Why an account? Viewing a contact is free and always will be. The account exists so contact details cannot be harvested in bulk — each one is released individually, against a daily allowance, and logged.
What the role covers
Dezerv is hiring an Onboarding Specialist - Account Opening (PMS & AIF). Own and execute the end-to-end investor/account opening journey across PMS and AIF products. Handle onboarding for Resident Indians, NRIs and Non-Individuals across PMS & AIF. Manage end-to-end KYC registration, modification and validation. Scrutinize and process client documentation and resolve discrepancies. Work across investment products including MF, Direct Equity, Bonds and AIF. Coordinate closely with clients, RMs, internal teams, custodians, RTAs and other vendors. 4-7 years of experience in account opening/onboarding in PMS/AIF/wealth management.
At a glance
Employment
Full-time
Experience
4-7 Years
Notice period
Not stated
Work mode
On-site
Indicative pay
Not specified
Posted
2 wk ago
Hiring contact
Soumyata Nanda
Skills mentioned
OnboardingKYCPMSAIFWealth ManagementDocumentation
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