Account Onboarding Associate - 6 Months Contract
Location
Mumbai, Maharashtra
Job Type
Full-time
Category
Sales Representatives, Services
Posted
June 12, 2026
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 capita...
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 capita...