Lead I - BPM_Client Onboarding

Role Overview: As a Team Leader at UST in Chennai, you will be responsible for overseeing client onboarding and account management processes to ensure accuracy, compliance, and efficiency across various client touchpoints. Your role will involve managing a small team, coordinating workload distribution, and acting as the primary escalation point for operational and process-related queries. Key Responsibilities: - Support team members in achieving departmental goals and serve as the first point of escalation. - Coordinate workload distribution and provide guidance to ensure smooth operations. - Provide feedback to the manager on team members" progress, achievements, and development needs. External Account Setup, Amendment, and Closure: - Manage third-party entity onboarding, maintenance, and offboarding. - Set up and maintain Custody, FX Broker, Clearing Broker, Prime Broker, Unit Trust Transfer Agent, and Third-Party Administrator accounts. - Perform due diligence and ongoing monitoring of executing brokers. - Handle custody and market openings and related maintenance. - Set up ETD (Exchange Traded Derivative) accounts with clearing brokers. - Upload KYC and NAV data into Counterparty Manager (CPM) and permission brokers to view documents. - Respond to Level 1 KYC queries and monitor expiring documents for timely updates. Mandate and Portfolio Setup, Amendment, and Closure: - Manage the setup and maintenance of mandates, portfolios, and related items in Aladdin and Schroder data masters. - Handle static data amendments, portfolio group maintenance, and derivative agreement setups in Aladdin (Deco). - Configure brokers, update fund manager details, and maintain compliance rules and lists. - Oversee trade reporting configuration and updates. Fund Implementation and Lifecycle Events: - Coordinate fund and share class launches and closures. - Manage side pocket creations, redemptions, and shareholder communications. - Handle Legal Entity Identifier (LEI) creation and renewals. Qualifications Required: - Strong skills in client onboarding, KYC, and AML processes. About UST: UST is a global digital transformation solutions provider that partners with leading companies worldwide to drive real impact through transformation. With a focus on technology, innovation, and agility, UST collaborates with clients from design to operation, embedding innovation into organizations for boundless impact. With a workforce of over 30,000 employees across 30 countries, UST aims to touch billions of lives through their transformative solutions.,