Client Onboarding Manager

5 - 9 years

0 Lacs

Posted:4 days ago| Platform: Shine logo

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Work Mode

On-site

Job Type

Full Time

Job Description

Role Overview: The Client Onboarding Manager role involves providing full leadership and supervisory responsibility, offering operational and service leadership to the team(s). You will apply your in-depth disciplinary knowledge to provide value-added perspectives and advisory services. Your role may also involve contributing to the development of new techniques, models, and plans within your area of expertise. Strong communication and diplomacy skills are essential for this role. You will have responsibility for the volume, quality, and timeliness of end results, as well as shared responsibility for planning and budgets. As an SME in account opening and KYC related matters, you will ensure adherence to FPI Regulations. Your supervisory responsibilities will include motivating and developing the team through professional leadership, encompassing duties such as performance evaluation, compensation, hiring, disciplinary actions, terminations, and daily task direction. Key Responsibilities: - Ensure a quick and seamless onboarding and account opening experience for clients by leading a team of CAOs - Motivate and lead the CAOs to meet overall SLAs with clients, enhancing client satisfaction levels - Drive positive innovation and change to improve onboarding and account opening processes, including processes, technology, and client service - Act as an SME for KYC, FATCA, FPI regulations, Escrow account openings, and DDP processes - Manage risk proactively to ensure timely and high-quality processing of requests - Establish relationships with client executives, Implementations team, DDP team, and others - Lead by example in onboarding new client relationships and completing client risk profiles using Citi onboarding applications - Maintain constant communication with banking team partners and downstream partners until requests are completed - Ensure all documentation received is current, accurate, and complete - Provide high-level customer service and teamwork to banking teams and internal partners - Assess risk appropriately in business decisions, ensuring compliance with laws, rules, and regulations Qualifications: - 5-8 years of experience - Demonstrated interest in operations and compliance fields - Relevant domain experience required in KYC, FATCA, FPI regulations, Escrow account openings, and DDP processes - Strong leadership skills including being positive, inspiring, motivating, communicative, and solutions-oriented - Excellent communicator with an attention to detail attitude - Strong team player - Ability to manage multiple deadlines, prioritize, and work well under pressure Education: - Bachelor's/University degree or equivalent experience (Note: Additional details about the company were not provided in the job description),

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