Vice President - Client Onboarding/ Trade Support Management
On-site · Mumbai, Maharashtra, India
Job Summary
Lead client onboarding management for institutional and strategic clients; project manage onboarding for new accounts and oversee lifecycle events (mergers, liquidations, closures, in-species, custody changes); act as the primary client contact and lead internal/external meetings to ensure timely event delivery; complete and maintain onboarding documentation, checklists, and project plans; perform control checkpoints and authorize client mandates prior to launch; bring subject-matter expertise, exercise independent decision-making, and collaborate across internal teams to support new business initiatives; communicate with stakeholders to identify and mitigate risk and control issues; support global onboarding teams to develop best practices and process improvements and identify enhancements to improve the client experience
Required Qualifications
- Communicate clearly and effectively with clients
- Build and maintain positive client relationships with empathy and approachability
- Resolve client issues quickly using critical thinking and creative solutions
- Demonstrate deep understanding of company products and services
- Exhibit strong verbal, written, and interpersonal communication skills
- Collaborate with team members for comprehensive client support
- Possess solid financial product knowledge across asset classes
- Understand trade flow, fund accounting, transfer agency, and custody
- Manage multiple initiatives and client requests efficiently
- Adapt to different client personalities and dynamic situations
- Show strong MS Office and web-based technology skills
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