Team Lead

1 week ago

Gurgaon, Haryana, India SBNRI Full time ₹ 12,00,000 - ₹ 36,00,000 per year

Company description -

SBNRI – Redefining NRI Banking Experience for a niche Indian segment. At SBNRI, we are reimagining and building how the new-age NRI Banking should be. Team of Second-time Entrepreneurs, Bankers and growth Fanatics.

Job Responsibilities:

  • Lead and oversee the
    Mutual Funds KYC division
    , ensuring smooth end-to-end operations with accuracy, efficiency, and compliance.
  • Supervise and mentor team members, ensuring timely completion of KYC processing, onboarding, and related operational activities.
  • Coordinate with intermediary platforms
    such as BSE Star, Redvision, and others to ensure seamless data flow and operational integration.
  • Act as a point of escalation for
    sub-distributors and customers
    , providing support on KYC, onboarding, and approval-related matters.
  • Review and finalize reports
    prepared by the team for internal processes and client information purposes.
  • Oversee
    processing of new entity applications
    , ensuring accurate data entry and uploading in DBMS software.
  • Monitor and maintain data accuracy through
    daily administrative support and quality checks
    using MS Excel and other internal tools.
  • Ensure effective resolution of
    customer queries
    (new and existing) related to KYC and investment processing, maintaining high satisfaction levels.
  • Prepare and review
    monthly performance and operational reports
    , sharing insights with management for continuous process improvement.
  • Collaborate with cross-functional teams (Tech, Product, Compliance) to enhance automation and efficiency within KYC operations.

Key Requirements:

  • Strong leadership, analytical, and coordination skills.
  • Experience in mutual fund operations or KYC processes preferred.
  • Proficiency in MS Excel, DBMS, and related tools.
  • Ability to thrive in a fast-paced, startup environment.

Salary:
Negotiable based on experience and skill set.

Note:
We are looking for
passionate team players
who want to build a
revolutionary product in fintech
and grow with us on this exciting journey.

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