Client KYC Analyst

Overview

Support the Client Onboarding function at Apex Group by maintaining onboarding documentation and managing RFP responses, reporting to the Regional Head of Client Onboarding.

What you'll do

• Create, organize, manage and maintain documentation related to client onboarding processes, procedures and policies.
• Assist with creating process charts and email templates for Client Onboarding.
• Create and maintain the content library for RFP responses for client onboarding and KYC.
• Review and customize RFP responses from the proposal content library.
• Collaborate with subject matter experts, including onboarding managers, business development, Legal and integration teams, to articulate complex facets of products and services.
• Ensure all aspects of RFPs are completed on time and meet the necessary requirements.
• Provide regular progress updates to senior management.
• Support the broader onboarding team as required.

What you'll need

• Graduate / Masters in Commerce, CA, or MBA in Finance, or CFA.
• Good knowledge of the financial/fund services sector with 6-9 years in Client Onboarding.
• Highly motivated and a self-starter, able to work semi-supervised in a fast-paced, dynamic business.
• Team spirit and enthusiasm, with the capacity to build strong relationships.
• Project management skills.
• Excellent organisational, communication and interpersonal skills with a focus on client service.
• Professional proficiency in English, spoken and written.
• Strong communication and analytical skills.
• Accurate and acute attention to detail.
• Discretion when dealing with sensitive and confidential information.
• Ability to adapt communication style to audience.
• Proven ability to prioritize responsibilities, manage time effectively and meet deadlines.
• Self-motivated and punctual.

Nice to have

• Additional languages.

Details

• Location: Pune - Baner, India.
• Reports to the Regional Head of Client Onboarding.