Client Onboarding Specialist

iRageCapital; Mumbai; On-site; INR 600,000 - 900,000; Full time

Job summary

iRageCapital is seeking a Customer Onboarding Specialist in Mumbai to deliver world-class client onboarding and engagement. You will serve as the first-line contact post-sale, ensuring a smooth and compliant setup while building trusted relationships with institutional clients.

The role blends financial markets knowledge with problem-solving, effective communication, and stakeholder management across trading, operations, and technology teams.

Qualifications

• Bachelor’s degree in Finance, Economics, or related field.
• MBA/advanced degree is a plus but not mandatory.
• 1–3 years of experience in customer success, client servicing, relationship management, or support within financial services/broking/HFT/fintech.

Responsibilities

• Manage end-to-end onboarding for new clients, ensuring a smooth & compliant setup.
• Serve as the primary point of contact for client queries and escalations.
• Conduct product walkthroughs, training, and knowledge-sharing sessions tailored to client needs.

Skills

Financial markets

Client communication

Relationship mgmt

CRM proficiency

Excel

Education

Bachelor’s degree in Finance

MBA a plus

Tools

Excel

CRM systems

Reporting tools

Job description

Location: Mumbai

Role Summary

As a Customer Onboarding Specialist, you’ll play a crucial role in delivering world‑class service to our clients. You will act as the first line of engagement post‑sales, ensuring smooth onboarding, building trusted relationships, and enabling clients to maximize value from our platforms and services. This is a client‑facing role that blends financial markets knowledge with problem‑solving, communication, and stakeholder management. You’ll partner closely with trading, operations, and technology teams to ensure client success translates into stronger retention, upsell opportunities, and advocacy.

Key Responsibilities

Client Onboarding & Engagement

• Manage end-to-end onboarding for new clients, ensuring a smooth & compliant setup.

• Serve as the primary point of contact for client queries and escalations.

• Conduct product walkthroughs, training, and knowledge‑sharing sessions tailored to client needs.

Relationship Management

• Build strong, trust‑based relationships with clients by understanding their workflows and trading priorities.

• Act as a client advocate internally ensuring feedback is shared with product, tech, and compliance teams.

• Drive adoption of new features, upgrades, and services through regular check‑ins.

Client Success Operations

• Monitor client activity, identify usage patterns, and flag risks or opportunities proactively.

• Prepare client health reports, dashboards, and periodic performance reviews.

• Support compliance, risk, and operations teams in ensuring smooth daily execution for clients.

Growth & Retention

• Collaborate with business development to identify cross‑sell and upsell opportunities.

• Drive renewal and retention efforts with a client‑first approach.

• Represent the firm at client meetings, industry forums, and events when required.

Education

• Bachelor’s degree in Finance, Economics, Business, or related field.

• An MBA/advanced degree is a plus but not mandatory.

Experience

• 1‑3 years of experience in customer success, client servicing, relationship management, or support within financial services/broking/HFT/fintech.

• Exposure to institutional clients or trading desks preferred.

Skills

• Strong understanding of financial markets, trading products, and brokerage ecosystem.

• Excellent communication, problem‑solving, and interpersonal skills.

• Ability to manage multiple clients and priorities in a fast‑paced, high‑stakes environment.

• Proficiency in Excel, reporting tools, and CRM platforms.

Mindset

• Client‑first, proactive, and solutions‑oriented.

• Collaborative, adaptable, and detail‑driven.