Roles Responsibilities

- Facilitate the account opening process (Resident Indians, NRI and Non individuals) and AIF accounts, ensuring a smooth and efficient client onboarding experience.

- KYC: End to end understanding and process towards - registration, modification and validation.

- Understanding of various investment products viz MF, Direct Equity, Bonds, AIF etc.

- Processing various types of transactions (Commercial and non- commercial), of all investment products

- End to end coordination with clients and internal teams to gather required information and documentation for account setup.

- Communication and coordination with various vendors, custodians, and internal departments to address client queries and resolve issues promptly.

- Leverage technology platforms to streamline and automate onboarding processes.

Skills Experience Required

- Experience:



Minimum 3-7 years of experience in account opening, ideally within PMS or AIF services.

- Platform Experience: Proficiency in Wealth Spectrum is an added advantage.

- Process Execution Skills: Robust attention to detail, process orientation, and ability to execute tasks efficiently.

- Client Service Orientation: Excellent communication and problem-solving skills for addressing client needs and ensuring a seamless onboarding experience

Disclaimer : This job posting has been aggregated from external source. Role details, content, and availability are subject to change. Applicants are advised to confirm the latest information directly on the company website before applying.

📌 Onboarding Specialist (Mumbai)
🏢 dezerv.
📍 Mumbai