Senior Associate Onboarding

Posted One Month Ago
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Chennai, Tamil Nadu, IND
In-Office
Senior level
Fintech • Payments • Financial Services
The Role
Coordinates end-to-end customer onboarding, including documentation, product certification, waivers, production readiness, milestone tracking, and audit follow-up. Collaborates with Risk, Network, and Production teams, communicates onboarding progress, resolves roadblocks, maintains CRM and tracker records, gathers customer feedback, and supports process improvement. Ensures compliance with Quality Management System standards while delivering a customer-first experience.
Summary Generated by Built In

Position /Job Title -  Senior Associate – Onboarding
Place of posting - Chennai
Year of exp - 2+ years
Job Purpose: 
To deliver a seamless and compliant onboarding experience by 

coordinating technical and compliance documentation, and 

readiness activities in line with Quality Management System 

standards and organizational timelines. 



RequirementsDuties and responsibilities:

  • Serve as the primary point of contact for customers during the onboarding phase, including product certification.
  • Coordinate end-to-end onboarding activities, including documentation, certification, waivers, and production readiness.
  • Collaborate with cross-functional teams (Risk, Network, Production) to ensure alignment and readiness for customer requirements.
  • Track onboarding milestones and proactively follow up to ensure timelines are met.
  • Provide customers with clear and timely communication on onboarding status, next steps, and expectations.
  • Identify, manage, and escalate onboarding roadblocks to ensure swift resolution.
  • Maintain accurate and up-to-date records in onboarding trackers, CRM, and internal systems.
  • Gather and analyze customer feedback post-onboarding to drive process improvements and enhance satisfaction.
  • Support process documentation and contribute to continuous improvement initiatives.
  • Ensure a “Customer First” approach through professional, empathetic, and solution-oriented engagement.
  • Represent audit activities and track observations through to closure.
    Skills Needed:

  • Excellent communication, coordination, and project management skills.
  • Strong attention to detail with high organizational ability.
  • Customer-centric mindset with a proactive and solution-oriented approach.
  • Basic understanding of technical or product setup processes (training supported).
  • Ability to manage multiple onboarding projects simultaneously and effectively.
  • Comfortable working in a fast-paced, cross-functional environment.
  • Strong problem-solving skills, with data analysis capabilities and an ownership mindset.
  • Good understanding of Quality Management Systems and process compliance.
  • Working knowledge of Artificial Intelligence concepts and applications.



  • Skills Required

    • 2+ years of professional experience
    • Excellent communication skills
    • Strong coordination skills
    • Project management skills
    • Strong attention to detail and organizational ability
    • Customer-centric, proactive, and solution-oriented approach
    • Basic understanding of technical or product setup processes
    • Ability to manage multiple onboarding projects simultaneously
    • Ability to work in a fast-paced, cross-functional environment
    • Strong problem-solving skills and data analysis capabilities
    • Understanding of Quality Management Systems and process compliance
    • Working knowledge of Artificial Intelligence concepts and applications
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    The Company
    HQ: Mumbai, Maharashtra
    2,124 Employees
    Year Founded: 2005

    What We Do

    NPCI is an umbrella organisation for all retail payment systems in India. It was set up with the support & guidance from Reserve Bank of India (RBI) & Indian Banks Association (IBA). A registered company under Section 8 of the Companies Act, 2013. Watch the NPCI Corporate AV - https://youtu.be/RGl9YQ6CB20 Products & Services Unified Payments Interface Unique payment solution which empowers a recipient to initiate the payment request from a smartphone. It facilitates 'virtual payment address'​ as a payment identifier for sending & collecting money & works on single click 2 factor authentication. Immediate Payment Service A 24X7, real time, cost effective, independent channel, retail payment service, introduced by NPCI, empowering customers to transfer money instantly with banks & RBI authorised PPIs across India. RuPay Robust card scheme designed to offer payment products with superior features & processes specifically designed to cater to diverse consumer needs. *99# USSD based mobile banking platform that makes banking services accessible to all the bank account holders on their mobile phones. National Automated Clearing House Centralised payment system developed with an aim to consolidate multiple ECS systems running across the country & provide a framework for the removal of local barriers/inhibitors. Aadhaar Enabled Payment System Bank led model which allows online financial inclusion transactions at micro-ATMs through the business correspondent of any bank using the Aadhaar authentication. e-KYC Electronic way of conducting authentic & real time KYC of a customer using Aadhaar authentication. Cheque Truncation System Electronic image of the cheque is transmitted to the drawee bank by the clearing house, along with relevant information. National Financial Switch Facilitates routing of ATM transactions through inter-connectivity between its member institutions thereby enabling the citizens of the country to utilise any ATM of a connected entity

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