Sr. Onboarding Specialist

Hubspot Solution Provider Agency | Dean Infotech™; Gurugram District; On-site; INR 600,000 - 1,200,000; Full time

Job summary

Hubspot Solution Provider Agency | Dean Infotech™ in India is seeking an onboarding professional to support the Global Onboarding function. You will manage private onboarding transitions, ensure AML, KYC, and tax client evaluations meet regulatory standards, and support ongoing due diligence.

The role requires 3–7 years of related experience, strong communication skills, and the ability to multitask across onboarding activities while maintaining high service levels and meeting SLAs.

Qualifications

• Graduate or equivalent degree required.
• 3–7 years of experience in onboarding/KYC.
• Ability to multitask across onboarding activities with accuracy.
• Strong verbal and written communication.

Responsibilities

• Onboard individual clients for Global Onboarding in India and support AML requirements.
• Conduct performance reviews for the team.
• Streamline onboarding processes and help create global policies and work instructions.
• Identify areas for process improvement and automation to enhance client experience.
• Sourcing onboarding tasks from regions and integrating into daily work.
• Ensure onboarding engages stakeholders and maintains high service levels.
• Meet SLAs for processing cases and maintain quality standards.
• Collaborate with Global Onboarding & KYC teams.
• Comply with Security Policy and Business Procedures.
• Implement new features and rules in team processes.

Skills

Good communication

Multitasking

Education

Graduate or equivalent degree

Job description

Responsibilities

• Responsible for onboarding Individual clients for Global Onboarding function based in India. (supporting the transition of Private onboarding to India from local entities and also in building the sufficient regulatory capacity to perform on ongoing AML requirements of clients, ongoing due diligence (ODD) , CTF and Tax client evaluations.
• Conduct performance reviews for the Team.
• Streamline and optimize onboarding processes where possible and contribute actively to creating and maintaining global policies, procedures and work instructions.
• To identify and elevate potential areas for process improvement and system automation with focus on enhancing the client experience.
• Take part in sourcing of onboarding tasks from regions and integrate into day-to-day work for the teams when requested.
• Actively ensure that onboarding engages positively with any stakeholders and maintain a high service level at all times.
• To meet the SLA’s for processing the incoming cases and meet the agreed Quality standards.
• To work with key internal stakeholders within the Global Onboarding & KYC teams.
• To comply with client prevailing Security Policy and Business Procedures.
• To take ownerships of implementation of new features and incorporation of new rules and regulations of the team’s working processes.

Skills And Qualifications

• Education: Graduate or other equivalent degree.
• Minimum experience required – 3 to 7 Years.
• Should be able to multitask among core onboarding activities and related admin tasks with reasonable efficiency and accuracy.
• Should have relevant experience in Private KYC and Onboarding.
• Good Communication (Verbal and written).