AVP - Client Servicing & Onboarding
1 month ago
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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