
Onboarding BA
3 days ago
About Client :-
Our client is a French multinational information technology (IT) services and consulting company, headquartered in Paris, France. Founded in 1967, It has been a leader in business transformation for over 50 years, leveraging technology to address a wide range of business needs, from strategy and design to managing operations.
The company is committed to unleashing human energy through technology for an inclusive and sustainable future, helping organizations accelerate their transition to a digital and sustainable world.
They provide a variety of services, including consulting, technology, professional, and outsourcing services.
Job Details:-
location : Bengaluru
Mode Of Work : Hybrid
Notice Period : Immediate Joiners
Experience : 6-8yrs
Type Of Hire : Contract to Hire
Job Description :-
Domain Requirements:
Strong understanding of institutional client onboarding processes in Capital Markets.
Experience with
KYC, AML, FATCA, CRS,
and LEI validation workflows.
Familiarity with onboarding platforms such as Fenergo, Appway, Salesforce, and internal CRM systems.
Knowledge of client classification under MiFID II and suitability assessments.
Expanded Responsibilities:
Define and document “As-Is” onboarding journeys across multiple client types (e.g., corporates, funds, intermediaries).
Identify gaps in digital onboarding capabilities and propose enhancements aligned with regulatory and operational needs.
Collaborate with compliance, legal, and client service teams to ensure onboarding flows meet jurisdictional requirements.
Support integration of onboarding systems with downstream platforms including trading, risk, and reporting.
Drive initiatives to reduce onboarding cycle time and improve client experience metrics.
Key skills :-
Broder umbrella is Securities Services. Sub areas are:
1) Custody Services
2) Fund Accounting
3) Transfer Agencies
4) Fund Operations
5) Clearing Settlement
6) Collateral Management
7) Reference Data
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