
Client Onboarding Senior Analyst SA – Level 1
3 weeks ago
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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