Customer Onboarding Specialist

We’re looking for a motivated and articulate Customer Onboarding Specialist to guide potential partners through the journey of becoming Mutual Fund Distributors (MFDs). You will act as the first point of contact for interested candidates—educating them on the opportunity, addressing their questions, and helping them complete their onboarding and training process. This role blends customer engagement with financial education and is ideal for someone passionate about empowering individuals with new career opportunities in the mutual fund ecosystem.

Location: Chennai
Experience: 0 to 4 years
Notice Period: Immediate to 30 days
Department: Partner Success & Onboarding
Qualification: Bachelor’s degree in Finance, Business Administration, or related field

Must-Have Skills:

• Excellent verbal communication in Hindi and English

• Strong interpersonal and customer-handling skills

• Ability to explain complex financial concepts in a simple, engaging way

• A confident, empathetic, and motivating communication style

• Willingness to work in a fast-paced, goal-driven environment

Key Responsibilities:

• Conduct 1-on-1 sessions with prospective MFDs to explain the opportunity

• Educate them about mutual fund distribution, earnings potential, and certification steps

• Guide candidates through the NISM V-A training enrollment and onboarding

• Provide ongoing support until registration and ARN (AMFI Registration Number) completion

• Address queries around regulatory and documentation requirements

• Collaborate with internal teams to ensure a seamless onboarding journey

• Track and report onboarding progress and outcomes

Good to Have:

• Previous experience in customer onboarding, sales, or support (especially in financial services)

• Familiarity with mutual fund products or certification processes

• Strong follow-up and task management capabilities

• Proactive mindset with a passion for helping people start new careers