Investor/ Client Onboarding
1 week ago
About the Client ARA’S client is a leading IT solutions provider, offering Applications, Business Process Outsourcing (BPO) and Infrastructure services globally through a combination of technology knowhow, domain and process expertise. Over the years we have left an indelible impression in the IT solutions domain with an impressive clientele and an extensive global presence. Our integrated solutions offering is aimed at creating value for our customers, helping them in improving their business processes with minimum hassles and capital outlays.Role Overview As aClient Onboarding Specialist , you will play a critical role in managing and executing the end-to-endclient onboarding processfor alternative asset managers and institutional investors. This position requires a strong blend ofclient service, operational execution, and compliance oversight . You will be responsible for reviewing documentation, performing KYC/AML checks, coordinating across internal teams, and ensuring seamless onboarding for clients across Private Equity, Hedge Funds, Private Credit, and Real Estate structures.Key Responsibilities Facilitate end-to-end client onboarding, ensuring adherence toregulatory, operational, and contractual requirements . Capture and validate investor and account details through client information forms and supporting documentation. CordinateKYC/AML, FATCA, and CRS due diligencereviews in collaboration with Compliance and Legal teams. Review and processsubscription documents, offering memoranda, and fund documentation . Liaise with internal teams (Legal, Compliance, Fund Accounting, Reporting, and Technology) to ensure timely account activation. Maintain accurate records and provide periodic updates on onboarding status to stakeholders. Ensure operational readiness foraccount creation, funding, and trade setup . Support thetransition from onboarding to investor servicing and reporting teamsto ensure a smooth client experience. Contribute to process improvement initiatives, documentation, and workflow automation to enhance onboarding efficiency.Professional & Technical Skills Mandatory: 12+ years of experience inclient onboarding, investor relations, or KYC operationswithin the financial services or asset management industry. Strong knowledge ofKYC/AML, FATCA, and CRSregulatory frameworks. Excellentcommunication skills(written and verbal) for client and internal coordination. High attention to detail with the ability to validate data and documentation accurately. Proven ability to managemultiple client casesin a fast-paced environment. Preferred: Exposure toalternative investment products(Private Equity, Hedge Funds, Real Estate, Private Credit). Familiarity with onboarding and workflow systems such asFenergo, Appian, or iMeta . Experience collaborating with Fund Accounting, Compliance, or Operations teams. Working knowledge ofMS Office Suite (Excel, Word, PowerPoint) . Strong analytical mindset and a proactive approach to problem-solving.Qualifications Bachelor’s degree inFinance, Business Administration, Commerce, or related field . Certifications inClient Onboarding, Compliance, or Financial Servicespreferred. Understanding of fund structures and investor documentation processes will be an advantage.
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Client Onboarding Specialist
3 weeks ago
New Delhi, India Avega Business solutions Private Limited Full timeCompany DescriptionAvega Business Solutions is looking for a Client Onboarding Specialist (Fresher) with excellent communication skills to join our growing team in Indiranagar, Bangalore.Role Description- Manage the investor onboarding process from initiation to completion. - Collect, review, and validate KYC documentation (individuals, corporates, trusts,...
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Client Onboarding Specialist
3 weeks ago
New Delhi, India Avega Business solutions Private Limited Full timeCompany Description Avega Business Solutions is looking for a Client Onboarding Specialist (Fresher) with excellent communication skills to join our growing team in Indiranagar, Bangalore.Role Description Manage the investor onboarding process from initiation to completion. Collect, review, and validate KYC documentation (individuals, corporates, trusts,...
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Data Onboarding Specialist
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New Delhi, India MProfit Full timeCompany Profile:MProfit is a rapidly growing fintech company backed & funded by Rainmatter (by Zerodha) and other reputed investors. With the aim of empowering Indians to have clear visibility in their investments, MProfit provides wealth-tech solutions to Indian investors and wealth professionals.A powerful data insights platform, MProfit enables investors...
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Treasury Client Onboarding
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Treasury Client Onboarding
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Client Onboarding Specialist
3 weeks ago
New Delhi, India Black Box Full timePurpose of Job:- Responsible to bridge the gap between sales and the technical implementation and service delivery. - Perform day-to-day client onboarding activities to transition clients from pre- to post-sales service delivery by implementing a technical and business solution that has been sold to the client. - Administer the onboarding process to include:...
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Client Onboarding Specialist
3 weeks ago
New Delhi, India Black Box Full timePurpose of Job:Responsible to bridge the gap between sales and the technical implementation and service delivery. Perform day-to-day client onboarding activities to transition clients from pre- to post-sales service delivery by implementing a technical and business solution that has been sold to the client. Administer the onboarding process to include:...
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[Urgent Search] Onboarding Specialist
1 week ago
New Delhi, India Flexi Pitches Full timeJob Title: Onboarding Specialist – Flexi PitchesAbout Flexi Pitches:Flexi Pitches brings together Top 1% leaders, founders, and investors through curated Demo Nights and award showcases. Every interaction counts — and that starts with how we onboard startups, mentors, and partners.We’re looking for someone who can make every onboarding feel personal,...
