Client Onboarding – Financial Services

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...

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...

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...

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...

A member of our talent acquisition team will review your submission and it your experience and skills aligns, we will reach out to you and schedule a call to have a conversation. **Financial Advisor** Job Location - Mumbai Western Suburb : Kandivali (E) **What are we looking for / Job Description** We are looking for Financial Advisors to join our team....

We are looking for a Wealth & Client service associate who would be responsible for offering financial advice and services that will assist clients in their financial endeavors. The responsibilities of the associate include relationship management, helping clients with executing documentation, providing regular service update and advising on financial...

**Responsibilities**: - Analyse client’s financial status (e.g., income, expenses and liabilities) - Examine and suggest financial opportunities (e.g., insurance plans, investment strategies) - Develop sound financial plan and budgets for clients according to their changing needs. - Help clients implement their plans and carry out transactions. - Present...

Analyst - Prime Services Client Onboarding Roles and responsibilities:The primary responsibilities for the roles within the Prime Client Services / On-Boarding Team would include:- Responsible for the day-to-day activities of Mumbai Prime Brokerage hub supporting Asia/Europe/ UK/US. This role requires strong analytical skills and a thorough understanding of...

The Client Onboarding Manager provides full leadership and supervisory responsibility. Provides operational/service leadership and direction to team(s). Applies in-depth disciplinary knowledge through provision of value-added perspectives or advisory services. May contribute to the development of new techniques, models and plans within area of expertise....

The Client Onboarding Manager provides full leadership and supervisory responsibility. Provides operational/service leadership and direction to team(s). Applies in-depth disciplinary knowledge through provision of value-added perspectives or advisory services. May contribute to the development of new techniques, models and plans within area of expertise....

The Client Onboarding Manager provides full leadership and supervisory responsibility. Provides operational/service leadership and direction to team(s). Applies in-depth disciplinary knowledge through provision of value-added perspectives or advisory services. May contribute to the development of new techniques, models and plans within area of expertise....

The Client Onboarding Manager provides full leadership and supervisory responsibility. Provides operational/service leadership and direction to team(s). Applies in-depth disciplinary knowledge through provision of value-added perspectives or advisory services. May contribute to the development of new techniques, models and plans within area of expertise....

**Client Onboarding**: - Help new clients get set up by gathering necessary info and documents. - Work with different teams to integrate new clients smoothly. - Check and validate client info for compliance. - Collaborate with sales to understand and meet client expectations. - Provide clients with timely and accurate info on account setup. **Client...

Are you looking for an exciting opportunity to join a dynamic and growing team in a fast paced and challenging area? This is a unique opportunity for you to work in the Project Management team to partner with the Business.The Wealth Management - Client Operations is located in Mumbai and supports Client Onboarding Operations Management in the management and...

**JOB DESCRIPTION** **Short Description**: Join the client facing team that implements the onboarding of fund managers to the firm. **Posting Description**: The Securities Services business (global leader with ~$22 trillion in AUC) comprises of Custody, Fund Accounting & Administration, Transfer Agency, Middle Office Outsourcing, FX etc. and provides...

**Client Onboarding**: - Help new clients get set up by gathering necessary info and documents. - Work with different teams to integrate new clients smoothly. - Check and validate client info for compliance. - Collaborate with sales to understand and meet client expectations. - Provide clients with timely and accurate info on account setup. **Client...

Job Role: Onboarding SpecialistClient: MNC BankLocation: Goregaon MumbaiExperience : 3+ yearsDuration: 12 Months (Renewal/C2H)Job DescriptionJob Purpose:The client's Staffing Office is a centralized global function which manages the firm’s non-employee workforce. The Staffing Office is comprised of multiple teams with specialized functions in recruitment...

Job Description: Website- Dear Candidate, As per discussion, please find below the details. Name of the position : Onboarding ExecutiveExperience : 0 to 5 yearsCTC : Good hike in current Qualification : Any Graduate + NISM-8 Location : Bigul,1904, The affairs building,Palm beach road Sector 17,Sanpada Navi mumbai,Pin- 40070. Roles and...

Job Description: Website- Dear Candidate, As per discussion, please find below the details. Name of the position : Onboarding ExecutiveExperience : 0 to 5 yearsCTC : Good hike in current Qualification : Any Graduate + NISM-8 Location : Bigul,1904, The affairs building,Palm beach road Sector 17,Sanpada Navi mumbai,Pin- 40070. Roles and...

**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...