Product Demo & Customer Onboarding Executive – Financial Products

About the Role

Vivasvat Revolutions Ltd. is looking for a confident, interactive, and customer-focused Product Demo & Customer Onboarding Executive to join our team. The ideal candidate will be responsible for conducting online product demonstrations, explaining financial products and their benefits to customers, addressing customer queries, and ensuring a smooth and professional onboarding experience.

Key Responsibilities

· Conduct engaging online product demonstrations for prospective and existing customers.

· Clearly explain product features, perks, functionality, and usage in a simple and customer-friendly manner.

· Understand customer requirements and demonstrate relevant product features accordingly.

· Present financial products confidently and answer customer questions during and after demonstrations.

· Build strong customer relationships through effective communication and regular follow-ups.

· Guide customers through the complete onboarding process after the product demonstration.

· Assist customers with required documentation, registration, verification, and product activation.

· Follow up with customers to ensure successful onboarding and product adoption.

· Maintain accurate records of product demos, customer interactions, follow-ups, and onboarding status.

· Collect customer feedback and share relevant insights with the internal team.

· Maintain a strong understanding of the company’s financial products, features, and processes.

Required Qualifications & Experience

· Minimum 1 year of experience in Product Demonstration, Customer Success, Customer Onboarding,



Relationship Management, Sales, FinTech, Financial Services, or a similar customer-facing role.

· Bachelor’s degree in BBA, B.Com, Finance, Business Administration, or an MBA in Finance is preferred.

· Excellent verbal and written communication skills with strong customer-facing ability.

· Strong presentation and product demonstration skills.

· Highly interactive, confident, approachable, and comfortable communicating with customers.

· Ability to explain financial products and concepts clearly and in an easy-to-understand manner.

· Strong interpersonal, listening, problem-solving, and follow-up skills.

· Comfortable conducting virtual product demonstrations through Zoom Meet platform.

· Ability to work independently and manage multiple customer interactions in a remote work environment.

Preferred Profile

· Experience in FinTech, Financial Services, Investment Platforms, Wealth Management, or related industries will be an advantage.

· Candidates who are confident in conducting customer-facing presentations and virtual product demos are highly preferred.

Key Skills

Product Demonstration | Customer Onboarding | Customer Interaction | Financial Products | Presentation Skills | Communication | Customer Relationship Management | Follow-up | Problem Solving | Financial Awareness

What We Offer

· Full-time remote work opportunity.

· Opportunity to work with innovative financial products and technology.

· Customer-facing role with strong learning and career development opportunities.

· Professional and collaborative work environment.

Benefits

- Work from home

Work Location: Remote

📌 Product demo and customer onboarding Specialist (India)
🏢 Vivasvat Revolutions
📍 India