Sales Operations (Client Acquisition) Professional

Responsibilities

• Manage clients' account opening process, ensuring compliance with processes and regulatory requirements.
• Doing KYC of clients supporting form filling when it must be done on urgent basis.
• Co-ordination with CAMS for all new application login, discrepancies in application form, reconciling of login MIS.
• Updating Application form Client on-boarding process as per the latest regulation and guidelines
• Tracking tax declaration/documentation from NRI investors post their investment on yearly basis.
• Track fund transfers and related documentation.
• Track all client queries till closure by investor servicing team.
• Tracking follow-up all drawdowns with distributors.
• Tracking all communications going to investors ensuring that both coverage team and distributors are informed well in advance.
• Reconciliation of all the MIS, Reports Invoices.
• Maintain third-party software for clients onboarding and associated Excel sheets.
• Liaise with various stakeholders from operations, CAMS/Kfin, Compliance, Sales legal etc to resolve investor issues promptly.
• Reconcile clients' accounts daily, monthly, and quarterly.
• Maintain all MIS and reports on daily basis.
• Maintain internal MIS and data for Onboarding, Distributors etc.

Qualifications

• Excellent proficiency in Microsoft Excel.
• Preferred Postgraduate/ Graduate in commerce/ Accounting/ Mathematics/ Finance
• Minimum 5 years of relevant experience in Sales Operations within financial institutions (e.g., PMS/asset management companies, brokers, custodians, banks).
• Strong attention to detail and effective written and verbal communication skills.

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