Client Onboarding Team Member

Year    Bangalore, Karnataka, India

Job Description


Job Responsibilities : Reviewing and understanding the Client request Manage the account opening and client documentation workflow from creation, review, & signature validation Review & Verification of the Risk Rating selected by the Implementation Consultant is as per the approved Risk Matrix Performs required research for a product set-up and account opening to assess documentation requirements.Manage activities through heavy phone work with external clients and internal business partners Review & Validation of appropriate core legal documents/product forms/service terms as listed in the P&Ps and/or Scanning & Indexing the documents to the centralized repository. Review & Validation of Authorized Signor details, Negotiated Documents & perform Signature Verification Ensure documentation conforms to the Bank\'s legal guidelines and policies and standards, including risk mitigation through adherence to the control framework Ensure deal deliverables are met and hold owners accountable by managing implementation issues, escalations and error resolutionandReview & Authentication of Mandates into the respective platform Required Qualifications, Skills and Capabilities Graduates with minimum of 2-4 years of relevant experience or knowledge of legal documentation and account products, entity organizational documents, tax documentation and other documentation types Ability to review and analyze information from multiple sources and determine relevancy Knowledge of TS & CB Products and Operations will be an added advantage. Strong client focus and ability to partner with various internal groups and client coverage

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Job Detail

  • Job Id
    JD3080967
  • Industry
    Not mentioned
  • Total Positions
    1
  • Job Type:
    Full Time
  • Salary:
    Not mentioned
  • Employment Status
    Permanent
  • Job Location
    Bangalore, Karnataka, India
  • Education
    Not mentioned
  • Experience
    Year