5.0 - 9.0 years

0 Lacs

maharashtra

On-site

Role Overview: As a Client Onboarding Manager, you will provide full leadership and supervisory responsibility to a team. Your role will involve offering operational and service leadership, ensuring the volume, quality, and timeliness of end results. You will act as a Subject Matter Expert (SME) on account opening and KYC-related matters, focusing on adherence to FPI Regulations. Your strong communication and diplomacy skills will be essential in contributing to the development of new techniques and plans within your area of expertise. Key Responsibilities: - Lead a team of Client Account Officers (CAOs) to ensure a quick and seamless onboarding and account opening experience for clients, ai...

Posted 3 days ago

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Client Onboarding Manager Citi

5.0 - 9.0 years

0 Lacs

maharashtra

On-site

Role Overview: The Client Onboarding Manager role involves providing full leadership and supervisory responsibility, offering operational and service leadership to the team(s). You will apply your in-depth disciplinary knowledge to provide value-added perspectives and advisory services. Your role may also involve contributing to the development of new techniques, models, and plans within your area of expertise. Strong communication and diplomacy skills are essential for this role. You will have responsibility for the volume, quality, and timeliness of end results, as well as shared responsibility for planning and budgets. As an SME in account opening and KYC related matters, you will ensure ...

Posted 4 days ago

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Fund Administration - GIFT City DSP Fund

1.0 - 3.0 years

0 Lacs

gandhinagar, maharashtra, india

On-site

The key responsibilities would encompass: Responsible for preparation and dissemination of various regulatory and scheme specific reporting (including IFSCA, SEZ & FPI). Supporting in various administrative tasks and periodical filings related to SEZ. Keeping abreast with FPI & IFSCA regulations and implementing changes, if any. Supporting other areas of business by executing shadow NAV and other ancillary processing such as, TER, Valuation of securities, etc. (parallel control to outsourcing FA activity) for different business areas supported by the department alongside a senior team member. Reporting and Settlement of Trades. Carrying out various Banking Activities. Monitoring capital acti...

Posted 1 month ago

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Client Onboarding Manager Citi

5.0 - 9.0 years

0 Lacs

maharashtra

On-site

Role Overview: The role of Client Onboarding Manager involves providing full leadership and supervisory responsibility. You will be responsible for providing operational and service leadership to your team(s) while applying in-depth disciplinary knowledge to offer value-added perspectives and advisory services. Your main focus will be on ensuring a quick and seamless onboarding and account opening experience for clients. Additionally, you will act as a subject matter expert (SME) on account opening and KYC related matters, with a strong emphasis on adherence to FPI Regulations. Your role will also include supervisory responsibilities such as motivating and developing your team through profes...

Posted 2 months ago

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