Csipl Tts Onboarding

**ROLE & RESPONSIBILITIES**
- Business/ Department_
- Objectives:_

Team will be responsible for Client Onboarding Operations involving processing of Account Services and Banking Products including Account Opening / Closure, Maintenance, Document Review/Processing, and implementation of Cash/Trade Products with an understanding of underlying documentation and processing guidelines.
- Core Responsibilities:_
- Team Member role
- Risk and Control
- Support/ participate in new projects/migrations and ensure smooth cut over with minimized risks - internal and external
- Revenue and Cost management
- Migration and Project management
- Day-to-Day Responsibilities:_

**1. Processing standard**
- Understand Customer requirements and ensure requirements are properly documented and signed off keeping Partners in close loop.
- Serve as single point of contact for the Client and internal Functional partners (including Sales, Product, Technology, Client Operations, Marketing, Risk and Controls, Legal and other teams), responsible for the coordination and successful end-to-end delivery of Deals/Projects.
- Closely manage the expectations of the Client organization/Stakeholders.
- Closely interact and coordinate with Customer, Documentation issuance/review/processing, System setups and System integrations.
- Processing of day to day transactions/deals as per local operating procedures.
- Perform the dual roles of Maker and Checker independently with great attention to detail.
- Provide regular updates on key projects to internal/external stakeholders as per requirement.
- Effectively manage client relationships and ultimately act as trusted advisor for dedicated client portfolio.
- Maintain solid relationships with key client and internal stakeholders
- Complete testing and solution validation efforts to ensure the solution meets the clients expectations and is line with contractual obligations and agreements
- Ensure effective transition from project to production
- Meet required productivity metrics set for the team
- Ensure tracking, accurate and timely resolutions of issues and exception raised
- Continuously reduce Client Onboarding cycle time, minimize deal slippage and associated revenue conversion lead time. Accurately report project status, escalating effectively for “on hold” and slow moving deals.
- Identify opportunities for process improvements and contribute to department initiatives to implement process enhancements

**2. Risk and Control**
- Adhere to internal policies to ensure compliance with legal parameters as well as company policies and procedures
- Delivers as per Service Level Agreement at all times. Ensure service quality is maintained
- Maintain performance metrics to track defects, productivity.
- Assist unit for audit preparation and necessary actions for clean audit results
- Perform control related activities to mitigate risk.

**3. Migration and Project management**
- Support/ participate in new/ongoing projects/migrations and ensure smooth cut over with minimized risks - internal and external
- Assist in developing and maintaining training database, training materials, and trackers for the migration
- Support training for new staffs. Ensure training and parallel run are well planned and executed without impact on delivery
- Participate in cross functional projects at unit level
- Rollout and support process changes / automation initiatives driven by LEAN/OCR/RPA to deliver higher productivity, enhanced risk and controls and remarkable client experience

**4. Revenue and Cost management**
- Give suggestions or participate in process improvements and cost improvement initiatives

**5. Team Management**
- Ensure the team provides the best productivity to meet SLA targets
- Motivate the team towards the business objective
- Maintain team’s performance metrics to track defects, productivity.
- Key Deliverables:_

1. Processing of day to day transactions/deals as per local operating procedures.

2. Ensure service quality is maintained

3. Adhere to internal policies to ensure compliance with legal parameters as well as company policies and procedures.

4. Perform control related activities to mitigate risk.

5. Ensure the team provides the best productivity to meet SLA targets
- Percentage of Travel:_

No
- Relocation:_
- Other:_

Shift Timing: India/Asia shift on rotation basis.

**QUALIFICATIONS**

Preferred
- Education:_

Bachelor Degree (commerce/science stream preferred), First class or above OR

Master Degree (preferably Finance).
- Experience:_

Bachelor Degree - 4+ years in Account Services / Cash Management

Master Degree (preferably Finance) - with 2+ years of experience (Account Services / Cash Management).

Previous experience in handling / managing India / Asia Account Services documents / Corporate Banking Product setup / team
- Certifications:_
- Skills:_

**Core**:
1. Ability to execute and exceed both internal and customer expectations in a team-oriented Operations environm