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Client Onboarding Analyst

0 years

0 Lacs

Posted:8 hours ago| Platform: GlassDoor logo

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Work Mode

On-site

Job Type

Full Time

Job Description

Job Profile – Client On-boarding Analyst(Work from Office / International Sales) Package – 2.40 LPA to 3.60 LPA (In-hand) + Excellent Incentives (Note:- Salary will be offered as per the interview) Roles and 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 / 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. Desired Candidate Profile: Minimum Graduate or Post Graduate. Vocal, Confident, Enthusiastic, and Innovative. Knowledge of the Global Market. (Forex & Comex) Fluent English Communication. Should be a driven, detail-oriented, responsible team player and exhibit exceptional relationship management skills. Experience in International Sales, Marketing, Global Market, and Financial Services will be preferred. Job Types: Full-time, Permanent, Fresher Pay: ₹20,000.00 - ₹30,000.00 per month Benefits: Health insurance Paid time off Provident Fund Schedule: Day shift Supplemental Pay: Commission pay Performance bonus Yearly bonus Work Location: In person

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