Account Opening Operations

2 days ago

Mumbai Metropolitan Region, India Aptita Full time ₹ 12,00,000 - ₹ 24,00,000 per year

Role -Account Opening professional with 3 - 4 years of experience in PMS, AIF, or financial services operations. The role involves managing client servicing, account opening, KYC compliance, and transaction processing while coordinating with stakeholders to ensure smooth and compliant operations.

Desired Profile

  • 3 - 4 years of experience in a client-facing / PMS & AIF service management role.
  • Experience in the Financial Services industry, preferably in AMC / PMS / AIF / Wealth Management / Broking Industry, will be an added advantage.
  • Basic knowledge of accountancy (what is a balance sheet / profit and loss).
  • Should have knowledge of Microsoft Office (Excel, Word, etc.).
  • Should know how to empathize with irate clients to resolve their issues.
  • Should be good at explaining concepts related to products, fee computation, processes, etc.
  • Methodical approach – deliberate, detail-oriented, and able to diagnose client issues diligently.
  • Fluent in English with persuasive speaking and writing skills. Good collaboration skills are a must.
  • Candidate from central line will be preferred.

Key Responsibilities

  • Knowledge of the account opening process and ability to undertake the verification process for different types of accounts opened under PMS & AIF businesses, Demat account opening, etc.
  • KYC specialist who understands SEBI KYC norms and has worked in account opening and KYC documentation checking for the financial services industry, preferably PMS/AIF, Demat Operations, and Broking.
  • Manage stakeholders (internal and external) such as custodians, banks, brokers, and internal departments to service requests and resolve client queries.
  • Manage client call and email volumes for queries related to their portfolio transactions, performance, fees, and expenses.
  • CRM record management and maintenance of records of all client service requests and conversations.
  • Execute financial and non-financial transactions and process paperwork such as redemption, SIP, BCR, FCR, nomination, KYC modification, etc.

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