Manager I - Client Onboarding and Event Management

9 - 12 Years
1 Opening
Kochi

Role Overview

We are seeking an experienced Client Onboarding Manager to oversee the end-to-end setup, maintenance, and closure of client mandates, portfolios, and related accounts across multiple systems. The ideal candidate will manage a multiskilled team, ensure operational excellence, and maintain compliance with internal controls and regulatory standards.

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.

Client onboarding,KYC,AML