Client Onboarding/ Client Servicing/ Reporting/ Advance Excel/ Trade

1 week ago

Mumbai City District, India Teamware Solutions Full time

Position: Client Onboarding- Investment Banking (Trade, Derivatives, Reporting)

Experience: 1-3 Years

Location: Mumbai

Notice Period: Immediate Joiners

Interested candidates can apply to the given Email ID:

Job Description:

Primary Responsibilities:

1. Initiate different product accounts on systems.

2. Responsible for coordinating with different team like but not limited to risk, sales, documentation etc. to get the accounts opened

3. Expertly navigate the organization, across divisions, to deliver timely and accurate issue resolution which may include communication with senior stakeholders within Ops and the BU.

4. Organizing and prioritizing account on-boarding for live trades

5. Develop and enhance client relationships, by providing exceptional levels of client service.

6. Participate in face-to-face meetings with key senior managers at our clients and BU

7. Participate in projects and initiatives that will further advance the Onboarding strategic vision of providing value added services to our clients.

8. Work with global counterparts and contribute to global initiatives or discussion relating to client projects or change initiatives

9. Stakeholders reporting/meetings/communication

Qualifications:

1. 1 to 3 years of experience in financial industry within Operations roles. Client onboarding, Client relationship, Project Management, Derivative Operations Trade Support experience preferred

2. Technical understanding of transaction lifecycle in one or more asset classes (Rates, Credit and Equity OTC Derivatives, OTC Clearing, Listed Derivatives, FX, Sec Lending, Commodities) preferred

3. Proven experience with external institutional client communication and interaction

4. Strong listening and verbal/written communications

5. Proven ability to work across global departments to build credibility and strong relationships

6. Ability to independently navigate the organization

7. Strong analytical, numerical and inter personal skills

8. Prioritization and time management skills

9. Problem solving through initiative and tenacity

10. Ability to multi-task and grasp new concepts quickly

11. Ability to work under pressure and achieve results, whilst maintaining a professional, friendly and client focused approach.

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