Csipl - Tts Client Onboarding - C05/mumbai

**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:_

1. Team Member role

2. Risk and Control

3. Support/ participate in new projects/migrations and ensure smooth cut over with minimized risks - internal and external
- Day-to-Day Responsibilities:_
- 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
- 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.
- Perform control related activities to mitigate risk.
- Quickly adopt and support process changes / automation initiatives driven by LEAN/OCR/RPA to deliver higher productivity, enhanced risk and controls and remarkable client experience
- Individual Contributor (IC)/Managerial_
- 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. Meet required productivity metrics set for the team
- Percentage of Travel:_

No

Shift Timing: India/Asia shift on rotation basis.

**QUALIFICATIONS**

Required
- Education:_

Bachelor Degree (commerce/science stream preferred), First class or above.
- Experience:_

2-3 years

Previous experience in handling India / Asia Account Services or Corporate Banking Product setups.
- Certifications:_
- Skills:_

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

2. Ability to work as a team with offsite partners.

3. Excellent communication skills with the ability to articulate well and converse fluently when interacting with clients.

4. Confident and able to handle client queries and assigned cases with the aim to continually improve client experience

5. Consistent ability to adapt to process changes quickly and accurately.

6. Strong attention to detail is required to ensure the data privacy of our client information

**Competencies**:
1. Very Good knowledge of Banking products including Current Account / Savings account Operations / Corporate Banking Products

2. Information must be expressed coherently and accurately to key people in a timely manner.

3. Confidence, self-motivation and plenty of initiative

4. Strong sense of ownership and accountability for work

5. Ability to build working relationships with stakeholders

6. Good oral and written communication skills

7. Ability to work in team environment

Enthusiasm and strong desire to work in operations.

8. Well versed with RBI Guidelines
- Other:_

Clear Oral and Written Communication, Good Knowledge in Excel.
- **Job Family Group**:
Customer Service
- **Job Family**:
Institutional Client Onboarding
- **Time Type**:
Full time
- Citi is an equal