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Apex Group
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Client Onboarding Senior Analyst

Client Onboarding Senior Analyst

Apex Group

6 - 9 years

8 - 11 Lacs

pune

Posted:2 days ago| Platform:

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Skills Required

finance manager publishing talent acquisition commerce fund administration investment banking financial services cfa recruitment salesforce

Work Mode

Work from Office

Job Type

Full Time

Job Description

Job Specification

The Candidate should have good knowledge of the key steps to Onboard new clients.

Responsible to work on the Onboarding Opportunity s pushed from Sales and clearing the work queues.

Salesforce maintenance and reporting. Working on banking related product deals and maintaining the clean pipeline by ensuring launches are validated, launched, or moved as per the expected timelines.

The role also includes coordination of the various client acceptance stages as per Group standards.

Effective communication within internal stakeholders on a daily/weekly reporting Onboarding launches tracking and publishing weekly updates by ensuring all are duly updated before their go live as per the due dates.

Work as a subject matter expert for the team and share the best practices.

Attending weekly / daily huddles, team calls for the status updates.

Support global changes in Key operating procedures and implementation. Skills Required Experience working with an investment banking or finance-related firm. Good knowledge of financial services sector with 6-9 years in Client Onboarding

Graduate / Masters Commerce /CA/MBA Finance/CFA

Proven client/business focused communication skills

Advanced proficiency in Micro-soft excel functions.

Salesforce experience will be an added advantage.

An ability to think critically and objectively.

What you will get in return:

A genuinely unique opportunity to be part of an expanding large global business.

Exposure to all aspects of the business, cross-jurisdiction and to working with senior management directly.

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Apex Group

Financial Services

London

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Client Onboarding Senior Analyst