Loan Process Executive

Year    CT, IN, India

Job Description

Client Onboarding



1. Own and deliver end-to-end client onboarding experience for our clients of AIF Business, facing off clients alongside our client advisors to gather required client onboarding documentation.

2. Liaison with RTA

3. Interface as a case manager to seamlessly handle all the different steps for onboarding a client, handle all queries from the client/client adviser.

4. Think flexibly to propose new ideas and contribute to continuous improvement of processes and services.

5. Strong understanding of the ever-changing regulations relating to AML/KYC/ CKYC and Investment suitability.

6. Engage in Adhoc projects including systems change, process improvement, new regulatory changes from requirements gathering through implementation.

7. Have good planning and time management/prioritization skills

Your experience and skills :-

1. Bachelors degree in any stream

2. Experience in KYC/AML roles, Client Onboarding, Remediation Process, or related functions

3. Detailed understanding of KYC/AML procedures/regulations

4. Proven experience in client service

5. Ability to diligently follow up and follow through on deliverables.

You are :-

1. A self-starter who can work well with minimal supervision.

2. A skilled written and verbal communicator

3. A collaborator who can work well with different functions and can manage stakeholder expectations.

4. A dedicated team player with a can-do attitude and eagerness to learn.

5. An effective worker who can multi-task and perform under pressure.

6. Able to think on your feet /out of the box to come up with solutions.

Best Communication skill

Experience - 2 to 3 years.

Pay: ?18,000.00 - ?20,000.00 per month

Job Type: Full-time

Pay: ?18,000.00 - ?20,000.00 per month

Benefits:

Cell phone reimbursement
Schedule:

Day shift
Work Location: In person

Speak with the employer


+91 7880100633

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Job Detail

  • Job Id
    JD3938149
  • Industry
    Not mentioned
  • Total Positions
    1
  • Job Type:
    Full Time
  • Salary:
    Not mentioned
  • Employment Status
    Permanent
  • Job Location
    CT, IN, India
  • Education
    Not mentioned
  • Experience
    Year