317 Client Services Jobs - Page 11

Business Development Executive Responsibilities Familiarize yourself with all the services offered by our company. Procuring new clients through direct contact, word-of-mouth, and Lead Generation Maintaining meaningful relationships with existing clients to ensure that they are retained. Suggesting upgrades in services that may be of interest to clients. Crafting business proposals and contracts to draw in more revenue from clients. Negotiating with clients to secure the most attractive prices. Equipping staff with the technical and social skills needed to enhance sales. Reviewing clients feedback and implementing necessary changes. Remaining in tune with trends in consumption to ensure that our offerings remain relevant.

Essential functions Identify and nurture new opportunities by closely collaborating with key decision makers from the client teams. Proactively spot areas beyond current engagement where Grid Dynamics services are relevant, work collaboratively with Delivery and CTO teams to make meaningful and timely proposals to client teams Maintain a close relationship with key client sponsors at senior management level to be able to discuss their key business challenges and be able to engage on solutions in a timely manner - be a trusted partner. Map the client organization effectively to be able to expand Grid Dynamics services across the organization Conduct regular reviews with client stakeholders as well as monthly and quarterly business reviews with key client and internal stakeholders. Drive new proposals (with participation from CTO Office and Delivery) from opportunity qualification, scoping, service mapping, resource planning through contract execution and account set up. This role will be the first point of escalation for issues both within the project team and the client. Be able to create, manage and execute account plans, covering account financials (with steps to improve where necessary), executive mapping, growth campaigns and map competitive landscape. Effective in proactively identifying and resolving risks and issues in account stability and growth. Effectively drive internal account reviews and client QBR to maximize campaign efficacy Promote Grid Dynamics by creating public case study for each account, having clients participate in appropriate industry and/or partner events. Use client references to generate new leads for Grid Dynamics Work collaboratively with account delivery management on appropriate resource planning and tracking, including correct revenue forecasting, to be able to maximize revenue target numbers Work collaboratively with client partners and account managers in other geographies (Europe and Americas) Qualifications 10+ years in a client-facing role as a Client Success Partner or Account Manager, managing a portfolio of multiple accounts, amounting to at least $10m. Proven track record of building and maintaining long-term client relationships Experience in running complex digital transformation programs for mid to large scale clients, with demonstrable examples of leading such engagements from ideation through execution and support Demonstrable success in upselling and cross selling digital services, using creative problem solving approaches Skilled in identifying buying factors and ability to position services effectively Ability to lead with confidence through ambiguity Aptitude to learn new technology concepts quickly and be able to apply them in real conversations to generate new opportunities Strong communication and leadership skills. Must be able to work within a multi-geo, multi-culture, cross-functional team

Job Summary The candidate should be well versed with Trades processing, Reference data management, Security Setups, Security Pricing, & Corporate action events. He/She must be a dynamic personality with ability to work in a challenging environment and delivering as per business requirements. He/she should be able to manage deliverables accurately and as per the agreed timelines. The candidate should be tactical in dealing with day to day issues wherever required. The candidate must have good communication skills and should be competitive to connect with stakeholders across the globe. He/she should be a team player, a self-starter and self-motivated individual. Job Responsibilities: Processing and verification of daily and monthly trades across multiple asset classes. Hands on experience with multiple vendors like Bloomberg , IDC ,Refinitiv, Markit and other reference data providers Handling of various types of trade exceptions and corrective measures in the relevant systems Working closely with multiple vendors to identify issues, track them and drive their resolution. Knowledge on API for BBG and Reuters is preferred. Setup of Listed securities, OTC securities, including unlisted derivatives, bank debt and swaps. Take Lead on process improvement and automation. Processing and verification of daily trades received via secured paths and mails. Check for the exceptions and clear them on daily basis. Manage assigned tasks independently with little or no supervision. Have a control mindset and be alert to issues and risks that have impact on process. A strong sense of ownership and responsibility. Self-starter with excellent interpersonal, problem solving and analytical skills. Organized and detail oriented, Strong oral and written communication skills. Strong Knowledge on Corporate actions, Dividends, Splits, Spin offs etc. Role requires Strong knowledge on various asset types like equity, Fixed income securities, Derivatives. Bank loans will be an added advantage.. Review of corporate actions on portfolio holdings and necessary correction and posting of exceptions. Documentation of trade file mapping requirements for existing and new clients, and working with various internal groups (Analytics, Client Services) and external client if needed, to automate reference data/trade workflows. Maintenance and creation of standard Operating Procedures Qualification & Experience required Bachelors/Masters degree in a financial domain 5 -9 Years of experience in Trades processing, corporate action and security setup Excellent Communication skills Operational experience in a financial institution will be a strong advantage. Knowledge of the hedge fund administration business and/or industry will be a strong advantage. Knowledge Advent Geneva, or Paxus applications related to the Fund Administration business, or both, will be a strong advantage. Flexible with shift timings Ability to work under time constraints and handle pressure Strong analytical skills, detail orientation & service commitment Good understanding of programming in VBA would be good plus. Strong Analytical skills and attention to detail. An ability to work under pressure with changing priorities

