HR Manager at Marcellus Investment Managers
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Marcellus - Team Lead - Client Onboarding (5-10 yrs)
Job Responsibilities:
- Liaison with the custodian, broker, banks and other intermediaries related to onboarding process of Demat + Bank + Trading account opening compliances etc.
- Liaison with all the different functions to set-up/modify/streamline the onboarding process
- Manage the Client Onboarding team and anchor the team to achieve defined metrics
- Deep understanding on the PMS/KYC/PMLA and other AML regulations
- Ensure compliance, operational risk controls in accordance with company or regulatory standards and policies
- Manage the host of MIS/reporting requirements for different internal & external stakeholders
- Thorough understanding of the KYC documentation for all categories of account including Individual, Non-Individual and Non-Residents
- Conducting necessary periodic training/knowledge transfer session for the team to keep them appraise on the market and product front
- Nurture, motivate & guide the team to deliver against the targets/plans
- Drive the team efficiency through defined quality metrics and measure them on periodic basis
- Demonstrate leadership and takes interest in the development of the team
Functional & Behavioral Knowledge:
- Team Management skills
- People Management skills
- Manage Conflict Resolutions
- Knowledge on the Account Opening process and ability to undertake verification process of different type of accounts opened under PMS & AIF business
Problem Solving & Interactions:
- Aptitude to comprehensively handle clients/business partners concerns
- People management skills - large team handling, in high pressure/result-oriented environment
- Proven skills in communication, empathy, and conflict management
- Proven ability to manage multiple stakeholders and service orientation
- Align to the needs of the internal & external stakeholders and translate into process improvements
- Ability to align to the training & process mapping of the business unit and deliverable as per expected role
- Works independently and within own team; may interact with other related teams and internal and/or external clients, as applicable
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