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Manager I - Client Onboarding and Event Management

Manager I - Client Onboarding and Event Management

UST

9 - 12 years

15 - 20 Lacs

kochi

Posted:Just now| Platform:

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Skills Required

aml regulatory documentation analytical team management operational risk process optimization custody broker client onboarding account management kyc stakeholder management leadership data governance management systems portfolio management communication skills

Work Mode

Work from Office

Job Type

Full Time

Job Description

Role Overview

Client Onboarding Manager

Key Responsibilities

Lead, mentor, and develop a high-performing, multiskilled team to deliver onboarding and account management services.
Oversee client and fund mandate setup, ensuring accuracy, efficiency, and regulatory compliance.
Manage the full lifecycle of external account setup, amendments, and closures (Custody, FX Broker, Clearing Broker, Prime Broker, Unit Trust Transfer Agent, Third Party Administrator).
Ensure timely onboarding, maintenance, and offboarding of third-party entities.
Supervise KYC data uploads, due diligence documentation, and respond to Level 1 KYC/AML queries.
Manage data setup and maintenance in
Aladdin
and client data master systems, including portfolios, mandates, derivative agreements, and compliance configurations.
Monitor operational risks, ensure full auditability, and adherence to group policies and procedures.
Develop and enhance MI reports to enable effective monitoring by the Head of Onboarding.
Collaborate with stakeholders across operations, compliance, and client services to deliver high-quality, client-centric outcomes.

Skills & Competencies

Proven experience in
client onboarding
,
KYC/AML
, and
account setup
processes.
Strong knowledge of
Custody
,
Broker
, and
Third-Party Account Management
.
Excellent understanding of
operational risk
,
data governance
, and
regulatory documentation
.
Proficient in
Aladdin
or similar portfolio management systems.
Strong
leadership
,
team management
, and
process optimization
capabilities.
Excellent
communication
,
stakeholder management
, and
analytical
skills.
Ability to drive
continuous improvement
and streamline onboarding workflows.

What You'll Be Like

Proactive leader with strong problem-solving and decision-making skills.
Highly organized, detail-oriented, and able to manage multiple deliverables in parallel.
Effective communicator who ensures clarity and alignment across teams and stakeholders.
Committed to maintaining service excellence and compliance standards.

Preferred Qualifications

Bachelor's degree in Finance, Business, or a related discipline.
Experience in
financial services
,
asset management
, or
pensions administration
.
Familiarity with
LEI requirements
and regulatory compliance frameworks.

Required Skills

Client onboarding,KYC,AML

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