Client Onboarding

The CSS Onboarding Officer will be responsible to perform client onboarding functions for Custody and Third party accounts across various products supporting all regions in Hyderabad/Bangalore, India. Lead and drive projects and initiatives that support or enhance onboarding and client experience. The role will work closely with the Client Onboarding teams,...

Experience min 1 years Salary 15k Location western line Mumbai Skill - : new client onboarding coordinate with him Digital marketing, and social media handling Client onboarding needed **Job Types**: Full-time, Part-time, Temporary Contract length: 3 months Pay: ₹8,756.80 - ₹14,718.01 per month Expected hours: 42 per week **Benefits**: - Health...

Job Title:Client Onboarding ExecutiveLocation:Lower Parel, MumbaiResponsibilities:Manage and execute the end-to-end client onboarding process for clients in the AIF Business, collaborating with client advisors to collect necessary documentation.Act as a liaison with the RTA (Registrar and Transfer Agent) to facilitate smooth onboarding procedures.Serve as a...

Job Title: Client Onboarding ExecutiveLocation: Lower Parel, MumbaiResponsibilities:Manage and execute the end-to-end client onboarding process for clients in the AIF Business, collaborating with client advisors to collect necessary documentation.Act as a liaison with the RTA (Registrar and Transfer Agent) to facilitate smooth onboarding procedures.Serve as...

Job Title: Client Onboarding ExecutiveLocation: Lower Parel, MumbaiResponsibilities:Manage and execute the end-to-end client onboarding process for clients in the AIF Business, collaborating with client advisors to collect necessary documentation.Act as a liaison with the RTA (Registrar and Transfer Agent) to facilitate smooth onboarding procedures.Serve as...

Job Title: Client Onboarding Executive Location: Lower Parel, Mumbai Responsibilities: Manage and execute the end-to-end client onboarding process for clients in the AIF Business, collaborating with client advisors to collect necessary documentation. Act as a liaison with the RTA (Registrar and Transfer Agent) to facilitate smooth onboarding procedures....

Vice President, Client Onboarding Who we are looking for An experienced leader for our global Client Services Support group, responsible for managing a team of client services specialists responsible for providing end-to-end onboarding support to our key clients. The Global Market's COO Organization is the operational infrastructure for Global Markets and...

Job Description for Client On boarding Executive (Related with PMS, AIF activities) Client Onboarding Executive Initiating, Assisting, and timely completing onboarding of Clients Engaging with DP, Brokers, Banks, Clients, Distributors, Inhouse Operations & Sales team for all onboarding matters and updations Reverting & resolving Client...

The CSS Onboarding Officer will be responsible to perform client onboarding functions for Custody and Third party accounts across various products supporting all regions in Hyderabad/Bangalore, India. Lead and drive projects and initiatives that support or enhance onboarding and client experience. The role will work closely with the Client Onboarding teams,...

The CSS Onboarding Officer will be responsible to perform client onboarding functions for Custody and Third party accounts across various products supporting all regions in Hyderabad/Bangalore, India. Lead and drive projects and initiatives that support or enhance onboarding and client experience. The role will work closely with the Client Onboarding teams,...

Operations Mumbai _Mumbai_ March 26, 2024 - March 27, 2025 Financial Services **Job Overview**: - **Office Location (Area) **Mumbai - **Required Education **B.Com, CA, CA (Inter), MBA (Finance) - **Course Type **Full Time - **Min Required Experience (Years) **5 - **Max Required Experience (Years) **8 **Job Description for Client On boarding Executive...

JD for the above mentioned role Managerial Responsibilities-• Ensuring proper follow of onboarding process, Audit Handling• Connect with stakeholders for improvement of PMS/AIF Onboarding process Functional Responsibilities –• Handling client documentation as per checklist to ensure smooth onboarding of AIF & PMS• Getting client accounts...

Job summary As an Associate you will be responsible for New Client Onboarding operations/Fund Events that involves - Reconciliations, Processing, Validating Transactions, Resolving Inquiries, Accounting Transitions, Process Automation & Efficiencies and Serving as a contact for escalations. Job responsibilities: Onboard and include tax, accounting...

Whether you’re at the start of your career or looking to discover your next adventure, your story begins here. At Citi , you’ll have the opportunity to expand your skills and make a difference at one of the world’s most global banks. We’re fully committed to supporting your growth and development from the start with extensive on-the-job training...

This role will provide reporting and data analytic services to the Client Ops organization. It will work closely with the wider team to support the delivery of a transformed client experience that is cost effective for the business. Focus areas include owning Business MIS provision and leading initiatives that enable more efficient and sustainable MIS...

Vice President, Client Onboarding Who we are looking for An experienced leader for our global Client Services Support group, responsible for managing a team of client services specialists responsible for providing end-to-end onboarding support to our key clients. The Global Market’s COO Organization is the operational infrastructure for Global Markets and...

**Job Summary**: As a Client Coordinator at Being Wealthy, you will play a crucial role in supporting our client services team to ensure clients receive outstanding support and assistance. You will work closely with senior client coordinators and managers to build and maintain client relationships, address inquiries, and facilitate the successful delivery of...

Whether you’re at the start of your career or looking to discover your next adventure, your story begins here. At Citi , you’ll have the opportunity to expand your skills and make a difference at one of the world’s most global banks. We’re fully committed to supporting your growth and development from the start with extensive on-the-job training...

You will join a team focused on delivering business impact through transformation of Data Quality management. The role will require working with stakeholders across Client Operations, other sub-LOBs and Chief Data Office to ensure fit-for-purpose data, looking to leverage best practice across the industry and other J.P. Morgan business...

Job Description: Website- Dear Candidate, As per discussion, please find below the details. Name of the position : Onboarding ExecutiveExperience : 0 to 5 yearsCTC : Good hike in current Qualification : Any Graduate + NISM-8 Location : Bigul,1904, The affairs building,Palm beach road Sector 17,Sanpada Navi mumbai,Pin- 40070. Roles and...