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Intertrust Group
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Assistant Manager, Onboarding

Assistant Manager, Onboarding

Intertrust Group

5 - 10 years

9 - 14 Lacs

Gurugram

Posted:1 month ago| Platform:

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Skills Required

Analytical skills Service contracts Manager Client Servicing Audit compliance Client servicing Legal Manager Technology NDA Financial services

Work Mode

Work from Office

Job Type

Full Time

Job Description

The Assistant Manager supervises the daily operations of the group and ensures that all the communications with clients are supported by emails, outlining agreed action steps, responsibilities, and deadlines. They are also involved in the preparation of budgets and forecasts for the group and comparing these with the previous budgets and forecasts. Responsibilities: Experience in handling a portfolio of clients across diverse industries. Develop an in-depth knowledge of existing and potential clients, their industry, and key contacts. Meet prospective clients and prepare fee proposals, including follow-through until the job is accepted or rejected. Responsible for filing and registering any document including forms, returns, and applications which may include drafting of letters and resolutions. Advise the clients on the secretarial matters as and when required. Handles the promotion, formation, and incorporation of companies and the related matters as when required by the client companies. Manages all the tasks related to securities and their transfer and transmission. Drafting and reviewing the Contracts as per the need of the business. Manage and coordinate the Legal or Compliance Audit activities for the clients. Completing all the legal compliances Handling all kind of secretarial documents of clients and keeping the tracker and record of the same for future purposes Keeping up to date with any regulatory or statutory changes and policies that might affect the clients organization. Review of NDA, engagement letters, business contracts, MoU, financing agreement, service contracts, etc for the clients. Managing a small team as we'll. Perform high-level review on staff s deliverables and add value to the work that has to be delivered to the clients. Focus on providing good client service ensuring that clients receive prompt responses to requests and queries. Ensure all communications with clients are supported by emails, outlining agreed action steps, responsibilities, and deadlines. Responsible for ensuring that commitments made to the client are followe'd-up in a timely manner so that the clients are satisfied. Required Skills/Abilities: Excellent verbal and written communication skills Moderate knowledge of Companies Act, Contract Act, Industrial Disputes Act, Insolvency Code, Stamp Act, Registration Act, etc Ability to research on the matters as per the business. Excellent analytical skills to analyse and opine on various statutory provisions. Excellent client servicing skills and strong problem-solving skills Able to work independently and work under tight deadlines. Able to train, lead and motivate a team of professional staff. Meticulous, organized, detailed and deadline-oriented. Education and Experience: Qualified CS or Law Graduate is preferred. 5 years of exposure in professional firms providing corporate secretarial services

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Intertrust Group

Financial Services

Amsterdam New York

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Assistant Manager, Onboarding