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Mid-senior, niche KYC onboarding role in metro Pune at a known fund administrator creates moderate competition.
Requires fund-services onboarding/KYC expertise, limiting cross-industry transferability.
Explicit 6–9 years onboarding/KYC experience and finance qualifications make shortlisting highly strict.
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Create, organize, and manage documentation and content related to client onboarding processes, procedures, and policies.
Assist in creating process charts, email templates, and maintain RFP response content library for client onboarding and KYC review.
Collaborate with SMEs across various teams to articulate product/service details, ensure timely completion of RFPs, and report progress to senior management.
6-9 years of experience in Client Onboarding within financial/fund services sector.
Graduate or Masters degree in Commerce, CA, MBA (Finance), or CFA.
Strong communication skills and ability to manage sensitive/confidential information.
Professional proficiency in English; additional languages advantageous.
Experienced in client onboarding with ability to work semi-supervised in a fast-paced environment.
Strong project management skills and ability to prioritize, meet deadlines, and manage time effectively.
Ability to build strong relationships and adapt communication style for various stakeholders.