
Client Onboarding
3 days ago
Job location- Malad, Mumbai
Job Description:
We are seeking a motivated and detail-oriented professional to join our Client Onboarding & Data Maintenance team. The role involves managing end-to-end client onboarding processes, ensuring data accuracy, and maintaining compliance with regulatory and internal standards. This position supports international wealth management operations, specifically in APAC regions like Singapore and Hong Kong
.
Key Responsibilities:
- Handle client onboarding and data management processes with high accuracy
- Maintain and update client records in internal databases
- Ensure secure and compliant storage of client documentation
- Respond to internal queries related to client data and profiles
- Generate regular reports for management (daily, weekly, monthly)
- Meet SLAs and KPIs related to client onboarding and data handling
- Support regulatory and audit reviews as required
- Collaborate with global teams and align with APAC time zones (SG/HK)
- Identify and escalate operational risks or data issues as necessary
- Follow internal procedures for data confidentiality and risk control
Qualifications:
- Graduate in any stream (Finance, Commerce, or related fields preferred)
- Experience in client onboarding, KYC, or data management (2+ years minimum)
Work Mode:
Hybrid Mumbai-based office with flexible in-office days
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