Client Onboarding Director

7 days ago


Mumbai, Maharashtra, India Citi Full time
Job Summary

The Client Onboarding Director provides full leadership and supervisory responsibility to ensure a seamless and quick onboarding experience for clients. The role involves leading a team of CAOs to meet the overall SLA with clients and enhance client satisfaction levels.

Key Responsibilities:
  • Lead a team of CAOs to ensure timely and accurate onboarding of clients.
  • Motivate and develop team members to achieve their full potential.
  • Develop and implement processes to continuously improve the onboarding experience.
  • Act as an SME for KYC, FATCA, FPI regulations, Escrow account openings, and DDP process.
  • Ensure all documentation is current, accurate, and complete.
  • Provide exceptional customer service to Banking teams and internal partners.

Qualifications:
  • 5-8 years of experience in operations and compliance.
  • Strong leadership skills, including positive, inspiring, motivating, communicative, and solutions-oriented.
  • Excellent communicator with attention to detail.
  • Excellent team player with strong ability to manage multiple concurrent deadlines.


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