POSITION TITLE: Global - Order Manager Bangalore - Account Coordinator / Sr Account Coordinator/ Account Specialist - CS, Order Management ABOUT THE ROLE : As the Order Manager, you will play a crucial role within Client Services, responsible for processing client orders efficiently and accurately. You will be responsible for day-to-day order entry processing and operations, ensuring timely turnaround and delivery of client requests. This role will report to the Order Manager, Lead / Team Lead. PRIMARY RESPONSIBILITIES: Responsible for complex orders from entry to completion, ensuring accuracy and timeliness throughout the process. This includes data entry, tracking due dates, assessing asset workability, and working in close collaboration with stakeholders. Conduct thorough validation of workflows to ensure processes are efficient, effective and compliant with company and client standards and requirements. Serve as a point of contact for Title or Project Leads, providing regular updates on order status and escalating any issues or concerns as needed. Own setting up and coordinating projects in our proprietary cloud-based platforms for Fulfillment & Localization services. Setting up projects on ONE / SNL and Sfera and sending out work requests to the production teams. Ensuring that files are completed on a timely manner by liaising with Production. Workability of assets and follow up with the Client on missing/erroneous assets eg: scripts, proxies. Set up POA for all atypical projects involving other teams. Ensure that production teams and external freelance resources are clearly and accurately informed of all client requirements for each project and comply with the requirements. Collaborate with Production teams, freelancers and territory affiliates regarding project status and requirements, obtaining and circulating all necessary information. Collaborate with Billing or Pre-Billing teams as necessary to ensure accuracy in the billing of completed work. Verify all services rendered are properly documented and billed according to established structure and client agreements. Responsible for data management in core internal systems (Sfera, ONE) or client systems, ensuring all relevant information is accurately recorded and maintained. Regularly audit data to identify discrepancies/errors and take corrective action as needed. Order and project execution/ ownership of subtitling, mastering, dubbing, fulfillment, audio, GFX and other workstreams as necessitated by client request.

About your new role - As a Customer Success Manager, you would be the single point of contact between the Key Clients and the internal teams. - Client Relationship Building - The Customer Success Manager would be responsible for building effective relationships with some of the key clients and maximizing revenue from the assigned existing accounts. - Scaling/Upselling Key Accounts - Identifying upselling opportunities across the key existing clients and expanding relationship with them by continuously proposing new solutions and ensuring that revenue enhancement is achieved in line with the company's objectives. - Collaborate with the Account Managers to discover opportunities of optimization, and drive campaign performance through implementation of best practices - Apart from building strong communication channels at all levels of the client's organization, the CSM would also be responsible for setting proper expectations and ensuring that performance is maintained - Conducting regular review meetings with the client to keep them apprised of the progress of their campaigns, gather feedback from them and facilitate troubleshooting wherever necessary, present future plan of action along with forecasts using key account metrics. - Escalation Management - Proactively support customers by effectively handling their escalations through understanding of the client's critical priorities, solving the complex blockers and ensuring delivery of the promised deliverables within the communicated time frame - Conduct diagnostics and identify gaps in the customer's setup and processes; evangelize and guide customers to implement improvements which could boost output

Reporting to the ISPL Head of DEC Process & Control this role is in charge of the Control framework, definition and oversight of the local processes. Acting as a key SME for DEC and LD OPS in India, the incumbent will have to ensure that a robust, efficient and compliant processes are in place across all functional domains and aligned with other regions. Responsibilities Direct Responsibilities The role is critical and highly visible within DEC Operations, covering 3 main areas for India : 1. Platform monitoring and coordination: Monitor and analyze KPIs and metrics to identify deviations / risks Structure India Ops daily calls (Ops teams Mgt) covering main Ops risk topics, main productions highlights, clients issues & complaints, complex or specific events Identify corrective actions when required and follow up of their implementation, post mortem management conduct regular or specific controls and ensure process consistency end to end. Coordinate Operational topics with Finance, OPC, ORC, Risk, legal, Regulatory teams, Compliance, Auditors Structure Ops specific committee with the business and participate to various business committee Coordinate Ops contributions to Crisis Committees Coordinate major incidents management having impacts on the overall process architecture and define / monitor related action plans Contribute to and monitor audit reports (ISAE / IG / Regulatory). P&L reporting management 2. Critical process Management & Control Control critical processes, ensure a proper training is delivered to the staff on these processes Run critical processes as second level of validation Assess risks of BAU on these tasks evolutions Control various critical reporting accuracy Resiliency and adherence to FTS model - Prepare, execute and monitor the plan to rotate critical activities between ISPL and Lisbon to enable continuity of knowledge and operational readiness in unforeseen crisis situation. 3. Ops Process & continuous enhancement Define / Challenge Ops processes and related procedures in coordination with other DEC Ops teams and ensure maintenance Define and ensure maintenance of Ops BCP, ERS, RCSA, GCL and processes split between various production centers Ensure that a proper Oversight of data quality and consistency is in place Monitor, improve & reduce manual processes (continuous efficiency review including digital initiatives) Define KPIs and metrics & harmonize across production center. Improve Ops activity dashboards. STP rate, review and fail justification, action plan definition (miss booking, process change, client instruction review, methodology review) Run the Bank dimension Lead: interact with IT teams, Leader of the IT Run the Bank roadmap, to ensure continuity of transversal analysis of Run the Bank topics (including regulatory evolution). Ensure the testing & sign off of it Interact with Change and Design to ensure Change The Bank initiatives are implemented taking into account all the platform constraints and requirements Minimum Required Qualifications Bachelor degree 15-20 years of experience in DEC and LD operations (across, Clearing, Trade support, reconciliation - trade, positions, cash, market fee, Brokerage, Cash and collateral) with specific focus on Risk and Control Experience in managing large teams across locations Good understanding of regulatory topics impacting DEC Experience interacting with outside parties, clients and various lines of business seeking solutions for enhancing control environments Preferred Qualifications: experience in client services, solutions, or relationship building and management Project management experience specific to establishing best practices, process improvements, and implementation of operational controls Technical & Behavioral Competencies Strong Communication skills required for an effective liaison with counterparties and internal stakeholders to the reconciliation process. (Middle offices, marketers, traders, credit, compliance and legal) Take Accountability and Ownership, Having good control and analytical mindset In depth practical and theoretical understanding of DEC and LD lifecycle Good knowledge of Exchange Traded derivative products /ETD Clearing. Experience of the commodity exchanges and CCPs platforms Flexibility to accommodate business requirements and working hours. Ability to use Excel at an intermediate level - essential Excellent numerical and analytical skills - essential High attention to detail and quality focused Be comfortable with escalation and managing issues as they arise Forward thinking and proactive with the ability to question process Ability to work under pressure Specific Qualifications (if required) Bachelors degree from a college or university Strong Communication skills and client focus oriented Fundamental understanding of clearing /Futures & Options markets. Knowledge of all Microsoft Office applications (Excel, Word, PowerPoint, Access) Skills Referential Behavioural Skills : (Please select up to 4 skills) Attention to detail / rigor Organizational skills Personal Impact / Ability to influence Critical thinking Transversal Skills: (Please select up to 5 skills) Ability to understand, explain and support change Analytical Ability Ability to develop and leverage networks Ability to understand, explain and support change Choose an item. Education Level: Bachelor Degree or equivalent Experience Level 15-20 years

