Client Onboarding – Financial Services

Role Summary:Raise is built on this core philosophy - we will bring exceptionally great products, awesome user experience and best in class customer service to our users. We have started with our first step by launching an Investment & Trading platform – Dhan ( in November 2021.As a Manager of KYC team, you will be responsible for delivering a fast-on...

Experience min 1 years Salary 15k Location western line Mumbai Skill - : new client onboarding coordinate with him Digital marketing, and social media handling Client onboarding needed **Job Types**: Full-time, Part-time, Temporary Contract length: 3 months Pay: ₹8,756.80 - ₹14,718.01 per month Expected hours: 42 per week **Benefits**: - Health...

Role Summary: Raise is built on this core philosophy - we will bring exceptionally great products, awesome user experience and best in class customer service to our users. We have started with our first step by launching an Investment & Trading platform – Dhan ( in November 2021. As a Manager of KYC team, you will be responsible for delivering a fast-on...

Role Summary:Raise is built on this core philosophy - we will bring exceptionally great products, awesome user experience and best in class customer service to our users. We have started with our first step by launching an Investment & Trading platform – Dhan (www.dhan.co) in November 2021.As a Manager of KYC team, you will be responsible for delivering a...

Role Summary:Raise is built on this core philosophy - we will bring exceptionally great products, awesome user experience and best in class customer service to our users. We have started with our first step by launching an Investment & Trading platform – Dhan (www.dhan.co) in November 2021.As a Manager of KYC team, you will be responsible for delivering a...

Whether you’re at the start of your career or looking to discover your next adventure, your story begins here. At Citi , you’ll have the opportunity to expand your skills and make a difference at one of the world’s most global banks. We’re fully committed to supporting your growth and development from the start with extensive on-the-job training...

Role Summary:Raise is built on this core philosophy - we will bring exceptionally great products, awesome user experience and best in class customer service to our users. We have started with our first step by launching an Investment & Trading platform – Dhan ( in November 2021.As a Manager of KYC team, you will be responsible for delivering a fast-on...

Operations Mumbai _Mumbai_ March 26, 2024 - March 27, 2025 Financial Services **Job Overview**: - **Office Location (Area) **Mumbai - **Required Education **B.Com, CA, CA (Inter), MBA (Finance) - **Course Type **Full Time - **Min Required Experience (Years) **5 - **Max Required Experience (Years) **8 **Job Description for Client On boarding Executive...

JD for the above mentioned role Managerial Responsibilities-• Ensuring proper follow of onboarding process, Audit Handling• Connect with stakeholders for improvement of PMS/AIF Onboarding process Functional Responsibilities –• Handling client documentation as per checklist to ensure smooth onboarding of AIF & PMS• Getting client accounts...

Whether you’re at the start of your career or looking to discover your next adventure, your story begins here. At Citi , you’ll have the opportunity to expand your skills and make a difference at one of the world’s most global banks. We’re fully committed to supporting your growth and development from the start with extensive on-the-job training...

Vice President, Client Onboarding Who we are looking for An experienced leader for our global Client Services Support group, responsible for managing a team of client services specialists responsible for providing end-to-end onboarding support to our key clients. The Global Market's COO Organization is the operational infrastructure for Global Markets and...

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....

Job summary As an Associate you will be responsible for New Client Onboarding operations/Fund Events that involves - Reconciliations, Processing, Validating Transactions, Resolving Inquiries, Accounting Transitions, Process Automation & Efficiencies and Serving as a contact for escalations. Job responsibilities: Onboard and include tax, accounting...

Whether you’re at the start of your career or looking to discover your next adventure, your story begins here. At Citi , you’ll have the opportunity to expand your skills and make a difference at one of the world’s most global banks. We’re fully committed to supporting your growth and development from the start with extensive on-the-job training...

The CSS Onboarding Officer will be responsible to perform client onboarding functions for Custody and Third party accounts across various products supporting all regions in Hyderabad/Bangalore, India. Lead and drive projects and initiatives that support or enhance onboarding and client experience. The role will work closely with the Client Onboarding teams,...

The CSS Onboarding Officer will be responsible to perform client onboarding functions for Custody and Third party accounts across various products supporting all regions in Hyderabad/Bangalore, India. Lead and drive projects and initiatives that support or enhance onboarding and client experience. The role will work closely with the Client Onboarding teams,...

The CSS Onboarding Officer will be responsible to perform client onboarding functions for Custody and Third party accounts across various products supporting all regions in Hyderabad/Bangalore, India. Lead and drive projects and initiatives that support or enhance onboarding and client experience. The role will work closely with the Client Onboarding teams,...

The CSS Onboarding Officer will be responsible to perform client onboarding functions for Custody and Third party accounts across various products supporting all regions in Hyderabad/Bangalore, India. Lead and drive projects and initiatives that support or enhance onboarding and client experience. The role will work closely with the Client Onboarding teams,...

ITES / BPO / Operations / Customer Service / Telecalling Mumbai _Mumbai_ March 3, 2023 - March 3, 2024 Financial Services **Job Overview**: - **Office Location (Area) **Mumbai - **Salary Offer **5 to 6 LPA - **Required Education **Graduate/MBA (Preferably finance)/ Post Graduate - **Course Type **Full Time - **Min Required Experience (Years) **0 - **Max...

**Responsibilities**: - Analyse client’s financial status (e.g., income, expenses and liabilities) - Examine and suggest financial opportunities (e.g., insurance plans, investment strategies) - Develop sound financial plan and budgets for clients according to their changing needs. - Help clients implement their plans and carry out transactions. - Present...