Client Onboarding & Offboarding Specialist Jobs in Chennai – Apply for Regulatory Product Fulfilment Role (1–6 Yrs Exp)
Regulatory Product Fulfilment – Client Onboarding & Offboarding Specialist | Chennai
Drive Operational Excellence in Client Lifecycle Management – Apply by 30 June 2025
Are you detail-oriented and passionate about client relationship management within a regulated environment? A leading financial services organization in Chennai is currently hiring for the role of Client Onboarding & Offboarding Specialist under the Product Fulfilment – Regulatory division. This full-time position is ideal for professionals with 1–6 years of experience who are looking to enhance their expertise in client lifecycle operations, regulatory compliance, and customer experience.
About the Role
As a Client Onboarding & Offboarding Specialist, you will be responsible for managing the complete lifecycle of client accounts—from the initial onboarding to the final offboarding process. This role involves liaising with internal stakeholders, verifying compliance with regulatory standards, and ensuring seamless client transitions. Your ability to handle sensitive documentation, communicate effectively, and provide top-tier service will be key to your success.
Location: Chennai
Experience Required: 1–6 years
Function: Business Process Services
Role: Process Expert
Job ID: 367595
Last Date to Apply: 30 June 2025
Key Responsibilities
- Manage end-to-end client onboarding and offboarding processes in compliance with regulatory requirements and internal policies.
- Act as the single point of contact for coordinating client transitions across departments, including risk, legal, compliance, product, and IT teams.
- Ensure all required documentation is accurate, complete, and stored according to organizational standards.
- Provide clients with clear guidance and timely communication throughout the onboarding/offboarding lifecycle.
- Collaborate with internal teams to resolve issues, remove bottlenecks, and improve process timelines.
- Keep comprehensive documentation of all actions to support traceability and meet audit compliance standards.
- Uphold a high standard of customer service by maintaining professionalism, empathy, and solution-focused communication.
- Develop and maintain internal process documentation and contribute to policy improvements.
- Assist in executing quality assurance checks, conducting process evaluations, and facilitating compliance audits pertaining to client records and documentation.
- Ensure smooth offboarding, including closure of accounts, termination of services, and settlement of outstanding matters.
Required Skills and Competencies
To thrive in this role, candidates must possess a balanced mix of technical know-how, interpersonal finesse, and cultural awareness.
Domain Knowledge:
- Familiarity with regulatory onboarding and offboarding procedures in a financial or corporate setting.
- Understanding of compliance requirements, KYC norms, AML checks, and customer due diligence.
Operational Skills:
- Proficient in managing complex documentation workflows.
- Strong organizational skills and attention to detail.
- Able to perform effectively in high-pressure situations while consistently meeting tight deadlines.
Technical Proficiency:
- Comfortable using CRM systems, onboarding platforms, and document management tools.
- Skilled in Excel, reporting tools, and collaborative platforms such as Microsoft Teams or SharePoint.
Communication & Relationship Management:
- Excellent written and verbal communication skills.
- Strong interpersonal skills to manage client expectations and internal coordination.
- Cultural sensitivity when working with clients and teams across geographies.
Educational Qualifications
- Bachelor of Commerce (B.Com) or a related degree in business administration, finance, or operations.
- Additional certifications in compliance, client servicing, or business operations are an added advantage.
Why This Role is a Great Opportunity
This position offers exposure to regulatory frameworks and the operational backbone of a leading organization. By ensuring excellence in onboarding and offboarding, you will directly contribute to a positive client experience and uphold the organization’s compliance standards.
Professional Development:
- Build expertise in regulatory operations and client lifecycle management.
- Gain insights into cross-functional processes and risk mitigation strategies.
- Grow within a structured and supportive business process environment.
Impact & Visibility:
- Be a key player in shaping the client experience from entry to exit.
- Contribute to process improvements and compliance initiatives.
- Work closely with senior stakeholders and business leaders.
Application Process
Interested applicants should apply before 30 June 2025. Shortlisted candidates will be contacted for further evaluations, which may include interviews, documentation reviews, and compliance assessments.
Ensure your resume clearly outlines your experience in client servicing, document handling, regulatory processes, and internal coordination.
Ideal Candidate Profile
We are looking for professionals who:
- Have 1–6 years of experience in client onboarding, offboarding, or regulatory fulfilment.
- Exhibit strong communication, analytical, and customer service skills.
- Are adaptable, dependable, and thrive in fast-paced environments.
- Demonstrate a high level of accuracy and responsibility in handling client communications and managing documentation.
Conclusion
If you are seeking a career in regulatory operations with a focus on client engagement and process excellence, this role offers the perfect platform. As a Client Onboarding & Offboarding Specialist, your work will help ensure the organization meets both compliance standards and client satisfaction benchmarks.
Join a team that values professionalism, precision, and performance—apply today to begin your next career chapter in Chennai’s financial services landscape.