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Job Description
- As an Investor Onboarding Specialist, you will be responsible for efficiently managing the end-to-end onboarding process for Retail, HNI, and NRI investors. This includes conducting thorough checks on CKYC/KRA, PAN, UBO/PEP, AML, FATCA/CRS requirements, and verifying eligibility and documentation. You will also oversee subscription workflows such as e-signatures, mandates, declarations, cut-offs, and allotment confirmations. Ensuring accurate investor profiles are maintained in the CRM/application while enforcing data privacy and access controls will be a key aspect of your role.
In the Cash & Unit Operations domain, you will coordinate capital calls, subscriptions, distributions, redemptions, and fee setups as necessary. Additionally, your responsibilities will extend to enabling and training B2B partners (Wealth Managers) on product information, processes, cut-offs, and documentation standards. You will provide SLA-driven support, including MIS reporting, pipeline status updates, rejection analysis, and campaign performance monitoring. Developing playbooks, FAQs, and explanatory materials for scalability and repeatability will also be part of your duties.
In the realm of Investor Relations & Servicing, you will be tasked with disseminating periodic updates, factsheets, and in-app notifications. Organizing webinars, AMAs, and AGMs will also fall under your purview. It will be crucial to maintain the data room and help center content within the app/portal, ensuring it remains current and easily accessible.
Your role will involve handling Product & Offer Launch Ops, where you will translate product/offer terms into operational workflows, including forms, app flows, checklists, and timelines. Tracking allotments, refunds, and escalations while managing internal and partner commissions will be essential.
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Compliance, Controls & Reporting will be a significant focus area, requiring adherence to SEBI AIF guidelines and internal SOPs. You will support audits, valuations, regulatory/investor reporting, and maintain detailed issue logs for resolution. Driving continuous improvement in SOPs related to onboarding, reconciliations, reporting, and grievance redressal will be part of your responsibilities.
As a specialist in Data & Tooling, you will oversee dashboards monitoring onboarding TAT, drop-off funnel, SLA adherence, cash breaks, and NPS. Administering CRM/portal configurations and templates, and collaborating with product/engineering teams on enhancements and fixes will be crucial for operational efficiency.,
Skills
Capital CallsComplianceCRM ConfigurationsValuationsProduct Launch OperationsMISAMLMandatesFAQsControlsSEBI GuidelinesPipeline ManagementSLA ManagementSubscriptionsCRMDashboardsFATCACRSNPSPANReportingRedemptionsCKYCKRAFee SetupsB2B OnboardingEsignData AnalysisAGMsPlaybooksAudit TrailsData PrivacyWebinarsUBOPEPIf an employer asks you to pay any kind of fee, please notify us immediately. Jobaaj does not charge any fee from the applicants and we do not allow other companies also to do so.
About Company
Shuru-Up is a dynamic startup dedicated to revolutionizing the landscape for students and job seekers. By delivering tailored resources and guidance, we empower individuals to embark on their ideal career paths and excel in their professional endeavors. Our comprehensive approach encompasses personalized mentorship, specialized skill enhancement programs, and direct connections to opportunities within their desired industries. At Shuru-Up, we are committed to fostering environments that drive success and unlock the full potential of every individual we serve.
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Important dates & deadlines?
Application Deadline
10 Oct 25, 05:52 PM IST
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