Cb client Onboarding associate Ii

1 week ago

Bengaluru, Karnataka, India JPMorgan Chase Bank, N.A. Full time
J.P.

Morgan in India provides a comprehensive range of Corporate & Investment Banking, Commercial Banking, Asset & Wealth Management, and Corporate functions services and solutions to our clients, executing some of the most important financial transactions and providing essential strategic advice to our clients such as the government, large domestic and multi-national corporations, non-government organizations and financial institutions and investors.

India is a key market for JPMorgan Chase globally and our employees in India are a critical part of how we do business globally and are integrated within our businesses.

Our Global Service Centers (GSCs) are strategically positioned in Mumbai, Bangalore and Hyderabad to support the firm's operations regionally and globally.

The centers provide comprehensive strategic support across technology and business operations processing to all lines of business and the corporate functions.

Commercial Banking serves more than 30,000 clients, including corporations, municipalities, financial institutions, and not-for-profit entities with annual revenues generally ranging from $20 million to $2 billion.

The Firm's broad platform positions the Commercial Bank to deliver extensive product capabilities - lending, treasury services, investment banking, and asset management - to meet our clients' domestic and international financial needs.


The Commercial Banking Document Management Operations (CB DMO) group is responsible supporting Implementations team through review, validation, approval & storing of account opening related documents.


The CB DMO group is seeking a Specialist who will work closely with our Implementation Consultants / International Onboarding Leads / Clients and be responsible for coordinating all aspects related to client Onboarding related activities.

Primary responsibilities include

**Responsibilities: - People and resource management (e.g. people development, attrition, pipeline/skills monitoring, training programs) for the team.

  • Maintain effective and standard operational processes
  • Improving and maintaining a controlled environment (e.g. necessary control activities along with process flow implemented, appropriate control tools in place, team members fully understand risks and related controls)
  • Manage relationship with internal clients, anticipate needs, take feedback, run conference calls.
  • Act as a point of contact for escalations and high priority requests from internal clients.
  • Monitor and actively prioritize workloads. Send early warning reports if workloads impact turnaround time or quality parameters.
  • Take responsibility for the quality of work submitted and ensure that the highest standards are maintained.
  • Identify/ manage risk and control breakdowns.
  • Manage the performance management cycle
  • Objective setting, development and career planning, performance appraisal and reward & recognition.
  • Conduct regular team meetings (onshore and offshore staff), 1:1s, and coaching sessions.
  • Improve the departmental competency rating via use of staff training and the skills matrix.
  • Develop and maintain written procedures and training materials as necessary.
-
Manage projects and conduct User Acceptance Testing for enhancements to current systems or migration to new system
:

  • Ownership of internal communication and status updates
  • Ensure deal deliverables are met and hold owners accountable by managing implementation issues, escalations and error resolution
  • Demonstrate creative problem solving and solid judgment/decision making
  • Exhibit adherence to policy and procedures and meet or exceed established Service Level Agreements
  • Diligent awareness of risks in our processes in a timely manner
  • Ownership, escalation and resolution of risk issues when they occur in a timely manner
  • Manage activities through heavy phone work with clients and business partners
  • Recording your observations & escalate wherever necessary
  • Identifying items which needs Remediation & Amendments.
  • Identifying gaps/exceptions and recommending possible solutions.
  • Reporting/MIS
  • Project Management.

Required Qualifications:

  • Excellent people and resource management skills (e.g. people development, pipeline/skills monitoring, training programs).
  • Ability to develop, implement and maintain effective and standard operational processes
  • Ability to maintain and improve a strong controlled environment (e.g. necessary controls activities along process flow implemented, appropriate control tools in place, team members fully understand risks and related controls)
  • Ability to manage relationship with internal clients. Past experience in this area with emphasis on service level deliveries, expectations setting, new products etc. is a must.
  • Act as a point of reference for team members and internal clients.
  • Ability to monitor and actively prioritize workloads.
  • Ability to interpret and analyze system generated reports and other data, corelate and an

  • Cb client Onboarding program Managemnet dmt team

    1 week ago

    Bengaluru, Karnataka, India JPMorgan Chase Bank, N.A. Full time

    CBISO DMT - Team Member 430J.P.Morgan is a leading global financial services firm, established over 200 years ago: We are the leader in investment banking, financial services for consumers and small businesses, commercial banking, financial transaction processing, and asset management. We have assets of $2.6 trillion and operations worldwide We operate in...

