Equity Operations

Ckredence Wealth Management; Surat; On-site; INR 300,000 - 420,000; Full time

Job summary

Ckredence Wealth Management in Surat invites an organized professional to support client onboarding, KYC, and account setups across MF, stocks, PMS, and other investment products. You will ensure timely completion, verify information, and maintain accurate records.

The role covers transaction processing, data management, client servicing, and compliance with SEBI IA requirements. Strong Excel skills and precise documentation are essential to maintain audit trails and deliver high-quality, timely

Qualifications

• Experience with KYC processes and client onboarding documentation.
• Ability to handle onboarding across multiple platforms and assets.
• Strong data management and reporting capabilities.
• Familiarity with compliance SOPs and SEBI IA requirements.

Responsibilities

• Handle client onboarding documentation including KYC and registration forms.
• Set up client profiles on platforms and verify information for onboarding.
• Process account openings and activation across assets (MF, Stocks, PMS, bonds).
• Process and reconcile transactions with accurate audit trails.
• Maintain client databases, CRM data, and portfolio reporting.
• Support compliance requirements and SOP updates.

Skills

Advanced Excel

Attention to detail

Client onboarding

Tools

CRM software

KYC platforms

Job description

Role & responsibilities

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 MF, 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.

Client Servicing & Data Management

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.

General Office administration and coordination with documents team.

Preferred candidate profile

Good at Advance Excel with learning attitude