Responsibilities

- Manage clients' account opening process, ensuring compliance with processes and regulatory requirements.

- Doing KYC of clients & supporting form filling when it must be done on urgent basis.

- Co-ordination with CAMS for all current application login, discrepancies in application form, reconciling of login MIS.

- Updating Application form & Client on-boarding process as per the latest regulation and guidelines

- Tracking tax declaration/documentation from NRI investors post their investment on yearly basis.

- Track fund transfers and related documentation.

- Track all client queries till closure by investor servicing team.

- Tracking & follow-up all drawdowns with distributors.

- Tracking all communications going to investors & ensuring that both coverage team and distributors are informed well in advance.

- Reconciliation of all the MIS, Reports & Invoices.

- Maintain third-party software for clients onboarding and associated Excel sheets.

- Liaise with various stakeholders from operations, CAMS/Kfin, Compliance,



Sales legal etc to resolve investor issues promptly.

- Reconcile clients' accounts daily, monthly, and quarterly.

- Maintain all MIS and reports on daily basis.

- Maintain internal MIS and data for Onboarding, Distributors etc.

Qualifications

- Excellent proficiency in Microsoft Excel.

- Preferred Postgraduate/ Graduate in commerce/ Accounting/ Mathematics/ Finance

- Minimum 5 years of relevant experience in Sales Operations within financial institutions (e.g., PMS/asset management companies, brokers, custodians, banks).

- Strong attention to detail and effective written and verbal communication skills.

Disclaimer: This job posting and Location 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.

📌 Sales Operations (Client Acquisition) Professional (Mumbai)
🏢 Edelweiss Global Investment Advisors
📍 Mumbai