Client Onboarding Support Senior Analyst- Senior Associate 2

Apex Group Ltd

Pune, India
On-site
Client onboarding steps knowledge
Critical and objective thinking
Salesforce maintenance and reporting
Responsible for working on Onboarding Opportunities pushed from Sales and clearing work queues

Job Summary

  • Responsible for working on Onboarding Opportunities pushed from Sales and clearing work queues.
  • The role also includes coordination of the various client acceptance stages as per Group standards.
  • A genuinely unique opportunity to be part of an expanding large global business.

Matching Summary

Responsible for working on Onboarding Opportunities pushed from Sales and clearing work queues.

Skills & Requirements

Must-have

  • Client Onboarding Steps Knowledge
  • Critical and Objective Thinking
  • Salesforce Maintenance and Reporting
  • Banking Product Deal Management
  • Internal Stakeholder Communication
  • Onboarding Launches Tracking

Nice-to-have

  • Positive Disrupter Mindset
  • Subject Matter Expert for Team
  • Global Change Support

Key Requirements

  • 6-9 years in Client Onboarding
  • Investment banking or finance-related firm experience
  • Good knowledge of financial services sector
  • Graduate / Masters – Commerce /CA/MBA – Finance/CFA
  • Advanced proficiency in Micro-soft excel functions

Work Rights

Not specified

Tailored Resume

Cover Letter