Job Description: Investor Onboarding Executive
Department: Investor Onboarding Team
Reports To: Team Lead – Investor Onboarding Role

Summary: The Investor Onboarding Executive will be responsible for engaging with newly registered customers through outbound calls. The primary objective is to educate customers about the platform, understand their investment intent, reduce onboarding drop-offs, and improve signup-to-KYC conversion rates.

Key Responsibilities:
Reach out to newly registered customers through outbound calls immediately after signup
Introduce customers to the BondScanner platform and explain the investment journey
Understand customer requirements, investment interest, and intent
Educate customers on available investment products and platform advantages
Assist customers with onboarding-related queries before KYC completion
Identify interested and high-intent customers and route them to the concerned team for immediate assistance
Conduct timely follow-ups with customers who have not completed KYC or onboarding steps




Reduce onboarding and customer drop-offs through effective communication and engagement
Maintain accurate customer interaction details and updates in CRM systems
Ensure all interactions follow company guidelines and customer experience standards

Required Skills:
Excellent communication skills in English and Hindi (regional language preferred)
Strong customer engagement and persuasion skills
Positive listening and relationship-building abilities
Ability to explain financial concepts in a simple manner
Basic CRM handling skills

Qualification & Experience:
Graduate in any discipline
0–2 years of experience in telesales, telecalling, customer onboarding, or customer engagement Fintech Experience is preferred
Freshers with robust communication skills may also apply

Pay: ₹30,000.00 - ₹44,000.00 per month

Advantages:
Cell phone reimbursement
Paid sick time
Provident Fund

Work Location: In person

📌 Investor Onboarding Executive Bengaluru
🏢 Tap HQ
📍 Bengaluru