Manager - Client Onboarding - Product Implementation Segment - Advisory Firm

Manager - Client on boarding (Product Implementation) - Advisory Firm

- Candidates must experience in financial services, with expertise in Custody and DDP activities.

- Established in 2017, Company is a dynamic and an organization regulated by SEBI, RBI, and IFSCA. Initially focused on a single line of business, the firm has diversified into four distinct ventures within the Asset Servicing Business.

- Our company specializes in meticulously crafted financial solutions catering to offshore investment managers, Institutional Investors, accredited investors, and offers consultancy services to both offshore and onshore asset managers.

- Presently, the firm manages assets under servicing worth USD 3.7 billion. Our clearing business confirms on an avg 13.2 lac trades per day, with 4.73 lac crores of notional value.

- Company has a team of overall 90+ employees, our Head Office is located at Mumbai (offices location Prabhadevi and Worli), and additional offices at GIFT city.

- Our robust presence in GIFT city sets us apart, as one of the pioneering companies with a dedicated team, holding an ancillary service license.

- This license enables us to offer comprehensive fund administration services encompassing investor onboarding, Fund Accounting, Structuring, Compliance, and advisory on set-ups.

- We take pride in being the largest GIFT City Administrator, managing substantial assets through GIFT City, and being among the initial recipients of Ancillary Services.

- Additionally, Company is in the process of setting up an office in Dubai (DIFC), further expanding our global footprint.

Responsibilities :

- Establishing funds in international jurisdictions.

- Managing relationships with custodians and administrators for Foreign Portfolio Investors (FPIs).

- Facilitating the onboarding process for brokers, both international and Indian.

- Applying for Tax Residency Certificates (TRC) through administrators.

- Identifying regulatory implications related to FPI implementation.

- Serving as a single point of contact (SPOC) for implementing Know Your Customer (KYC) and Re-KYC processes for funds..

Requirement :

- Post-graduate.

- Proven experience in financial services, with expertise in Custody and DDP activities.

- Strong communication, problem-solving, and organizational skills.

- Ability to work collaboratively in a dynamic environment and meet tight deadlines.

- 4 yrs of experience.