12 Digital Onboarding Jobs

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...

Hiring!! Wealth Management Subject Matter Expert (SME) - Digital Wealth (Comarch)!! 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 ...

Role Overview: We are seeking a hands-on and customer-centric Product Manager to lead the development and optimization of our Digital Onboarding and Account Opening experiences in a leading Indian Bank . You will be responsible for delivering seamless, compliant, and high-conversion onboarding journeys for savings accounts, current accounts, Fixed Deposits, and Retail Assets, and other customer profiles via mobile and web platforms, which will be assisted, DIY, and APIs for partnership integration. Key Responsibilities: 1. Product Strategy & Ownership Define product vision and roadmap for digital onboarding and account journeys (savings, current, NRI, FD, Retail Assets etc.) Benchmark with b...