Client Onboarding Specialist

Location

India | India

Job description

Role – Client Onboarding

Location – Goregaon, Mumbai

Experience – 2yrs+

Profile

We are looking for an energetic Client Onboarding Specialist to help drive our sales and grow the business. You will work with various departments and report to the Business Manager. The successful applicant will be resourceful, organized, process oriented and motivated to increase sales and enhance the company's reputation.

Responsibilities

· Lead the onboarding process: Enable the end-to-end onboarding process for new clients, ensuring a smooth transition from prospect to client status.

• Compliance adherence: Adhere to SOPs for lead conversion and onboarding to ensure successful client onboarding.

• Documentation: Maintain accurate and up-to-date documentation of processes and client interactions.

· Internal co-ordination – Co-ordination with technical, legal and other teams to get the necessary documentation required for client onboarding successfully signed off.

• Issue resolution: Proactively identify and address any issues or challenges that arise during the onboarding process, working closely with internal teams and clients to find timely resolutions and mitigate risks.

• Continuous improvement: Identify opportunities for process improvement and optimization within the client onboarding function, recommending, and implementing enhancements to streamline operations and enhance the client experience.

· Preparing weekly and monthly reports.

· Coordinating sales efforts with marketing programs.

· Maintaining client records.

Basic requirements

· Excellent communication skills, both written and verbal.

· Strong analytical and problem-solving abilities.

· Ability to handle multiple tasks simultaneously and meet deadlines.

· Proficiency in using relevant KPO/BPO tools and software

· Detail-oriented with a focus on quality and accuracy.

· Team player with the ability to work collaboratively.

Job tags

Salary