Job Description

About The Company:ARA\'s client is a leading IT solutions provider, offering Applications, Business Process Outsourcing (BPO) and Infrastructure services globally through a combination of technology know-how, domain, and process expertise. The accolades It has been garnering can be attributed to its undeterred focus on delivering quality solutions across verticals that meet the challenging requirements of its esteemed customers. It has been recently felicitated by the Economic Times as the most distinguished digital company in 2015. They have also been ranked 29 of the 100 largest financial technology vendors by American Banker and BAI in the FinTech Forward Top 100 rankings.The Role:As an operations Lead in the Account Opening / Maintenance team, you will be responsible for Managing the team SLA and KPI targets. Primary activities performed by the team will be on the areas, Account opening / maintenance / KYC Documentation requests in the various suites of applications supporting Wealth Management accounts. You will be expected to work in a team environment supporting a variety of other areas within the firm such as Front Office, Finance, Tax, Legal and other operations teams. If you are intellectually curious and have a passion towards enhancing your knowledge in Account opening/ Maintenance/ Onboarding/ KYC Documentation space.Key Responsibilities:

• Reviewing and understanding the Client request
• Performs required research for a product set-up and account opening to assess documentation requirements.
• Process/ validate / Manage the account opening and client documentation workflow from creation, review, signature validation
• Review & Validation of Authorized Signor details, Negotiated Documents & perform Signature Verification Ensure documentation conforms to the Bank& legal guidelines and policies and standards, including risk mitigation through adherence to the control framework.
• Ensure the Team SLA and KPI Targets as specified by the client are met consistently.
• Review and respond to client escalations, Team Queries, and support team as Subject Matter Expert
• Coaching and developing team members to drive performance and behaviours, including providing the Services in accordance with the Performance Standards and the Service Levels.
• Conduct huddle/ trainings for process changes / areas of improvement at defined intervals.
• Create and publish daily, weekly and Monthly reports, as per the business requirements. Preparing Dashboards to present it to the Internal / External Stakeholders
• Engage with different departments within the organization (HR, Recruitment, Admin, Transport etc...) to ensure smooth functioning of the process.
• Respond promptly and accurately on requests & inquiries from the Front Office & Client Service group.
• Contribute towards other processes during the cyclical phase of low volumes.

Skills Required:

• Excellent Written and Verbal communication skills
• Ability to review and analyse information from multiple sources and determine relevancy
• Exceptional verbal and written communications skills.
• Strong research, analytical and comprehension skills, with ability to analyse data.
• Ready to work in US Shift and Flexible for shift Change based on business requirements.
• Good Proficiency on MS Office applications (Word, Excel, Power Point)
• Excellent multitasking, prioritizing skills, relationship building, strong analytical, data management, problem solving and stakeholder management skills.

Qualifications & Experience:

• Any Graduate
• Minimum 5-7 Years of Working experience in the Banking Industry, with relevant experience on Client Onboarding Documentation / Account Opening / KYC Operations

Required Skills relationship building, verbal and written communications, stakeholder management, Wealth Management, capital Market, client onboarding, accounts opening, KYC checkEducational Qualification Any GraduateJun 13, 2024Pay Rate600000 - 8000000 INR Per Annum5 - 10 Years Exp.4 Vacancies

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