Static data management
- Kiya.ai
- 1 - 3 years
- Mumbai
- 6 months ago
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Job Description
We are hiring for Cient onboarding -Wealth Management
Company:Kiya.ai
Location:Mumbai, Malad
Work Mode:Hybrid
** Interested candidates drop resume to sa*********r@ki*a.ai**
Position Purpose
To support the Client Onboarding function by ensuring accurate client data maintenance, adherence to compliance standards, and timely processing in line with regional (SG/HK) requirements.
Key Responsibilities
Direct Responsibilities:
- Support onboarding of clients into the bank's systems.
- Ensure accuracy and integrity of client reference data.
- Comply with documentation and operational risk control procedures.
- Maintain workflows and follow Singapore/Hong Kong regulatory practices.
- Handle requests from regulators and internal stakeholders for audits.
- Escalate and report issues proactively to relevant teams.
Contributing Responsibilities:
- Understand client types (Individual, Corporate, Trusts) and related database structures.
- Process account closures, dormant/deceased account management, and blocking/unblocking requests.
- Ensure secure storage of client documents (electronic/paper).
- Respond to internal client data queries.
- Prepare and deliver management reports (daily/weekly/monthly).
- Ensure SLAs and KPIs for data inputs are met.
- Provide regional support as per SG and HK time zones/holidays.
- Maintain strong team collaboration and support training of new members.
- Contribute to process improvements and updates to procedures.
- Ensure compliance with operational risk protocols.
Required Skills & Competencies
Technical Skills:
- Basic knowledge of client databases and static data processes.
- PC proficiency and MS Office (Excel, Word).
- Report generation and data handling.
Behavioral & Transversal Skills:
- Strong attention to detail and accuracy.
- Excellent communication and interpersonal skills.
- Analytical thinking and problem-solving under pressure.
- Team-oriented, adaptable, and able to work independently.
- Client-focused and responsive.
Qualifications & Experience:
- Education: Bachelors Degree or equivalent.
Job Classification
Industry: Investment Banking / Venture Capital / Private EquityFunctional Area / Department: BFSI, Investments & TradingRole Category: Trading, Asset & Wealth ManagementRole: Trading, Asset & Wealth Management - OtherEmployement Type: Full timeContact Details:
Company: Kiya.aiLocation(s): Mumbai
Keyskills: Client Onboarding static data client reference data Reference Data Trust Accounting Account Opening Bloomberg KYC Corporate Actions corporate trust Know Your Customer
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