RTM-Client Service Officer acts as a single point of contact for managing all Deutsche Bank custody Clients for the Security Services (SES) business. The scope of the role includes Settlements, Corporate Actions, Income, Reporting, Tax, and Account administration across the EMEA region. Your key responsibilities Provide support to clients on all day-to-day service, transactional, and client management-related queries, applying the highest standards, primarily for Securities Services clients across regions. Support with account opening, maintenance, and closure for various regions in EMEA. Ensure smooth onboarding and offboarding of clients. Prepare and review Newsflash communication to all clients. Participate in Service Level Agreement (SLA) preparation and reviews with clients. Participate in client calls with the Sales Team. Manage escalations with Network Teams of clients. Manage and participate in due diligence visits or calls across EMEA regions. Identify the need for client visits, initiate them, and participate where necessary. Handle and resolve client complaints. Knowledge of invoice and fee proposal preparation for clients. Conduct regular bi-weekly/monthly client meetings to identify growth opportunities in new markets. Participate in technology projects for SES business. Review and manage client documentation. Work closely with the client management team to ensure client satisfaction. Contribute to continuous improvement activities leading to operational efficiencies. Your skills and experience German Language proficiency is a must (C1 level). Minimum of 5 to 8 years of client services/client-facing experience overall, with at least 1 year in the Securities Services business covering Custody & Clearing, Fund Services. Excellent communication and interpersonal skills, and a strong team player. Knowledge of client setup and service agreements, including respective terms and conditions. Knowledge of markets and settlement practices across European markets. Understanding of securities operation products such as OTC settlement, CCP and Xetra settlement, auto-borrowing, etc. Prompt response to client and network escalations. Fluency in English and German (written and verbal); other languages a plus. Prompt communication and escalation of difficult and risk-laden client complaints. Adherence to internal control, reporting, and compliance guidelines. Willingness to cooperate across teams and departments (open-door policy). Realistic priority-setting considering the overall scope of tasks. Efficient, structured, independent, and autonomous working style.

Position Purpose Primary responsibilities of the team includes: Monitoring Corporate Actions in all reliefs and identification of eligible global positions Follow-up of events announcements, forecast and deadlines leading to an efficient management regarding scrubbing, notifications and bookings in our general books and recording systems Managing the election process for voluntary events by interacting with other internal support functions, compiling aggregated instruction to be sent to agents/custodians and ensure good receipt. Strict follow-up of the expected proceeds/results at payment date, and follow-up controls in regards to theoretical bookings and forecast assumptions that may leave with breaks on internal or external reconciliations. Acting as a central point of contact for Corporate actions operations subject matters within BNP Paribas (across all functions) and outside (Custodians, Counterparties) Responsibilities Key Responsibilities: Scrubbing and set up of Corporate Actions in operating systems (e.g. Picasso) Monitoring of Corporate Actions in all reliefs and identification of eligible global positions (Settled/Pending trades, SLAB) Permanent follow-up of events announcements, forecast and deadlines leading to an efficient management regarding scrubbing, notifications and bookings in our general books and recording systems (e.g. Calypso, Power, Picasso tools) Manage the election process for voluntary events in close relations with other teams of the GM CAIT department, compile aggregated instruction to be sent to agents/custodians and ensure good receipt. Strict follow-up of the expected proceeds/results at payment date, and follow-up controls in regards to theoretical bookings and forecast assumptions that may leave with breaks on internal or external reconciliations. Acting as a central point of contact for Corporate actions operations subject matters within BNP (across all functions) and outside (Custodian, Counterparties) and as an expert on Corporate Actions for client and business services. Ability to manage any Corporate Actions type on the overall scope of the team and to become expert on specific market rules Provide a regular report to hierarchy and being pro-active during all recurrent meetings (morning, weekly meetings, etc.) Participate actively to the continuous improvement of our process and systems (macros, UAT/tests, update of procedures, etc.) Specific Qualifications Capacity to analyze, organize and report efficiently. Flexibility on working methods and changing international environment. Rigorous and reactive in order to face pressure and reach excellence anytime Diligently follow the set procedures and Compliance policies Knowledge of financial markets and products, and easiness/expertise in dealing with Excel. English speaker Skills Referential Behavioural Skills : (Please select up to 4 skills) Ability to deliver / Results driven Ability to collaborate / Teamwork Communication skills - oral & written Attention to detail / rigor Transversal Skills: (Please select up to 5 skills) Ability to understand, explain and support change Analytical Ability Ability to develop others & improve their skills Choose an item. Choose an item. Education Level: Choose an item. Experience Level Choose an item. Other/Specific Qualifications (if required)

