Client KYC Analyst
Apex Group (company site, opens in a new tab)3–5 yrsPuneOn-siteDirect career pageEst. 6–10 LPA
Posted 2d ago
Reach people at Apex Group
People at this company you can reach
Log in to see who works here
Create a free account or log in to see the people at Apex Group you could write to:
- Recruiters & HR
- People in this function
- Work addresses
Your match
Against your primary resume
Log in to see your match score
Create a free account or log in to unlock your CV match score across:
- Role fit
- Experience
- Industry relevance
Protocol Intelligence
How competitive this role is
Competition
Background fit
Strictness
Log in to see why each signal reads the way it does.
Job description
Structured overview of role & requirements
About This Role
- Manage and maintain documentation and process materials related to client onboarding, including creation of process charts, email templates, and RFP response content library.
- Collaborate with subject matter experts across onboarding, business development, legal, and integration teams to ensure accurate and timely completion of RFPs relating to client onboarding and KYC.
- Provide progress updates to senior management and support broader onboarding team activities as required.
Minimum Requirements
- Bachelor's or Master's degree in Commerce, CA, MBA (Finance), or CFA qualified.
- 3-5 years of experience in Client Onboarding within the financial/fund services sector.
- Excellent professional proficiency in English (spoken and written).
- Work Experience Required: 3-5 years in Client Onboarding as specified.
Ideal Candidate Profile
- Experience in client onboarding and KYC processes in the financial or fund services industry with knowledge of related documentation and RFP processes.
- Strong project management skills demonstrated through handling multiple RFPs and collaboration with cross-functional teams.
- Ability to manage sensitive information with discretion and communicate effectively across multiple stakeholder levels.