Onboarding Specialist - PMS

About Company:

Scripbox is a high-growth wealth management company with over 14 years of

industry expertise and more than ₹20,000 + crore in assets under management

(AUM). The company has built one of India’s leading wealth management platforms

by offering a unique combination of Mutual Fund Services (MFS), Registered

Investment Advisor (RIA) and Portfolio Management Services (PMS). Since 2020,

Scripbox has successfully acquired and integrated 10 companies as part of its core

growth strategy, strengthening its presence across eight office locations. Backed by

Series D funding, the company continues to scale rapidly and expand its client

engagement and wealth management capabilities.

Role Overview:

We are looking for an Onboarding Specialist to manage end-to-end client onboarding for our Portfolio Management Services (PMS) business. This role is critical to ensure a smooth, compliant, and timely onboarding experience for Individual, Non-Individual, and NRI clients — covering KYC, account opening, agreement execution, and backend account activation.

Key Responsibilities:

1. KYC & Compliance

• Manage KYC processes (MF KYC and CKYC) for Individual, Non-Individual, and NRI clients, through both online and offline modes

• Ensure documentation is complete, accurate, and compliant with SEBI/regulatory guidelines

• Track KYC status and resolve deficiencies/rejections in coordination with clients and internal teams

2. Agreement Execution

• Facilitate online onboarding through platforms such as CAMS, Karvy (KFin), or similar KRA/KYC platforms

• Coordinate Digital eSign processes for client agreements

• Manage offline agreement execution, including physical documentation, verification, and dispatch/collection

3. Account Opening Coordination

• Coordinate Demat and Trading account opening with the relevant internal/partner teams

• Facilitate Bank account opening and Net-banking access setup in coordination with the Banking Account Opening team

• Track and follow up on pending account opening requests to ensure timely closure

4. Backend Activation

• Ensure timely and accurate account activation in backend/portfolio management systems

• Validate client data mapping across systems (KYC, Demat, Bank, PMS backend) for consistency

• Liaise with IT/operations teams to resolve activation issues

5. MIS & Reporting

• Maintain and update onboarding trackers/MIS regularly

• Prepare status reports for management on pending, in-progress, and completed onboarding cases

• Highlight bottlenecks/TAT breaches and support process improvement initiatives

6. Stakeholder Coordination

• Work closely with Relationship Managers, Compliance, Banking Partners, and KRAs to ensure a seamless onboarding journey

• Act as a point of contact for onboarding-related queries from clients and internal stakeholders

Qualification:

• Graduate/Postgraduate in Commerce, Finance, or a related field

• Prior experience specifically in PMS operations is a strong plus

Skills:

• 2–5 years of experience in onboarding/operations, preferably within PMS, Mutual Funds, Broking, or Wealth Management

• Strong working knowledge of KYC (MF & CKYC) processes for Individual, Non-Individual, and NRI clients

• Hands-on experience with online onboarding platforms (CAMS, Karvy/KFin, or similar) and Digital eSign process

• Familiarity with Demat, Trading, and Bank account opening processes, including Net-banking activation

• Experience with backend account activation systems within PMS/broking/wealth operations

• Proficiency in MIS and reporting tools (advanced Excel, etc)

• Strong attention to detail and ability to manage documentation-heavy processes accurately

• Good communication and coordination skills to work across multiple internal and external teams

• Ability to manage TATs and work under regulatory/compliance timelines

• Knowledge of Wealth Spectrum Platform will be preferred

Certifications:

• NISM certification(s) related to KYC/AML or Depository Operations (preferred, not mandatory)

What We Offer :

• Competitive salary & benefits that recognise your skills and contributions.

• Annual learning and development allowance to support your professional growth and upskilling.

• Clear career progression opportunities with exposure to challenging and impactful work.

• A collaborative, inclusive, and flexible work environment that encourages innovation, ownership, and continuous learning.