Executive / Senior Executive – Client Registration & Onboarding

2 weeks ago


Ernakulam, India SkillActz Full time

Job -Executive / Senior Executive – Client Registration & Onboarding

Job Location -Kochi, Kerala

We are looking for enthusiastic and detail-oriented professionals to join our
Client Registration & Onboarding team
. The role involves ensuring smooth client account opening while complying with
SEBI, Exchange, and KYC/AML regulations
.

Key Responsibilities

  • Process client account opening forms (Demat, Trading, Mutual Funds, Online Accounts).
  • Verify client documents to ensure compliance with regulatory standards.
  • Update and manage client records (bank details, nominee, contact changes).
  • Coordinate with branches & clients for pending/deficient documents.
  • Ensure timely onboarding within defined SLAs.
  • Maintain accurate MIS reports and support audits/regulatory inspections.

Requirements

  • Graduate in
    Commerce / Finance / Management
    or related field.
  • 0–3 years
    of experience in financial services (freshers welcome).
  • Knowledge of
    KYC, AML, trading & demat accounts, mutual funds
    preferred.
  • Strong accuracy, attention to detail, and multitasking skills.
  • Good communication & coordination abilities.
  • Proficiency in
    MS Office
    .

How to Apply

Interested candidates can reach out at:

Grow your career in financial services – apply today



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