Deputy Manager Onboarding
3 weeks ago
Roles & Responsibility:
As an onboarding official, your responsibilities will revolve around but not be limited to –
Job Responsibilities –
Verification of PMS & Demat Account opening of Individual, NRIs, Non-Individual clients
Verification of AIF forms & Co-ordination with RTA-CAMS team for further processing
Co-ordinating with regional sales support team, Custodian for processing of account opening
Liaising with Direct clients for Digital as well offline account opening
Liaising & resolving queries raised by Compliance team, Internal Auditors
Providing training on account opening process to Sales support team
A qualified graduate with a minimum 5-year continuous history of working in the PMS and AIF investment
domain.
Experienced in PMS manual and digital onboarding for individual and non-individual.
Reporting and Investor Relations is preferred.
Good understanding of PMS onboarding process.
NISM Exam Compulsory:
1. NISM Series VII: Securities Operations and Risk Management
2. NISM Series VI: Depository Operations Certification Examination
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