Client Account Management Analyst - Global Markets - IIM/ISB/FMS/MDI

Position Specifications:

Job Location : Mumbai, Powai

Corporate Title : Analyst

Experience : 0 - 3 years of relevant experience

Qualification : MBA from Tier 1 B-school, Masters/ Bachelor's degree in Business/Finance/ Economics or similar field from a top tier university

Timing - EMEA

Role & Responsibilities:

This role will provide a key support and linkage across the global CAM team. This individual will be responsible for managing key processes and help to deliver standardisation, simplification, and efficiency across the entire book of work.

Key Responsibilities:

Enhanced Client Governance:

- Support the drive to standardise global governance processes and MIS including responsibility for preparing regional Caution client forums decks, onboarding governance meetings material and ad hoc presentations

- Support the Global Family Office Onboarding framework through effective record keeping, reporting and material preparation, highlighting areas for standardisation and improvement across regions

- Manage global client coverage exceptions, reporting and process maintenance as well as providing Front Office support for governance of the Sales Client Hierarchy.

Global Client Experience:

- Lead the Salesforce book of work tracking and coordination including ownership of the monthly prioritisation meeting preparations and providing suggestions for further development

- Responsible for Salesforce role hierarchy analysis, exception report management and delivering the monthly Salesforce communications and usability enhancements

- Assist with the Client Experience Survey feedback analysis and preparing ad hoc MIS across our range of metrics, track outcomes and help with drive their delivery with FO and Corporate partners

Client Lifecycle Management:

- Lead BAU Offboarding post go-live in Q3 '23/24 including status reporting and MI for each quarterly round; managing the processing of RDM flags and coverage exceptions; liaising with IB and Corporate functions

- Manage Global Onboarding Monetisation analysis and providing key insights for CAM and Sales CAO teams

- Lead the monthly On-boarding Charge process including sourcing and analysing the raw data, calculating required journals and managing communications with Sales and Sales CAOs

- Tracking and consolidating individual client escalations and case issues across onboarding, compliance and reputational risk reviews

Mandatory Skills:

- Competent in key MS applications including Excel and PowerPoint

- Comfortable managing large data sets, creating impactful analyses and management presentations

- Keen focus on process improvement and standardisation

- Strong focus on quality and excellent attention to detail.

- Excellent interpersonal and communication skills in building strong relationships with key stakeholders at senior levels

- Good Knowledge of Capital Market products and asset classes (Fixed Income, Equities, Forex, Derivatives)

- Strong Analytical and Problem solving skills

- Good project management skills - planning, coordination/ execution, stakeholder mgmt

- Is entrepreneurial and independent; self- starter, takes ownership, exhibits integrity, strong motivation and attention to detail

- Ability to prioritize high volumes of deliverables across multiple disciplines working under pressure

- Ambition and enthusiasm to succeed in this challenging role