Job Title: Accounts & Tax Compliance Executive Key Responsibilities GST Compliance TDS Management Income Tax & Statutory Filings Accounting Support Health insurance Provident fund
Role & responsibilities Field Sales & Prospecting Visit assigned areas/markets daily to generate new leads and meet potential customers. Build and maintain strong relationships with merchants, customers, and partners. Merchant & Agent Acquisition Identify, approach, and onboard merchants and agents directly, from shared leads, or through campaigns onto the Companys platform. Ensure all merchants are properly verified, registered, and onboarded in compliance with KYC, AML, and regulatory norms applicable to the Companys business. Sales & Customer Handling Present and explain product features, benefits, and pricing effectively. Understand customer requirements and recommend appropriate Acemoney solutions. Achieve monthly sales targets and KPIs set for the role. Follow up with interested leads to ensure successful onboarding and conversion. Documentation, Verification & Compliance Assist customers and merchants with onboarding formalities and ensure accurate documentation. Maintain confidentiality and integrity in all interactions and adhere to the Companys code of conduct. Maintain daily field visit reports, lead status, and customer details. Coordination Work closely with internal teams (operations, finance, compliance) to resolve customer or merchant concerns. Coordinate with team leaders for route planning, schedules, and performance updates. Preferred candidate profile Experience candidate from Fintech background
Role & responsibilities 1. Onboarding Process Design & Implementation Develop and implement standardized onboarding workflows for Merchants and Business Correspondents (BCs). Ensure alignment with RBI guidelines, compliance standards, and internal policies. Build scalable, efficient, and high-quality onboarding processes. 2. Merchant & BC Documentation & Compliance Oversee accurate collection, verification, and secure handling of KYC, agreements, certifications, and other required documents. Coordinate with Compliance and Risk teams to ensure regulatory adherence. Conduct internal audits to maintain documentation and compliance hygiene. 3. Training & Enablement Conduct training for Merchants and BCs on product features, system navigation, compliance requirements, and operational workflows. Create SOPs, training decks, reference guides, and video walkthroughs. Ensure partners are fully equipped for smooth activation and usage. 4. Stakeholder Coordination & Support Work closely with Sales, Legal, Risk, Product, Tech, and Operations teams to ensure seamless onboarding and issue resolution. Act as the primary point of contact for onboarding-related queries. Resolve bottlenecks and escalations to ensure timely partner activation. 5. Customer Support Leadership (Newly Added) Lead customer support operations for Merchants and BCs post-onboarding. Establish and monitor SLAs for query handling, ticket resolution, and partner satisfaction. Build and manage an internal support team or coordinate with outsourced support partners. Ensure proper root-cause analysis (RCA) and preventive actions for recurring issues. Maintain escalation matrices and ensure high responsiveness for critical issues. Collaborate with Product & Ops teams to close long-term support gaps. 6. Onboarding & Support Metrics Management Track onboarding KPIs: TAT, activation rates, drop-offs, compliance adherence. Track support KPIs: ticket volume, resolution time, SLA adherence, CSAT/NPS. Identify trends, delays, risk areas, and improvement opportunities. Publish regular MIS and performance dashboards for leadership teams. 7. Process Improvement & Feedback Integration Collect structured feedback from partners and internal teams to refine onboarding and support journeys. Recommend process enhancements to reduce friction and improve experience. Continuously update SOPs, training materials, and tools based on insights. Preferred candidate profile Bachelors degree; MBA or equivalent preferred. 468 years of experience in onboarding, merchant operations, customer support, partner success, or similar roles in fintech, payments, banking, or BFSI. Strong understanding of KYC norms, regulatory requirements, and risk assessment. Excellent communication, problem-solving, and stakeholder management skills. Experience managing customer support operations, ticketing tools, and escalation frameworks. Ability to work across teams and handle high-paced, dynamic environments. Familiarity with CRM, onboarding systems, and documentation platforms.
Key Responsibilities: GST Compliance TDS Management Income Tax & Statutory Filings Accounting Support