
Client onboarding
23 hours ago
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 .
-
Client onboarding
2 weeks ago
Chennai, Tamil Nadu, India Kiya Full time ₹ 9,00,000 - ₹ 12,00,000 per yearRole & responsibilitiesAs 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...
-
Client Onboarding
4 weeks ago
Chennai, Tamil Nadu, India InfoNix WebLab Full timeWe are looking for a proactive and customer-focused professional to join our team as a Client Onboarding & Technical Support Executive. This role involves onboarding new clients, configuring solutions as per requirements, providing training and demos on new features, and offering timely support to ensure client satisfaction. Strong communication and...
-
Client Onboarding Expert
6 days ago
Chennai, Tamil Nadu, India beBeeSpecialist Full time US$ 3,50,000 - US$ 5,00,000Role SummaryWe are seeking a highly skilled and motivated professional to join our team as a Client Due Diligence Specialist.Key Responsibilities:Spearhead the delivery of end-to-end, best-in-class onboarding for our Wealth and Retail Banking clients.Engage with clients throughout the process, ensuring seamless delivery and exceptional client experience.Own...
-
Global Client Onboarding Expert
6 days ago
Chennai, Tamil Nadu, India beBeeGrowth Full time ₹ 15,00,000 - ₹ 24,90,000Customer Onboarding SpecialistWe are seeking an experienced professional to spearhead our customer onboarding efforts.About the Role:Craft and implement a comprehensive customer onboarding strategy, encompassing training, implementation, and ongoing support.Nurture relationships with internal and external stakeholders to ensure seamless account...
-
Team lead For Treasury Client onboarding
2 weeks ago
Chennai, Tamil Nadu, India Cognizant Full time ₹ 1,04,000 - ₹ 1,30,878 per yearJob Description:Join our Treasury Client Service team to provide exceptional support through the client lifecycle, including onboarding, account maintenance, and offboarding activities. This role requires verification and validation of various documents, strong communication skills, and the ability to collaborate with cross-functional partners to ensure a...
-
Associate Manager, Markets Client Onboarding
23 hours ago
Chennai, India Standard Chartered Bank Full timeJob ID: 38122 Location: Chennai, IN Area of interest: Operations Job type: Regular Employee Work style: Office Working Opening date: 5 Sept 2025 Job Summary The individual is responsible for facilitating the account opening process for clients within the Markets sector. This role requires a meticulous approach to compliance, attention to detail, and the...
-
Associate Manager, Markets Client Onboarding
8 hours ago
Chennai, Tamil Nadu, India Standard Chartered Bank Full time ₹ 10,00,000 - ₹ 25,00,000 per yearJob ID: 38122Location: Chennai, INArea of interest: OperationsJob type: Regular EmployeeWork style: Office WorkingOpening date: 5 Sept 2025Job SummaryThe individual is responsible for facilitating the account opening process for clients within the Markets sector. This role requires a meticulous approach to compliance, attention to detail, and the capability...
-
Chennai, Tamil Nadu, India beBeeCareer Full time ₹ 5,00,000 - ₹ 12,00,000Job Title: Client Account Services AnalystThis is a client-facing role that involves supporting new account onboarding and account lifecycle activities. The successful candidate will be responsible for delivering prompt and professional guidance to applicants as they navigate through the various risk and legal assessment phases of their application.The key...
-
Onboarding Specialist
5 days ago
Chennai, Tamil Nadu, India Acultpay Full time ₹ 15,00,000 - ₹ 28,00,000 per yearThis is afull-time hybrid rolebased inChennai, with flexibility for partial remote work. TheMerchant Onboarding Specialistwill be responsible for ensuring aseamless and compliant onboarding journeyfor new merchants integrating with ourfintech payment gateway.Key responsibilities include:Guiding merchants through the end-to-end onboarding and KYC process ...
-
Onboarding Specialist
23 hours ago
Chennai, India Acultpay Full timeThis is afull-time hybrid rolebased inChennai, with flexibility for partial remote work. TheMerchant Onboarding Specialistwill be responsible for ensuring aseamless and compliant onboarding journeyfor new merchants integrating with ourfintech payment gateway. Key responsibilities include: Guiding merchants through the end-to-end onboarding and KYC process ....