Designation – Lead Client Onboarding

Location – Mumbai (Goregaon)

Job Role –

• Drive client activation, engagement, and early trading behavior within the first 30 days through a team

• Enhance onboarding (Activation) experience to improve activation rates.

• Identify and resolve Activation friction points through continuous process improvements

• Develop and monitor activation dashboards and MIS reports.

• Leverage data-driven insights to optimize client journeys and outcomes.

• Collaborate with Product & Technology teams to improve digital onboarding flows and automation.

• Lead, mentor, and manage activation teams handling high-volume inflow.

• Conduct regular performance reviews and drive accountability and process discipline





Job Requirement –

• Graduate/Postgraduate in Commerce, Finance, or related field.

• 8–15 years in stock broking / financial services

• Client Activation & Engagement: 5+ years managing Activation or client lifecycle teams.

• Process, Compliance & Operational Excellence: Ensure strict, operational controls, Experience in digital onboarding systems and CRM tools.

• Robust communication, coordination, and stakeholder management skills.

• Proficiency in MS Excel and workflow/process automation tools.

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