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Grp Mgr, Client Processing

0.00 to 1.00 Years   Pune   07 Sep, 2021
Job LocationPune
EducationNot Mentioned
SalaryNot Disclosed
IndustryBanking / Financial Services
Functional AreaOperations Management / Process Analysis
EmploymentTypeFull-time

Job Description

Operations, Analysis and Project lead profile within client activation function, includes-

  • Client End to End life cycle knowledge specifically client onboarding.
  • Working knowledge on client reference data set up in account opening, maintenance and closing.
  • Management: Manages a team responsible for advising clients or providing project management support for onboarding/transition/conversion projects. Manages the performance of assigned staff. Coaches and guides on project management.
  • Resourcing: Sets departmental priorities and allocates resources to align with business objectives and annual plan. Serves as an escalation point for complex issues. Advises and guides staff on appropriate solutions and shepherds through to resolution.
  • Process Improvement: Researches, develops and establishes methodologies, protocols and processes to facilitate or improve transition project management or the client onboarding/transition/conversion experience. Guides team in activities that align to team, area and functional objectives. Develops and implements team standard operating procedures. Tracks and reports on results and outcomes for assigned team. Develops team metrics and dashboards. Manages resource allocation and client scheduling to ensure timely, cost-effective delivery.
  • Audit: Ensures that all activities meet required regulatory compliance standards. May participate in legal review and negotiation. Liaises with peer leaders on product, technology or client service teams to ensure appropriate integration of activities and required hand-offs. Recruits, directs, motivates and develops staff, maximizing their individual contributions, their professional growth and their ability to function effectively with their colleagues as a team.
  • Escalation management: Resolves complex client onboarding/transition/conversion issues. Manages a team of professionals, including coaching, performance management and resource allocation. Develops and oversees the achievement of team objectives. May manage financial resources (e.g., budgets, expenses, etc.).
  • KPI/ KRI: Focus is on daily, short-term goal achievement. 5-7 years of total work experience and at least 0-1 years of management experience preferred. Applicable local/regional licenses or certifications as required by the business.
Responsible for overall team management, escalations and ability to serve as subject matter expert in the context of client activation, reference data set up and ability to lead the team. Handle escalations from onshore and proactively manage Ops Risk through identification and fixing of control gaps. Responsible for Metrics Management. MIS reporting to local senior management and global stakeholders. Responsible for tracking the Risk Review, Procedure review, Head Count & Budget Management. Leads project management activities for the onboarding/transition/conversion such as reporting, planning, issue / risk tracking, scheduling, effort estimation and day-to-day tracking, and other project documentation preparation. Ensures client receives all necessary training or conducts the training him/herself. Identifies significant gaps or quality issues in transition processes and makes recommendations for improvement. Leads reporting and conversion/ closing activities related to a mix of complex institutional client relationships requiring the in-depth understanding of custody and accounting processing activities. Completes an accurate conversion of data on financial statements for daily, weekly, or monthly valuation clients. Reviews control reports to effectively mitigate risks and resolve problems that arise during the conversion process. Marshals firm-wide resources (product, technology, marketing, compliance, teams, etc.) to ensure client transition/conversion needs are being addressed and develops processes to ensure communication and alignment across teams. Ensures activities meet all compliance, legal and regulatory requirements. May facilitate legal negotiation or document review. Regular review and appraisal of workflows and procedures to provide optimum client experience and appreciation of regulatory, compliance and risk environment.Manages a team of and looks into escalations, hiring, people management and audit issues ensuring the KPI & KRI are adhered to.Responsible for large function which are complex, mature in nature and/or handle global clients contributes to the achievement of team and area objectives.18+ years of relevant work experience preferred. Experience in client onboarding, KYC, securities, financial services or client-facing or project management roles preferred. Applicable local/regional licenses or certifications as required by the busines are preferred.QualificationsBachelor s degree or the equivalent combination of education and experience is required. Advanced/graduate degree preferred.BNY Mellon is an Equal Employment Opportunity Employer.Our ambition is to build the best global team one that is representative and inclusive of the diverse talent, clients and communities we work with and serve and to empower our team to do their best work. We support wellbeing and a balanced life, and offer a range of family-friendly, inclusive employment policies and employee forums.Primary Location: India-Maharashtra-PuneJob: OperationsInternal Jobcode: 70600Organization: Client Activation-HR16352Requisition Number: 2114938,

Keyskills :
resource allocationmis reportingclient onboardingteam managementproject documentationadvising clientsregulatory compliancefinancial servicesreference datafinancial statementsaccount openinglegal review

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