Onboarding Specialist

We are looking for a Customer Relation Specialist to assist clients with their investment-related queries and ensure a smooth, reliable service experience. The ideal candidate should have strong communication skills, a customer-first mindset, and a basic understanding of financial products.

Key Responsibilities

Act as the primary point of contact for clients regarding investments and account-related queries

Assist customers with onboarding, documentation, and KYC processes

Handle queries related to mutual funds, portfolios, transactions, and statements

Resolve customer issues promptly via phone, email, and chat

Coordinate with internal teams (operations, advisors, compliance) for issue resolution

Maintain accurate records of customer interactions in CRM systems

Provide timely follow-ups and proactive customer communication

Required Skills & Qualifications

Bachelor’s degree in Finance, Business, Commerce, or related field

1–3 years of experience in customer support, banking, or wealth management

Basic knowledge of mutual funds, investments, and financial markets

Excellent verbal and written communication skills

Strong problem-solving and interpersonal abilities

Comfortable using CRM tools and MS Office

Customer-centric attitude with attention to detail

We're looking for highly responsive, empathetic, and customer-oriented individuals who are adept at providing seamless, high-touch service to HNI clients. This role is perfect for a proactive individual who thrive in a fast-paced environment and have a passion for building strong relationships with high-net-worth clients. You'll be the backbone of our client-facing team, ensuring every interaction is seamless and every detail is handled with precision.

Who we are:

Cambridge Wealth is a respected, award-winning firm in the wealth space. As AMFI, SIF and APMI registered distributors, we work with renowned professionals from various industries, providing exceptional financial solutions. We're a fast-growing, excellence-oriented team focused on delivering outstanding service to our domestic, NRI, and Ultra HNI clients.

What you'll do:

• Client Management: Act as a primary point of contact for our most valued clients (HNIs, Ultra HNIs, NRIs). You'll handle their inquiries, provide timely updates, and ensure their needs are met with a high level of empathy and professionalism.
• Operational Support: Facilitate and manage the full client lifecycle, from initial onboarding and documentation to executing transactions and resolving issues. You'll ensure all processes are smooth, efficient, and compliant.
• Data & Reporting: Maintain meticulous client records, ensuring accuracy and confidentiality. You'll also assist in creating detailed portfolio reports that highlight performance and opportunities for our clients.
• Team Collaboration: Work closely with our wealth management team to track portfolio performance and support strategic initiatives.

What we need:

• Education: A degree in Finance, Commerce, Management, or Economics is preferred.
• Experience: Previous experience in the financial services or mutual fund industry is a plus, especially if you've worked with high-net-worth clients. Those with hospitality experience in the luxury and premium segments are also welcome to apply.
• Certifications: Currently valid NISM VA and or other NISM certifications are an advantage(and eventually required if onboarded).
• Technical Skills: We are strong on tech use & familiarity with the Zoho suite is preferred.

Who you are:

• Client-Focused: You genuinely enjoy building relationships and are driven by a desire to provide exceptional, personalized service.
• A Clear Communicator: You have excellent verbal communication skills.
• Detail-Oriented: You have a keen eye for detail and a meticulous approach to your work.
• Proactive & Resourceful: You don't wait for instructions. You're a problem-solver who takes ownership and can thrive in a dynamic, startup environment.

This role is NOT for you if:

• You prefer a slow-paced, micro-managed environment.
• You are not comfortable with change or taking on new responsibilities.
• You're looking for a passive, "take it easy" role.

What you'll get:

• A core role with a clear growth path within a fast-growing company.
• Meaningful Impact: You'll be a vital part of our team, not just a cog in the wheel.
• A great work environment that is informal, encouraging, and collaborative.
• Competitive compensation.

Our Hiring Process:

1. Online Application: You apply and answer a few quick questions. [5 min]
2. Skills Assessment: An online general aptitude test to evaluate your skills. [60 min]
3. People Video Interview: A quick chat with our People head [30 min]
4. Technical Interview: A discussion about your experience and skills. [30 min]
5. Founder's Interview (In-Person): A final interview to ensure a great fit. [30 min]
6. Offer & Checks: We make an offer, and proceed with a reference and background check.

