Analyst/Associate - Client Management - Prime Finance

Prime Brokerage CSR (Rep) is the main point of contact for the bank's hedge fund clients. The rep is responsible for various account management related requests.

The Center desk in Mumbai is responsible for -

- Creating and developing strong relationships with key contacts at the client. Initiate client reviews and opportunities to demonstrate newly released products and services

- Understanding client accounts including trading strategies, operational and product needs

- Analyze and review major margin swings in the client portfolio and escalate them to Sales and Management

- Partner with the Sales, Trading, and Relationship Management teams, to ensure offers the highest level of service to our clients

- Train clients on new technology

- Escalate high priority client / business issues in a timely manner to protect the franchise and the client business

- Handle client requests in an efficient manner, ensuring reliable turnaround of any issues or requests, clear expectation management and focus on client satisfaction

- Take an active role in providing solutions to the client, using tools and processes to give optimal service, efficiency and client satisfaction

- Heavy contact with other front-office and other support areas

- Provide solutions to various business and operational problems

- Skills Profile

- Post-graduate degree in finance or engineering

- Knowledge about the hedge fund industry

- Strong analytical skills

- Organized thinker with good presentation skills

- Excellent communication

- Technology: MS Office, Shared Drives, Desk specific applications