27 Digital Onboarding Jobs

About Wholesale Banking Product Group Wholesale Banking Products Department focuses on the gamut of corporate products. WBP Trade team focusses on doing Trade Finance & Supply Chain Finance business with customers such as the Large and mid-corporates, MNC, PSUs across industries like Infrastructure, Engineering, Chemicals, Oil& Gas, Metals, textiles etc. The Trade Finance business emphasizes doing business with higher rated corporates with a focus on garnering a higher share of the cash flows by providing Trade & SCF related working capital facilities. About the Role WBP Trade - Platform Implementation & Commercialization Team is Responsible for end-to-end digital onboarding and implementati...

As a valuable member of the team, you will play a crucial role in supporting various key result areas. Your responsibilities will include: - Assisting in the design and implementation of the end-to-end digital distribution strategy for Digital RPs. - Ensuring seamless digital onboarding journeys and structured engagement frameworks. - Implementing business tracking and real-time reporting mechanisms. - Managing effective grievance management processes. - Setting up and overseeing digital lead funnels for lending and other financial solutions. - Driving visibility and ownership across the entire funnel. - Collaborating with product, credit, and tech teams to streamline lead lifecycle processe...

As an intern/contractual hire at Covrzy, you will play a crucial role in driving walk-in conversions at partner office kiosks. Your proactive and customer-friendly approach will be key in engaging with customers, explaining offerings, and completing digital onboarding. In addition, you may be required to provide occasional event support, gaining exposure to real customer acquisition, field sales, and operations. **Key Responsibilities:** - Manage & pitch to daily walk-ins at partner office kiosks and convert leads to closures. - Explain product benefits clearly in regional languages. - Digitally onboard customers using internal tools/apps. - Support partner teams and ensure kiosk readiness. ...

You will be working as a proactive, customer-friendly intern/contractual hire at Covrzy, an Insurtech company simplifying business insurance for small businesses and startups in India. Your main responsibility will be to drive walk-in conversions at partner office kiosks by engaging with customers, explaining offerings, and completing digital onboarding. This role will provide you with exposure to real customer acquisition, field sales, and operations. **Key Responsibilities:** - Manage & pitch to daily walk-ins at partner office kiosks and convert leads to closures. - Explain product benefits clearly in regional languages. - Digitally onboard customers using internal tools/apps. - Support p...

Could you be the full-time Senior Training Manager in our Project Management Academy Bengaluru were looking for? Your future role Take on a new challenge and apply your comprehensive expertise in training and development in a new cutting-edge field. Youll work alongside innovative, supportive, and skilled teammates. You'll lead the charge in fostering a culture of continuous learning and development within our Project and Bid Management community. Day-to-day, youll work closely with teams across the business (such as Talent/HR Management, Alstom University, and various Project Offices), spearhead the creation of a harmonized global competency development training curriculum, and much more. Y...

As a Software Sales / Business Development Executive at our company, your role will involve expanding our customer base by implementing an effective business growth strategy. Your main objective will be to achieve targets by strengthening client relationships. Key Responsibilities: - Drive B2B sales for digital transformation solutions, including digital onboarding and automation platforms. - Engage with banks, NBFCs, insurance companies, and fintechs to identify business needs and present suitable technology solutions. - Work closely with internal teams to ensure successful delivery and client satisfaction. Qualifications and Skills: - 13 years of successful B2B sales experience in SaaS, AI...

As a Software Sales / Business Development Executive at our company based in Mahape, Navi Mumbai, your role will involve expanding our customer base and implementing effective business growth strategies. Your main goal will be to achieve targets by strengthening client relationships. **Key Responsibilities:** - Drive B2B sales for digital transformation solutions, including digital onboarding and automation platforms. - Engage with banks, NBFCs, insurance companies, and fintechs to identify business needs and present suitable technology solutions. - Collaborate closely with internal teams to ensure successful delivery and client satisfaction. **Qualifications and Skills:** - Proven experienc...

Role Overview: You will be responsible for leading the end-to-end design and continuous improvement of client journeys at UBS. Your role will involve translating strategic objectives into actionable journey maps and experience blueprints, collaborating with cross-functional teams to define KPIs and success metrics, and leveraging data insights to identify pain points and opportunities. Additionally, you will act as a thought partner to product and design teams and contribute to the broader transformation agenda of the OnePass program by embedding journey thinking into delivery squads. Key Responsibilities: - Lead the end-to-end design and continuous improvement of client journeys, ensuring a...

