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Client Onboarding Executive
Client Onboarding Executive
Signal Expert Global LLP's logo

Client Onboarding Executive

Aarshi Sahu's profile picture
Posted by Aarshi Sahu
1 - 3 yrs
₹2.4L - ₹4L / yr
Indore
Skills
Customer Relationship Management (CRM)
Client Management
Cold Calling
Convincing
Fluent English

Key Responsibilities:


  • Proactively reach out to potential leads and convert them into active clients.
  • Explain the account opening process clearly and assist clients in completing documentation and KYC requirements.
  • Guide clients through broker platform registration (e.g., MT4/MT5).
  • Follow up regularly to ensure clients fund their trading accounts.
  • Coordinate with broker partners to resolve onboarding issues or delays.
  • Maintain accurate records of client progress in CRM and report daily/weekly updates to the team lead or manager.
  • Educate clients on basic platform use, signal access, and trading readiness.
  • Act as the first point of contact for new clients and ensure a positive onboarding experience.


Qualifications:


  • Minimum Graduate or Post Graduate.
  • Excellent communication and interpersonal skills.
  • Basic understanding of trading platforms (MT4, MT5, etc.) and brokerage operations is a plus.
  • Goal-oriented, organized, and self-motivate.
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Shubham Vishwakarma

Full Stack Developer - Averlon
I had an amazing experience. It was a delight getting interviewed via Cutshort. The entire end to end process was amazing. I would like to mention Reshika, she was just amazing wrt guiding me through the process. Thank you team.
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About Signal Expert Global LLP

Founded :
2012
Type :
Services
Size :
20-100
Stage :
Profitable

About

Signal Expert Global is a Multi-National Company & involved in the business of providing Technical Analysis Research services in the Forex & Comex Global Market Since 2016. We provide learning and trading assistance about Forex and Comex segments. Also, Educate in Technical Analysis, identification of market Lots, pricing, possible entry points, barriers to entry, and the prevailing trends of the Forex and Comex market. Signal Expert Global LLP is a Member of the International Trade Council and Follows Foreign Inward Remittance Certificate (FIRC) Norms as per Foreign Exchange Management Act (FEMA) Guidelines. We are a leading Forex & Comex technical signal provider. With its full-fledged research operations, Signal Expert Global has proven itself as a company that produces and delivers highly accurate signals and recommendations. Our aim at allows investors to benefit from booming markets. We aim at breaking the taboo that only big investors can earn from markets. We provide services to clients from different parts of the world. We Provide Intraday & Positional Signals in Forex & Comex Global Market in four Basic Variants Premium, Elite & Customized Services.
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Shubham Vishwakarma

Full Stack Developer - Averlon
I had an amazing experience. It was a delight getting interviewed via Cutshort. The entire end to end process was amazing. I would like to mention Reshika, she was just amazing wrt guiding me through the process. Thank you team.
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