4 Digital Onboarding Jobs

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