Client KYC Analyst
Apex Group (company site, opens in a new tab)6–9 yrsPuneOn-siteDirect career pageEst. 10–18 LPA
Posted 12h ago
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Job description
Structured overview of role & requirements
About This Role
- Own the creation, organization, and management of client onboarding documentation, processes, and policies.
- Develop and maintain content libraries and RFP response templates related to client onboarding and KYC.
- Collaborate with subject matter experts to ensure timely and complete responses to RFPs and provide regular updates to senior management.
Minimum Requirements
- 6-9 years of experience in Client Onboarding within financial or fund services sector.
- Graduate or Masters degree in Commerce/CA/MBA – Finance/CFA.
- Professional proficiency in English (spoken and written).
- Work Experience Required: 6-9 years in Client Onboarding in financial/fund services.
Ideal Candidate Profile
- Experienced in client onboarding with strong understanding of financial/fund services domain.
- Skilled in project management and collaborating with multiple internal teams including legal and business development.
- Highly organized with strong communication and analytical skills, capable of managing RFP processes and sensitive information.