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Client Onboarding Intern
Signal Expert Global
Indore
Not Disclosed
0 - 1 Years
Full Time - Internship
Views:173
Applicants:1
Posted on 15 Jul, 2025
In Office
Job Description | Responsibilities
- Reach out to potential leads and convert them into clients
- Assist with account openings,documentation and KYC
- Guide on broker platform setup (MT4/MT5)
- Follow up for account funding
- Coordinate with broker partners
- Maintain CRM records
- Educate clients on platform use
- Ensure smooth onbaording experience
Overview
- Industry - Banking / Financial Services, CURRENCY DEALERS / REMITTANCE HOUSE - Forex / Bitcoin / Virtual Currency
- Functional Area - Sales / Business Development / Client Servicing
- Job Role - PRE SALES / AFTER SALES SERVICE / CLIENT SERVICING, Client Service - Executive / Manager
- Employment type - Full Time - Internship
- Work Mode - In Office
Qualifications
- Any Graduate - Any Specialization
- Any Post Graduate - Any Specialization
- Any Doctorate - Any Specialization
Job Related Keywords
Client Onboarding
Lead Conversion
KYC Compliance
Trading Platforms
CRM Management
Account Funding
Client Education