  • Client Onboarding Associate

    1 week ago

    Bengaluru, Karnataka, India JPMorgan Chase Bank, N.A. Full time

    Job Responsibilities: Reviewing and understanding the Client request Manage the account opening and client documentation workflow from creation, review, & signature validation Review & Verification of the Risk Rating selected by the Implementation Consultant is as per the approved Risk Matrix Performs required research for a product setup and account opening...

  • Client Onboarding Associate

    1 week ago

    Bengaluru, Karnataka, India JPMorgan Chase Bank, N.A. Full time

    Job.Responsibilities: People and resource management (e.g. people development, attrition, pipeline/skills monitoring, training programs) for the team. Improving and maintaining a controlled environment (e.g. necessary control activities along with process flow implemented, appropriate control tools in place, team members fully understand risks and related...

  • Client Onboarding- Associate

    1 week ago

    Bengaluru, Karnataka, India JPMorgan Chase Bank, N.A. Full time

    :As a specialist, you will work closely with our Implementation Consultants / International Onboarding Leads / Clients and will be responsible for coordinating all aspects related to client Onboarding related activities for Commercial Banking International Services and Onboarding Document Management Team.Responsibilities: Reviewing and understanding the...

  • Client Onboarding

    1 week ago

    Bengaluru, Karnataka, India JPMorgan Chase Bank, N.A. Full time

    Your role is located in India and supports the Client Onboarding Management Team in the management and execution of a wide range of strategic and tactical initiatives and control agenda across Asia Private Bank Onboarding teams.Responsibilities: Work closely with key business stakeholders, including but not limited to business and operational teams, Legal,...

  • Client Onboarding

    1 week ago

    Bengaluru, Karnataka, India JPMorgan Chase Bank, N.A. Full time

    Your role is located in India and supports the Client Onboarding Management Team in the management and execution of a wide range of strategic and tactical initiatives and control agenda across Asia Private Bank Onboarding teams.Responsibilities: Work closely with key business stakeholders, including but not limited to business and operational teams, Legal,...

  • Client Onboarding

    1 week ago

    Bengaluru, Karnataka, India JPMorgan Chase Bank, N.A. Full time

    Your role is located in India and supports the Client Onboarding Management Team in the management and execution of a wide range of strategic and tactical initiatives and control agenda across Asia Private Bank Onboarding teams.Responsibilities: Support senior management in serving as the regional liaison for the Global teams in matters relating to...

  • Onboarding/delivery Associate

    1 week ago

    Bengaluru, Karnataka, India Paytm Full time

    Title:Onboarding/Delivery AssociateAbout Us:Mobiquest is a Paytm Company and was founded in August 2008. The company uses the mobile device to create the largest ecosystem of performance advertising, last mile data capture and data analytics in both digital and offline world.**About the team: Mobiquest (Paytm m'Loyal)is a self-serve mobile loyalty, data...

  • Client Onboarding

    1 week ago

    Bengaluru, Karnataka, India JPMorgan Chase Bank, N.A. Full time

    Responsibilities: Manage clear expectations and understanding by establishing clear timelines and managing documentation requirements Exhibit ownership of onboarding experience and client satisfaction Ownership of internal communication and status updates Ensure deal deliverables are met and hold owners accountable by managing implementation issues,...

  • Client Onboarding team Member

    1 week ago

    Bengaluru, Karnataka, India JPMorgan Chase Bank, N.A. Full time

    Responsibilities: Reviewing and understanding the Client request Manage the account opening and client documentation workflow from creation, review, & signature validation Review & Verification of the Risk Rating selected by the Implementation Consultant is as per the approved Risk Matrix Performs required research for a product setup and account opening to...

