AVP - Client Servicing & Onboarding

1 month ago


Bengaluru, India Credence HR Services Full time

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


Desired Candidate Profile:

  • 7 to 12 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.
  • Minimum 3 years of experience in People Management.
  • Mandatory: The candidate should be comfortable working in US Shifts


Role Summary:

  • Take full responsibility for the onboarding experience and client satisfaction.
  • Oversee a team by managing work allocation, handling attrition, conducting performance reviews, addressing escalations, and implementing training programs.
  • Manage internal communication and provide regular status updates.
  • Ensure that deal deliverables are met and hold responsible parties accountable by addressing implementation issues, escalations, and errors.
  • Adhere to policies and procedures, and strive to meet or exceed established Service Level Agreements.
  • Maintain vigilant awareness of risks in processes and address them promptly, ensuring timely escalation and resolution.
  • Coordinate activities with internal clients and business partners.
  • Document observations and escalate issues as needed.
  • Identify areas requiring remediation and amendments, recognize gaps or exceptions, proposing potential solutions.
  • Handle reporting and management information systems (MIS).


In case you wish to apply for the role, kindly write to us at



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