Associate - RM, Branch Business

Pocketful; Delhi; On-site; INR 400,000 - 550,000; Full time

Job summary

Pocketful is seeking an Associate - RM, Branch Business to drive client onboarding completion and account activation in Delhi. You will convert onboarded users into active traders by ensuring smooth KYC, account readiness, and first transaction activation.

You will reach out to clients via calls, WhatsApp, and email, educate them on platform usage, and resolve onboarding issues. You will coordinate with KYC/ops teams, monitor the onboarding-to-activation funnel, and drive improvements in

Qualifications

• Bachelor’s degree in Commerce, Business, Finance, or related field.
• 1–4 years of experience in client servicing, onboarding, activation, or sales support (fintech/broking preferred).
• Excellent communication and interpersonal skills.
• Understanding of stock markets and trading platforms.

Responsibilities

• Drive activation of newly onboarded clients by ensuring KYC completion and account readiness.
• Convert inactive or partially onboarded users into active clients.
• Assist clients in completing first trade / first transaction journey.
• Reach out to clients via calls, WhatsApp, and email to resolve onboarding issues.
• Educate clients on platform usage, trading processes, and account activation steps.
• Handle queries related to KYC, account status, and activation delays.
• Coordinate with KYC and operations teams to resolve documentation issues.
• Ensure smooth processing of account opening, verification, and activation workflows.
• Track and follow up on pending KYC cases and rejections.
• Manage and track the onboarding-to-activation funnel.
• Monitor drop-offs and identify reasons for activation delays or failures.
• Work on improving conversion rates and activation timelines (TATs).
• Collaborate with sales, KYC, operations, and product teams.
• Provide feedback to improve onboarding journeys and user experience.
• Escalate and resolve system or process-related issues.
• Maintain daily MIS on activations, pending cases, and conversion metrics.
• Track KPIs such as activation rate, TAT, and first trade conversion.
• Provide insights to improve activation efficiency and user experience.

Skills

Strong communication

Customer service

Education

Bachelor’s degree in Commerce, Business, Finance, or related field

Tools

CRM tools

Dialers

Ticketing systems

Job description

We are seeking a proactive and detail-oriented Associate - RM, Branch Business to drive client onboarding completion and account activation. This role focuses on converting onboarded users into active traders by ensuring smooth KYC completion, account readiness, and first transaction activation.

The Activation Desk will act as the last-mile conversion engine between onboarding and active trading.

Key Responsibilities

Client Activation & Conversion

Drive activation of newly onboarded clients by ensuring KYC completion and account readiness

Convert inactive or partially onboarded users into active clients

Assist clients in completing first trade / first transaction journey

Client Communication & Support

Reach out to clients via calls, WhatsApp, and email to resolve onboarding issues

Educate clients on platform usage, trading processes, and account activation steps

Handle queries related to KYC, account status, and activation delays

Onboarding & KYC Coordination

Coordinate with KYC and operations teams to resolve documentation issues

Ensure smooth processing of account opening, verification, and activation workflows

Track and follow up on pending KYC cases and rejections

Funnel Management & Tracking

Manage and track the onboarding-to-activation funnel

Monitor drop-offs and identify reasons for activation delays or failures

Work on improving conversion rates and activation timelines (TATs)

Cross-Functional Coordination

Collaborate with sales, KYC, operations, and product teams

Provide feedback to improve onboarding journeys and user experience

Escalate and resolve system or process-related issues

Reporting & MIS

Maintain daily MIS on activations, pending cases, and conversion metrics

Track KPIs such as activation rate, TAT, and first trade conversion

Provide insights to improve activation efficiency and user experience

Required Skills & Qualifications

Bachelor’s degree in Commerce, Business, Finance, or related field

1–4 years of experience in client servicing, onboarding, activation, or sales support (preferably in broking/fintech)

Strong communication and interpersonal skills

Basic understanding of stock markets and trading platforms

Ability to handle high-volume client interactions

Preferred (Good to Have)

Experience in stock broking, fintech, or financial services onboarding

Familiarity with KYC processes, demat accounts, and trading activation flows

Exposure to CRM tools, dialers, or ticketing systems

Customer-first approach

Strong follow-up and persistence

Target and conversion-driven mindset

Ability to work in a fast-paced environment

Why Join Us

Direct impact on revenue through activation and conversion

Exposure to client lifecycle from onboarding to trading

Fast-paced, high-growth fintech environment

Strong learning and growth opportunities

Pocketful is an advanced trading platform that empowers traders with cutting-edge technology. We provide innovative tools and resources to make trading more accessible and practical.

Pocketful Fintech Capital Private Limited (CIN U65999DL2021PTC390548):
The SEBI Registration No. allotted to us is INZ000313732.
NSE Member Code: 90326| BSE Member Code: 6808| MCX Member Code: 57120
DP CDSL: 12099800
Compliance Officer : Mr. Randhir Kumar Chaudhari
Tel no: 011- 49022222 / 011-49022277
Email: [e-mail]
Registered Address/Correspondence Address: C- 3, Ground Floor, Okhla Industrial Area, Phase - 1, New Delhi - 110020
For any complaints, drop us an email [e-mail]
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The brand name Pocketful and logo is in process of trademarks registration. The cost-effective brokerage plans make Pocketful a trustworthy and reliable online stock broker. Available on both the web and mobile, it offers unmatched convenience to traders. If you are considering opening......
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