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Static data management @ Kiya.ai

Home > Trading, Asset & Wealth Management

 Static data management

Job Description

We are hiring for Cient onboarding -Wealth Management


Company:Kiya.ai

Location:Mumbai, Malad

Work Mode:Hybrid


** Interested candidates drop resume to sa*********r@ki*a.ai**

Position Purpose

To support the Client Onboarding function by ensuring accurate client data maintenance, adherence to compliance standards, and timely processing in line with regional (SG/HK) requirements.

Key Responsibilities


Direct Responsibilities:


  • Support onboarding of clients into the bank's systems.
  • Ensure accuracy and integrity of client reference data.
  • Comply with documentation and operational risk control procedures.
  • Maintain workflows and follow Singapore/Hong Kong regulatory practices.
  • Handle requests from regulators and internal stakeholders for audits.
  • Escalate and report issues proactively to relevant teams.

Contributing Responsibilities:

  • Understand client types (Individual, Corporate, Trusts) and related database structures.
  • Process account closures, dormant/deceased account management, and blocking/unblocking requests.
  • Ensure secure storage of client documents (electronic/paper).
  • Respond to internal client data queries.
  • Prepare and deliver management reports (daily/weekly/monthly).
  • Ensure SLAs and KPIs for data inputs are met.
  • Provide regional support as per SG and HK time zones/holidays.
  • Maintain strong team collaboration and support training of new members.
  • Contribute to process improvements and updates to procedures.
  • Ensure compliance with operational risk protocols.

Required Skills & Competencies

Technical Skills:

  • Basic knowledge of client databases and static data processes.
  • PC proficiency and MS Office (Excel, Word).
  • Report generation and data handling.

Behavioral & Transversal Skills:

  • Strong attention to detail and accuracy.
  • Excellent communication and interpersonal skills.
  • Analytical thinking and problem-solving under pressure.
  • Team-oriented, adaptable, and able to work independently.
  • Client-focused and responsive.

Qualifications & Experience:

  • Education: Bachelors Degree or equivalent.

Job Classification

Industry: Investment Banking / Venture Capital / Private Equity
Functional Area / Department: BFSI, Investments & Trading
Role Category: Trading, Asset & Wealth Management
Role: Trading, Asset & Wealth Management - Other
Employement Type: Full time

Contact Details:

Company: Kiya.ai
Location(s): Mumbai

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Keyskills:   Client Onboarding static data client reference data Reference Data Trust Accounting Account Opening Bloomberg KYC Corporate Actions corporate trust Know Your Customer

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Kiya.ai

About Us\n\nWe are AMS. AMS is a global total workforce solutions firm founded in 1996. We enable organizations to thrive in an age of constant change by building, reshaping, and optimizing workforces. We do this through talent acquisition and contingent workforce management, internal mobility and s...