We are looking for an Onboarding Specialist to manage end-to-end client onboarding for our Portfolio Management Services (PMS) business. This role is critical to ensure a smooth, compliant, and timely onboarding experience for Individual, Non-Individual, and NRI clients — covering KYC, account opening, agreement execution, and backend account activation. Key Responsibilities

- KYC & Compliance
- Manage KYC processes (MF KYC and CKYC) for Individual, Non-Individual, and NRI clients, through both online and offline modes
- Ensure documentation is complete, accurate, and compliant with SEBI/regulatory guidelines
- Track KYC status and resolve deficiencies/rejections in coordination with clients and internal teams

2.

Agreement

Execution

- Facilitate online onboarding through platforms such as CAMS, Karvy (KFin), or similar KRA/KYC platforms
- Coordinate Digital eSign processes for client agreements
- Manage offline agreement execution, including physical documentation, verification, and dispatch/collection

3.

Account Opening

Coordination

- Coordinate Demat and Trading account opening with the relevant internal/partner teams
- Facilitate Bank account opening and Net-banking access setup in coordination with the Banking Account Opening team
- Track and follow up on pending account opening requests to ensure timely closure

4.

Backend

Activation

- Ensure timely and accurate account activation in backend/portfolio management systems
- Validate client data mapping across systems (KYC, Demat, Bank, PMS backend) for consistency
- Liaise with IT/operations teams to resolve activation issues
- MIS & Reporting
- Maintain and update onboarding trackers/MIS regularly




- Prepare status reports for management on pending, in-progress, and completed onboarding cases
- Highlight bottlenecks/TAT breaches and support process improvement initiatives

6.

Stakeholder

Coordination

- Work closely with Relationship Managers, Compliance, Banking Partners, and KRAs to ensure a seamless onboarding journey
- Act as a point of contact for onboarding-related queries from clients and internal stakeholders Requirements

Required Skills & Experience

- 2–5 years of experience in onboarding/operations, preferably within PMS, Mutual Funds, Broking, or Wealth Management
- Strong working knowledge of KYC (MF & CKYC) processes for Individual, Non-Individual, and NRI clients
- Hands-on experience with online onboarding platforms (CAMS, Karvy/KFin, or similar) and Digital eSign process
- Familiarity with Demat, Trading, and Bank account opening processes, including Net-banking activation
- Experience with backend account activation systems within PMS/broking/wealth operations
- Proficiency in MIS and reporting tools (advanced Excel, etc)
- Strong attention to detail and ability to manage documentation-heavy processes accurately
- Good communication and coordination skills to work across multiple internal and external teams
- Ability to manage TATs and work under regulatory/compliance timelines
- Knowledge of Wealth Spectrum Platform will be preferred Preferred Qualifications
- Graduate/Postgraduate in Commerce, Finance, or a related field
- NISM certification(s) related to KYC/AML or Depository Operations (preferred, not mandatory)
- Prior experience specifically in PMS operations is a robust plus Benefits

Fixed+20% variable pay

📌 Onboarding Specialist – PMS Operations (Bengaluru)
🏢 Corporate Stalwarts
📍 Bengaluru