Please note: This is a WFO (Work From Office) opportunity at our Pune, Prabhat Road office

Job Description – Senior KYC Operations Executive

Role Overview

We are looking for a Senior KYC Operations Executive to manage Individual and

Non-Individual KYC cases and ensure timely completion of KYC requirements. The role will

involve handling new, pending and partial KYC cases, resolving customer issues and

coordinating with internal teams for case closure.

Key Responsibilities

● Manage and process Individual and Non-Individual KYC cases.

● Handle partial KYC cases and follow up on pending requirements to convert them

into completed KYC.

● Verify KYC documents and identify missing, incorrect or incomplete information.

● Handle HUF, Corporate, LLP, Partnership and other Non-Individual KYC cases.

● Monitor KRA/NSE status, KYC approvals, rejections and modifications.

● Follow up with customers through calls, email and chat for pending KYC

requirements.

● Resolve customer KYC-related issues and queries within the required TAT.

● Coordinate with internal teams such as Compliance and Customer Support for issue

resolution.

● Update customer and KYC status accurately in the relevant systems.

● Track pending cases and ensure timely closure.

● Handle escalations and complex KYC cases.

● Conduct basic quality checks to ensure KYC documents and processes are accurate.

● Prepare and maintain daily/weekly KYC reports.

● Support the team in improving KYC processes and reducing pending and incomplete cases.

Skills Required

● Good understanding of Individual and Non-Individual KYC.

● Experience handling partial and pending KYC cases.

● Document verification and attention to detail.

● Strong customer handling and problem-solving skills.

● Communication and follow-up skills.

● Ability to manage multiple cases and meet TAT/SLA.

Experience

3–5 years of experience in KYC Operations.

About EasyEcom

EasyEcom is a multi-product ecommerce operations platform for brands and 3PLs, spanning order and inventory management, warehouse operations, and built-in reconciliation and accounting, the capability that sets us apart from pure WMS platforms. We power 1,800+ brands and 3PLs across 12+ countries, with 455+ integrations, 5B+ orders processed, and $8.1B in GMV flowing through the platform at 99.9% uptime. Customers include Borosil, Relaxo, Swiss Military, and Kimirica, across North America, Europe, MENA, and Southeast Asia. We are backed by IndiaMART, and we are still building fast.

Roles and Responsibilities

● Manage the end-to-end onboarding journey for new clients.

● Understand customer business requirements and configure the platform accordingly.

● Conduct product demonstrations, onboarding sessions(configurations, integrations etc), and user training.

● Guide clients through implementation and ensure timely go-live.

● Resolve client queries and coordinate with the Internal teams whenever required.

● Build strong relationships with clients and ensure a positive onboarding experience.

● Track onboarding milestones and maintain accurate implementation documentation.

● Identify process improvements and share client feedback with internal teams.

● Ensure customers are confident using the platform before transitioning them to the Customer Success team.

● Travel across India as and when required for implementation and client meetings.

Preferred Qualifications

● Bachelor's degree in Business, Engineering, IT, or a related discipline. ● Prior experience with SaaS products, ERP, OMS, WMS, or eCommerce platforms will be an added advantage.

● Knowledge of marketplaces such as Amazon, Flipkart, Myntra, Shopify, or similar ecosystems is a plus.

Senior Customer Onboarding Specialist

Location: Coimbatore

Employment Type: Full Time

Work Shift: US working hours - Mandatory

Job Description

RunLoyal is looking for an experienced and customer-focused Senior Customer Onboarding Specialist to lead the onboarding of new customers onto the RunLoyal platform. This is a senior, high-autonomy role responsible for owning the customer relationship after the sales handoff - evaluating fit against RunLoyal's Ideal Customer Profile (ICP), gathering business requirements, and translating them into a fully configured, validated portal. You will work closely with Development, Infrastructure, QA, and Support teams to ensure customers are set up correctly, while also mentoring junior onboarding team members and supporting Customer Success operations.

