Free · takes a minute · your resume fills your profile
CoreHRx never asks candidates for money. If anyone does, .
Role at a glance
You will
As a Customer Onboarding Executive, you will play a crucial role in guiding potential partners through the process of becoming Mutual Fund…
Your primary responsibility will be to conduct 1-1 sessions with interested candidates, educating them about the mutual fund industry, the…
By providing clear insights and addressing their queries, you will help them understand the opportunity and encourage them to enroll in the…
Experience
2–4 years
How well do your skills match this job?
Sign in to see your fit: the skills, experience and location this job asks for, checked against your profile.
Job description
Location: Chennai, India
Job Tittle - Customer Onboarding Executive Role Overview: Location: Chennai As a Customer Onboarding Executive, you will play a crucial role in guiding potential partners through the process of becoming Mutual Fund Distributors (MFDs). Your primary responsibility will be to conduct 1-1 sessions with interested candidates, educating them about the mutual fund industry, the benefits of becoming an MFD, and the steps involved in the certification process. By providing clear insights and addressing their queries, you will help them understand the opportunity and encourage them to enroll in the free training program. Your role is essential in ensuring a smooth and engaging onboarding experience that sets candidates up for success in their MFD journey.
Responsibilities:
Educate potential partners on the advantages of becoming an MFD, including earning potential, career growth opportunities, and market demand
Address queries related to the MFD certification process, regulatory requirements, and necessary qualifications
Motivate and guide the partners toward completing their enrollment in the training program
Provide end-to-end support to the partners throughout the onboarding journey until they register and obtain the ARN.
Collaborate with internal teams to ensure a seamless onboarding experience
Qualifications & Experience:
Bachelor's degree in Finance, Business Administration, or a related field
Strong communication and interpersonal skills
2 to 4 years of prior experience in presales, onboarding, or customer support in the financial sector is a plus
This guide is for freshers and working agents in India preparing for customer service, customer support and BPO interviews in voice, chat, email and non-voice processes, domestic or international. It has 60 questions with sample answers you can say aloud, in three levels: the basics every fresher is asked, the real call and chat situations agents with one to four years handle every day, and the metrics, staffing and coaching questions asked in team leader and quality rounds. The metric answers show the full working, so you can explain AHT, FCR, CSAT, NPS and service level with numbers. Practise each answer aloud in your own words, then take the mock test.
Questions you may be asked
Tell me about yourself. How should a fresher answer this in a BPO interview?
Why do you want to work in customer service or a BPO?
What is a BPO, and what is the difference between a voice and a non-voice process?
What is the difference between an inbound and an outbound process?
