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Lead I - Client onboarding and Event Management

Lead I - Client onboarding and Event Management

UST

5 - 9 years

0 Lacs

chennai tamil nadu

Posted:1 week ago| Platform: Shine logo

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Skills Required

client onboarding kyc aml

Work Mode

On-site

Job Type

Full Time

Job Description

As a Team Leader, your role will involve overseeing client onboarding and account management processes to ensure accuracy, compliance, and efficiency across various client touchpoints. You will be responsible for managing a small team, coordinating workload distribution, and serving as the primary point of escalation for operational and process-related queries. Key Responsibilities: - Support team members in achieving departmental goals and be the first point of escalation for any issues. - Coordinate workload distribution and provide guidance to ensure smooth operations. - Provide feedback to the manager on team members" progress, achievements, and development needs. In your role, you will also be responsible for: - Managing third-party entity onboarding, maintenance, and offboarding. - Setting up and maintaining accounts for Custody, FX Broker, Clearing Broker, Prime Broker, Unit Trust Transfer Agent, and Third-Party Administrator. - Performing due diligence and ongoing monitoring of executing brokers. - Handling custody and market openings, as well as related maintenance tasks. - Setting up ETD (Exchange Traded Derivative) accounts with clearing brokers. - Uploading KYC and NAV data into Counterparty Manager (CPM) and granting brokers permission to view documents. - Responding to Level 1 KYC queries and monitoring expiring documents for timely updates. Additionally, you will manage the setup and maintenance of mandates, portfolios, and related items in Aladdin and Schroder data masters. This includes static data amendments, portfolio group maintenance, and derivative agreement setups in Aladdin (Deco). You will also configure brokers, update fund manager details, and maintain compliance rules and lists, as well as oversee trade reporting configuration and updates. You will coordinate fund and share class launches and closures, manage side pocket creations, redemptions, and shareholder communications, and handle Legal Entity Identifier (LEI) creation and renewals. Qualifications: - Strong skills in client onboarding, KYC, and AML are essential for this role.,

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Lead I - Client onboarding and Event Management