Client Onboarding Manager

Job Description

About : Signal Expert Global LLP 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. Job Profile – Client Onboarding Team Leader/Manager Package – Depends on the interview Key Responsibilities : *Actively engage with leads and convert them into clients. *Personally assist clients with account opening, KYC completion, and funding through associated brokers. *Explain trading platforms, account types, and funding procedures with clarity and confidence. *Manage and mentor a team of onboarding executives; assign tasks and monitor progress. Drive the team’s client acquisition, onboarding, and funding KPIs. *Conduct training sessions and daily huddles to improve pitch quality and conversion rates. *Coordinate with broker partners to resolve client issues or documentation delays. *Maintain CRM and prepare weekly reports on both personal and team performance. *Handle escalations and support high-potential or HNI clients during onboarding. *Ensure an excellent first experience for clients to support long-term retention. Qualifications : *Minimum Graduate or Post Graduate. *Experience in team handling (minimum 2 years). *Experience in sales, client onboarding, or brokerage services (Forex/Comex preferred). *Excellent communication and interpersonal skills. *Hands-on understanding of broking portals, KYC processes, and MT4/MT5 platforms. *Leadership mindset with the ability to coach, track, and boost team performance. Job Types: Full-time, Permanent Pay: ₹30,000.00 - ₹35,000.00 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