Deputy Manager Onboarding
2 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
- 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 Series
VII:
Securities Operations and Risk Management
NISM Series VI:
Depository Operations Certification Examination
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