Position Purpose Manage the relationship of a portfolio of Corporate Banking clients across the APAC region, and acting as the clients entry point into the Bank, including the day-to-day account management Responsibilities Provide high-quality and professional services to a portfolio of Corporate Banking clients Be the first point-of-contact for clients and direct them to the relevant support teams (Client Services, Cash Management, Due Diligence etc.) Manage and support clients on matters related to Onboarding, Due Diligence, Know-Your-Customer, New Account Openings, credit and all banking requirements of clients Provide process and operations support to onshore MNC Relationship Managers Support clients on Global Banking products and services with respect to their processes and operations Ensure all internal and external guidelines and regulations are observed (Know-Your-Customer, Anti-Money Laundering, Sanctions, etc.) Implement innovation and enhancement initiatives to improve efficiency and quality Promote to clients the use of digital tools and platforms Ensure clients requirements/needs are managed professionally and efficiently, within Service Level Agreement Ensure credit and risk management relating to credit requirements of clients are handled per banks requirements Must Have: Minimum bachelors degree in a related field (e.g. Business, Economics, Finance and Accounting) Minimum 3 to 6 years of Corporate Banking experience in a Relationship Management and /or Client Servicing capacity Knowledge and familiarity with Global Banking products and services and credit Client-focused mindset Ability to collaborate across functions and regions (e.g. Onshore RMs, Due Diligence, Product Owners) Excellent communicator, fluency in English is a must (oral and written) Nice to Have: Risk Management including knowledge and familiarity with APAC banking regulatory environment Business awareness and market knowledge of the broader APAC region

The Role: Understanding corporate and legal compliances as per jurisdiction in which client companies are located Handling compliances and documentation under the applicable anti-money laundering regulations Handling compliance related to Board Meetings of overseas client companies including scheduling, preparing agenda, compiling board packs, and circulating to directors Managing compliances for annual meetings of overseas client companies Attending Board Meetings and drafting board resolutions and minutes, ensuring approvals and signatures Updating regulatory documents like statutory registers, returns, licenses, certificates, and insurance, including form submissions Assisting the team in providing documentation for banking and taxation Supporting audits, including internal audits, risk assessments, and reviews Maintaining trackers and ensuring data integrity and confidentiality Drafting and reviewing agreements, contracts, and documents Preparing SOPs and training materials for team development Providing administrative and regulatory support to the Client Services and Company Secretary teams Skills: Excellent drafting skills including agendas, resolutions, minutes, reports, and agreements Ability to grasp global compliance concepts applicable to overseas clients Strong work ethic and adaptability to new systems and procedures Ability to manage pressure and tight deadlines with strong time management Strong interpersonal, communication, problem-solving, and organizational skills Proficiency in MS Office (Outlook, Word, Excel, PowerPoint)

The Impact: This role will be critical in elevating Platts visibility in the global, agriculture & food and fertilizers markets, driving market research and development in the region, and supporting engagement efforts. This role will contribute to the increasing demand for internal and external engagements amid growth in the space. Whats in it for you: Cross departmental visibility (commercial, marketing, client services, MRTS, eWindow, content and product) Meetings and presentations to middle, senior and C-suite managers of major metals companies and trading houses across the globe Meetings and presentations to government officials Representing MRTS/Platts metals team formally with industry associations. Responsibilities: Work closely with agriculture & food and fertilizers sectors and cross-commodity SEIG team members sectors to drive and biofuels to drive engagement strategy in line with editorial goals Facilitate engagement strategy planning with global and regional editorial teams Support execution of the plan, including setting up meetings and supporting commercially requested meetings Collaborate with content-commercial on the Value Add program Drive best practice for market engagement, including: development of high quality presentation content; development of high quality meeting notes; demonstrating strong presentation and meeting communication skills; demonstrate strong planning skills. Participate/collaborate in methodology planning and development in the region, such as in the technical workshops and Methodology Explained webinars. Contribute to social media content development (blogs; podcasts; webinars) What Were Looking For: Strong understanding of agriculture & food and fertilizers markets and experience engaging clients or sources in these markets Market coverage experience, preferably across agriculture markets. Methodology development experience. Multilingual skills a plus Foundational experience in leadership and influencing skills. Excellent planning, time management, and project execution skills Strong communication skills, including: Public speaking experience; internal and external stakeholder management; good listening skills; and strong written and oral capabilities Exercises critical thinking Willingness to travel 40% or more Undergraduate degree with masters preferable

Job Responsibilities: The position holder will be managing a team of 20-30 individuals. Accurately plan, forecast, and achieve fortnightly, monthly client retention targets in the assignedset of clients. Build and manage productive, professional relationships with clients. Hire, Train, and Retain your team. Formulate their developmental plan and ensure fulfilment of their training needs. Ensure prompt resolution of client complaints. Assist the field sales team in achieving revenue and client retention targets by systematic follow-up&time bound closures. Daily 08-10 meaningful telephone/video calls with client. Experience Range: 3 - 7 years Educational Qualifications: Any graduation ,and MBA/PGDM Skills Required: Cold Calling , Client Services , Inside Sales

Build and leverage relationships with existing clients through proactive, creative and ongoing client service to ensure retention of clients. Educational Qualifications: Any graduation ,and MBA/PGDM Job Responsibilities: Role & responsibilities The position holder will be managing a team of 10-20 individuals Accurately plan, forecast, and achieve fortnightly, and monthly client retention and revenue targets from the assigned set of clients Build and manage productive, professional relationships with clients Hire, Train, and Retain your team. Formulate their development plan and ensure fulfillment of their training needs Ensure prompt resolution of client complaints Provide consultation to clients on digital marketing, recommend and offer digital marketing solutions Daily 2-4 in-person meetings (F2F) with clients onsite Preferred candidate profile Application of sales techniques Quick thinking and problem-solving Verbal communication with active listening Vision and foresight to create new opportunities for customer Team Management & Interpersonal skills Data Interpretation & Reports Management Skills Required: Team Management , Digital Business Development , Sales Strategy , Client Services , Key Account Relationships Candidate Attributes: Experience of Sales / Servicing / Retention preferably in BFSI / Telecom / Ecommerce / Service industry Should have managed at least a team of 10 sales professionals at least once. Excellent verbal and written communication and presentation skills MBA mandatory.

