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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