Deputy Manager Onboarding

2 weeks ago


Mumbai, Maharashtra, India Arin Consultancy Private Limited Full time

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:

  • NISM Series

VII:
Securities Operations and Risk Management

NISM Series VI:
Depository Operations Certification Examination
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