ASSET MANAGEMENT Bringing together traditional and alternative investments, we provide clients around the world with a dedicated partnership and focus on long-term performance. As the firm s primary investment area, we provide investment and advisory services for some of the world s leading pension plans, sovereign wealth funds, insurance companies, endowments, foundations, financial advisors and individuals, for which we oversee more than $2 trillion in assets under supervision. Working in a culture that values integrity and transparency, you will be part of a diverse team that is passionate about our craft, our clients, and building sustainable success. We are: Investors , spanning traditional and alternative markets offering products and services Advisors , understanding our clients priorities and poised to help provide investment advice and strategies that make sense for their portfolios Thought Leaders , providing timely insights across macro and secular themes to help inform our clients investment decisions Innovators , using our suite of digital solutions to help our clients address complex challenges and meet their financial goals OPERATIONS Operations is a dynamic, multi-faceted segment that partners with all parts of the firm to deliver banking, sales and trading and asset management capabilities to clients around the world. In addition, Operations provides essential risk management and control to preserve and enhance the firm s assets and its reputation. For every trade agreed, every new product launched, or market entered, every transaction completed, it is Operations that develops the processes and controls that makes business flow. YOUR IMPACT The Asset and Wealth Management Division (AWM) team is seeking an associate to join the Documentation Operations organization offering dedicated support for the high growth investing business within AWM. This is an exceptionally diverse role that entails collaboration with Global Investing, Strategists, Engineering, Controllers, Legal, Risk, Credit, Tax, Compliance across Operational groups to facilitate business that is multi-asset, dynamic and bespoke. OUR IMPACT The Alts Private Investments Documentation Team is responsible for the sourcing, review, organization, and distribution of critical investment documentation related to private credit transactions. This includes credit agreements, amendments, agent notices, and related documents. The team ensures that both internal and external stakeholders receive accurate and timely documentation to support investment decision-making, risk management, and regulatory compliance. JOB SUMMARY AND RESPONSBILITIES The successful individual will be expected to work in a team of professionals and be able to be commercial, critical creative whilst ensuring the highest level of risk management. Document Sourcing: Engage with external agents, counterparties, legal counsels, and internal investment teams to obtain executed credit agreements, amendments, agent notices, waivers, and other relevant documentation. Document Validation: Review documents for completeness, accuracy, and consistency before distribution. Timely Distribution: Ensure prompt delivery of all sourced documents to internal stakeholders (investment, operations, legal, risk teams) and external parties as necessary. Recordkeeping: Maintain organized and secure digital repositories of all sourced documentation, ensuring version control and audit readiness. Stakeholder Communication: Serve as a liaison between investment professionals, operations teams, legal counsels, custodians, and third-party agents regarding documentation needs. Process Improvement: Identify gaps and inefficiencies in the sourcing and distribution workflow; propose and implement solutions to enhance timeliness and quality. Reporting and Metrics: Maintain logs of sourcing activities and generate regular reports on document status, outstanding items, and turnaround times. Face off with senior stakeholders and drive priorities Exhibit excellent judgement problem-solving skills, particularly in the context of a new team with or without existing precedents BASIC QUALIFICATIONS Bachelor s degree with a minimum of three years of experience in financial services, preferably in a data operations role. Proven analytical skills, problem solving ability, and a control mentality paired with meticulous attention to detail Aptitude for building relationships and ability to communicate complex issues to a wide array of internal clients with differing levels of product experience Self-motivated and proactive team player, who takes ownership and accountability of projects, has strong organizational skills as well as the ability to effectively manage competing priorities Flexible and able to work well under pressure in a team environment Strong knowledge or prior experience in an Operations role

The position available is with the Prime Brokerage Clearing Operations team. The reporting line is to a Team Manager as first line management, with further supervision by the Vice President. Key stakeholders and interactions will be with GS Trading and Sales Desks, Client Services Group, Engineering and Operations Teams, Credit, Legal, Compliance and external counterparties. The following tasks give an overview of what is required day to day: Developing and maintaining strong relationships with all stakeholders - Business, Engineering, Operations and Credit. Actively engage, partner and drive changes, provide excellent service and support Delivering transactions in agreed timeframes, as per SLA s whilst improving quality of processing, reducing errors and inculcating the zero-error culture Process payments, journals and securities movements in accordance with Firm guidelines Monitoring and resolving trade management exceptions by interacting with clients, brokers other Ops teams Effective pre-matching fails management tasks to ensure timely settlement of trades with counterparties. Investigating and resolving discrepancies of positions (cash and securities) in the firm s books and records. Demonstrate effective client service by dealing with client queries with utmost sensitivity urgency. Effective escalation on critical high value breaks to senior management Provide technical expertise related to the implementation of new processes, global consistency, risk management, efficiency, and technology convergence initiatives among other projects. Completing and overseeing daily checklist ensuring all controls, procedures and processes relating to the assigned functions are followed. Acting as a change agent solving problems at root cause whilst also taking / making opportunities to automate flows. BASIC QUALIFICATIONS We are looking for an enthusiastic and committed individual who is looking to operate in a dynamic working environment where communication and teamwork skills are essential. Exceptional client service and relationship building are required to interact with our clients and the team. The candidate should have a control focus and be achievement orientated to produce results to ensure that all risk is mitigated. Strong organizational skills required. Deadlines within this role are very strict with zero tolerance. Prompt escalation and clear communication is paramount. Be flexible, work on projects or aid other team members. PREFERRED QUALIFICATIONS Work experience in a Securities Middle Office, Trade Settlement, Cash Payment functions, trade support for 2+ years. Experience of playing a leading role in a team providing task supervision, support and training to more junior members. Control/Reconciliation or Prime brokerage operations experience would be a desirable Equities Industry and market knowledge would be an advantage.

