Audit Executive
2 days ago
**As a Client Onboarding Executive in Capital Market, you will play a crucial role in ensuring a seamless onboarding experience for our clients. Your responsibilities will include**:
** Onboarding new clients, including Resident Indian, NRI, and Non-Individual clients.**
** Facilitating the opening of Demat Accounts for clients.**
** Demonstrating proficiency in the required KYC documentation for various account types.**
** Coordinating with Custodians, Banks, and Trading teams to facilitate account opening processes.**
** Addressing any observations raised by the Custodian promptly and effectively.**
** Collaborating with Distributors to onboard their clients.**
** Updating Salesforce with accurate client data.**
** Conducting AML, CVL KRA, and CKYC checks during the onboarding process.**
** Liaising with auditors to address any observations raised by them.**
**Knowledge, Skills, and Experience**:
** Educational Qualifications: Any Graduate.**
** Prior Experience: Minimum of 1 years of experience in PMS/Demat Onboarding.**
** Domain Knowledge: Familiarity with SEBI regulations pertaining to PMS.**
**Pushpraj 9970407697**
**Job Types**: Full-time, Permanent, Fresher
Pay: ₹20,000.00 - ₹25,000.00 per month
**Benefits**:
- Health insurance
- Provident Fund
Schedule:
- Morning shift
Supplemental pay types:
- Performance bonus
- Yearly bonus
**Education**:
- Bachelor's (preferred)
**Experience**:
- total work: 1 year (preferred)
**Location**:
- Goregaon East, Mumbai, Maharashtra (preferred)
Work Location: In person
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