Onboarding - Associate

Capitalmind Financial Service Private Limited; Bengaluru; On-site; INR 300,000 - 500,000; Full time

Job summary

A leading fintech firm in Bengaluru is seeking a motivated Onboarding Associate to manage the client onboarding journey. This role involves guiding High Net Worth clients through the onboarding process, ensuring compliance with regulations while providing exceptional service. The ideal candidate should have a relevant degree and strong problem-solving skills. Proficiency in CRM and communication is essential. This is a great opportunity for fresh graduates looking to grow in a dynamic work environment.

Qualifications

• Up to 1 year of work experience, preferably in customer‑facing roles within financial services.
• Strong analytical and problem-solving capabilities.
• Excellent communication skills, both written and verbal.

Responsibilities

• Manage the complete onboarding lifecycle for new PMS clients.
• Lead collection and verification of all necessary client documentation.
• Maintain clear communication with clients regarding onboarding status.

Skills

Problem Solving

Communication skills

Attention to detail

Proficiency in using CRM and Microsoft Office

Education

Graduate or Post Graduate degree in Commerce, Finance, Management, or a related field

Job description

Capitalmind Financial Service Private Limited | Full time

Capitalmind PMS is a leading technology-first, research-driven Portfolio Management Service provider in India. We are committed to leveraging technology to build a better way to invest, offering innovative and transparent investment solutions to our clients, including High Net Worth Individuals (HNIs) and Ultra HNIs.

The Role:

We are seeking a highly motivated, process-driven, and customer‑centric Onboarding Associate to join our dynamic operations team. This pivotal role involves spearheading the end‑to‑end onboarding journey for our HNI and Ultra HNI clients onto the Capitalmind PMS platform. You will be the primary point of contact during this crucial phase, ensuring a seamless, efficient, and exceptionally positive experience. This is an exciting opportunity for a fresh graduate or early‑career professional to gain deep insights into wealth management operations and client lifecycle management within a fast‑growing fintech environment.

Key Responsibilities:

• HNI/UHNI Client Onboarding: Manage the complete onboarding lifecycle for new PMS clients, meticulously guiding them through every step of the process.
• Document Collection & Verification: Lead the collection, collation, and rigorous verification of all necessary client documentation (KYC, CKYC, FATCA, application forms, agreements) ensuring complete compliance with SEBI PMS regulations and internal policies.
• Pro‑active Communication: Maintain constant, clear, and proactive communication with clients, providing regular updates on the status of their onboarding and addressing queries promptly and professionally.
• Stakeholder Coordination: Acts as the central node, coordinating flawlessly with internal teams (Sales, Operations, Compliance), external partners (Custodians, Brokers, Fund Managers), and technology vendors to resolve bottlenecks and expedite account setup.
• Smooth Journey Leadership: Spearhead the entire process, taking full ownership to ensure a smooth, error‑free, and timely transition from prospective client to active investor.
• Problem Solving: Display a strong flair for identifying, troubleshooting, and resolving any issues or delays that arise during the onboarding journey with urgency.
• Process Improvement: Actively identify opportunities to streamline the onboarding workflow and enhance the overall client experience through feedback and process optimization.
• Data Management & Reporting: Ensure meticulous maintenance of all client data and documentation within the company's CRM and operational systems. Generate relevant reports on onboarding metrics.

Requirements

• Graduate or Post Graduate degree in Commerce, Finance, Management, or a related field.
• Up to 1 year of work experience, preferably in customer‑facing roles within financial services, banking, or customer support (experience in PMS/AIF onboarding is a bonus, but not mandatory).
• Strong Flair for Problem Solving: Proven ability to think critically and resolve issues efficiently.
• Bias for Action: Demonstrate a proactive approach with a sense of urgency to get things done.
• Excellent written and verbal communication skills, with a focus on clarity and professionalism.
• High attention to detail and ability to work with accurate data.
• Proficiency in using modern technology platforms (CRM, Microsoft Office Suite).

Join Us:

If you are a passionate, detail‑oriented professional with a drive to deliver an exceptional client experience and are eager to learn and grow within a dynamic fintech company, we encourage you to apply.