Client Onboarding - Mumbai, India - Arin Consultancy

Arin Consultancy
Arin Consultancy
Verified Company
Mumbai, India

3 weeks ago

Deepika Kaur

Posted by:

Deepika Kaur

beBee Recuiter
Description
Finance Mumbai _Mumbai_ August 5, August 5, 2024 Financial Services


Job Overview:

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Office Location (Area) Mumbai
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Salary Offer - 6 LPA
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Required Education Graduate
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Course Type Full Time
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Min Required Experience (Years) 5
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Max Required Experience (Years) 8


Job Description for Client On boarding Executive (Related with PMS, AIF activities):


  • Client Onboarding Executive
  • Initiating, Assisting, and timely completing onboarding of Clients
  • Engaging with DP, Brokers, Banks, Clients, Distributors, Inhouse Operations & Sales team for all onboarding matters and updations
  • Reverting & resolving Client and distributors queries
  • Continue to work on identifying & resolving issues related with Client's onboarding matter
  • Preparing & updating Masters for all Onboarding documents & Forms
  • Preparing & maintaining all Onboarding MISs
  • Maintaining all Client's records appropriately in Soft Copies and original hard
  • Assisting & Updating relevant Software
  • Keeping track of regulatory changes relevant to KYC, CKYC and Onboarding and implementing them in regular activities
  • Any work related with Client during onboarding or any time

2.


Project Specific Work/Other Work:

  • Assisting management for project specific work
  • Assisting operational team as and when required
  • 5 to 8 years of relevant experience
  • Fluency in English language
  • Good drafting & articulation skill
  • Advanced knowledge of Word, Excel
  • Knowledge of DP & SEBI client onboarding related & other regulations
  • Qualification: Com, CA, CA (Inter), MBA (Finance)
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