Senior Financial Services Specialist
2 weeks ago
Company Overview
Acuity Knowledge Partners is a leading provider of knowledge process outsourcing and technology services to the financial sector.
Job Summary
We are seeking an experienced Senior Financial Services Specialist - Global Market Operations to join our team in Gurgaon. This role will involve handling client onboarding processes, ensuring smooth transition for new clients, and maintaining expertise in WSS (Wallstreet) and Calypso applications.
Responsibilities
- Client Onboarding and Maintenance:
- Handle client onboarding processes efficiently and ensure smooth transition for new clients.
- Perform client onboarding maintenance tasks, including updating FSI templates, contacts, managing terms and conditions, and processing deferrals.
- Perform ad-hoc projects for GMO – Client Onboarding.
- Technical Skills:
- Good understanding of FX agreement, ISDA, T&C, Trading mandate, and other documents.
- Review and ensure the accuracy and compliance of onboarding documents.
- Work with and maintain expertise in WSS (Wallstreet) and Calypso applications.
- Collaboration and Communication:
- Collaborate with internal team to ensure all client requirements are met during onboarding.
- Hands-on experience in preparing Standard Operating Procedures (SOPs).
- Adhere to the process guidelines and create process flow/documentation.
- Reporting and Compliance:
- Prepare reports for upper management regarding status of project.
- Ensure compliance with the Bank's data governance policies, standards, and operational procedures.
Required Competencies
Key qualifications for this role include:
- Working knowledge of applications such as WSS (Wall Street Systems), Calypso, and document tracking applications such as Alfresco, etc.
- Good knowledge and understanding of Client Onboarding life cycle and relevant documents.
- Flexible to work in various projects in Banking Operations based on the client requirement.
- Good understanding of Commercial Lending Products and lifecycle
Benefits and Compensation
The salary for this role is estimated to be ₹800,000-1,200,000 per annum, depending on experience. We also offer comprehensive benefits, including medical insurance, retirement savings plan, and paid time off.
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