Designation: Executive / Senior Executive - Onboarding Team (OBT)

Purpose of the Role To ensure seamless onboarding, activation, engagement, and servicing of NFA and PFA partners by providing end-to-end support during onboarding, resolving partner queries, conducting training interventions, and driving partner re-engagement initiatives to improve business productivity and satisfaction.

Key Responsibilities

1. New Partner Onboarding & Activation

Manage end-to-end onboarding of newly appointed NFA/PFA partners.

Serve as the primary point of contact during the onboarding phase.

Ensure timely completion of onboarding formalities and business transfer activities.

Handhold partners through account activation, business setup, and process understanding.

Drive partner activation through

Current Client Acquisitions (NCA)

Margin mobilization

Daily Activation Revenue (DAR)





Coordinate with internal stakeholders to resolve onboarding challenges promptly.

Track onboarding progress and ensure achievement of activation benchmarks.

Meeting partners physically to better understand the challenges faced by them.

2. Training & Capability Development

Conduct onboarding and refresher training sessions for NFA/PFA partners.

Promote completion of mandatory training modules.

Identify partner knowledge gaps through query analysis.

Develop and deliver process, product, and system training programs.

Measure training eectiveness through feedback and reduction in operational queries.

Collaborate with Sales and Functional Teams to enhance partner capability.

3. Additional Responsibility

Involvement in new Projects from time to time, based on allocations

📌 Executive / Senior Executive - On boarding Team (Bengaluru)
🏢 Aditya Birla Capital
📍 Bengaluru