2 Avp Resourcing Onboarding Gsc S jobs in India
Avp - Account Onboarding ,gsc's
Bengaluru, Karnataka
HSBC
Posted today
Job Viewed
Job Description
-Job description
**Business: Asset Management**
**Open positions: 1**
**Role Title**:AVP - Account Onboarding***
**Global Career Band: 5**
**Location: (Country/City): Bangalore**, India**
**Recruiter Name : Amanpreet Kaur**
**Why join us?**
HSBC Asset management group has a strong heritage and has been in financial markets for 150+ years. The global service center (GSC) in Bangalore has served as a Global Offshoring hub for various businesses of HSBC, including the asset management group (AMG), and currently enjoys the distinction of being the only offshore service center for the AMG business. AMG Client Operations plays a very important role in servicing our growing business across Institutional and Wholesale clients. Striving towards achieving client centricity across all stages of a client life cycle
**The Opportunity**:
- The specific opportunity is to contribute in designing and execution of the Account onboarding function in Bangalore which will support global Institutional and Wholesale business. Manage the daily fund and mandate account onboarding requests and ensure all set ups are completed. Regions in scope are all the global markets with predominant focus on HK and UK.
- Other aspect is to contribute extensively and run with the process of digitally transforming the entire onboarding process. In this role, the incumbent(s) will be understanding the current state of the process, review the steps performed today and figure out an efficient way of doing the process. Hence, this role will require understanding the business process, to be able to think both technically and intuitively as well as help in building a strategic solution to achieve cost base benefits both in terms of saving man hours as well as servicing our clients effectively.
**What you’ll do**:
- Oversee the end to end new launch requests across funds and mandates
- Stakeholder management as the team will be coordinating with multiple parties
- Ensure effective communication with the business as there will be parallel ongoing requests
- Ensure we meet the agreed SLAs and KPIs for the global markets
- Perform hands-on activities along with the team as required in order to make sure that the commitments are met and objectives are accomplished.
- Review the current processes across markets to streamline the onboarding across different markets
- Identify solutions to make the process more efficient with automated solutions
Requirements
**What you will need to succeed in the role**:
- Relevant experience in Account onboarding space
- Should be able to communicate well and manage stake holders across the globe
- Ability to plan and organize effectively as well as inclination towards change is required
- Zeal to learn and an open-minded approach is a must requirement
- Capability to think analytically will make the work easier for the incumbents themselves
- Knowledge on asset management industry is required
**What additional skills will be good to have?**
- Minimum 8+ years of experience in Asset Management
- Knowledge of Institutional and fund business
- Global stakeholder management
- Strong technical knowledge about various products and strategies
- Experience in Transformation of the onboarding process
- Analytical thinking and good with designing new workflows
**You’ll achieve more at HSBC**
**Issued by HSBC Electronic Data Processing (India) Private LTD
**Business: Asset Management**
**Open positions: 1**
**Role Title**:AVP - Account Onboarding***
**Global Career Band: 5**
**Location: (Country/City): Bangalore**, India**
**Recruiter Name : Amanpreet Kaur**
**Why join us?**
HSBC Asset management group has a strong heritage and has been in financial markets for 150+ years. The global service center (GSC) in Bangalore has served as a Global Offshoring hub for various businesses of HSBC, including the asset management group (AMG), and currently enjoys the distinction of being the only offshore service center for the AMG business. AMG Client Operations plays a very important role in servicing our growing business across Institutional and Wholesale clients. Striving towards achieving client centricity across all stages of a client life cycle
**The Opportunity**:
- The specific opportunity is to contribute in designing and execution of the Account onboarding function in Bangalore which will support global Institutional and Wholesale business. Manage the daily fund and mandate account onboarding requests and ensure all set ups are completed. Regions in scope are all the global markets with predominant focus on HK and UK.
- Other aspect is to contribute extensively and run with the process of digitally transforming the entire onboarding process. In this role, the incumbent(s) will be understanding the current state of the process, review the steps performed today and figure out an efficient way of doing the process. Hence, this role will require understanding the business process, to be able to think both technically and intuitively as well as help in building a strategic solution to achieve cost base benefits both in terms of saving man hours as well as servicing our clients effectively.
