Job Description
Job Title –
Specialist Client Implementation Manager: Transaction Banking Group
Place of work
• Delhi
Business Unit
– Wholesale Banking
Function
– Transaction Banking Group
Job Purpose:
Drive client level mandate implementation pertaining to Cash Management solution and channels cross wholesale banking client segments. Work closely with the Product sales manager for a smooth handover post mandate won and manage the project for end to end client to bank implementation and roll outs. Work closely with Operations , IT teams for faster and smooth onboarding of the clients and also devise process re-engineering to improve and enhance the overall implementation process.
Roles and Responsibilities:
• Manage end to end Implementations for the clients
• manage and execute of implementation of Treasury, Trade Finance and cash management solutions (payments, receivables, treasury, trade, electronic banking, Swift) delivered through various Digital Channels of the bank
• End to end deal/mandate management from understanding the functional and technical requirements of the client and working with the back end delivery teams to be able to deliver the same
• Should have a good understanding of API integrations, H2H technologies, file level
Work closely with the product team as partners to promote quality solutions for clients
• Work closely with the internal teams to ensure readiness for new product rollout
• Ensure that appropriate guidance is provided to clients on documentation requirements; Also ensure independent review of client’s completed documentation
• Manage client issues during a project and ensure swift resolution
• Ensure that there is maintenance of up-to-date working knowledge of the bank’s client access products/services, payment and trade capabilities, internal operations and local regulatory requirements
• Engage with Compliance and Legal to handle documentation exceptions and approvals as applicable
• Build and deepen working relationship with business partners.
• Engage in consolidating monthly metrics and act on feedback received through Post Implementation Reviews every quarter
• Work on ways and means to improve processes to achieve cost savings for the bank and service excellence for clients.
• Focus on total client relationship and servicing a broad range of client needs, Manage provision of end-to-end delivery of solution to existing and new clients.
• Periodically review effectiveness of solution with client stakeholders
Educational Qualifications:
Graduate – Any
Post Graduate- MBA/ CA/ Technical degrees
Understanding of technical implementation is a must in terms of connectivity, technology, API and H2H construct and should be able to devise queries for report cum format creation
Experience:
5-8 years of experience in client end implementation and project management, understanding of
encryption/decryption process, API integration and troubleshooting, , queries, customized report creation, client end reconciliation etc
Specialist Client Implementation Manager: Transaction Banking Group
Place of work
• Delhi
Business Unit
– Wholesale Banking
Function
– Transaction Banking Group
Job Purpose:
Drive client level mandate implementation pertaining to Cash Management solution and channels cross wholesale banking client segments. Work closely with the Product sales manager for a smooth handover post mandate won and manage the project for end to end client to bank implementation and roll outs. Work closely with Operations , IT teams for faster and smooth onboarding of the clients and also devise process re-engineering to improve and enhance the overall implementation process.
Roles and Responsibilities:
• Manage end to end Implementations for the clients
• manage and execute of implementation of Treasury, Trade Finance and cash management solutions (payments, receivables, treasury, trade, electronic banking, Swift) delivered through various Digital Channels of the bank
• End to end deal/mandate management from understanding the functional and technical requirements of the client and working with the back end delivery teams to be able to deliver the same
• Should have a good understanding of API integrations, H2H technologies, file level
Work closely with the product team as partners to promote quality solutions for clients
• Work closely with the internal teams to ensure readiness for new product rollout
• Ensure that appropriate guidance is provided to clients on documentation requirements; Also ensure independent review of client’s completed documentation
• Manage client issues during a project and ensure swift resolution
• Ensure that there is maintenance of up-to-date working knowledge of the bank’s client access products/services, payment and trade capabilities, internal operations and local regulatory requirements
• Engage with Compliance and Legal to handle documentation exceptions and approvals as applicable
• Build and deepen working relationship with business partners.
• Engage in consolidating monthly metrics and act on feedback received through Post Implementation Reviews every quarter
• Work on ways and means to improve processes to achieve cost savings for the bank and service excellence for clients.
• Focus on total client relationship and servicing a broad range of client needs, Manage provision of end-to-end delivery of solution to existing and new clients.
• Periodically review effectiveness of solution with client stakeholders
Educational Qualifications:
Graduate – Any
Post Graduate- MBA/ CA/ Technical degrees
Understanding of technical implementation is a must in terms of connectivity, technology, API and H2H construct and should be able to devise queries for report cum format creation
Experience:
5-8 years of experience in client end implementation and project management, understanding of
encryption/decryption process, API integration and troubleshooting, , queries, customized report creation, client end reconciliation etc
💡 Quick Summary
Seeking a career-building opportunity? The Specialist|Implementation position is now open for candidates interested in the Bank Jobs sector. This role in Jaipur 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.