Key Responsibilities

• Serve as the primary point of contact for customers immediately after sales handoff through onboarding completion.
• Evaluate incoming customers against RunLoyal's Ideal Customer Profile (ICP) to confirm platform fit.
• Gather and document detailed business requirements through customer calls, discovery sessions, and follow-ups.
• Assess whether RunLoyal's platform can meet each customer's specific business needs, flagging gaps or limitations early.
• Translate requirements into a portal build plan and configuration workbook.
• Build and configure customer portals - services, pricing, staff roles, and booking workflows - based on documented requirements.
• Lead data migration efforts, including data cleaning, transformation, and CSV-based imports, for a smooth transition onto the platform.
• Validate completed portal configurations against requirements and run pre-go-live quality checks to catch errors before customers encounter them.
• Perform data sanity checks and spot-check migration outputs for accuracy before customer handoff.
• Own the most complex, high-value, or multi-location onboarding engagements end-to-end.
• Serve as an escalation point for onboarding-related fit, scoping, or configuration issues.
• Mentor and review the work of junior onboarding team members.
• Support Customer Success operations, including pipeline tracking, reporting, and post-go-live handoffs.
• Coordinate with Development, Infrastructure, QA, and Support teams to resolve onboarding-related issues.
• Maintain and improve onboarding documentation, templates, and internal processes.

Required Skills & Qualifications

• 3-4 years of experience in solution consulting, implementation, onboarding, or a customer-facing technical role (SaaS experience preferred).
• Strong requirements-gathering and discovery skills, with the ability to translate business needs into technical configuration.
• Sound, independent judgment on customer/ICP fit, with the ability to make and defend go/no-go calls with minimal oversight.
• Strong attention to detail with a QA mindset - able to catch configuration and data errors before they reach the customer.
• Proficiency in MS Excel / Google Sheets for configuration workbooks and data mapping.
• Excellent written and verbal communication skills, including with senior stakeholders.
• Strong organizational skills with the ability to manage multiple, high-complexity onboardings concurrently.

Preferred Qualifications

• Prior experience mentoring or reviewing the work of junior team members.
• Familiarity with the pet care services industry or other service-based SMBs.
• Familiarity with CRM or project management tools such as HubSpot, Intercom, Asana, or Notion.
• Experience working in a SaaS startup or scale-up environment.

Education

• Bachelor's degree in Engineering, Business, IT, or a related field.

Job Title: KYC Executive – Pocketly

Job Summary:

We are looking for a detail-oriented KYC Executive to handle customer verification processes and ensure compliance with regulatory requirements. The role involves verifying customer documents, identifying discrepancies, and maintaining accurate records.

Key Responsibilities:

Perform KYC verification of customer documents (Aadhaar, PAN, etc.)

Ensure compliance with internal policies and regulatory guidelines

Review and validate customer data for accuracy and completeness

Identify and flag suspicious or fraudulent activities

Maintain proper documentation and records of verified profiles

Coordinate with internal teams for KYC-related queries and escalations

🚨 WE’RE HIRING | Operations Executive – Unsecured Loans 🚨

📍 Location: Indore

🏢 Company: Parker's Consulting & Ventures Pvt. Ltd. (DSA)

🧩 Experience: 1–3 Years

💰 Salary: ₹20,000 – ₹25,000 per month

🔍 Key Responsibilities

Manage end-to-end loan operations for Unsecured Loans (Business Loans)

Handle file login processes with NBFCs / DSAs

Perform KYC verification and ensure accurate documentation

Coordinate with Banks/NBFCs for loan approval and disbursement

Track loan files from login to disbursement and closure

Prepare and maintain MIS reports and operational data

Resolve operational issues and support process improvements

🎯 What We’re Looking For

✔️ 1–3 years of experience in Loan Operations / Banking / NBFC / DSA

✔️ Good knowledge of loan processes and documentation

✔️ Strong coordination and follow-up skills

✔️ Good communication and basic Excel knowledge