Client Onboarding Executive

5 days ago


Mumbai Maharashtra, India Waayslive Solutions Full time

Job Description: As a Client Onboarding Executive in the 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 KYC 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.

Pay: ₹20,000.00 - ₹40,000.00 per month

Schedule:

- Day shift

**Experience**:

- total work: 1 year (preferred)

Work Location: In person



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