Manager Account Opening

Intellectual Capital HR Consulting Pvt. Ltd.; Chandigarh; On-site; INR 1,200,000 - 1,500,000; Full time

Job summary

Intellectual Capital HR Consulting Pvt. Ltd. is seeking a Manager – Account Opening to lead Demat and trading account openings and KYC verifications.

The role focuses on timely activation of accounts in line with SEBI and DP guidelines, with strong emphasis on documentation accuracy and audit readiness. Ideal candidate has 6–10 years in client onboarding, KYC, or account opening in a DP/broking setting, and demonstrates leadership and coordination skills to drive process improvements and

Qualifications

• First Class Graduate (preferably in Commerce / Finance / Management).
• 6–10 years in client onboarding, KYC, or account opening functions with a depository participant or broking firm.

Responsibilities

• Supervise account opening (Demat & Trading) and KYC verification processes.
• Ensure timely activation of accounts in compliance with SEBI and DP guidelines.
• Conduct regular audits of KYC documents and account forms.
• Coordinate with compliance and operations teams for documentation and process adherence.
• Implement digital KYC and process automation initiatives.

Skills

KYC Systems Knowledge

Documentation accuracy

Coordination & Leadership

Education

First Class Graduate (Commerce/Finance/Management)

Job description

Role & responsibilities

2. Manager Account Opening

Department: Operations / KYC

CTC Range: 12 – 15 Lakhs

Educational Qualification:

• First Class Graduate (preferably in Commerce / Finance / Management).

Experience:

• 6–10 years in client onboarding, KYC, or account opening functions with a depository participant or broking firm.

Key Responsibilities:

• Supervise account opening (Demat & Trading) and KYC verification processes.
• Ensure timely activation of accounts in compliance with SEBI and DP guidelines.
• Conduct regular audits of KYC documents and account forms.
• Coordinate with compliance and operations teams for documentation and process adherence.
• Implement digital KYC and process automation initiatives.

Required Skills:

• Knowledge of CDSL/NSDL systems and KRA regulations.
• Accuracy in documentation and verification.
• Strong coordination and leadership skills.