Investor Onboarding

Premier Consultants; Mumbai; On-site; INR 300,000 - 540,000; Full time

Job summary

Premier Consultants in Mumbai seeks a Client Onboarding Executive for Mutual Fund Operations. The role involves processing onboarding for individuals and non-individuals, verifying KYC and identity documents, and ensuring accurate bank and scheme mappings within internal systems.

You will coordinate with internal teams to resolve onboarding issues, maintain MIS and audit-ready documentation to support smooth client handovers.

Responsibilities

• Process 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

Job description

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