Client On-Boarding Role - Financial Services

Client On-boarding - Opportunity with a leading Financial Services in Bangalore

- Understand and implement client's requirement by liaising with internal and external counterparties to ensure seamless transition and onboarding to entity.

- Coordinate and manage tasks across a multi-disciplined team to ensure all operational information relating to an account event is received and systems are set up prior to account trading activity.

- Providing effective thought leadership in navigating evolving industry trends, client needs, business growth, financial regulatory landscape and helping to develop technological solutions to build appropriate architecture

- Oversee BAU and identify process enhancement opportunities

- Develop strong working relationships with Institutional/ Funds/ Retail SMA oversight teams, Trade Management, Sales, Trading desks, other onboarding teams and Engineering

- Become a risk manager by ensuring data integrity and challenging where required

- Influence account setup and structure decisions by providing guidance to Business

- Engage in opportunities to review processes, analyze information, make decisions and recommendations and implement and monitor procedures

- Provide reporting to senior leadership and produce insightful analyses of the business upon request for management.