3i Infotech is conducting a walk-in drive for freshers/exp as Team Lead positions in Mumbai, Thane Locations. This opportunity is open to all graduates. For more details regarding the walk-in interview, including the specific venue and timing, please refer to the additional sections provided.
Company Name: 3i Infotech
Job Role: Team Lead
Experience: 3 – 8 Years
Qualifications: Any Graduate
Job Location: Mumbai, Thane
Salary: Rs.3,00,000/- to Rs.7,00,000/-
Job Description:
- Lead, mentor, and manage a team handling account opening and servicing activities
- Set performance targets (KPIs) and monitor daily productivity
- Conduct regular training, coaching, and performance reviews
- Ensure adherence to SOPs and quality standards
- Supervise end-to-end processing of new account openings (Retail & HNI clients)
- Ensure accurate documentation, KYC verification, and regulatory compliance
- Manage onboarding processes such as IPV (In-Person Verification), CKYC, FATCA, etc.
- Coordinate with internal teams for smooth client activation
- PMS (Portfolio Management Services) Operations
- Oversee onboarding of PMS clients and ensure documentation compliance
- Monitor PMS account setup, reporting, and service requests
- Coordinate with PMS providers and internal stakeholders for issue resolution
- Ensure smooth execution of transactions and reporting requirements
- Ensure timely processing within defined TAT
- Perform validation checks to prevent errors and fraud risks
- Process & Compliance
- Ensure compliance with SEBI, exchange, and internal policy guidelines
- Maintain audit readiness and documentation standards
- Identify process gaps and implement improvements
- Handle escalations from clients and internal stakeholders
- Track daily/weekly KPIs productivity, TAT, error rates
- Prepare MIS reports for management
- Analyze trends and recommend process improvements
- Demat & Trading account opening processes
- PMS operations
- KYC & regulatory compliance (SEBI guidelines)
- Leadership & team management skills
- Attention to detail and process orientation
- Strong communication and stakeholder management
- Problem-solving and decision-making ability
- 4-8 years of experience in stock broking / financial services
- Minimum 1-2 years of team handling experience
- Hands-on experience in Demat/Trading account opening & modifications
Walk-in Drive Details Here:
Interview Date: 6th to 13th June 2026
Interview Time: 11.00 AM – 3.00 PM
Venue Details:
3i Infotech Ltd,
Crescent Solitaire Business Park,
3rd floor, Sakinaka Tele exchange lane,
opp. Central Hospital, Sakinaka,
Andheri East Andheri:400072.
Contact – Rehman Sayyed ( 8652419133 )
About Company:
3i Infotech is a global Information Technology and software services company headquartered in Navi Mumbai, India. Established in 1993, it provides digital transformation, cloud computing, cybersecurity, and business process outsourcing (BPO) services to clients across 50+ countries.