share regular updates with the internal team regarding completed and pending users.
- Coordinate with the relevant brand or internal team when there are issues that require further assistance.
- Ensure a smooth experience for users from the initial sign-up until the required onboarding process is completed.
Requirements
- Good communication skills in Hindi and English.
- Comfortable communicating with users over calls and WhatsApp.
- Basic knowledge of Excel or Google Sheets.
- Good follow-up and coordination skills.
- Basic computer knowledge.
- Ability to maintain accurate records and manage multiple users.
- Patient, polite, and comfortable helping users with step-by-step processes.
- Freshers are welcome to apply.
Who Would Be a Good Fit? This role would suit someone who enjoys communicating with people, is comfortable making calls, is good at explaining processes clearly, and can patiently follow up with users until their onboarding is completed.
Experience in customer support, user onboarding, telecalling, operations, or a similar role is a plus, but not mandatory.