Client Onboarding Senior Analyst

2 weeks ago

Pune, Maharashtra, India Apex Group Ltd Full time ₹ 9,00,000 - ₹ 12,00,000 per year

The Apex Group was established in Bermuda in 2003 and is now one of the world's largest fund administration and middle office solutions providers.

Our business is unique in its ability to reach globally, service locally and provide cross-jurisdictional services. With our clients at the heart of everything we do, our hard-working team has successfully delivered on an unprecedented growth and transformation journey, and we are now represented by over circa 13,000 employees across 112 offices worldwide.Your career with us should reflect your energy and passion.

That's why, at Apex Group, we will do more than simply 'empower' you. We will work to supercharge your unique skills and experience.

Take the lead and we'll give you the support you need to be at the top of your game. And we offer you the freedom to be a positive disrupter and turn big ideas into bold, industry-changing realities.

For our business, for clients, and for you

Job Specification


• The Candidate should have good knowledge of the key steps to Onboard new clients.


• Responsible to work on the Onboarding Opportunity's pushed from Sales and clearing the work queues.


• Salesforce maintenance and reporting. Working on banking related product deals and maintaining the clean pipeline by ensuring launches are validated, launched, or moved as per the expected timelines.


• The role also includes coordination of the various client acceptance stages as per Group standards.


• Effective communication within internal stakeholders on a daily/weekly reporting
• Onboarding launches tracking and publishing weekly updates by ensuring all are duly updated before their go live as per the due dates.


• Work as a subject matter expert for the team and share the best practices.


• Attending weekly / daily huddles, team calls for the status updates.


• Support global changes in Key operating procedures and implementation. Skills Required
• Experience working with an investment banking or finance-related firm.
• Good knowledge of financial services sector with 6-9 years in Client Onboarding


• Graduate / Masters – Commerce /CA/MBA – Finance/CFA


• Proven client/business focused communication skills


• Advanced proficiency in Micro-soft excel functions.


• Salesforce experience will be an added advantage.


• An ability to think critically and objectively.

What you will get in return:


• A genuinely unique opportunity to be part of an expanding large global business.


• Exposure to all aspects of the business, cross-jurisdiction and to working with senior management directly.

Disclaimer: Unsolicited CVs sent to Apex (Talent Acquisition Team or Hiring Managers) by recruitment agencies will not be accepted for this position. Apex operates a direct sourcing model and where agency assistance is required, the Talent Acquisition team will engage directly with our exclusive recruitment partners.

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