Investor/ Client Onboarding
5 hours ago
About the ClientARA’S client is a leading IT solutions provider, offering Applications, Business Process Outsourcing (BPO) and Infrastructure services globally through a combination of technology knowhow, domain and process expertise. Over the years we have left an indelible impression in the IT solutions domain with an impressive clientele and an extensive global presence. Our integrated solutions offering is aimed at creating value for our customers, helping them in improving their business processes with minimum hassles and capital outlays. Role OverviewAs a Client Onboarding Specialist, you will play a critical role in managing and executing the end-to-end client onboarding process for alternative asset managers and institutional investors. This position requires a strong blend of client service, operational execution, and compliance oversight.You will be responsible for reviewing documentation, performing KYC/AML checks, coordinating across internal teams, and ensuring seamless onboarding for clients across Private Equity, Hedge Funds, Private Credit, and Real Estate structures. Key ResponsibilitiesFacilitate end-to-end client onboarding, ensuring adherence to regulatory, operational, and contractual requirements.Capture and validate investor and account details through client information forms and supporting documentation.Cordinate KYC/AML, FATCA, and CRS due diligence reviews in collaboration with Compliance and Legal teams.Review and process subscription documents, offering memoranda, and fund documentation.Liaise with internal teams (Legal, Compliance, Fund Accounting, Reporting, and Technology) to ensure timely account activation.Maintain accurate records and provide periodic updates on onboarding status to stakeholders.Ensure operational readiness for account creation, funding, and trade setup.Support the transition from onboarding to investor servicing and reporting teams to ensure a smooth client experience.Contribute to process improvement initiatives, documentation, and workflow automation to enhance onboarding efficiency.Professional & Technical SkillsMandatory:12+ years of experience in client onboarding, investor relations, or KYC operations within the financial services or asset management industry.Strong knowledge of KYC/AML, FATCA, and CRS regulatory frameworks.Excellent communication skills (written and verbal) for client and internal coordination.High attention to detail with the ability to validate data and documentation accurately.Proven ability to manage multiple client cases in a fast-paced environment.Preferred:Exposure to alternative investment products (Private Equity, Hedge Funds, Real Estate, Private Credit).Familiarity with onboarding and workflow systems such as Fenergo, Appian, or iMeta.Experience collaborating with Fund Accounting, Compliance, or Operations teams.Working knowledge of MS Office Suite (Excel, Word, PowerPoint).Strong analytical mindset and a proactive approach to problem-solving.QualificationsBachelor’s degree in Finance, Business Administration, Commerce, or related field.Certifications in Client Onboarding, Compliance, or Financial Services preferred.Understanding of fund structures and investor documentation processes will be an advantage.
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Client Onboarding Specialist
2 weeks ago
bangalore, India Avega Business solutions Private Limited Full timeCompany DescriptionAvega Business Solutions is looking for a Client Onboarding Specialist (Fresher) with excellent communication skills to join our growing team in Indiranagar, Bangalore.Role DescriptionManage the investor onboarding process from initiation to completion.Collect, review, and validate KYC documentation (individuals, corporates, trusts, funds,...
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Client Onboarding Specialist
1 week ago
bangalore district, India Avega Business solutions Private Limited Full timeCompany Description Avega Business Solutions is looking for a Client Onboarding Specialist (Fresher) with excellent communication skills to join our growing team in Indiranagar, Bangalore. Role Description Manage the investor onboarding process from initiation to completion. Collect, review, and validate KYC documentation (individuals, corporates, trusts,...
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Management Trainee – Investor Onboarding
11 hours ago
bangalore, India Venture Crafters Full timeAbout Venture CraftersVenture Crafters is a new-age acceleration studio connecting founders and investors across the GCC and India.We help early-stage startups go from idea to investment through structured programs, hands-on execution, and curated investor connects.Role OverviewWe’re hiring Management Trainees to join our core execution team.You’ll...
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Client Onboarding Specialist
2 weeks ago
bangalore, India Black Box Full timePurpose of Job: Responsible to bridge the gap between sales and the technical implementation and service delivery.Perform day-to-day client onboarding activities to transition clients from pre- to post-sales service delivery by implementing a technical and business solution that has been sold to the client.Administer the onboarding process to include:conduct...
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Client Onboarding Manager
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bangalore, India BiteSpeed Full timeAbout BiteSpeedHey there! We are a Sequoia-backed SaaS startup building an AI-native Marketing, Support & Sales suite for e-commerce brands.We’re currently working with 3000+ e-commerce brands globally across 50+ countries and are fortunate to have raised $5.5M+ along the journey with marquee investors like Sequoia Capital India, Kunal Shah, Gaurav Munjal...
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Onboarding Specialist
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Product Onboarding Specialist
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bangalore, India Pazago Full timeAbout Pazago Pazago transforms the export experience, making each export order faster, more efficient, and stress-free. With streamlined processes and complete visibility, exporters save time, cut costs, and gain control over their processes—all while strengthening trust with their clients. Pazago enables exporters to focus on growth with a platform that...
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bangalore, India Pazago Full timeAbout Pazago Pazago transforms the export experience, making each export order faster, more efficient, and stress-free. With streamlined processes and complete visibility, exporters save time, cut costs, and gain control over their processes—all while strengthening trust with their clients. Pazago enables exporters to focus on growth with a platform that...
