Location: Mumbai

Role Summary

As a Customer Onboarding Specialist, you’ll play a crucial role in delivering world-class service to our clients. You will act as the first line of engagement post-sales, ensuring smooth onboarding, building trusted relationships, and enabling clients to maximize value from our platforms and services. This is a client-facing role that blends financial markets knowledge with problem-solving, communication, and stakeholder management. You’ll partner closely with trading, operations, and technology teams to ensure client success translates into stronger retention, upsell opportunities, and advocacy.

Key Responsibilities:

Client Onboarding & Engagement

- Manage end-to-end onboarding for recent clients, ensuring a smooth & compliant setup.

- Serve as the primary point of contact for client queries and escalations.

- Conduct product walkthroughs, training, and knowledge-sharing sessions tailored to client needs.

Relationship Management

- Build strong, trust-based relationships with clients by understanding their workflows and trading priorities.

- Act as a client advocate internally ensuring feedback is shared with product, tech, and compliance teams.

- Drive adoption of new features, upgrades, and services through regular check-ins.

Client Success Operations

- Monitor client activity, identify usage patterns,



and flag risks or opportunities proactively.

- Prepare client health reports, dashboards, and periodic performance reviews.

- Support compliance, risk, and operations teams in ensuring smooth daily execution for clients.

Growth & Retention

- Collaborate with business development to identify cross-sell and upsell opportunities.

- Drive renewal and retention efforts with a client-first approach.

- Represent the firm at client meetings, industry forums, and events when required.

Education

- Bachelor’s degree in Finance, Economics, Business, or related field.

- An MBA/advanced degree is a plus but not mandatory.

Experience

- 1-3 years of experience in customer success, client servicing, relationship management, or support within financial services/broking/HFT/fintech.

- Exposure to institutional clients or trading desks preferred.

Skills

- Strong understanding of financial markets, trading products, and brokerage ecosystem.

- Excellent communication, problem-solving, and interpersonal skills.

- Ability to manage multiple clients and priorities in a fast-paced, high-stakes environment.

- Proficiency in Excel, reporting tools, and CRM platforms.

Mindset

- Client-first, proactive, and solutions-oriented.

- Collaborative, adaptable, and detail-driven.

📌 Client Onboarding Specialist (Mumbai)
🏢 iRageCapital
📍 Mumbai