Client Onboarding

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...

Job Title:Client Onboarding ExecutiveLocation:Lower Parel, MumbaiResponsibilities: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.Serve as a...

Job Title: Client Onboarding ExecutiveLocation: Lower Parel, MumbaiResponsibilities: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.Serve as...

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 Title: Client Onboarding ExecutiveLocation: Lower Parel, MumbaiResponsibilities: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.Serve as...

Finance Mumbai _Mumbai_ August 5, 2023 - August 5, 2024 Financial Services **Job Overview**: - **Office Location (Area) **Mumbai - **Salary Offer **4 - 6 LPA - **Required Education **Graduate - **Course Type **Full Time - **Min Required Experience (Years) **5 - **Max Required Experience (Years) **8 **Job Description for Client On boarding Executive...

Job Description for Client On boarding Executive (Related with PMS, AIF activities) Client Onboarding Executive Initiating, Assisting, and timely completing onboarding of Clients Engaging with DP, Brokers, Banks, Clients, Distributors, Inhouse Operations & Sales team for all onboarding matters and updations Reverting & resolving Client...

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,...

**Job Summary**: As a Client Coordinator at Being Wealthy, you will play a crucial role in supporting our client services team to ensure clients receive outstanding support and assistance. You will work closely with senior client coordinators and managers to build and maintain client relationships, address inquiries, and facilitate the successful delivery of...

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...

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...

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...

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 Client Onboarding Analyst is a developing professional role. Applies specialty area knowledge in monitoring, assessing, analyzing and/or evaluating processes and data. Identifies policy gaps and formulates policies. Interprets data and makes recommendations. Researches and interprets factual information. Identifies inconsistencies in data or results,...

The Client Onboarding Analyst is a developing professional role. Applies specialty area knowledge in monitoring, assessing, analyzing and/or evaluating processes and data. Identifies policy gaps and formulates policies. Interprets data and makes recommendations. Researches and interprets factual information. Identifies inconsistencies in data or results,...

The Custody Client Onboarding Junior Analyst role will be focused on providing support to Implementation Managers, Client Service officers, Client executives and other stakeholders on all Client Onboarding, maintenance, and account closure related matters. This role will ensure Account Maintenance activities are compliant with required standards & all...