5.0 - 9.0 years

0 Lacs

all india, gurugram

On-site

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 ensurin...

Posted 3 days ago

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Senior Operations Manager Mutual Funds SBNRI

5.0 - 9.0 years

0 Lacs

all india, gurugram

On-site

You will be responsible for managing the end-to-end KYC operations in compliance with regulatory guidelines. Your role will involve liaising with platforms like BSE Star, Redvision, and other intermediaries for smooth transaction processing. Additionally, you will work closely with sub-distributors, clients, and customers to facilitate onboarding, approvals, and documentation. Leading the onboarding for NRI clients, handling FATCA-related queries, and ensuring compliance with global standards will also be part of your key responsibilities. Generating and presenting reports for internal tracking and client communication, preparing monthly summaries for management, uploading and processing app...

Posted 3 days ago

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Senior Operations Manager Mutual Funds SBNRI

5.0 - 9.0 years

0 Lacs

haryana

On-site

As a part of the SBNRI team, you will be redefining the NRI Banking experience for a niche Indian segment. Your role will involve managing various aspects of Mutual Funds KYC operations, including end-to-end compliance with regulatory guidelines. Additionally, you will liaise with intermediaries like BSE Star and Redvision for smooth transaction processing. Your responsibilities will also include working closely with sub-distributors, clients, and customers to facilitate onboarding, approvals, and documentation. Leading the onboarding process for NRI clients, handling FATCA-related queries, and ensuring compliance with global standards will be crucial aspects of your role. You will also be r...

Posted 2 months ago

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Head of Mutual Fund Operations SBNRI

5.0 - 9.0 years

0 Lacs

haryana

On-site

Role Overview: You will be responsible for managing mutual funds KYC operations, coordinating with intermediaries, engaging with distributors and clients, onboarding NRI clients, handling compliance, generating reports, processing applications, managing data, handling customer queries, collaborating with teams, and improving workflows to enhance efficiency. Key Responsibilities: - Manage end-to-end KYC operations in compliance with regulatory guidelines. - Liaise with platforms like BSE Star, Redvision, and other intermediaries for smooth transaction processing. - Work closely with sub-distributors, clients, and customers to facilitate onboarding, approvals, and documentation. - Lead onboard...

Posted 2 months ago

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