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Mid-senior, metro, and generalist onboarding role attracts many qualified applicants quickly.
Requires specialized fund services, KYC, and onboarding knowledge, limiting cross-industry transferability.
Explicit 6-9 years and mandatory fund-services onboarding experience increases filtering rigor.
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Manage and maintain documentation and processes for client onboarding including creation of process charts and templates.
Collaborate with SMEs across departments to prepare and customize RFP responses and ensure timely, compliant submission.
Provide regular progress updates to senior management and support the onboarding team as needed.
6-9 years of experience in Client Onboarding within financial or fund services sector.
Graduate or Masters in Commerce/CA/MBA Finance/CFA or equivalent.
Proficient in professional English; additional language skills are a plus.
Work Experience Required: 6-9 years in client onboarding; Notice period: Not explicitly mentioned in the JD.
Experienced in managing complex client onboarding documentation and RFP processes in financial services.
Skilled in coordinating cross-functional teams including legal, business development, and integration specialists.
Strong project management ability with focus on deadlines, attention to detail, and effective communication with diverse stakeholders.