About the role
We are looking for an organised and detail-oriented professional to manage end-to-end client onboarding and provide operational support across our Operations. The role will primarily involve coordinating with Relationship Managers (RMs), clients and internal teams to ensure timely completion of onboarding formalities, documentation, KYC requirements and account activation. The individual will also be responsible for tracking onboarding progress, resolving documentation-related queries and ensuring a smooth client onboarding experience.

Key Responsibilities
• Manage the end-to-end client onboarding process, ensuring timely completion of documentation, KYC and other regulatory formalities.
• Act as the primary point of contact for Relationship Managers (RMs) for onboarding-related coordination, updates and service requirements.
• Coordinate with clients to collect, verify and follow up on pending documents and ensure all onboarding requirements are fulfilled.
• Work closely with Operations, Compliance and Sales teams to facilitate smooth and timely account opening and activation.
• Track onboarding cases, maintain records of pending documentation and provide regular status updates to the concerned RMs and internal teams.
• Coordinate documentation-related activities, including attestations,



physical document collection, courier dispatches and delivery follow-ups.
• Address client and RM queries related to onboarding, KYC, taxation, account documentation and other operational requirements.
• Ensure proper maintenance of client records, account details and relevant operational data.
• Assist with post-onboarding requirements, including account-related documentation, client reporting and coordination for service requests.

Requirements:
• Bachelor's degree in Finance, Commerce, Business Administration or a related field.
• 1–2 years of experience in client onboarding, client servicing or operations within the financial services industry. Experience in PMS, AIF, wealth management or broking will be preferred.
• Basic understanding of KYC documentation, account opening procedures and financial services operations.
• Strong coordination and follow-up skills, with the ability to work effectively with clients, RMs and internal stakeholders.
• Valuable written and verbal communication skills.
• Strong attention to detail and the ability to manage multiple onboarding cases simultaneously.
• Proficiency in MS Excel and other documentation tools.

📌 Onboarding Specialist (Gurugram)
🏢 Green Portfolio
📍 Gurugram