01Responsibilities
Creating, organizing, managing, and maintaining documentation related to client onboarding processes, procedures and policies Assist with creation of process charts and email templates for Client Onboarding Create and maintain the content Library for RFP responses for client Onboarding and KYC Review and customize RFP responses from the proposal content library Collaborate with subject matter experts (SMEs) including onboarding managers, business development, Legal, integration teams to articulate complex facets of products and services. Ensure all aspects of the RFPs are completed on time and meet the necessary requirements. Provide regular updates to Senior management on the progress Support the broader onboarding team as required. Report to the Regional Head of Client Onboarding. Qualifications, Skills and Experience: Graduate / Masters Commerce /CA/MBA Finance/CFA Good knowledge of financial/fund services sector with 2-4 years in Client Onboarding Highly motivated and a self-starter with the ability to work semi-supervised supporting a fast-paced dynamic business. Possess team spirit and enthusiasm with the capacity to build strong relationships. Project management skills. Excellent organisational, communication, and interpersonal skills with a focus on client service. Professional proficiency in English (spoken and written), additional languages are an advantage. Role-Specific Competencies/Skills: Strong communication and analytical skills Accurate and acute attention to detail Uses discretion when dealing with sensitive and confidential information Excellent oral and written communication skills and demonstrated ability to adapt communication style to audience Proven ability to prioritize responsibilities, manage time effectively and meet deadlines accordingly Self-motivated Punctuality Disclaimer : Unsolicited CVs sent to Apex (Talent Acquisition Team or Hiring Managers) by recruitment agencies will not be accepted for this position. Apex operates a direct sourcing model and where agency assistance is required, the Talent Acquisition team will engage directly with our exclusive recruitment partners. Experience Level Entry Level .
