Digital Sales Executive

The ideal candidate will be 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 complete the initial online investment process to make journey successful.

Job Responsibilities:

• Manage 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 j...