Onboarding Support Manager
Posted Updated
Key Responsibilities:
- Provide real-time support to RMs for account opening and onboarding activities.
- Assist RMs in resolving issues related to KYC, documentation, and application errors.
- Act as a liaison between RMs and internal teams (operations, compliance, product, tech) to ensure seamless onboarding.
- Track and escalate technical glitches or process bottlenecks to relevant teams for quick resolution.
- Monitor the progress of account opening requests and provide updates to RMs as needed.
- Maintain detailed logs of RM queries/issues and their resolutions for reporting and analysis.
- Share best practices, FAQs, and process updates with Relationship Managers to reduce recurring issues.
Education: Graduate in any discipline. Any Tech or Banking Educational Experience will be preferred.
Experience:
- 2–5 years of experience in operations/support roles, preferably in banking, fintech, or financial services.
Technical Knowledge:
- Understanding of account opening processes and digital KYC.
- Hands-on experience working with Postman, Grafana, Clever tap and Workbench for debugging and issue resolution.
- Basic troubleshooting of mobile apps and web-based systems.
Soft Skills:
- Excellent communication and coordination skills to support field teams.
- Strong problem-solving mindset and ability to work under pressure.
- Team player with a customer-first attitude.
Other:
- Willingness to work in rotational shifts and handle high-volume support queries.
- Based out of Bangalore; On Site 6 Days / Week Role