Client Onboarding Specialist

2 days ago

Bengaluru, Karnataka, India Avega Business solutions Private Limited Full time ₹ 2,00,000 - ₹ 6,00,000 per year

Company Description

Avega Business Solutions is looking for a Client Onboarding Specialist (Fresher) with excellent communication skills to join our growing team in Indiranagar, Bangalore.

Role Description

  • Manage the investor onboarding process from initiation to completion.
  • Collect, review, and validate KYC documentation (individuals, corporates, trusts, funds, etc.).
  • Conduct AML, sanctions, and PEP checks in line with internal policies and regulatory guidelines.
  • Liaise with investors, relationship managers, and internal stakeholders to resolve onboarding queries.
  • Maintain accurate and up-to-date investor records in internal systems.
  • Escalate suspicious activities or discrepancies to the Compliance team for further review.
  • Support periodic reviews and remediation of existing investors' KYC records.
  • Coordinate with external service providers or regulators, where required.
  • Ensure compliance with local and international regulations (FATCA, CRS, SEBI, RBI, or equivalent depending on jurisdiction).

Qualifications

  • Fresh graduate or up to 6 Moths of experience
  • Strong verbal & written communication skills
  • Ability to build rapport and maintain professional client relationships
  • Positive attitude and willingness to learn
  • Basic knowledge of MS Office / CRM tools (preferred)

  • Client Onboarding Specialist

    4 weeks ago

    Bengaluru, Karnataka, India Loop Health Full time

    Job DescriptionWe are looking for great communicators and detail-oriented candidates to join as an Client Onboarding Specialist as a part of the customer success team at Loop. You will be responsible for planning, executing, and promoting engaging events that update our clients and their employees about our offerings (insurance policy details, health...

  • Onboarding & Learning Specialist

    2 weeks ago

    Bengaluru, Karnataka, India Aditi Consulting Full time

    Job DescriptionHello Folks,We are Hiring one of our Top Product client Onboarding & Learning SpecialistTittle : Onboarding & Learning SpecialistYears : 7-10 yearsLocation : Bangalore (Hybrid)Shift : GeneralJDRole Requirements- Experience in facilitation, especially new hire onboarding, and soft skillsnot just process or operational training.- Should have...

  • Onboarding Specialist

    2 days ago

    Bengaluru, Karnataka, India Cenergy International Services Full time ₹ 9,00,000 - ₹ 12,00,000 per year

    Position : Onboarding SpecialistLocation :Bellandur,BangaloreDuration : 06 Months Contract with possible extensionYears of experience 6-8yearsResponsibilities:Actively involved in pre-onboarding activitiesManaging data and coordinating with various departments, including partners and candidatesHandling logistics arrangements related to onboardingRequired to...

  • Onboarding Specialist

    2 days ago

    Bengaluru, Karnataka, India Aerial Telecom Solutions Full time ₹ 9,00,000 - ₹ 12,00,000 per year

    Position-Onboarding Specialist (Pre-Hire Process specialist)Experience- 3 yrs +Location- Olympus, Mumbai / Think Campus, BangaloreShift – Night (6 pm to 4 am or 7 pm to 5 am IST)Job Summary:The Onboarding Specialist is responsible for ensuring a smooth and engaging onboarding experience for new hires. This role coordinates all aspects of the onboarding...

  • Lead Onboarding Specialist

    4 weeks ago

    Bengaluru, Karnataka, India BestEx Research Full time

    Job DescriptionAbout BestEx ResearchBestEx Research is a financial technology and research firm specializing in building sophisticated execution algorithms and transaction cost modeling tools servicing multiple asset classes. The firm provides high-performance algorithmic execution services to hedge funds, CTAs, asset managers, and banks through a...

  • Lead Onboarding Specialist

    4 days ago

    Bengaluru, Karnataka, India BestEx Research Full time ₹ 12,00,000 - ₹ 36,00,000 per year

    About BestEx ResearchBestEx Research is a financial technology and research firm specializing in building sophisticated execution algorithms and transaction cost modeling tools servicing multiple asset classes. The firm provides high-performance algorithmic execution services to hedge funds, CTAs, asset managers, and banks through a traditional electronic...

  • Lead Onboarding Specialist

    7 hours ago

    Bengaluru, Karnataka, India BestEx Research Full time ₹ 20,00,000 - ₹ 25,00,000 per year

    About BestEx ResearchBestEx Research is a financial technology and research firm specializing in building sophisticated execution algorithms and transaction cost modeling tools servicing multiple asset classes. The firm provides high-performance algorithmic execution services to hedge funds, CTAs, asset managers, and banks through a traditional electronic...

  • Onboarding Specialist II

    6 hours ago

    Bengaluru, Karnataka, India Diligent Corporation Full time ₹ 9,00,000 - ₹ 12,00,000 per year

    Position Overview: As an Onboarding Specialist II, you will work as part of the global Customer Success Team, with the expectation to deliver outstanding experiences during the client's onboarding journey. You will collaborate cross functionally with Customer Success, Marketing, Sales, and Product and own the critical early phase of the client lifecycle....

  • Onboarding Specialist

    7 days ago

    Bengaluru, Karnataka, India Nxtwave Disruptive Technologies Full time ₹ 1,04,000 - ₹ 1,30,878 per year

    Job Title: Onboarding SpecialistLocation: Nxtwave Disruptive Technologies , Hyderabad (On-site)Working Days 6 Days (Mon- Sat)Sift Timings - 10 AM to 7 PMExperience: Minimum 4.5 yearsWe are looking for a driven and capable Onboarding Manager to take ownership of end-to-end onboarding across IT, Non-IT, functional, and management roles. The ideal candidate...

  • Client Onboarding Manager

    2 days ago

    Bengaluru, Karnataka, India Nova Benefits Full time ₹ 6,00,000 - ₹ 8,00,000 per year

    Job DescriptionAbout CompanyNova Benefits is a tech platform designed to provide top-tier health and wellness benefits to employees. We secure the best deals for companies and ensure easy access for employees, all while minimising administrative overhead for HR. Join us in revolutionising employee benefits.Role DescriptionWe're looking for an Client...