Client onboarding

3 weeks ago

Chennai, India Kiya Full time

Role & responsibilities

  • As a client onboarding Analyst, you will be responsible for managing the onboarding of new institutional or corporate clients and fund managers.
  • You will coordinate with compliance, operations and business teams to ensure all regulatory and operational requirements are met for account set up, Regulatory compliance and client activation across banking products and services.
  • Serve as the primary point of contact for clients during the onboarding process.
  • Coordinate internal teams (Compliance, Legal, Risk, Product, Technology) to gather necessary approvals and documentation.
  • Ensure timely collection and validation of documents in line with regulatory requirements.
    Identify and resolve onboarding queries or escalations promptly.
  • Collaborate with relationship managers/sales and business stakeholders to ensure alignment with client needs.
  • Maintain regular communication with clients to provide updates and manage expectations.
  • Maintain accurate records of onboarding activities and ensure proper documentation for audits.
  • Continuously look for ways to improve the onboarding process to enhance client satisfaction and operational efficiency.
  • Excellent communication and email writing skills
  • Capital market background preferred
  • Stakeholder management

Preferred candidate profile - Experience: 3-6 years; Shift: EMEA and Capital market background preferred .

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