Client Onboarding Executive
4 weeks ago
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.
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