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Private Equity Associate Shuru-Up

2.0 - 6.0 years

0 Lacs

ahmedabad, gujarat

On-site

As an Investor Onboarding Specialist, you will be responsible for efficiently managing the end-to-end onboarding process for Retail, HNI, and NRI investors. This includes conducting thorough checks on CKYC/KRA, PAN, UBO/PEP, AML, FATCA/CRS requirements, and verifying eligibility and documentation. You will also oversee subscription workflows such as e-signatures, mandates, declarations, cut-offs, and allotment confirmations. Ensuring accurate investor profiles are maintained in the CRM/application while enforcing data privacy and access controls will be a key aspect of your role. In the Cash & Unit Operations domain, you will coordinate capital calls, subscriptions, distributions, redemption...

Posted 3 months ago

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