Skill required: Wealth Management - Wealth Management Client Portfolio Planning
Designation: Capital Markets Services Analyst
Qualifications:Any Graduation
Years of Experience:3 to 5 years
About Accenture
Accenture is a global qualified services company with leading capabilities in digital, cloud and security.Combining unmatched experience and specialized skills across more than 40 industries, we offer Strategy and Consulting, Technology and Operations services, and Accenture Song— all powered by the world’s largest network of Advanced Technology and Intelligent Operations centers. Our 784,000 people deliver on the promise of technology and human ingenuity every day, serving clients in more than 120 countries. We embrace the power of change to create value and shared success for our clients, people, shareholders, partners and communities.Visit us at www.accenture.com
What would you do? • The Wealth & Asset Management offering supports investment advisory and wealth management firms in delivering high-quality client services, regulatory compliance, and operational excellence.



The function focuses on managing client onboarding, account maintenance, KYC compliance, risk controls, and documentation validation to help preserve and grow client wealth while ensuring adherence to financial regulations. • The process involves reviewing customer account opening forms, validating supporting documents, and performing KYC and regulatory compliance checks. Analysts identify discrepancies, resolve documentation issues with Compliance and Risk teams, maintain audit-ready records, escalate non-compliant cases, and contribute to process improvements that enhance operational accuracy and efficiency. • This role requires expertise in Wealth and Asset Management applications, client onboarding, account opening, KYC,AML compliance, and risk management. Strong analytical, problem-solving, and communication skills are essential to review financial documents, ensure regulatory adherence,

📌 Capital Markets Services Analyst (Mumbai)
🏢 Accenture
📍 Mumbai