**What you’ll do**:
- Oversee the end to end new launch requests across funds and mandates
- Stakeholder management as the team will be coordinating with multiple parties
- Ensure effective communication with the business as there will be parallel ongoing requests
- Ensure we meet the agreed SLAs and KPIs for the global markets
- Perform hands-on activities along with the team as required in order to make sure that the commitments are met and objectives are accomplished.
- Review the current processes across markets to streamline the onboarding across different markets
- Identify solutions to make the process more efficient with automated solutions
Requirements
**What you will need to succeed in the role**:
- Relevant experience in Account onboarding space
- Should be able to communicate well and manage stake holders across the globe
- Ability to plan and organize effectively as well as inclination towards change is required
- Zeal to learn and an open-minded approach is a must requirement
- Capability to think analytically will make the work easier for the incumbents themselves
- Knowledge on asset management industry is required
**What additional skills will be good to have?**
- Minimum 8+ years of experience in Asset Management
- Knowledge of Institutional and fund business
- Global stakeholder management
- Strong technical knowledge about various products and strategies
- Experience in Transformation of the onboarding process
- Analytical thinking and good with designing new workflows
**You’ll achieve more at HSBC**
**Issued by HSBC Electronic Data Processing (India) Private LTD
This advertiser has chosen not to accept applicants from your region.
0
Tts Onboarding Operations - Avp
Mumbai, Maharashtra
Citi
Posted today
Job Viewed
Job Description
The role is part of the TTS Client Onboarding Team, which is responsible for co-ordinating client onboarding activities, including all account openings/maintenance, KYC, technical integration and onboarding of all Cash Management products across the Citi Treasury and Trade product suite.
**Job Background/context**:
Citi Treasury and Trade Solutions Group provides integrated cash management and trade finance services to multinational corporations, financial institutions, and public sector organizations across the globe. Citi Digital Working Capital, with its full range of digital and mobile enabled platforms, tools and analytics, continues to lead the way in delivering innovative and tailored solutions to its clients. It offers the industry's most comprehensive suite of treasury and trade solutions, including cash management, payments, receivables, liquidity management and investment services, working capital solutions, commercial and prepaid card programs, trade finance and services.
This role involves working within the EMEA TTS Cash and Trade Onboarding team delivering this wide range of product solutions within projects of varying complexity.
The role requires the individual to form effective working relationships regionally and globally with key clients and stakeholders - Product, Technology, Coverage etc. The individual is required to have strong communication, diplomacy, and analytic skills.
**Responsibilities**:
- Coordinate onboarding of regional and global cash management solutions of all sizes and complexities.
- Continuously reduce onboarding cycle time, minimize deal slippage and associated revenue conversion lead time. Accurately report deal status, escalating effectively for “on hold” and slow-moving deals.
- Oversight of all client on-boarding activity end-to-end (including standard, low complexity and complex deals).
- Develop and maintain a customized project plan tailored to client’s requirements, outlining deliverables, milestones, critical path items and actions.
- Ensure strict adherence to defined quality standards and practices outlined in “best practices” collateral. Consistently achieve “excellent” rating in scheduled quality reviews.
- Manage and co-ordinate Sales, Product Management, Client Services and Operations partners to ensure client satisfaction - navigate bank on behalf of client, leveraging Citi's global resources and escalation channels as required to ensure smooth delivery.
- Ensure detailed and timely functional partner engagement leveraging defined tools effectively (e.g., CRM engagement and completed Customer Service handover process)
- Attending when necessary Client meetings in close cooperation with TTS Product Sales and Relationship Managers
- Enhanced client satisfaction should be reflected in positive client survey scores and documented during detailed post onboarding reviews
- Tracking and communicating internally the status of the deals.
- Effective maintenance and communication of MIS and project metrics. Provide ongoing senior management updates on key projects as required.
**Qualifications**:
- 3-6 years relevant experience
- Results orientation - evidence of proactively driving projects is the conclusion. Excellent communication skills. Organizational and planning skills. Negotiation, decision making and problem-solving skills. Ability to manage high workload within a pressurized environment. Flexibility - ability to manage a varying workload (i.e., volume, complexity and composition). Excellent work ethic - willingness to take a “hands on” approach to ensuring all elements of the client request/project is delivered as specified. Attention to detail and experience of working in a controlled environment
- Self-starter and ability to take initiative in driving projects forward. Excellent organizational and planning skills. Excellent written and verbal communication skills. Excellent customer interaction and management skills. Negotiation and decision making / problem solving skills. Ability to work under high-volume workload and prioritize in an effective manner. Ability to effectively manage and navigate through multi-faceted disciplines throughout the Bank.
