Investor/ Client Onboarding

4 days ago

New Delhi, India ARA Resources Pvt. Ltd. Full time

About the ClientARA’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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