About the role
Designation – Lead Client Onboarding
Location – Mumbai (Goregaon)
Job Role –
•Drive client activation, engagement, and early trading behavior within the first 30 days through a team
•Enhance onboarding (Activation) experience to improve activation rates.
•Identify and resolve Activation friction points through continuous process improvements
•Develop and monitor activation dashboards and MIS reports.
•Leverage data-driven insights to optimize client journeys and outcomes.
•Collaborate with Product & Technology teams to improve digital onboarding flows and automation.
•Lead, mentor, and manage activation teams handling high-volume inflow.
•Conduct regular performance reviews and drive accountability and process discipline
Job Requirement –
•Graduate/Postgraduate in Commerce, Finance, or related field.
•8–15 years in stock broking / financial services
•Client Activation & Engagement: 5+ years managing Activation or client lifecycle teams.
•Process, Compliance & Operational Excellence: Ensure strict, operational controls, Experience in digital onboarding systems and CRM tools.
•Strong communication, coordination, and stakeholder management skills.
•Proficiency in MS Excel and workflow/process automation tools.