Job Description
As team leader in the account opening/maintenance team, you will be responsible for processing opening/maintenance requests in the various suites of applications supporting Fiduciary, Deposit, Brokerage, Custody and Investment Management accounts. You will also cater to various types of requests for the client profile enabling them to conduct business on a daily basis. You will be expected to work in a team environment supporting a variety of other areas within the firm such as Front Office, Finance, Tax, Legal and other operations teams. If you are intellectually curious and have a passion towards enhancing your knowledge in account opening/maintenance/onboarding/Know Your Customer space, you may be the perfect fit for our team.
Job Responsibilities
Process/ validate account opening & various types of maintenance requests for the accounts of private banking clients.
Ensure that all requests are completed before cutoff and there is no SLA miss.
Create subject matter experts in the team.
Manage projects & initiatives for the team.
Liaison with onshore partners and investor groups for timely resolution of exceptions/queries.
Respond promptly and accurately on requests & inquiries from the Front Office & Client Service group.
Contribute towards other processes during the cyclical phase of low volumes.
Required qualifications, capabilities and skills
Bachelor's Degree in Business Administration or Finance or equivalent work experienceof min 5 years
Ability to prioritize effectively and multi-task in a fast paced, team-based environment
Possess strong analytical & problem solving skills
Have a detail & control orientedmindset
Excellent time management and organizational skills
Ability to build strong partnerships with key stakeholders, management and colleagues
Ability to articulate procedural concepts clearly to varied audience.
5.00-8.00 Years
Job Responsibilities
Process/ validate account opening & various types of maintenance requests for the accounts of private banking clients.
Ensure that all requests are completed before cutoff and there is no SLA miss.
Create subject matter experts in the team.
Manage projects & initiatives for the team.
Liaison with onshore partners and investor groups for timely resolution of exceptions/queries.
Respond promptly and accurately on requests & inquiries from the Front Office & Client Service group.
Contribute towards other processes during the cyclical phase of low volumes.
Required qualifications, capabilities and skills
Bachelor's Degree in Business Administration or Finance or equivalent work experienceof min 5 years
Ability to prioritize effectively and multi-task in a fast paced, team-based environment
Possess strong analytical & problem solving skills
Have a detail & control orientedmindset
Excellent time management and organizational skills
Ability to build strong partnerships with key stakeholders, management and colleagues
Ability to articulate procedural concepts clearly to varied audience.
5.00-8.00 Years
💡 Quick Summary
Seeking a career-building opportunity? The Client Operations Analyst position is now open for candidates interested in the Bank Jobs sector. This role in Mumbai offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.
