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Manager I - Client Onboarding and Event Management

Manager I - Client Onboarding and Event Management

UST

0 years

0 Lacs

kochi kerala india

Posted:3 weeks ago| Platform:

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Skills Required

onboarding management maintenance portfolios compliance controls efficiency offboarding data documentation reports monitoring risk governance portfolio leadership optimization communication drive service finance

Work Mode

On-site

Job Type

Full Time

Job Description

Role Description

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.

Skills

Client onboarding,KYC,AML

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