JPMorgan

AWM_Client On-boarding_Client Ops Analyst

Job Location:  Mumbai City
Job Description:  SkillSet: account opening, financial markets, account maintenance, interpersonal skills, maintenance activities.

Job Responsibilities Activities


You will work as part of an Account Opening and KYC uplift project. Candidates must demonstrate an interest and knowledge in financial markets, as well as possess excellent analytical, organizational, attention-to-detail, communication, leadership, teamwork and interpersonal skills. Initiative, enthusiasm and confidence to complete projects are also a must. This role would suit someone who has some experience in the financial markets/Client On-boarding.

Specific responsibilities include:

  • Review of documentation for entities such as Corporation, Trust, Private Holding Company, Individuals as per the policy/jurisdiction for all KYC/CDD documents and raising request for information/documents
  • Responsible for verification of client data
  • Be Agile and Flexible in multi-tasking as per business need
  • Assisting in account openings and account reviews also perform remediation/KYC uplift
  • Researching client inquiries and managing follow-up communication
  • Manage new Client account opening and Perform account Maintenance activities (Client Communication, Suitability, Tax forms processing)

Personal Attributes Requirements

  • University degree holder (including MBA / CFA) and / or with 5-6 years of professional experience in a similar capacity
  • Excellent stakeholder engagements skills
  • Fluency in English required
  • PowerPoint and Excel expertise required
  • Strong understanding of the needs and sensitivities of client management
  • Absolute discretion when dealing with confidential matters
  • Detail-oriented and results-focused
  • Excellent interpersonal skills, both written and oral
  • Exceptional follow-up and follow-through skills
  • Able to work under minimal supervision; adaptable to work in demanding environment
,
Functional Area:  Operations Management / Process Analysis
Experience:  5 - 6 years
Qualification:  ("Other in MBA/PGDM")
Salary:  7 Lakh to 10 Lakh INR
 
JPMorgan
Job Ad publication date: 17 Apr 2021  

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