Dear Candidate,
As per discussion, please find the below details.
- Name of the position : Onboarding Executive
- Experience : 0 to 5 years
- CTC : Good hike in current
- Qualification : Any Graduate + NISM-8
- Location : Bigul,1904, The affairs building,Palm beach road Sector 17,Sanpada Navi mumbai,Pin- 40070.
Roles and Responsibilities :
Perform both client facing and onboarding functions for Custody and Third-party accounts
Conduct independent research to gather and record data from external sources while onboarding the client
Liaise with Legal, Sales, IT, KYC and internal teams and external clients when the required documents/information are not available at the time of onboarding the accounts
Draft Legal agreements and get it executed by clients
Perform Legal Agreement Amendments and get it executed
Ensure all the clients are onboarded in a timely manner
Update relevant data and map accounts in State Street s in-house systems
Research and resolve client inquires and service related requests
Identify unique counterparty structures and escalate for resolution
Respond to queries regarding the status of specific requests or new clients in a timely manner
Track and monitor potential onboarding issues and delays
Resolve and escalate issues proactively and in a timely manner
Help monitor KPIs to ensure a high level of service
Evaluate and enhance processes and procedures on an ongoing basis
Maintain and continuously develop knowledge around core products of business unit and key applications in use by the business unit
· NISM Certified.
· Strong analytical skills and ability to work in teams.
· A thorough understanding of financial markets, their behavior, movements and expectations with respect to market.
· Ability to process several inputs provided by research team and other sources and apply them to the specific context of several clients thus generating insights for clients
Job Types: Full-time, Regular / Permanent
In case you have any additional questions, please don't hesitate to ask and also provide confirmation by reverting to this mail along with your updated CV !!