BUSINESS UNIT OVERVIEW Client Regulatory Outreach- Responsible for responding to customer inquiries and resolving problems. Acts as a liaison between institutional sales/traders, clearance/settlement operations and customers. JOB SUMMARY AND RESPONSBILITIES Help the firm navigate through regulatory & business driven change by partnering with multiple divisions including Global Markets, Legal, Compliance and Operations to develop the most effective strategy to help clients navigate the demands of new regulations. Face off to senior stakeholders across the firm and engage with external vendors as you develop and drive each regulation s outreach strategy. Develop a comprehensive understanding of new regulations and articulate how they affect the industry in a way that resonates with our clients. Contribute your ideas and propose new solutions while partnering with Technology to develop the infrastructure to effectively manage through future engagements. Leverage your risk management mind-set to ensure that the processes implemented to engage with clients and solicit data are operationally robust. Help grow the Client Regulatory Outreach team as it evolves as a broader service for the division and the firm. Leverage data analytics to gain insight into clients in order optimize our engagement strategies. BASIC QUALIFICATIONS Bachelor s degree with a minimum of 4-5 years of relevant experience Self-motivated and proactive team player, who takes ownership and accountability of projects, has strong organizational skills and the ability to effectively manage competing priorities under tight regulatory deadlines. Proven analytical skills, problem solving ability, and a control mentality paired with meticulous attention to detail to help influence decisions and outcomes grounded in data. Strong communication skills with the ability to develop relationships and engage senior stakeholders across divisions to communicate clearly and concisely at a time of considerable change Add on experience of working with various BI tools such as Alteryx, Tableau, MS Excel, VBA/Macros & SQL may be helpful. PREFFERED QUALIFICATIONS Previous experience in the Financial Services industry dealing with regulatory change and/or client engagement. Previous experience and/or coursework in data-driven analysis and strategic thinking Leverage data analytics to gain insight into clients in order optimize our engagement strategies. Contribute your ideas and propose new solutions while partnering with Technology to develop the infrastructure to effectively manage through future engagements. Leverage your risk management mind-set to ensure that the processes implemented to engage with clients and solicit data are operationally robust.

About your new role - As a Customer Success Manager, you would be the single point of contact between the Key Clients and the internal teams. - Client Relationship Building - The Customer Success Manager would be responsible for building effective relationships with some of the key clients and maximizing revenue from the assigned existing accounts. - Scaling/Upselling Key Accounts - Identifying upselling opportunities across the key existing clients and expanding relationship with them by continuously proposing new solutions and ensuring that revenue enhancement is achieved in line with the company's objectives. - Collaborate with the Account Managers to discover opportunities of optimization, and drive campaign performance through implementation of best practices - Apart from building strong communication channels at all levels of the client's organization, the CSM would also be responsible for setting proper expectations and ensuring that performance is maintained - Conducting regular review meetings with the client to keep them apprised of the progress of their campaigns, gather feedback from them and facilitate troubleshooting wherever necessary, present future plan of action along with forecasts using key account metrics. - Escalation Management - Proactively support customers by effectively handling their escalations through understanding of the client's critical priorities, solving the complex blockers and ensuring delivery of the promised deliverables within the communicated time frame - Conduct diagnostics and identify gaps in the customer's setup and processes; evangelize and guide customers to implement improvements which could boost output What Makes You A Great Fit: - Strong negotiation skills, with the ability to follow-through on client contracts - Excellent verbal and written communication skills; must be a listener, a presenter, and a people-person - Result-oriented and self-motivated to quickly iterate to deliver desired outcomes - Experience in interacting with key client executive influencers, and building trusted relationships across the client organization - Hunter mentality that builds win win relationships

Campaign Manager Primary Job Responsibilities: The Campaign Manager will be responsible for the quality and delivery of a campaign for a client including tactical recommendations, campaign management, campaign development, QA and reporting calling on specialist roles when necessary (e.g. Creative). This is a role to work in a fast-paced technology support environment using innovative technologies while having the ability to work with enterprise clients face-to-face. Creative problem solving and troubleshooting skills will lead to success in this position and future advancement! Role/Responsibilities: Gathering campaign requirements, timelines and finalizing briefing Coordinate with cross functional team to drive email development Managing the creative process if required Analyze provided html assets and revise where necessary Campaign configuration Audience creation, management and data troubleshooting (not responsible for the data integrity - BSA) Quality Assurance and testing of campaign Campaign performance tracking & reporting Management of campaigns and communications of time, scope, cost Managing & maintaining campaign documentation Client and internal training on campaign process, platform tools & custom applications Campaign/trigger monitoring & issue resolution management Internal & external training of platform, tools & custom applications Day to day support of specific platform & custom applications for self-deployment clients Beta testing Product features and upgrades Active participation in internal and external calls to understand upcoming projects or campaigns. Experience: 2+ years related full-time experience in customer support or client services environment Must have strong understanding of customer service standards Must have strong critical thinking skills Working knowledge of HTML/CSS Working knowledge on the relational database structure (primary and unique keys, sister table joins) Self-starter who requires minimum supervision Strong written and oral communication skills Must have the ability to multi-task and prioritize work independently Familiarity with project management methodologies; understanding of scope, requirement gathering, dependencies, and scheduling work Must have a high attention to detail with the ability to produce flawless work in rapid succession Must possess effective communication skills when speaking to technical and non-technical. Not required but a plus: Knowledge and experience with basic Adobe Photoshop functionality Knowledge of email best practices. Qualifications: Bachelor's degree ( BTECH ) OR Masters ( MBA ) Proficient in Microsoft Office applications, especially Excel and MS Word.

