Onboarding executive

Job description

Website- https://www.bonanzaonline.com/

Dear Candidate,

As per discussion, please find below the details.

1. Name of the position : Onboarding Executive


2. Experience : 0 to 5 years


3. CTC : Good hike in current 


4. Qualification : Any Graduate + NISM-8 


5. 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