Job Description: Investor Onboarding Executive

Department: Business Operations
Reports To: Team Lead – Investor Onboarding

About BondScanner

BondScanner is a SEBI-registered Online Bond Platform Provider (OBPP), operated by Sustvest Broking Private Limited. It makes bond investing simple, transparent, and accessible for retail investors across India. Investors can discover, compare, and invest in listed bonds such as corporate bonds, PSU bonds, and government securities, with zero brokerage, through a web and mobile experience. Built for first-time investors as well as experienced ones, the platform offers bond comparison tools, learning resources like the Bond Masterclass, and a regulated, digital-first investment journey. Its investor base now spans both metros and Tier 2 and Tier 3 cities, as more people discover fixed-income investing.

As an Investor Onboarding Executive, you will be the first human touchpoint for new investors, helping them understand bonds and complete their journey with confidence.

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 BondScanner, a SEBI-registered bond investing 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
- Good listening and relationship-building abilities
- Ability to explain financial concepts in a simple manner
- Basic CRM handling skills

Qualification & Experience

- Graduate in any discipline
- 1–3 years of experience in telesales, telecalling, customer onboarding, or customer engagement preferred
- Freshers with strong communication skills may also apply

Pay: ₹500,000.00 - ₹600,000.00 per year

Benefits:

- Health insurance
- Paid sick time
- Paid time off
- Provident Fund

Application Question(s):

- What is your current and expected CTC?
- What is your notice period?

Work Location: In person

📌 Investor Onboarding Executive (Bengaluru)
🏢 BondScanner
📍 Bengaluru