Role description:

- Partner with Sales, SRM, Front Office Client Account Management, Operations and other corporate functions to facilitate client requirements.

- Maintain regular communication with clients to support a best-in-class client service experience.

- Coordinate across corporate functions to ensure clients needs are met.

- Maintain awareness of industry trends and the regulatory environment, including their impact on clients, with a willingness to develop deeper expertise.

- Daily monitoring across the pre and post trade lifecycle to proactively resolve issues for key clients.

- Prepare high-quality client materials for meetings and in response to client requests.

- Summarise periodic client metrics collaborating with the Business Transformation function to deliver MI requested by clients.

- Lead discussions and projects by organising meetings, partnering with key stakeholders and influencing the delivery of initiatives, technology strategy and internal behavioural change to enhance client service.

- Develop a strong understanding of vendor solutions and market capabilities relevant to operational service delivery.

- Support clients seeking to understand how technology and AI tools can be applied within post-trade operations.

Key objectives critical to success:

- The successful candidate must have the ability to forge strong relationships with our key clients and be flexible in their approach.

- Strong client interaction and consistently high professional standards are key.

- Demonstrate effective leadership and participation in cross-functional and cross-regional teams.





- Highly organised, with the ability to manage multiple priorities effectively and efficiently while maintaining a solid client service focus and a clear understanding of client needs.

Skills, experience, qualifications and knowledge required

- Strong knowledge of derivatives and associated processes.

- Understanding of post-trade operations, settlement processes and reconciliation procedures.

- Familiarity with regulatory frameworks.

- Client query management and troubleshooting.

- Excellent written and verbal communication skills.

- A genuine interest in developing a thorough understanding of the business and clients, as well as taking a proactive approach to work at hand.

- Attention to detail, as well as the ability to solve problems quickly and efficiently, is essential.

- Understand risk and control frameworks, with the ability to escalate effectively.

- Confident in engaging with internal and external clients, articulating key messages across all communication channels and escalating potential risks in a timely manner.

- Build and influence relationships across cross-functional and cross-regional teams.

- Strong time management and ability to work under pressure.

- Ability to anticipate problems and potential risks.

- Core understanding of technology and AI, including how these tools can be used to improve operational processes and client service outcomes.

- Minimum of three years experience within financial services, ideally within operations, client onboarding, post-trade services, or client relationship management functions.

📌 Assistant Vice President (Mumbai)
🏢 Symphoni HR
📍 Mumbai