Audit Executive

2 months ago


Goregaon East Mumbai Maharashtra, India Acme Services Full time

**As a Client Onboarding Executive in Capital Market, you will play a crucial role in ensuring a seamless onboarding experience for our clients. Your responsibilities will include**:
** Onboarding new clients, including Resident Indian, NRI, and Non-Individual clients.**

** Facilitating the opening of Demat Accounts for clients.**

** Demonstrating proficiency in the required KYC documentation for various account types.**

** Coordinating with Custodians, Banks, and Trading teams to facilitate account opening processes.**

** Addressing any observations raised by the Custodian promptly and effectively.**

** Collaborating with Distributors to onboard their clients.**

** Updating Salesforce with accurate client data.**

** Conducting AML, CVL KRA, and CKYC checks during the onboarding process.**

** Liaising with auditors to address any observations raised by them.**

**Knowledge, Skills, and Experience**:
** Educational Qualifications: Any Graduate.**

** Prior Experience: Minimum of 1 years of experience in PMS/Demat Onboarding.**

** Domain Knowledge: Familiarity with SEBI regulations pertaining to PMS.**

**Pushpraj 9970407697**

**Job Types**: Full-time, Permanent, Fresher

Pay: ₹20,000.00 - ₹25,000.00 per month

**Benefits**:

- Health insurance
- Provident Fund

Schedule:

- Morning shift

Supplemental pay types:

- Performance bonus
- Yearly bonus

**Education**:

- Bachelor's (preferred)

**Experience**:

- total work: 1 year (preferred)

**Location**:

- Goregaon East, Mumbai, Maharashtra (preferred)

Work Location: In person


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