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Client Experience Manager
beBeeOnboardingMumbai, Maharashtra, India5 days ago
Job descriptionA strong understanding of KYC / KYB and AML processes Experience onboarding both individual and corporate clients Familiarity with internal tools like CRM, Jira, Teams, Outlook, and Freshdesk Excellent attention to detail and organizational skills Good communication and coordination skills across departments Ability to manage time-sensitive tasks with efficiency Discretion in handling sensitive client information
Financial Services Professional
We are seeking an experienced professional to join our team as an Onboarding Officer. The successful candidate will be responsible for ensuring a smooth and professional experience for clients from the start.
Key Responsibilities :
- Verify documents, set up accounts, and work closely with teams across the business.
- Review and verify client documentation, manage pending KYC and KYB cases
- Process onboarding-related tickets accurately and within SLA
- Communicate with Sales and Compliance to resolve missing or unclear information
- Ensure complete and compliant onboarding for both individual and legal entity clients
- Securely store all client documents in the internal CRM system
- Escalate high-risk cases or irregularities to Compliance for further review
- Support 2FA resets, profile disabling / enabling, and basic account changes during onboarding
- Monitor client profiles for red flags, conduct World Check screenings and re-screenings
Requirements :
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Client Experience Manager • Mumbai, Maharashtra, India
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