8 Digital Onboarding Jobs

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 tailor solutions to meet client requirements. To excel in this role, you should have 12-16 years of experience in enterprise B2B sales within the BFSI domain, with a strong understanding of KYC, AML, digital onboarding, risk management, and due diligence. Your leadership abilities, consultative selling skills, and strategic mindset will be essential in driving the success of the team and fostering lasting client partnerships. In return, you will have the opportunity to lead a high-growth BFSI vertical, leverage cutting-edge AI and data solutions, and be part of a trusted brand that plays a vital role in shaping India's financial ecosystem. You can look forward to an attractive compensation package, performance incentives, and prospects for career advancement within the organization. If you are passionate about fintech, compliance, and driving sales in the BFSI sector, we invite you to apply for this exciting opportunity at AuthBridge. Join us in making trust your most powerful sales pitch and be a key player in the evolution of India's financial landscape.,

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 detailed product requirements and user stories, prioritizing the product backlog, and ensuring seamless onboarding capability delivery. You will work with UX designers to create user-friendly experiences tailored for various roles and collaborate with Salesforce development teams to meet retail execution requirements. As the Product Owner, you will serve as the voice of the customer, leveraging insights to refine product capabilities, support Agile ceremonies, ensure compliance with Salesforce AppExchange standards, and analyze KPIs related to onboarding speed and field usage. Additionally, you will be responsible for building and maintaining go-to-market content, onboarding guides, product training, and collaborating with marketing on brand and marketing strategy. The ideal candidate for this role should have experience launching or supporting Salesforce AppExchange products, exposure to integration with ERP systems in consumer goods, understanding of digital onboarding best practices, domain expertise in Consumer Goods and Retail Execution, and familiarity with Agile/Scrum frameworks. Strong stakeholder management, communication skills, and experience with tools like Jira or Azure DevOps for writing Epics and User Stories are essential. Preferred qualifications include a Bachelor's degree in computer science or related field, Salesforce certifications, and 5+ years of experience in product ownership or management, with a minimum of 3 years working with Salesforce products. Joining this role will allow you to shape a key product in the Salesforce AppExchange, be part of a global team passionate about customer success and digital transformation, and experience flexibility, autonomy, and continuous learning opportunities within the Salesforce ecosystem.,

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. Additionally, you will be tasked with addressing any concerns or issues that clients may encounter during the onboarding process, providing them with appropriate solutions and excellent customer service. Your expertise as a Digital Onboarding Expert will be crucial in maintaining client satisfaction and ensuring a seamless onboarding experience for all clients. If you are passionate about digital onboarding, regulatory compliance, and providing exceptional customer service, this role at Bigul by Bonanza Portfolio Ltd. could be the perfect opportunity for you to further develop your skills and make a significant impact in the field. Join our team in Indore and become a key player in facilitating the digital account opening process for our clients.,

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 applications, including MS Office and digital onboarding/KYC tools. Strong organizational skills, attention to detail, and the ability to handle sensitive information with professionalism are crucial for this role. You should be capable of managing multiple onboarding cases simultaneously and performing well under pressure. A proactive mindset with a willingness to continuously learn and adapt to evolving onboarding practices is also required. This is a full-time position. A Bachelor's degree is preferred for this role. The work location is in Pune, Maharashtra, and a willingness to travel up to 25% of the time is preferred. The work will be conducted in person.,

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 investment journeys. Interpret and validate business requirements across modules such as: 360 Customer Overview & Net Worth Analytics Account Funding & Investment Cash Accounts Self-Execution & Robo Advisory Journeys Total Portfolio View & Performance Tracking Wealth Planning & Goal-Based Investing Ensure Comarch platform capabilities are aligned with: Customer onboarding Portfolio management Order placement (market, limit, stop) Reporting and analytics Integration with vendors (e.g., IVS, GTN) 2. Testing & Quality Assurance Collaborate with the Testers to define test scenarios and acceptance criteria. Validate: Real-time balance updates Order execution flows (T+1 settlement, pool accounts) Portfolio aggregation from multiple vendors Historical data accuracy (charts, reports) Regulatory compliance (e.g., MiFID II, FATCA) Support UAT and regression testing for all modules. 3. Stakeholder Collaboration Act as a liaison between: Business teams (Wealth, Compliance, Product) Technical teams (Developers, QA, Integration) External vendors (Comarch, IVS, GTN) Provide training and documentation for internal teams. Required Skills & Experience: Domain Knowledge 8+ years in wealth management, private banking, or investment advisory. Strong understanding of: Investment products (equities, ETFs, robo portfolios) Portfolio performance metrics (absolute/relative returns) Risk profiling and goal-based investing Regulatory frameworks (MiFID II, FATCA, CRS Digital Wealth Platforms Experience with Comarch or similar platforms (e.g., Temenos, Avaloq, InvestCloud). Familiarity with: Digital onboarding and KYC Self-execution and robo-advisory flows API-based integrations and data aggregation Testing & Delivery Experience in Agile/Scrum delivery environments. Ability to define and validate test cases, support SIT/UAT, and ensure traceability. Strong documentation and analytical skills. Preferred Qualifications: Experience in Middle East banking and digital wealth implementation projects. Soft Skills: Excellent communication and stakeholder management. Detail-oriented with a proactive mindset. Strong problem-solving and decision-making skills. Interested applicants please share your updated resume on tanvi.palwankar@qualitykiosk.com

