KYC & Onboarding Associate - Investment Services

Position : Operations & KYC Associate Location : Hyderabad Experience : 0–2 years Role Summary

You will handle onboarding, KYC processing, documentation, backend operations, and support all investment transactions across Mutual Funds, SIF, and NPS.

Key Responsibilities

• Process new client onboarding & CKYC
• Verify documents, PAN, Aadhaar, signatures
• Coordinate with AMCs, R&T Agents, SIF partners
• Process SIP, lumpsum, redemptions, switches
• Maintain transaction accuracy & compliance
• Update client records, CRM data & reports
• Handle operational queries from RMs & clients
• Support compliance team with audits / document checks

Requirements

Benefits

Apply

📧 hr@ongolebullsinvest.com

📍 Hyderabad Office