Customer Onboarding Specialist

Crew Kraftorz LLP; Chennai District; On-site; INR 350,000 - 550,000; Full time

Job summary

Crew Kraftorz LLP in Chennai is seeking a Customer Onboarding Specialist to guide potential partners through becoming Mutual Fund Distributors (MFDs). You will educate candidates on the opportunity, answer questions, and support them through onboarding and training.

You will conduct 1-on-1 sessions, explain mutual fund distribution, earnings, certification steps, and help with NISM V-A enrollment and ARN registration.

Qualifications

• Bachelor’s degree in Finance, Business Administration, or related field
• Excellent verbal communication in Hindi and English
• Strong interpersonal and customer-handling skills
• Ability to explain complex financial concepts in a simple, engaging way
• A confident, empathetic, and motivating communication style
• Willingness to work in a fast-paced, goal-driven environment

Responsibilities

• Conduct 1-on-1 sessions with prospective MFDs to explain the opportunity
• Educate them about mutual fund distribution, earnings potential, and certification steps
• Guide candidates through the NISM V-A training enrollment and onboarding
• Provide ongoing support until registration and ARN (AMFI Registration Number) completion
• Address queries around regulatory and documentation requirements
• Collaborate with internal teams to ensure a seamless onboarding journey
• Track and report onboarding progress and outcomes

Skills

Hindi language

English language

Interpersonal skills

Customer-handling skills

Explain financial concepts

Empathetic communication

Goal-driven environment

Education

Bachelor’s degree in Finance or Business Administration

Job description

We’re looking for a motivated and articulate Customer Onboarding Specialist to guide potential partners through the journey of becoming Mutual Fund Distributors (MFDs). You will act as the first point of contact for interested candidates—educating them on the opportunity, addressing their questions, and helping them complete their onboarding and training process. This role blends customer engagement with financial education and is ideal for someone passionate about empowering individuals with new career opportunities in the mutual fund ecosystem.

Requirements

Location: Chennai
Experience: 0 to 4 years
Notice Period: Immediate to 30 days
Department: Partner Success & Onboarding
Qualification: Bachelor’s degree in Finance, Business Administration, or related field

Must-Have Skills:

Excellent verbal communication in Hindi and English

Strong interpersonal and customer-handling skills

Ability to explain complex financial concepts in a simple, engaging way

A confident, empathetic, and motivating communication style

Willingness to work in a fast-paced, goal-driven environment

Key Responsibilities:

Conduct 1-on-1 sessions with prospective MFDs to explain the opportunity

Educate them about mutual fund distribution, earnings potential, and certification steps

Guide candidates through the NISM V-A training enrollment and onboarding

Provide ongoing support until registration and ARN (AMFI Registration Number) completion

Address queries around regulatory and documentation requirements

Collaborate with internal teams to ensure a seamless onboarding journey

Track and report onboarding progress and outcomes

Good to Have:

Previous experience in customer onboarding, sales, or support (especially in financial services)

Familiarity with mutual fund products or certification processes

Strong follow-up and task management capabilities

Proactive mindset with a passion for helping people start new careers

About the Company

Work with a fintech platform that’s simplifying investments and empowering mutual fund distributors. Fast-paced, data-driven, and made for growth.