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Client Onboarding Executive

4 months ago

Mumbai, India Seven Full time

Job Title: Client Onboarding Executive


Location: Lower Parel, Mumbai


Responsibilities:


  • Manage and execute the end-to-end client onboarding process for clients in the AIF Business, collaborating with client advisors to collect necessary documentation.
  • Act as a liaison with the RTA (Registrar and Transfer Agent) to facilitate smooth onboarding procedures.
  • Serve as a case manager to oversee all stages of client onboarding, addressing inquiries from clients and client advisors.
  • Propose innovative ideas and contribute to ongoing process and service enhancements.
  • Demonstrate a comprehensive understanding of evolving regulations related to AML/KYC/CKYC and investment suitability.
  • Participate in ad hoc projects such as system changes, process improvements, and regulatory updates from inception to implementation.
  • Demonstrate effective planning, time management, and prioritization skills.



Requirements:


  • Bachelor's degree in any field.
  • Prior experience in KYC/AML roles, client onboarding, remediation processes, or related functions.
  • In-depth knowledge of KYC/AML procedures and regulations.
  • Proven track record in client service.
  • Ability to meticulously follow up and ensure completion of deliverables.



Desired Attributes:


  • Self-motivated individual capable of working autonomously.
  • Strong written and verbal communication skills.
  • Collaborative mindset with the ability to work across different functions and manage stakeholder expectations.
  • Dedicated team player with a proactive attitude and willingness to learn.
  • Effective multitasker capable of performing well under pressure.
  • Innovative thinker capable of generating out-of-the-box solutions.