Primary Job Responsibilities: The Team Lead Campaign Operations will be responsible for the quality and delivery of a campaign for a client including tactical recommendations, campaign management, campaign development, QA and reporting calling on specialist roles when necessary (e.g. Creative). The team lead campaign Operations will also be responsible for assisting Sr Team Lead Campaign Operations responsibilities as well as be backup for him or her, identify efficiencies within production process assisting with resource planning, lead team meetings, first point of escalation path, and managing cross training across the production team. This is a role to work in a fast-paced technology support environment using innovative technologies while having the ability to work with enterprise clients face-to-face. Creative problem solving and troubleshooting skills will lead to success in this position and future advancement! Role/Responsibilities: Email campaign configuration and execution Coordinate w/ cross functional team to drive email development Internal & external training of campaign process, platform tools & custom applications Rolling out and training clients on new tools & approaches Feedback and assessment for your function's recruitment process Product roadmap feedback Product feature and upgrades to be documented and reviewed. Mentoring of Campaign Managers Participate and assist sales-related activities such as sales pitch presentations, project manage RFPs, POCs, etc.. Gathering campaign requirements and finalizing briefing Managing the creative process if required Audience creation, management and data troubleshooting (not responsible for the data integrity - BSA) Campaign Quality Assurance and testing Campaign performance tracking & reporting Managing & maintaining campaign documentation Management of campaigns and communications of time, scope, cost Campaign/trigger monitoring & issue resolution management Developing & maintaining internal & external training materials Day to day support of platform & custom applications for self-deployment clients Active participation in internal and external calls to understand projects that are in pipeline Updating/tracking campaign integration progress through internal team meetings as well as on the internal campaign tracker/status sheet Primary point person for the client for all things operational and campaign related Responsible for new client onboarding by coordinating with cross functional team Driving new process internally and with client through Process Optimization/Improvement Assisting Team Lead Campaign Manager with Team Building, Resource Retention and Trainings for knowledge gaps Primary point person for the client for all things operational and campaign related Participate in contract renewals and discussions regarding operations and report to supervisor. Experience: 7 -10 years related full-time experience in customer support or client services environment Must have strong understanding of customer service standards Must have strong critical thinking skills Working knowledge of HTML Self-starter who requires minimum supervision Strong written and oral communication skills Must have the ability to multi-task and prioritize work independently Familiarity with project management methodologies; understanding of scope, requirement gathering, dependencies, and scheduling work Must have a high attention to detail with the ability to produce flawless work in rapid succession Must possess effective communication skills when speaking to technical and non-technical. Not required but a plus: Knowledge and experience with basic Adobe Photoshop functionality Exposure to relational database structure (primary and unique keys, sister table joins) Knowledge of email best practices. Qualifications: Bachelor's degree Proficient in Microsoft Office applications, especially Excel and Outlook.

Genpact (NYSE: G) is a global professional services and solutions firm delivering outcomes that shape the future. Our 125,000+ people across 30+ countries are driven by our innate curiosity, entrepreneurial agility, and desire to create lasting value for clients. Powered by our purpose - the relentless pursuit of a world that works better for people - we serve and transform leading enterprises, including the Fortune Global 500, with our deep business and industry knowledge, digital operations services, and expertise in data, technology, and AI. Inviting applications for the role of Domain Trainee - Broker Technical Support Team In this role, you will be responsible for Provide expert advice on commercial insurance products, risk management strategies, and regulatory requirements. Your expertise will be required to ensure that team members receive the best possible advice and solutions tailored to their specific needs. You will be required to interact and work with the client partners for all process/business knowledge related documents are updated periodically and team is made aware of the same in a timely manner. Should be open to work in any shift as per the business requirement Responsibilities Manage and resolve basic inquiries associated with all aspects of Client Services and service delivery (e.g. output delivery, basic broking inquiries, etc.) . Communicating directly with underwriters/brokers/account executives to follow up or obtain additional information. Conduct training sessions for employees to enhance their understanding of commercial insurance principles and practices. Act as a liaison between clients and team members to ensure smooth communication related to updates, and inquiry responses received from client SMEs . Maintain accurate records of client interactions and knowledge material Conduct monthly knowledge assessment tests and TNI (training need identification) Ensure all controls are followed, existing exceptions are reviewed, and duplicate policies are reported before processing any transaction. Ability to handle varied volumes of workloads and to reach targets and deadlines on a timely basis. Lead by example by demonstrating and sharing knowledge with all lines of business the importance of best practices and acting as the subject matter expert to all operational and procedural activities for the Broking operations team Qualifications we seek in you! Minimum qualifications Graduate in any stream Relevant and meaningful years of experience of working in US P&C insurance lifecycle - pre-placement, placement, and post-placement activities (such as endorsements processing, policy administration, policy checking, policy issuance, quoting, renewal prep, submissions, surplus lines, licensing, agency admin, inspections and so on. Demonstrate and cultivate customer focus, collaboration, accountability, initiative, and innovation. Proficient in English language- both written (Email writing) and verbal A strong attention to detail analytical skills and the ability to multi-task are important Preferred Qualification and Experience An Insurance Certification would be an edge Awareness about Property & Casualty insurance regulation and anomalies will be preferred Relevant years of insurance experience and domain knowledge, especially P&C insurance Candidate having Broker (US P&C insurance) experience would be an asset Proficient with Microsoft Office (Word, PowerPoint, Excel, OneNote) A strong attention to detail analytical skills and the ability to multi-task are important Should be a team player with previous work experience in an office environment required Client focused with proven relationship building skills Ability to work collaboratively as a key member of a team and independently with minimum supervision Highly organized with a proven ability to prioritize competing requirements and deadlines under pressure Genpact is an Equal Opportunity Employer and considers applicants for all positions without regard to race, color, religion or belief, sex, age, national origin, citizenship status, marital status, military/veteran status, genetic information, sexual orientation, gender identity, physical or mental disability or any other characteristic protected by applicable laws. Genpact is committed to creating a dynamic work environment that values respect and integrity, customer focus, and innovation. For more information, visit . Follow us on Twitter, Facebook, LinkedIn, and YouTube. Furthermore, please do note that Genpact does not charge fees to process job applications and applicants are not required to pay to participate in our hiring process in any other way. Examples of such scams include purchasing a %27starter kit,%27 paying to apply, or purchasing equipment or training.

