Client Onboarding Executive

Signal Expert Global


Date: 5 hours ago
City: Indore, Madhya Pradesh
Salary: ₹240,000 - ₹400,000 per year
Contract type: Full time
Key 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 or 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.

Qualifications

  • Minimum Graduate or Post Graduate.
  • Excellent communication and interpersonal skills.
  • Basic understanding of trading platforms (MT4, MT5, etc.) and brokerage operations is a plus.
  • Goal-oriented, organized, and self-motivate.

Skills:- Customer Relationship Management (CRM), Client Management, Cold Calling, Convincing and Fluent English

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