- Additional language (Mandarin, Cantonese, Korean, Japanese, Vietnamese) knowledge will be an advantage.
**Education**:
- Post graduate degree Or
- Bachelors / University degree or equivalent experience
- PMI Certification will be added advantage
This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.
- **Job Family Group**:
Customer Service
- **Job Family**:
Institutional Client Onboarding
- **Time Type**:
Full time
- Citi is an equal opportunity and affirmative action employer.
Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
View the "**EEO i
**Job Background/context**:
Citi Treasury and Trade Solutions Group provides integrated cash management and trade finance services to multinational corporations, financial institutions, and public sector organizations across the globe. Citi Digital Working Capital, with its full range of digital and mobile enabled platforms, tools and analytics, continues to lead the way in delivering innovative and tailored solutions to its clients. It offers the industry's most comprehensive suite of treasury and trade solutions, including cash management, payments, receivables, liquidity management and investment services, working capital solutions, commercial and prepaid card programs, trade finance and services.
This role involves working within the EMEA TTS Cash and Trade Onboarding team delivering this wide range of product solutions within projects of varying complexity.
The role requires the individual to form effective working relationships regionally and globally with key clients and stakeholders - Product, Technology, Coverage etc. The individual is required to have strong communication, diplomacy, and analytic skills.
**Responsibilities**:
- Coordinate onboarding of regional and global cash management solutions of all sizes and complexities.
- Continuously reduce onboarding cycle time, minimize deal slippage and associated revenue conversion lead time. Accurately report deal status, escalating effectively for “on hold” and slow-moving deals.
- Oversight of all client on-boarding activity end-to-end (including standard, low complexity and complex deals).
- Develop and maintain a customized project plan tailored to client’s requirements, outlining deliverables, milestones, critical path items and actions.
- Ensure strict adherence to defined quality standards and practices outlined in “best practices” collateral. Consistently achieve “excellent” rating in scheduled quality reviews.
- Manage and co-ordinate Sales, Product Management, Client Services and Operations partners to ensure client satisfaction - navigate bank on behalf of client, leveraging Citi's global resources and escalation channels as required to ensure smooth delivery.
- Ensure detailed and timely functional partner engagement leveraging defined tools effectively (e.g., CRM engagement and completed Customer Service handover process)
- Attending when necessary Client meetings in close cooperation with TTS Product Sales and Relationship Managers
- Enhanced client satisfaction should be reflected in positive client survey scores and documented during detailed post onboarding reviews
- Tracking and communicating internally the status of the deals.
- Effective maintenance and communication of MIS and project metrics. Provide ongoing senior management updates on key projects as required.
**Qualifications**:
- 3-6 years relevant experience
- Results orientation - evidence of proactively driving projects is the conclusion. Excellent communication skills. Organizational and planning skills. Negotiation, decision making and problem-solving skills. Ability to manage high workload within a pressurized environment. Flexibility - ability to manage a varying workload (i.e., volume, complexity and composition). Excellent work ethic - willingness to take a “hands on” approach to ensuring all elements of the client request/project is delivered as specified. Attention to detail and experience of working in a controlled environment
- Self-starter and ability to take initiative in driving projects forward. Excellent organizational and planning skills. Excellent written and verbal communication skills. Excellent customer interaction and management skills. Negotiation and decision making / problem solving skills. Ability to work under high-volume workload and prioritize in an effective manner. Ability to effectively manage and navigate through multi-faceted disciplines throughout the Bank.
- Additional language (Mandarin, Cantonese, Korean, Japanese, Vietnamese) knowledge will be an advantage.
**Education**:
- Post graduate degree Or
- Bachelors / University degree or equivalent experience
- PMI Certification will be added advantage
This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.
- **Job Family Group**:
Customer Service
- **Job Family**:
Institutional Client Onboarding
- **Time Type**:
Full time
- Citi is an equal opportunity and affirmative action employer.
Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
View the "**EEO i
This advertiser has chosen not to accept applicants from your region.
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