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. - Collaborating with product, credit, and tech teams to streamline lead lifecycle processes. Implementing Tech-Enabled Engagement: - Building and executing a low-touch, high-scale engagement model using digital tools and automation. - Creating campaigns for partner activation and retention. - Utilizing digital content, gamification, and nudges to enhance productivity. Facilitating Cross-Functional Collaboration: - Working closely with Marketing, Tech, and Training teams to build referral journeys and onboarding workflows. - Setting up tracking dashboards and data capture mechanisms. - Coordinating training and campaign rollouts effectively. Managing Performance Campaigns & Reporting: - Planning and executing FB and other digital campaigns for ABG cohorts. - Generating valuable insights through data-driven reporting. - Constantly optimizing campaigns for better conversion rates and engagement. Driving Process Improvement & Scalability: - Identifying gaps and streamlining processes for Digital RPs. - Recommending and implementing automation/tech upgrades to enhance scale and efficiency. Minimum Experience Level Required: 2 - 5 years Job Qualifications: Post Graduate Join us in this exciting opportunity to contribute to our digital distribution strategy and make a meaningful impact on our organization.,

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 investment journeys. Interpret and validate business requirements across modules such as: 360 Customer Overview & Net Worth Analytics Account Funding & Investment Cash Accounts Self-Execution & Robo Advisory Journeys Total Portfolio View & Performance Tracking Wealth Planning & Goal-Based Investing Ensure Comarch platform capabilities are aligned with: Customer onboarding Portfolio management Order placement (market, limit, stop) Reporting and analytics Integration with vendors (e.g., IVS, GTN) 2. Testing & Quality Assurance Collaborate with the Testers to define test scenarios and acceptance criteria. Validate: Real-time balance updates Order execution flows (T+1 settlement, pool accounts) Portfolio aggregation from multiple vendors Historical data accuracy (charts, reports) Regulatory compliance (e.g., MiFID II, FATCA) Support UAT and regression testing for all modules. 3. Stakeholder Collaboration Act as a liaison between: Business teams (Wealth, Compliance, Product) Technical teams (Developers, QA, Integration) External vendors (Comarch, IVS, GTN) Provide training and documentation for internal teams. Required Skills & Experience: Domain Knowledge 8+ years in wealth management, private banking, or investment advisory. Strong understanding of: Investment products (equities, ETFs, robo portfolios) Portfolio performance metrics (absolute/relative returns) Risk profiling and goal-based investing Regulatory frameworks (MiFID II, FATCA, CRS Digital Wealth Platforms Experience with Comarch or similar platforms (e.g., Temenos, Avaloq, InvestCloud). Familiarity with: Digital onboarding and KYC Self-execution and robo-advisory flows API-based integrations and data aggregation Testing & Delivery Experience in Agile/Scrum delivery environments. Ability to define and validate test cases, support SIT/UAT, and ensure traceability. Strong documentation and analytical skills. Preferred Qualifications: Experience in Middle East banking and digital wealth implementation projects. Soft Skills: Excellent communication and stakeholder management. Detail-oriented with a proactive mindset. Strong problem-solving and decision-making skills. Interested applicants please share your updated resume on tanvi.palwankar@qualitykiosk.com

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 best practices in Indian and global digital banking Identify opportunities for automation (e.g., Video KYC, Aadhaar XML, DigiLocker, GSTN, MCA) 2. Customer Journey Design Map end-to-end customer journeys across mobile and web Continuously optimize UX for drop-off reduction and faster onboarding Conduct user research, feedback analysis, and A/B testing 3. Technology & Delivery Translate business requirements into clear PRDs/user stories Collaborate with engineering, design, and QA teams for timely delivery Own backlog grooming, sprint planning, and release management 4. Compliance & Risk Alignment Ensure journeys are compliant with KYC/AML regulations and RBI guidelines Liaise with internal Compliance and Risk teams for approvals 5. Performance Management Track product KPIs (conversion, activation, TAT, CSAT, etc.) Implement continuous improvements based on metrics and feedback 6. Partner Integrations Manage relationships with onboarding tech vendors (e.g., eKYC, PAN validation, NSDL, UIDAI, etc.) Evaluate and onboard new partners to improve efficiency and reduce cost Key Requirements: Education: Bachelor s degree in Engineering or related field MBA is a plus, but not mandatory Experience: 5 7 years of total experience, with at least 2 3 years in digital banking product management Proven experience in launching or managing digital onboarding/account opening flows Experience working in/with banks, fintechs, NBFCs, or regulated entities Skills & Competencies: Strong understanding of Indian KYC/AML regulations and RBI guidelines Comfortable with APIs, workflows, wireframes, and agile tools (JIRA, Figma) An analytical and data-driven mindset Excellent communication and stakeholder management skills Ability to work independently and thrive in a lean setup KPIs / Success Metrics: Account opening conversion rate Drop-off reduction across funnel stages Average onboarding time (start to activation) Regulatory compliance score (zero non-compliance events) Customer satisfaction (CSAT/NPS) for onboarding