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Lead Expert - Banking operations processing - Bangalore, India
Société Générale
Bengaluru, IND
Lead · 3+ years experience
Onsite
Discovered 3 days ago
Full Job Posting
Key Responsibilities
- You will be assigned a portfolio of clients and be responsible for the following tasks:· Initiate and coordinate client onboarding requests across KYC, Regulatory, Tax, Legal, Credit and operational setup streams.· Perform client outreach and ensure accurate, timely communication to clients on the entire onboarding process.· Ensure client requests are accurately understood, documented, prioritized and routed to the appropriate teams.· Monitor and coordinate onboarding pipelines and proactively follow up on pending actions to support timely completion and readiness to trade with the support of CLM onshore when required.· Identify opportunities to improve onboarding efficiency, transparency and service quality.· Contribute to initiatives aimed at enhancing data quality, operational controls and client experience.· Maintain excellent relationship with the client.Profile requiredProfile Required: ACE can help you write this job description (go/ACE)Experience and Education· University degree or equivalent.· A minimum 3 years’ experience within Investment Banking, Financial Services with a direct client-facing role.· Experience supporting institutional clients such as Asset Managers, Funds, Hedge Funds or Pension Funds is a strong advantage.Technical and Business Skills· Good understanding of client onboarding, KYC, Regulatory, Tax, Legal and Credit processes.· Ability to manage multiple priorities and monitor complex workflows in a fast-paced environment.· Fluent English, both written and spoken.· Excellent communication skills.Behavioural Skills· Client-centric mindset: Demonstrated ability to anticipate client needs through active listening, drive satisfaction, and deliver measurable client outcomes.· Ability to work effectively with multiple teams across functions and geographies and navigate through complex organizations.· Strong organizational skills and attention to detail.· Results-driven mindset with a strong sense of ownership.· Problem-solving & critical thinking: Ability to diagnose complex issues quickly and design effective, scalable solutions.Why join us“We are committed to creating a diverse environment and are proud to be an equal opportunity employer. All qualified applicants receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status”Business insightAt Société Générale, we are convinced that people are drivers of change, and that the world of tomorrow will be shaped by all their initiatives, from the smallest to the most ambitious. Whether you’re joining us for a period of months, years or your entire career, together we can have a positive impact on the future. Creating, daring, innovating, and taking action are part of our DNA. If you too want to be directly involved, grow in a stimulating and caring environment, feel useful on a daily basis and develop or strengthen your expertise, you will feel right at home with us!Still hesitating?You should know that our employees can dedicate several days per year to solidarity actions during their working hours, including sponsoring people struggling with their orientation or professional integration, participating in the financial education of young apprentices, and sharing their skills with charities. There are many ways to get involved.We are committed to support accelerating our Group’s ESG strategy by implementing ESG principles in all our activities and policies. They are translated in our business activity (EaSG assessment, reporting, project management or IT activities), our work environment and in our responsible practices for environment protection.
About Société Générale
Financial Services10,001+Founded 1864
Société Générale is a French banking and financial services group offering retail and private banking, insurance, corporate and investment banking, securities services, and mobility and consumer-finance solutions.
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