Job Summary

The candidate will be a member of the regional Markets Client Onboarding team being fully accountable on the service delivery relationship for the Markets clients in Asia, Africa & Middle East, with a focus on India clients. The primary responsibility is to facilitate and complete end-to-end onboarding of Markets products, ensuring a positive client experience overall. The individual needs to be able to deal with inbound operational queries or escalations and also external queries from auditors and regulators, must therefore have an all-round understanding of operations from trading through settlement and reconciliations. An understanding of Markets products and trade lifecycle would also be required.

Key Responsibilities

Business

Facilitate and complete end-to-end onboarding of Markets products via execution of processes and working closely with stakeholders, getting clients to the point of ready-to-transact as quickly as possible.
Ensure effective and timely setup of Markets products for clients by:




Understanding client’s onboarding request in terms of operational requirements relating to (but not limited to) product, booking location, entity contracted with etc and ensuring that appropriate data and documentation are collected from clients.
Understanding regulatory due diligence requirements relating to FATCA, EMIR, Dodd Frank and other applicable regulations and ensure appropriate data and documentation are collected from clients.
Managing the end-to-end process to orchestrate the relevant account setups and internal approvals.
Work with Markets Sales, CIB Relationship Managers to manage client expectations on onboarding timelines and data & documentary requirements. Identify and escalate blockages in the onboarding / maintenance processes.
Collaborate with regional team members to complete all incoming work items relating to Markets account opening and/or amendment

Change

Targeted Improvements In Client Experience

Partner with RMs, Client Man

📌 Associate Director, Markets Client Onboarding Manager (Mumbai)
🏢 Standard Chartered India
📍 Mumbai