
Executive / Senior Executive – Client Registration & Onboarding
2 weeks ago
Job -Executive / Senior Executive – Client Registration & Onboarding
Job Location -Kochi, Kerala
We are looking for enthusiastic and detail-oriented professionals to join our
Client Registration & Onboarding team
. The role involves ensuring smooth client account opening while complying with
SEBI, Exchange, and KYC/AML regulations
.
Key Responsibilities
- Process client account opening forms (Demat, Trading, Mutual Funds, Online Accounts).
- Verify client documents to ensure compliance with regulatory standards.
- Update and manage client records (bank details, nominee, contact changes).
- Coordinate with branches & clients for pending/deficient documents.
- Ensure timely onboarding within defined SLAs.
- Maintain accurate MIS reports and support audits/regulatory inspections.
Requirements
- Graduate in
Commerce / Finance / Management
or related field. - 0–3 years
of experience in financial services (freshers welcome). - Knowledge of
KYC, AML, trading & demat accounts, mutual funds
preferred. - Strong accuracy, attention to detail, and multitasking skills.
- Good communication & coordination abilities.
- Proficiency in
MS Office
.
How to Apply
Interested candidates can reach out at:
Grow your career in financial services – apply today
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