  • Client Onboarding team Member

    1 week ago

    Bengaluru, Karnataka, India JPMorgan Chase Bank, N.A. Full time

    Responsibilities: Reviewing and understanding the Client request Manage the account opening and client documentation workflow from creation, review, & signature validation Review & Verification of the Risk Rating selected by the Implementation Consultant is as per the approved Risk Matrix Performs required research for a product setup and account opening to...

  • Onboarding Associates

    1 week ago

    Bengaluru, Karnataka, India Soldat Global Technologies Full time

    Onboarding Associates:Sales planning such as area mapping and fulfilling sales charters based on agreed targetsPlan field visits to generate sales leads from the market and approach restaurants activelySign f&b contracts and get the restaurant on board the our companyEnsure compliance documentation and menu/pic up-load as per brand policyMaintain...

  • Client Onboarding team Member

    1 week ago

    Bengaluru, Karnataka, India JPMorgan Chase Bank, N.A. Full time

    Responsibilities Reviewing and understanding the Client request Manage the account opening and client documentation workflow from creation, review, & signature validation Review & Verification of the Risk Rating selected by the Implementation Consultant is as per the approved Risk Matrix Performs required research for a product setup and account opening to...

  • Onboarding Executive

    1 week ago

    Bengaluru, Karnataka, India Adecco Group Full time

    Onboarding Executive***Location - BangaloreJob descriptionTo handle front end on boarding/ Joining formalities of associates. Understanding of the statutory and client requirement. This will involve extensive co-ordination with associates and clients. Travelling to Clients place to meet associates to complete joining formalities.What you'll be doingo Make...

  • NTB Onboarding Analyst

    1 week ago

    Bengaluru, Karnataka, India HSBC Full time

    Some careers have more impact than others. If you're looking for a career where you can make a real impression, join HSBC and discover how valued you'll be. HSBC is one of the largest banking and financial services organizations in the world, with operations in 64 countries and territories. We aim to be where the growth is, enabling businesses to thrive...

  • Onboarding - Implementation-team Member

    1 week ago

    Bengaluru, Karnataka, India JPMorgan Chase Bank, N.A. Full time

    Responsibilities: Manage clear expectations and understanding by establishing clear timelines and managing documentation requirements Exhibit ownership of onboarding experience and client satisfaction Ownership of internal communication and status updates Ensure deal deliverables are met and hold owners accountable by managing implementation issues,...

  • Regulatory Adherence Associate

    1 week ago

    Bengaluru, Karnataka, India F335 Deutsche India Private Limited, Bangalore Branch Full time

    Description The Regulatory Adherence Associate will be responsible for the governance of Regulatory Assurance and Reporting across CB, IB and CRU including supporting the delivery of risk and control initiatives and participating in risk and control activities. They will work closely with Operations across multiple products and locations to ensure the...

  • Successfactors Onboarding Specialist

    1 week ago

    Bengaluru, Karnataka, India Quess Full time

    About Us "Quess IT Staffing is India's largest IT staffing company with over 20 years of experience in staffing IT professionals in 300+ companies across levels and skillsets. Our 10,000+ associates deployed in 80+ cities and towns are proficient in over 500 technological skills. Our associates help enable cutting edge solutions some of the biggest names...

  • Specialist System Engineer

    1 week ago

    Bengaluru, Karnataka, India Société Générale Assurances Full time

    Specialist System Engineer - SCCMPermanent contract|Bangalore|IT (Information Technology)Specialist System Engineer - SCCMBangalore, IndiaPermanent contractIT (Information Technology)ResponsibilitiesØ Security Updates Distribution using SCCM 2012/CB with Patch Testing and Patch Deployment experience adhering to Change and Release management Processes.Ø...

  • Assistant Manager

    1 week ago

    Bengaluru, Karnataka, India EXL INDIA Full time

    Timely implementation of TP documentation preparation & filing Preparation & Review of due date tracker for all entities Onboarded Vendor Partner for filing Cb C notifications & secondary filings Discussions with the TP team for in-housing certain filings - Process, risk assessment etc Taking independent responsibility for TP-related work Handle complete Cb...