Sales Lead KYC & Identity Verification API Solutions (Full-Time, Mumbai) Role Summary We are looking for a highly motivated and proactive Full-Time Sales Executive to drive growth for our KYC and identity verification API business. You will be responsible for identifying potential clients, consulting them on our verification solutions, and converting them into long-term partners. This role is ideal for someone with strong B2B sales experience in fintech, compliance tech, SaaS, or API-based products. Key Responsibilities Present our suite of KYC APIs, including Aadhaar/PAN verification, ID OCR, AML checks, bank account verification, digital onboarding flows, and other identity validation solu...

Job Description Position : Sr. Product Manager Experience : 6-12 years of experience, with at least 3 years in Product Management role for mortgage products Qualification: MBA from reputed B-School only Location: Gurgaon Key Responsibilities : DSA Channel Management: Initiate new DSA partnerships Deepening existing partnerships & managing relationships Create digital onboarding journeys for large DSAs Launch contests, R&R etc. for DSAs Create dashboards, analytics & insights on DSA channel business for senior management Drive Strategic Projects such as developing alternate channels, drive adoption of digital assets, transformation office led initiatives etc. Create contest creatives/ marketi...

As a Product Owner for the Customer Onboarding Application on Salesforce AppExchange, your role is crucial in defining the product vision, ensuring high-quality releases, and driving continuous value for Salesforce customers in the Consumer Goods and Retail Execution domain. You will collaborate with stakeholders to deliver a robust onboarding solution that empowers B2B customers at scale. Your key responsibilities include: - Define and own the product roadmap for the Customer Onboarding application on Salesforce AppExchange for both web and mobile platforms. - Partner with customers to gather feedback and insights for the product roadmap, ensuring alignment with Customer Experience (CX). - ...

SECTION II: ROLE SUMMARY The incumbent will be responsible for acquiring EXIM CA Accounts along with high-value CA with focus on driving Trade and Forex Income. He should be a self-driven and motivated individual with a zeal to outperform in ambiguous environment and thrive under pressure. He should understand basic banking products, transaction processing & pricing, and have flair for sales and relationship management. SECTION III: KEY RESPONSIBILITIES/ ACCOUNTABILITIES Responsibilities To identify and acquire new EXIM CA customers in the identified segment and reference generation from the specified catchment To identify and acquire new product/ program eligible CA in the identified segmen...

As a Manager Customer Onboarding - Client Lifecycle Management (CLM) Transformation at our organization, your primary role will be to spearhead global CLM transformation initiatives. You will leverage your expertise in financial crime compliance, KYC/AML, fraud risk management, and digital onboarding to deliver complex, multi-jurisdictional programs successfully. Your blend of business acumen, technology fluency, and change leadership will be crucial in driving sustainable transformation across the CLM value chain. Key Responsibilities: - Lead end-to-end CLM transformation programs, covering operating model design, functional design, technology implementation, and regulatory remediation. - A...

Job Title PM Digital Onboarding About Us Capco, a Wipro company, is a global technology and management consulting firm. Awarded with Consultancy of the year in the British Bank Award and has been ranked Top 100 Best Companies for Women in India 2022 by Avtar & Seramount . With our presence across 32 cities across globe, we support 100+ clients across banking, financial and Energy sectors. We are recognized for our deep transformation execution and delivery. WHY JOIN CAPCO You will work on engaging projects with the largest international and local banks, insurance companies, payment service providers and other key players in the industry. The projects that will transform the financial service...

Role Overview: An experienced Private Banker who can manage and grow relationships with High-Net-Worth Individuals. This role involves client acquisition, personalised investment advisory, and delivering an exceptional wealth management experience through a phygital journey. Key Responsibilities: Identify and onboard HNW clients through market research, referrals, and collaboration with internal teams Provide tailored investment solutions across investment products like MF, PMS, AIF, Bonds, Equities, LAS, etc. Facilitate digital onboarding and guide clients through their digital investment journey Deepen client relationships to increase wallet share and long-term engagement Requirements: 5+ ...

Role Overview: As a Journey Strategist at UBS within the GWM AI BaC team, your role is crucial in leading the end-to-end design and continuous improvement of client journeys. You will collaborate with cross-functional teams to translate strategic objectives into actionable journey maps and experience blueprints. Your expertise in journey strategy, service design, and customer experience will play a key role in shaping and optimizing client journeys across digital and assisted channels. Key Responsibilities: - Lead the end-to-end design and continuous improvement of client journeys, ensuring alignment with business goals and regulatory requirements. - Translate strategic objectives into actio...

As a valuable member of the team, you will play a crucial role in supporting various key result areas. Your responsibilities will include: - Supporting the Strategy & Process Design: - Assisting in the design and implementation of the end-to-end digital distribution strategy for Digital RPs. - Ensuring seamless digital onboarding journeys and structured engagement frameworks. - Implementing business tracking and real-time reporting mechanisms. - Managing effective grievance management processes. - Managing the Digital Lead Funnel: - Setting up and overseeing digital lead funnels for lending and other financial solutions. - Driving visibility and ownership across the entire funnel. - Collabor...

