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
1. 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
5. 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

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