On Boarding Executive

Job opening at Navi Mumbai

Location

Navi Mumbai

Address

Navi Mumbai

Employment

Full Time

Qualification

Any Graduate

Payment

5000 to 200000

Date Posted

2023 Dec,16

HR

Subhanshi

Contact

whiteforcesubhanshi@gmail.com

Mobile

6264800156

Job description






 

 

Dear Candidate,

 

 

As per discussion, please find the below 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


 







In case you have any additional questions, please don't hesitate to ask and also provide confirmation by reverting to this mail along with your updated CV !!





Job requirements

  • Experience: 0 to 1 Year.
  • Education : Any Graduate
  • Specilization : Graduate...
  • Skills :
  • Industry Type : Banking / Financial Services / Broking
  • Status : Not Disclose.

Company Name : Bonanza Portfolio Ltd

Website

About Company

A financial powerhouse! That’s what Bonanza is for you! Established in the year 1994, Bonanza developed Read more