Client Onboarding
3 weeks ago
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 (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 and distributors queries
- Continue to work on identifying & resolving issues related with Client’s onboarding matter
- Preparing & updating Masters for all Onboarding documents & Forms
- Preparing & maintaining all Onboarding MISs
- Maintaining all Client’s records appropriately in Soft Copies and original hard
- Assisting & Updating relevant Software
- Keeping track of regulatory changes relevant to KYC, CKYC and Onboarding and implementing them in regular activities
- Any work related with Client during onboarding or any time
**2. Project Specific Work/Other Work**:
- Assisting management for project specific work
- Assisting operational team as and when required
- 5 to 8 years of relevant experience
- Fluency in English language
- Good drafting & articulation skill
- Advanced knowledge of Word, Excel
- Knowledge of DP & SEBI client onboarding related & other regulations
- Qualification: Com, CA, CA (Inter), MBA (Finance)
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