Role Overview: As a Senior Manager Sales, Merchant Acquisition, your main responsibility will be to own and expand a portfolio of key merchants at a national level across e-retail, insurance, and healthcare sectors. Your role will entail leading the complete sales cycle for acquiring new merchants, starting from prospecting and creating proposals to setting prices, facilitating onboarding, and ensuring long-term engagement. Collaboration with internal teams like Product, Risk, Operations, and Compliance will be crucial to guarantee a smooth integration process for merchants. Monitoring the competitive landscape, pricing trends, and sector-specific changes will be necessary to effectively pos...

As a Digital Customer Journey Developer, your role involves designing and implementing digital customer journeys using Temenos Journey Manager. You will collaborate with business analysts, UX designers, and backend developers to effectively translate requirements into solutions. Your responsibilities include developing and configuring TJM components such as forms, workflows, APIs, and UI logic. It is essential to ensure optimal performance, scalability, and security of TJM-based applications. Additionally, you will integrate TJM with core banking systems, CRM platforms, and third-party APIs. Testing, debugging, and deployment of digital journeys are key aspects of your role. Providing techni...

As the General Manager of BFSI Solution Sales and Head of South India at AuthBridge, you will be responsible for driving the adoption of AuthBridge's Financial Intelligence solutions in the southern region. Your primary mission will be to lead the B2B sales efforts, foster strong client relationships, and drive revenue growth within the BFSI sector. Your responsibilities will include leading and expanding the BFSI sales team, defining targets, providing mentorship, and overseeing the entire sales process from prospecting to closure. You will be tasked with developing regional strategies to enhance market penetration, engaging with key stakeholders, and collaborating with internal teams to ta...

You are a strategic and detail-oriented Product Owner responsible for leading the roadmap and delivery of a Customer Onboarding Application on Salesforce AppExchange, specifically focusing on the Consumer Goods and Retail Execution domain. Your role is crucial in defining the product vision, ensuring high-quality releases, and generating continuous value for Salesforce customers operating in high-volume, route-to-market, and retail execution environments. Your primary responsibilities include defining and owning the product roadmap for the Customer Onboarding application, collaborating with stakeholders to understand Customer Experience (CX) and feedback, translating business needs into deta...

As a Digital Onboarding Expert at Bigul by Bonanza Portfolio Ltd., located in Indore, you will play a crucial role in guiding clients through the digital account opening process. With at least 1 year of experience in this field, you will be responsible for ensuring regulatory compliance and resolving any issues that may arise during the onboarding process. Your main duties will include assisting clients in completing the digital account opening procedures smoothly, while also providing them with necessary guidance and support. It will be your responsibility to ensure that all regulatory requirements are met and that the onboarding process is conducted efficiently and effectively. Additionall...

You should have a basic understanding of KYC guidelines, regulations, and compliance norms applicable to the banking and financial sectors. You should be eager to learn account opening and customer onboarding processes, with a focus on documentation accuracy and verification protocols. Any internships or academic exposure to the banking or financial institution will be an added advantage. Good communication skills in Hindi or English are essential for effective coordination with clients, bank officials, and internal teams. You should be willing and able to travel outside Pune for bank meetings, documentation, and follow-ups. Additionally, you should have a good working knowledge of computer ...

Hiring!! Wealth Management Subject Matter Expert (SME) - Wealth Management!! Experience: 12+ Years Work Location: Mahape, Navi Mumbai Preferred Immediate to 30 days joiners Role Overview: We are seeking a highly skilled Wealth Management SME to support the successful implementation of a Digital Wealth platform using Comarch. This role will be instrumental in translating complex wealth management requirements into functional and testable deliverables, ensuring alignment with business goals, regulatory compliance, and customer experience expectations. Key Responsibilities: 1. Business & Functional Expertise Serve as the primary domain expert for wealth management, digital advisory, and investm...

As a valuable member of our team, you will play a crucial role in supporting various key result areas. Your responsibilities will include: Supporting the Strategy & Process Design: - Assisting in the design and implementation of the end-to-end digital distribution strategy for Digital RPs. - Ensuring seamless digital onboarding journeys and structured engagement frameworks. - Implementing business tracking and real-time reporting mechanisms. - Managing effective grievance management processes. Managing the Digital Lead Funnel: - Setting up and overseeing digital lead funnels for lending and other financial solutions. - Driving visibility and ownership across the entire funnel. - Collaboratin...