Posted By

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Shivani Thakkar

Junior Consultant at Talent Networks

Last Login: 14 December 2022

Job Views:  
156
Applications:  17
Recruiter Actions:  13

Job Code

1120830

Assistant Manager - Investment Bank

5 - 7 Years.Mumbai/Navi Mumbai
Posted 1 year ago
Posted 1 year ago

Hiring for an Assistant Manager for an Investment bank in Mumbai


- Team is responsible for onboarding new clients in Firm for multiple products.

- Responsible to raise requests and monitor new trading / subaccount requests for new / existing clients for the products that are traded out of different firms Entities.

- Act as One point contact for the clients while Onboarding them.

- Coordinate with due diligence and gather client documentation to satisfy the firm's KYC and AML obligations.

- Interact with all areas of the firm including Legal, Credit, Compliance, Tax, Operations, Sales and trading for relevant approvals, documents etc. to ensure smooth set up

- Responsible for front to back On-boarding of new clients and ensuring a delightful client experience adhering to client confidentiality policies.

- Prepare pipeline Reporting and various monitoring reports to ensure completeness and proactive follow up for pending/aged requests

Note- Minimum 5 years of experience into Client Onboarding is mandatory.

Note- This is for US Shift whereby candidate will be provided transport facility from their Mumbai location and also shift allowances apart from their fixed compensation.

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Posted By

user_img

Shivani Thakkar

Junior Consultant at Talent Networks

Last Login: 14 December 2022

Job Views:  
156
Applications:  17
Recruiter Actions:  13

Job Code

1120830

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