Senior Client Onboarding Professional

3 days ago


Mumbai, Maharashtra, India beBeeClientOnboarding Full time ₹ 15,00,000 - ₹ 25,00,000

Job Opportunity

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We are seeking a highly experienced professional to join our team as a Client Onboarding Senior Associate.

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The ideal candidate will have 3-5 years of experience in Client Onboarding, with knowledge of KYC, ISDA,

  • Review trade exceptions on a regular basis and address trade exceptions by contacting clients for compliance with regulatory requirements.">
  • Review client documentation and information on Markit Website to determine if the client has provided required materials that satisfy regulatory obligations.">
  • Set-up accounts, funds, and investment managers in our systems and ensure they are compliant with various regulatory requirements.">
  • Track and monitor potential Trade Monitoring/Regulatory Account Set-up issues and delays.">
  • Maintain strong working relationships with internal counterparts, clients, sales, trading, credit, legal, and operations teams.">
  • Prepare process-related SOPs/Job Aids and train team members on the process.">


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