Designation: Client Account Manager. Experience: 2-5 years Job Location: Noida, Sector 3 Job Purpose: - The Account Manager is responsible for the overall growth of the account and managing all stakeholders associated with the account internally as well as externally. Job Description: - Client Relationship Management: Penetrating the given account & continuing to engage and spread awareness via regularly meeting the client with or without Superior and enhancing the engagement further. - Building and maintaining strong, long-lasting customer relationships. - Market Research: Collect Intelligence on the clients, their market, competitors & industry (project/report/escalations/minutes/meeting) to clients and manage client Satisfaction. - Delivery Management: requirement gathering, summarizing, clarifying queries, timely submission & follow-up on closure. - Track Contract signing, Agreement receipt & overdue collections, etc. - Submit Periodic Report: Submit Weekly Reports & Dashboard: Overdue Payments and Collection. - Works alongside business leaders in closing sales by building rapport with existing accounts; explaining product and service capabilities; overcoming objections; preparing contracts. - Contributes information to market strategy by monitoring competitive products and reactions from contacts/leads in the prescribed account. - Operating as the lead point of contact for any matters specific to the assigned account. - Liaise with cross-functional internal teams (including Technology, SEO, Social Media, Content Teams etc.) to improve the entire Account Management process. - This position may require occasional travel. - Develop trusted advisor relationships with key accounts, customer stakeholders and executive sponsors in the respective account.

We are looking for a proactive and people-savvy individual to serve as the bridge between our clients and our Customer Success Managers (CSMs). This role is ideal for someone who enjoys client interaction, problem-solving, and ensuring smooth delivery of post-sales services. Key Responsibilities: - Act as the first point of contact for clients post-onboarding - Assist the CSM team in understanding client requirements and priorities - Coordinate between internal teams and clients to ensure timely updates and follow-ups - Help track deliverables and ensure SLAs are met - Maintain clear communication records and update CRMs accordingly - Handle client feedback, concerns, and route them to appropriate internal stakeholders What We're Looking For: - Strong communication and interpersonal skills - Ability to manage multiple tasks and work under pressure - Good understanding of customer service processes - Basic knowledge of CRM tools (HubSpot, Salesforce, etc.) is a plus - Fresher or 1-2 years of experience in customer-facing roles preferred Location: Hyderabad, India. WFO only

1. Conduct research to identify new markets and client needs. 2. Actively sourcing new sales opportunities through cold-calling and emailing 3. Promote the company's services. 4. Arranging business development meetings with prospective clients 5. Attending conferences, meetings, and industry events. 6. Candidate must have laptop. 7. Candidate from Navi Mumbai preferred

Job Responsibilities: - Manage client portfolios and build relationships with assigned customers, help them with issues, and continually delight them with a positive, customer-centric attitude. - Conduct detailed analysis of data sets to provide intelligence and meaningful insights. - Plan and conduct periodic meetings with the clients, to ensure growth-oriented engagements. - Review client queries and concerns and take relevant actions and interventions to ensure seamless client experience. - Develop and share best practices with team members to continually improve the quality, effectiveness, and efficiency of our processes. - Become an expert in [Product] and educate customers on the use and benefits of our products. - Setup new clients in the system and train/onboard new clients to ensure their success. - Identify and forecast expansion opportunities and partner with sales to successfully close such opportunities. - Evaluate risk management for each customer and proactively evade dissatisfaction or lost business and ultimately drive retention throughout the customer life cycle. - Develop comprehensive project plans to be shared with clients as well as other staff members. - Team Management: Lead, mentor, and manage a team of operations professionals, ensuring they meet and exceed individual and team goals. - Project Management: Oversee the execution of projects, working closely with cross-functional teams to ensure projects are delivered on time, within scope - Reporting: Prepare and present regular reports to senior management, providing insights into operations performance, challenges, and opportunities for improvement. Candidate Profile - 5-10 years of experience in direct client handling. - Should have handled projects end to end (from conceptualization to roll-out) - Proven proficiency in customer retention, presentation skills, and ability to work independently to drive customer success. - Excellent communication abilities - Self-learner, highly curious, self-starter, and can work with minimum supervision and guidance. - Entrepreneurial mind-set with a positive attitude is necessary. Qualifications - Experience: 5-10 years of experience in operations and client management or a similar role. - Analytical Skills: Strong problem-solving and analytical skills, with the ability to drive data-based decision-making. - Communication: Excellent written and verbal communication skills with the ability to interact effectively with clients, senior management and other departments

Designation: Client Account Manager. Experience: 2-5 years Job Purpose: - The Account Manager is responsible for the overall growth of the account and managing all stakeholders associated with the account internally as well as externally. Job Description: - Client Relationship Management: Penetrating the given account & continuing to engage and spread awareness via regularly meeting the client with or without Superior and enhancing the engagement further. - Building and maintaining strong, long-lasting customer relationships. - Market Research: Collect Intelligence on the clients, their market, competitors & industry (project/report/escalations/minutes/meeting) to clients and manage client Satisfaction. - Delivery Management: requirement gathering, summarizing, clarifying queries, timely submission & follow-up on closure. - Track Contract signing, Agreement receipt & overdue collections, etc. - Submit Periodic Report: Submit Weekly Reports & Dashboard: Overdue Payments and Collection. - Works alongside business leaders in closing sales by building rapport with existing accounts; explaining product and service capabilities; overcoming objections; preparing contracts. - Contributes information to market strategy by monitoring competitive products and reactions from contacts/leads in the prescribed account. - Operating as the lead point of contact for any matters specific to the assigned account. - Liaise with cross-functional internal teams (including Technology, SEO, Social Media, Content Teams etc.) to improve the entire Account Management process. - This position may require occasional travel. - Develop trusted advisor relationships with key accounts, customer stakeholders and executive sponsors in the respective account