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Senior Analyst- Client Onboarding

2 months ago

Bengaluru, India Credence HR Services Full time

Hiring Senior Analyst - Client Servicing & Onboarding for one of our esteemed Investment Banking Clients in Bengaluru.


Desired Candidate Profile:

  • 3-5 years of experience in the Investment Banking industry.
  • Background in processes such as Middle Office, Front Office, Trade Support, Trade Settlements, Para Legal, Mortgage, Lending, Credit Appraisals, Analytics & Research, or other critical/mid-critical functions.
  • Proven experience in client-facing roles within institutional banking or handling institutional customers.
  • Experience in client servicing, portfolio management, product management/implementations, or operations sales.
  • Mandatory: The candidate should be comfortable working in US Shifts


Role Summary:


  • Manage clear expectations and understanding by establishing clear timelines and managing documentation requirements
  • Exhibit ownership of on-boarding experience and client satisfaction
  • 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 with internal clients and business partners
  • Recording observations & escalate wherever necessary
  • Identifying items which needs Remediation & Amendments.
  • Identifying gaps/exceptions and recommending possible solutions.
  • Reporting/MIS