Job
Description
As a part of SBNRI in Gurgaon, you will be redefining the NRI banking experience by managing various key responsibilities: - **Mutual Funds KYC Operations:** You will be responsible for managing end-to-end KYC operations in compliance with regulatory guidelines. - **Intermediary Coordination:** Your role will involve liaising with platforms like BSE Star, Redvision, and other intermediaries for smooth transaction processing. - **Distributor & Client Engagement:** Working closely with sub-distributors, clients, and customers to facilitate onboarding, approvals, and documentation. - **NRI Onboarding & Compliance:** Leading onboarding for NRI clients, handling FATCA-related queries, and ensuring compliance with global standards. - **Reporting & Analytics:** Generating and presenting reports for internal tracking and client communication, as well as preparing monthly summaries for management. - **Application Processing:** Uploading and processing applications for new entities via DBMS software and maintaining proper records. - **Data Management:** Overseeing daily data entry tasks using MS Excel, ensuring accuracy and completeness. - **Customer Query Handling:** Resolving client queries (new & existing) related to KYC and investments with a customer-first approach. - **Team Collaboration:** Working with cross-functional teams to improve workflows, support automation, and enhance overall efficiency. Qualifications and Skills required for this role: - Graduate/Postgraduate in Finance, Commerce, or Business Administration (MBA preferred). - 5+ years of experience in operations, mutual funds, or investment KYC processes (experience in fintech is an advantage). - Strong knowledge of Mutual Fund regulations, FATCA compliance, and NRI onboarding. - Proficiency in MS Excel, DBMS tools, and reporting systems. - Excellent communication skills for client interaction and cross-team collaboration. - Problem-solving mindset with the ability to handle escalations and deliver solutions effectively. - Detail-oriented, process-driven, and capable of working in a fast-paced startup environment. Why Join SBNRI - Be a part of a revolutionary fintech product reshaping NRI investments. - Opportunity to own and drive critical operations with visible business impact. - A collaborative and fast-paced startup culture that values innovation, learning, and growth. - Competitive salary and career advancement opportunities. If you are passionate about fintech operations and eager to contribute to a high-growth startup, SBNRI would love to hear from you! As a part of SBNRI in Gurgaon, you will be redefining the NRI banking experience by managing various key responsibilities: - **Mutual Funds KYC Operations:** You will be responsible for managing end-to-end KYC operations in compliance with regulatory guidelines. - **Intermediary Coordination:** Your role will involve liaising with platforms like BSE Star, Redvision, and other intermediaries for smooth transaction processing. - **Distributor & Client Engagement:** Working closely with sub-distributors, clients, and customers to facilitate onboarding, approvals, and documentation. - **NRI Onboarding & Compliance:** Leading onboarding for NRI clients, handling FATCA-related queries, and ensuring compliance with global standards. - **Reporting & Analytics:** Generating and presenting reports for internal tracking and client communication, as well as preparing monthly summaries for management. - **Application Processing:** Uploading and processing applications for new entities via DBMS software and maintaining proper records. - **Data Management:** Overseeing daily data entry tasks using MS Excel, ensuring accuracy and completeness. - **Customer Query Handling:** Resolving client queries (new & existing) related to KYC and investments with a customer-first approach. - **Team Collaboration:** Working with cross-functional teams to improve workflows, support automation, and enhance overall efficiency. Qualifications and Skills required for this role: - Graduate/Postgraduate in Finance, Commerce, or Business Administration (MBA preferred). - 5+ years of experience in operations, mutual funds, or investment KYC processes (experience in fintech is an advantage). - Strong knowledge of Mutual Fund regulations, FATCA compliance, and NRI onboarding. - Proficiency in MS Excel, DBMS tools, and reporting systems. - Excellent communication skills for client interaction and cross-team collaboration. - Problem-solving mindset with the ability to handle escalations and deliver solutions effectively. - Detail-oriented, process-driven, and capable of working in a fast-paced startup environment. Why Join SBNRI - Be a part of a revolutionary fintech product reshaping NRI investments. - Opportunity to own and drive critical operations with visible business impact. - A collaborative and fast-paced startup culture that values innovation, learning, and growth. - Competitive salary and career advancement opportun
