Client Onboarding Senior Analyst SA – Level 1

4 hours ago

Baner, India Apex Group Full time

Job Specification

  • The Candidate should have good knowledge of the key steps to Onboard new clients
  • Responsible to work on the Onboarding Opportunitys pushed from Sales and clearing the work queues
  • Salesforce maintenance and reporting
  • Working on banking related product deals and maintaining the clean pipeline by ensuring launches are validated, launched,or moved as per the expected timelines
  • The role also includes coordination of the various client acceptance stages as per Group standards
  • Effective communication within internal stakeholders on a daily/weekly reporting Onboarding launches tracking and publishing weekly updates by ensuring all are duly updated before their go live as per the due dates
  • Work as a subject matter expert for the team and share the best practices
  • Attending weekly / daily huddles, team calls for the status updates
  • Support global changes in Key operating procedures and implementation

Skills Required

  • Experience working with an investment banking or finance-related firm
  • Good knowledge of financial services sector with 6-9 years in Client Onboarding
  • Graduate / Masters Commerce /CA/MBA Finance/CFA
  • Proven client/business focused communication skills
  • Advanced proficiency in Micro-soft excel functions
  • Salesforce experience will be an added advantage
  • An ability to think critically and objectively

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