Client Operations

Year    India, India

Job Description


Client Operations Leader
Bruc Bond is a global financial services firm operating from Asia-Pacific, Europe, and the Middle-East.
Our mission is to simplify corporate banking. We connect entity clients to a diverse network of
partner banks and financial institutions, and manage their relationship seamlessly for the long term.
We facilitate the opening of bank accounts and enable their ongoing management, via an extensive
network of partner banks, a top-class open banking platform, and the highest quality of customer
service.
We are looking for ambitious, business-minded, finance oriented and enterprising Client Operations
Leader to join an international team of experts in banking, compliance, and corporate account
management to help support our growing operations.
Job description and responsibilities:
Lead and own client onboarding process from gathering & record-keeping of documents to
system on-boarding to commence services
Develop, improve, and oversee clients transaction processing in compliance with the Companys
standards and procedures
Maintain, monitor running client management profile listing to manage on-going relationships
Prepare, review and ensure claims on partners for revenues due on a timely manner
Timely payments as per compensation agreement with prospecting re-sellers
Set, lead reviews for on-boarding progress to plan and Ongoing reporting to management using
existing procedures
Daily communication with clients through various channels
Lead, execute Clients periodic relationship reviews to procedures, delivering a well-tracked on-
boarding and maintenance process through coordination across stake-holders
Maintenance of client communications records and reporting to managerial stakeholders
Extensive collaboration with internal stakeholders across several departments (Business
Development, external Re-Sellers, Legal, Finance, etc.)
Ensuring excellent customer experience to fulfill our mission of Private Banking experience to
Corporate Clients
Contribute to enhancements / process improvements for improving effectiveness.
Requirements:
Good English proficiency (written and verbal)
Excellent and organizational communication skills
Ability to work independently maximizing learning from colleagues
High level of accuracy and attention to detail
Strong client relationship management skills
Proficiency in MS Office and other editing tools with ease of adaptation to other emerging digital
technologies
2-4 years of experience with a regulated financial institution; prior client-facing role an
advantage
Originality and entrepreneurial thinking - proactive in suggesting solutions to challenges.
The Role offers:
Opportunity for professional and personal development
Opportunity to work in globally diverse work environment and markets
Location: Gandhi Nagar /Ahmedabad, India
Position type: Full-time
Start date: Immediate (ideally)
Local and international trips may be required

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Job Detail

  • Job Id
    JD3641808
  • Industry
    Not mentioned
  • Total Positions
    1
  • Job Type:
    Full Time
  • Salary:
    Not mentioned
  • Employment Status
    Permanent
  • Job Location
    India, India
  • Education
    Not mentioned
  • Experience
    Year