Overview
We have an opening with a leading global financial service company for a Director Client onboarding and KYC Operation role.
– Looking for Exp of Kyc operations, Managing clients, client onboarding
– Team handling exp is mandatory (40 members)
– Looking for Current ED or senior VP or Head (4-5yrs as VP)-
Overview:
– Responsible for managing all client data/interaction related functions like Client onboarding, KYC Operations.
Responsibilities:
Operations and control excellence:
– Partner extensively with key stakeholders to develop onboarding/KYC strategic inf rastructure and implement a scalable solution. Provide oversight & guidance to other firm wide projects / programs that positively impact overall client experience.
– Experience of managing post trade support to client working closely with sales and business
– Collaborating with cross functional leadership on strategic initiatives to deliver excellent client
experience and develop adoption roadmaps.
– Provide oversight & guidance to other firm wide projects / programs that positively impact overall client/employee servicing experience.
– Collaborating with cross functional leadership on strategic initiatives to deliver excellent client experience and develop adoption roadmaps
– Deliver high quality, consistent & meaningful executive reporting/analytics to identify trends & themes to support business decisions
– Enable cross train / globalize the processes contributing towards ef f iciency, quality and 24-5 support model
Change Management & Governance:
– Drive continuous improvement to review & streamline operations processes in KYC, sales support
– Manage third party service providers and have strong governance mechanism to track KPI
– Engage with senior business partners, clients and regional partners and continuously improve client experience
– Partner with required technology leads, designing the change needs, prioritizing the requirements and deliver that to create more efficiencies