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(Urgent Search) Account Operations Specialist

4 weeks ago

Vadodara, India Charkos Global Full time

Hiring Account Onboarding/Account Opening Specialist for GIFT city (Ahmedabad, Gujarat, India

Role Summary:

As an Account Onboarding Specialist, you’ll manage new client accounts from initial documentation through activation, ensuring regulatory compliance and delivering a smooth onboarding experience.

Key Responsibilities:

- Onboarding Process Management: Lead clients through the account opening process, ensuring all documents are verified and complete.
- Regulatory Compliance: Ensure all account documentation meets SEBI and KYC standards, maintaining high accuracy and compliance.
- Client Support: Act as the main point of contact for clients during the onboarding phase, addressing questions and providing updates.
- Data Management: Maintain an organized database of client records and documentation, tracking onboarding status and compliance checks.

Qualifications:

- Experience: 3-5 years in a broking industry onboarding role.
- Education: Bachelor’s degree in Finance, Business, or a related discipline.
- Skills: Exceptional communication, attention to detail, and familiarity with onboarding processes.
- Industry Knowledge: Strong understanding of KYC norms, SEBI guidelines, and CRM tools used in broking.