Account Onboarding Associate - 6 Months Contract

Key Responsibilities: Prepare account opening documents using TrackWizz system Track and monitor account opening processes end-to-end Generate MIS reports for senior management Client profiling across systems such as NSDL-DPM, Exchange-UCC, KRA, CKYC, Wealth Spectrum, Trade Plus, BSE Star, and NSE MF Ensure all KYC, FATCA, and regulatory documentation is accurate and compliant with SEBI guidelines and internal policies Manage and oversee the account onboarding team Handle and support internal/external audits Required Systems Knowledge: eKYC Broking & NSDL Back-office Exchange Platforms – UCC, KRA, CKYC Preferred (Added Advantage): Wealth Spectrum TrackWizz Trade Plus NSE MF Key Skills: Strong communication and interpersonal skills Ability to coordinate effectively with RMs, SRMs, and clients Proficiency in MS Excel Good understanding of Mutual Funds, PMS, and Capital Markets Knowledge of evolving capital market regulations Strong data management and structuring skills Hands-on experien...