Executive / Senior Executive – Client Registration & Onboarding

Job -Executive / Senior Executive – Client Registration & Onboarding

Job Location -Kochi, Kerala

Client Registration & Onboarding team

Key Responsibilities

• Process client account opening forms (Demat, Trading, Mutual Funds, Online Accounts).
• Verify client documents to ensure compliance with regulatory standards.
• Update and manage client records (bank details, nominee, contact changes).
• Coordinate with branches & clients for pending/deficient documents.
• Ensure timely onboarding within defined SLAs.
• Maintain accurate MIS reports and support audits/regulatory inspections.

Requirements

• Graduate in

  Commerce / Finance / Management

  or related field.

• 0–3 years

  of experience in financial services (freshers welcome).
• Knowledge of

  KYC, AML, trading & demat accounts, mutual funds

  preferred.
• Strong accuracy, attention to detail, and multitasking skills.
• Good communication & coordination abilities.
• Proficiency in

  MS Office

  .

How to Apply

Interested candidates can reach out at:

📞 +91 95443 16657

📧 jackson.j@skillactz.com

Grow your career in financial services – apply today!