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2 Job openings at Valueplus Technologies
Customer Onboarding Specialist

Chennai

0 - 4 years

INR 3.0 - 7.0 Lacs P.A.

Work from Office

Full Time

Role Overview: As a Customer Onboarding Specialist, you will play a crucial role in guiding potential partners through the process of becoming Mutual Fund Distributors (MFDs). Your primary responsibility will be to conduct 1-1 sessions with interested candidates, educating them about the mutual fund industry, the benefits of becoming an MFD, and the steps involved in the certification process. By providing clear insights and addressing their queries, you will help them understand the opportunity and encourage them to enroll in the free training program. Your role is essential in ensuring a smooth and engaging onboarding experience that sets candidates up for success in their MFD journey. Responsibilities: Educate potential partners on the advantages of becoming an MFD, including earning potential, career growth opportunities, and market demand Address queries related to the MFD certification process, regulatory requirements, and necessary qualifications Motivate and guide the partners toward completing their enrollment into the training program Provide end-to-end support to the partners throughout the onboarding journey until they register and obtain the ARN. Collaborate with internal teams to ensure a seamless onboarding experience Qualifications & Experience: Bachelor's degree in Finance, Business Administration, or a related field Strong communication and interpersonal skills 0 to 4 years prior experience in sales, onboarding, or customer support in the financial sector is a plus Fluent communication in Hindi and English

Client Relationship Specialist

Chennai

0 - 1 years

INR 3.0 - 4.0 Lacs P.A.

Work from Office

Full Time

About AssetPlus We at AssetPlus aim to bring about a paradigm shift in the Fin-Tech market with our wealth management platform for distributors and end-users. Our vision is twofold - to educate people, particularly those in rural areas, about the variety of products available for wealth expansion, and to become a hub of all things investment. We are working towards making wealth management accessible to financial experts from all walks of life and support their journey in creating millions of retail investors. What will you do? Engage with partners to understand their requirements and help them leverage the AssetPlus platform and its benefits Establish and nurture value-based relationships with partners and ensure alignment with their key business goals Provide consultation to partners on leveraging the AssetPlus platform to grow their business Guide partners through the onboarding process, ensuring a seamless activation experience Drive partner participation in webinars, contests, and other engagement initiatives Work towards activating the partners after onboarding, which contributes to the business growth Why AssetPlus? Exponential career growth in a sport span Lucrative role and immense exposure to the industry High scope for learning and knowledge development Team engagement and culture-building activities Young and vibrant team Informal dress code Well-stocked pantry & daily lunch Regular team outingsculture-building What we are looking for? Enterprising and adaptive to the culture Interest in financial markets and products Self-driven and motivated Creative and Solution oriented Fluent in English and Hindi Preferrably Freshers

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