Premier Consultants
Investor Onboarding
2 months ago
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Important information
Contract type:
Permanent
Location:
Mumbai, Maharashtra, India
Work mode:
Onsite
Published on:
26 August 2026
What they need
Hiring: Client Onboarding Executive | Mutual Fund Operations
Location: Mumbai
Industry: Capital Markets / Mutual Fund / Wealth Management
Key Responsibilities
- Process client onboarding for Individual & Non-Individual clients
- Verify account opening forms, KYC documents, PAN, Aadhaar, CKYC & FATCA
- Create and validate client profiles/UCC in internal systems
- Execute onboarding on BSE Star and ensure correct bank, scheme & broker mapping
- Coordinate with internal teams to resolve onboarding and system-related issues
- Maintain daily MIS, onboarding tracker, and audit-ready documentation
If interested share CV at [email protected]
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