Digital Sales Executive

Position Description:

The incumbent is responsible for guiding new customers or users through the digital onboarding process, ensuring a smooth, efficient, and positive experience. This role involves assisting customers in setting up digital platforms, resolving onboarding issues, and ensuring completion of the initial online investment process to make the journey successful.

Job Responsibilities:

• Assist end-to-end onboarding of new customers via digital platforms and tools.
• Guide customers through account setup, digital verification, and online investment processes.
• Help clients understand product features and usage.
• Monitor onboarding progress and proactively follow up to ensure timely completion.
• Capture and report customer feedback to improve the onboarding experience.
• Track onboarding records in CRM for follow-ups for reinvestment.
• Continuously identify opportunities to optimize and automate digital onboarding journeys.

Required Competencies:

• Excellent communication and interpersonal skills.
• Strong attention to detail and organizational skills.
• Technical aptitude for learning and explaining digital tools and platforms.
• Ability to multitask and manage deadlines effectively.
• Analytical mindset for interpreting onboarding data and suggesting improvements.

Required Education & Experience:

• Bachelor’s degree from a reputable institute or related field.
• Preferably 1–2 years of experience in customer onboarding, digital sales, client success, or related roles.
• Preferably MFBC (Mutual Fund Basic Certification) certified.