•Handling Client Documentation as per checklist to ensure Smooth Onboarding of AIF/PMS
•Ensuring compliance with SEBI Regulations while onboarding new clients
•Co-ordination with the sales RM for obtaining proper documentation from the investor
•Good command over written and verbal communication
•Proficient in Ms Excel and Ms PowerPoint presentations, MS Word etc.
•Co-ordinating with Custodians to open Demat account
•Basic knowledge of KYC/KRA & World check
•Replying to Investor queries
•Sending various communication to Clients / Investors/Distributors
•Co-ordinating with R & T agent
•Knowledge of PMLA rules & FATCA, CRS
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