Client Operations Executive / Senior Client Operations Executive

Cafemutual; Mumbai; On-site; INR 450,000 - 600,000; Full time

Job summary

Cafemutual in Mumbai is seeking a Client Operations Executive to handle client onboarding documentation and ensure compliance with KYC requirements. You will facilitate account openings for various investment products and manage financial transactions accurately.

The ideal candidate should have a graduate or post-graduate degree along with 2-4 years of relevant experience. This role requires attention to detail, compliance with internal SOPs, and effective communication with clients.

Qualifications

• 2-4+ years’ relevant experience in client operations.
• Experience with financial and non-financial transactions.
• Ability to ensure compliance with onboarding documentation.

Responsibilities

• Handle client onboarding documentation including KYC.
• Facilitate account opening for various investment products.
• Process financial transactions accurately.
• Support compliance requirements and reporting.

Skills

Client onboarding documentation

KYC compliance

Financial transaction processing

Data management

Education

Any Graduate / Post graduation

Tools

CRM systems

Audit trail management

Job description

Client Operations Executive / Senior Client Operations Executive

Client Onboarding & KYC

Handle client onboarding documentation including KYC and client registration forms. Ensure accurate and timely completion of client onboarding. Set up client profiles on various platforms (MFU, NSE). Verify client information and ensure compliance with onboarding documentation requirements.

Account Opening & Product Setup

Facilitate account opening for various assets such as Stocks, PMS, International Platforms, Bonds, FDs, and other investment products. Set up and check implementation platform accounts. Coordinate with product management teams and providers for account opening and activation.

Transaction Processing

Process financial and non-financial transactions (Purchase, redemptions, switches, etc.) accurately, with zero errors. Set up and manage daily transaction processing with client communication and coordination. Perform post-transaction checks and maintain audit trails. Ensure new clients login credentials activation and platform access. Maintain client masters, databases, CRM, KYC, and other data in internal systems. Update portfolio reports and data for clients and maintain proper documentation. Service client portfolio reporting needs, investment and tax reporting needs and other related requirements with quality and timeliness.

Compliance & Reporting

Support compliance requirements on an ongoing basis including new SEBI IA documentation requirements and reporting. Ensure adherence to internal SOPs and assist in periodic updates of Standard Operating Procedures. Perform general office administration and coordination with documents team.

Qualifications

Any Graduate / Post graduation. 2-4+ years’ relevant experience is necessary.