- Manage the complete onboarding lifecycle, from document collection to account activation.
- Ensure all onboarding activities comply with internal policies, regulatory standards, and KYC/AML guidelines.
- Review and verify client/customer documentation for accuracy, completeness, and authenticity.
- Coordinate with internal stakeholders such as Sales, Compliance, Operations, and IT teams to facilitate smooth onboarding.
- Act as a single point of contact for clients/customers during the onboarding process.
- Identify process gaps and recommend improvements to enhance efficiency and customer experience.
- Maintain proper records and documentation in line with audit and compliance requirements.
- Handle onboarding escalations and provide timely resolution.
- Prepare and maintain MIS reports and onboarding status updates for management.
Ensure adherence to service level agreements (SLAs) and turnaround times.
- Masters s degree in Commerce, Business Administration, Finance, or related field
- 2–6 years of relevant experience in onboarding, operations, or customer lifecycle management
