Team Lead-Investment Banking

Job Description

Designation: Team lead- Investment banking Experience Required : 7 - 10 years Shift Timings - Open to work in US shift timings Joining Location: Chennai Qualification: Graduate/Post Graduate in Finance *Good Communication skills* Roles and Responsibilities:-  Investment banking operations  Accounts operations, New Account opening, account maintenance.  On-boarding of new clients/holdings in application  He will be managing a team of associates/sr associates.  Client/Stakeholder Management  Conduct a review of customer file to check for accuracy, completeness, and ensuring all supporting documentation is uploaded  Responsible for disseminating and implementing changes to the policy and procedures  Identify training gaps and needs  Initiate and coordinate client outreach for fetching client documentations and any additional information  Assess client legal hierarchy and the ‘Know Your Client’ (KYC) documentation required as per policy  Able to identify red flags and judge the need for escalation  Able to meet volume and quality check targets to meet service level agreements without compromising on quality  Identify, recommend and implement process efficiencies, supporting the maintenance activities for improving the process efficiencies, Process Improvisation/Transition  Maintain a record of and report progress as required Desired Candidate Profile  Good Communication skills  Experience of handling a team  Good team management skills Job Type: Full-time Pay: ₹700,000.00 - ₹900,000.00 per year Schedule: Night shift US shift Work Location: In person