Manager - Client Onboarding

Job Description

Responsibilities As a client onboarding official, your responsibilities will revolve around, but not be limited to: Verification of PMS and Demat Account opening of Individual, NRIs, and non-individual clients. Verification of AIF forms and coordination with the RTA-CAMS team for further processing. Coordinating with, Custodian for the processing of account opening. Liaising with Direct clients for Digital as well offline account opening. Liaising and resolving queries raised by the Compliance team and Internal Auditors. Providing training on the account opening process to the Sales support team. Requirements A qualified graduate with a minimum 3-year continuous employment with either PMS, AIF, MF, CAMS, or fintech. Experienced in PMS manual and digital onboarding for individual and non-individual. Reporting and Investor Relations is preferred. Good understanding of PMS and AIF onboarding process. This job was posted by Gunjan Paliwal from Oaklane Capital Management. Show more Show less