BA Onboarding

2 weeks ago


Bengaluru, India Integrated Personnel Services Full time

Required skills:

  • Strong understanding of institutional client onboarding processes in Capital Markets.
  • Experience with KYC, AML, FATCA, CRS, and LEI validation workflows.
  • Familiarity with onboarding platforms such as Fenergo, Appway, Salesforce, and internal CRM systems.
  • Knowledge of client classification under MiFID II and suitability assessments.
  • Define and document As-Is onboarding journeys across multiple client types (e.g., corporates, funds, intermediaries).
  • Identify gaps in digital onboarding capabilities and propose enhancements aligned with regulatory and operational needs.
  • Collaborate with compliance, legal, and client service teams to ensure onboarding flows meet jurisdictional requirements.
  • Support integration of onboarding systems with downstream platforms including trading, risk, and reporting.
  • Drive initiatives to reduce onboarding cycle time and improve client experience metrics.

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