Customer Onboarding Manager
The role is responsible for owning and managing end-to-end customer onboarding and product journeys across physical, digital, and assisted channels. The incumbent will drive adoption of POS, Sound Box and QR solutions, ensure smooth post-go-live operations, manage continuous journey enhancements, and enable teams through structured training while ensuring compliance across forms and documentation.
Responsibilities
1. End-to-End Onboarding Journey Management
- Own and manage the complete merchant onboarding lifecycle across physical and digital channels.
- Handle onboarding through multiple mediums including Current Account (CA), 811, Private Banking, and other assisted or specialized channels.
- Ensure seamless integration, regulatory compliance, and consistent customer experience across all onboarding touchpoints.
2. Product & Journey Adoption
- Drive and scale adoption of POS, Sound Box and QR solutions.
- Enable product uptake through unified and integrated onboarding journeys.
- Work closely with business, sales, and channel teams to align journey design with business growth objectives.
3. Post Go-Live Support & Issue Management
- Manage post go-live stabilization, including issue tracking, resolution, and escalations.
- Act as the single point of contact for journey-related queries and operational issues.
- Perform root-cause analysis in collaboration with technology, operations, and compliance teams.
4. Training & Enablement
- Design and deliver training programs for internal teams and channel partners.
- Conduct regular product and journey trainings on POS, SB, QR, and onboarding workflows.
- Ensure readiness of frontline, CPC, and support teams during new launches or enhancements.
5. Requirement & Change Management
- Capture, analyze, and manage new business, operational, or regulatory requirements for existing journeys.
- Coordinate with stakeholders for prioritization, development, testing, and rollout.
- Ensure minimal disruption to live journeys while introducing enhancements.
6. Forms & Documentation Governance
- Own modifications and version control for AOF, AMF, and QR forms.
- Manage timely updates on the intranet, ensuring regulatory and operational compliance.
- Conduct structured training sessions for CPC and operations teams on updated forms and processes.
Qualifications
Key Skills & Competencies
- Strong understanding of digital & physical onboarding journeys
- Knowledge of payments, POS, SB and QR products
- Experience in journey ownership, go-live management, and stabilization
- Stakeholder management across business, tech, and ops
- Training and change management capability
- High attention to compliance, documentation, and process governance
Experience & Qualifications (Indicative)
- Experience in banking, payments, digital products, or journey management
- Exposure to retail or consumer banking onboarding journeys
- Experience working with cross-functional teams in a regulated environment
Job Info
Job Identification 231449
Job Category Consumer Bank
Locations Kotak Infiniti, Building No. 21, Mumbai, Maharashtra, 400097, IN