Lead I - BPM_Client Onboarding

7 - 8 Years
2 Openings
Chennai

The Team Leader will oversee client onboarding and account management processes, ensuring accuracy, compliance, and efficiency across multiple client touchpoints. The role involves managing a small team, coordinating workload distribution, and acting as the first point of escalation for operational and process-related queries.

Key Responsibilities

Team Leadership

• Support team members in achieving departmental goals and act 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 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

Client onboarding,KYC,AML