Client Management Operations

Teamware Solutions ( A Division Of Quantum Leap Co Nsulting .

2 - 5 years

2 - 5 Lacs

Mumbai

Posted:1 month ago| Platform:

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Skills Required

Client Onboarding Documentation

Work Mode

Work from Office

Job Type

Full Time

Job Description

Job Title:

Business Line / Function:

Must have Skills:

Responsibilities

Work closely with internal customers to provide support to on-boarding of clients to the Bank.
Maintain sound work processes and integrity of client data.
Controls are in place with regards to safe custody of account documentation, potential operations risks associated with user as requests to access database of sensitive client data, signatures and document images.
Administer request from internal regulators, internal stakeholders with respect to audit review
.
Provide feedback and escalate issues to the appropriate functions and management.

Contributing Responsibilities

Understand the principles and be familiar with Client databases a requirements individuals/Corporates/Holding Companies/Trust Accounts.

Technical & Behavioral Competencies

Ensure Integrity of Maintenance of Client Data and meeting SLA & KPI.
Ensure all clients documents/files are stored securely whether electronically, through Image scanning.
Support internal customers a queries related to clients a data/profiles to facilitate processes.
Prepare regular reports for Management review (daily/weekly/monthly/quarterly/periodic statistics)
Ensure timely processing of request.
Appropriate and confidential handling of client data and information.
Provide Regional Support following SG and HK time and public holidays.
Work within a team a with an adaptable flexible approach, coordinate with team members and internal customers to resolve complex cases and address issues in a timely manner.
Be open to change.
Abide with operational risk procedures and escalate incidents to Management where necessary.
Contribute to the implementation and controls for daily processes.
Report and escalate concerns / issues to Manager when required.
Liaise regularly with the following internal groups to ensure a smooth support process
Good communication & Interpersonal skills. Fluent in English (spoken and written)
Basic PC skills and MS office knowledge
Demonstrate good analytical skills.
Ability to work under pressure and exhibit problem solving skills
Team player, Independent, positive attitude and attention to details.

Specific Qualifications

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