Coverage: Sales Operations (Client Acquisition) Professional

Responsibilities

• Manage clients' account opening process, ensuring compliance with processes and regulatory requirements.
• Perform KYC of clients and support form filling when it must be done on an urgent basis.
• Coordinate with CAMS for all new application login, discrepancies in application form, reconciling of login MIS.
• Update application form and client onboarding process as per the latest regulation and guidelines.
• Track tax declaration/documentation from NRI investors on a yearly basis.
• Track fund transfers and related documentation.
• Track all client queries till closure by investor servicing team.
• Track and follow up all drawdowns with distributors.
• Track all communications going to investors and ensure that both coverage team and distributors are informed well in advance.
• Reconcile all MIS, reports and invoices.
• Maintain third-party software for client onboarding and associated Excel sheets.
• Liaise with various stakeholders from operations, CAMS/Kfin, Compliance, Sales legal etc to resolve investor issues promptly.
• Reconcile clients' accounts daily, monthly, and quarterly.
• Maintain all MIS and reports on a daily basis.
• Maintain internal MIS and data for onboarding, distributors etc.

Qualifications

• Excellent proficiency in Microsoft Excel.
• Preferred Postgraduate/ Graduate in commerce/ Accounting/ Mathematics/ Finance
• Minimum 5 years of relevant experience in Sales Operations within financial institutions (e.g., PMS/asset management companies, brokers, custodians, banks).
• Strong attention to detail and effective written and verbal communication skills.

Disclaimer: This job posting has been aggregated from external source. Role details, content, and availability are subject to change. Applicants are advised to confirm the latest information directly on the company website before applying.