Jobs
>
Mumbai

    Client On Boarding - Mumbai, India - State Street

    State Street
    State Street Mumbai, India

    3 weeks ago

    State Street background
    Full time
    Description

    Job Description

    Who we are looking for

    State Street's Global Markets division (SSGM) is looking for a candidate with 5 to 6 years of experience in Client Onboarding/Drafting Legal Agreements. Knowledge of OTC Derivatives, Prime Broker and Legal Agreements will be an added advantage.

    Why this role is important to us

    The team that you will be joining is a part of SSGM's Client Service Solutions focused on servicing Sales and Trading clients. When owners and managers of institutional assets need research, trading, securities lending and innovative portfolio strategies, they turn to SSGM business unit. As our investment research and trading arm, SSGM's number one goal is to enhance and preserve our clients' portfolio values by applying technology, optimizing trading, and linking asset classes and markets across the world.

    What you will be responsible for

    • Perform both client facing and onboarding functions for Custody and Third-party accounts
    • Conduct independent research to gather and record data from external sources while onboarding the client
    • Liaise with Legal, Sales, IT, KYC and internal teams and external clients when the required documents/information are not available at the time of onboarding the accounts
    • Draft Legal agreements and get it executed by clients
    • Perform Legal Agreement Amendments and get it executed
    • Ensure all the clients are onboarded in a timely manner
    • Update relevant data and map accounts in State Street's in-house systems
    • Research and resolve client inquires and service related requests
    • Identify unique counterparty structures and escalate for resolution
    • Respond to queries regarding the status of specific requests or new clients in a timely manner
    • Track and monitor potential onboarding issues and delays
    • Resolve and escalate issues proactively and in a timely manner
    • Help monitor KPIs to ensure a high level of service
    • Evaluate and enhance processes and procedures on an ongoing basis
    • Maintain and continuously develop knowledge around core products of business unit and key applications in use by the business unit

    What we value

    Skills & Knowledge

    • Prior Client Onboarding/KYC experience would be a plus
    • Excellent communication skills in oral and written forms
    • Demonstrate a high Standard of Care when drafting/amending the legal agreements and updating/mapping the accounts in our in-house systems
    • Strong team player and good professional interaction with other team members and workgroups
    • Strong ability to multi-task and work under pressure
    • Strong problem-solving skills and "can do" attitude
    • Strong organizational skills
    • Ability to identify and appropriately escalate issues and risks
    • Perform work independently on specific assignments
    • Strong attention to detail
    • An ability to apply lessons learnt to future work
    • The desire to see an issue through to completion
    • The desire to play a part in issue resolution
    • Pride in one's personal work and an understanding of how it impacts the organization

    Education & Preferred Qualifications

    • M.Com/MBA in Finance

    Additional requirements

    • Experience: 5 to 6 years of experience
    • Shift Timings: 6 PM to 3 AM IST
    • Work Location: Mumbai

    About State Street

    What we do. State Street is one of the largest custodian banks, asset managers and asset intelligence companies in the world. From technology to product innovation, we're making our mark on the financial services industry. For more than two centuries, we've been helping our clients safeguard and steward the investments of millions of people. We provide investment servicing, data & analytics, investment research & trading and investment management to institutional clients.

    Work, Live and Grow. We make all efforts to create a great work environment. Our benefits packages are competitive and comprehensive. Details vary by location, but you may expect generous medical care, insurance and savings plans, among other perks. You'll have access to flexible Work Programs to help you match your needs. And our wealth of development programs and educational support will help you reach your full potential.

    Inclusion, Diversity and Social Responsibility. We truly believe our employees' diverse backgrounds, experiences and perspectives are a powerful contributor to creating an inclusive environment where everyone can thrive and reach their maximum potential while adding value to both our organization and our clients. We warmly welcome candidates of diverse origin, background, ability, age, sexual orientation, gender identity and personality. Another fundamental value at State Street is active engagement with our communities around the world, both as a partner and a leader. You will have tools to help balance your professional and personal life, paid volunteer days, matching gift programs and access to employee networks that help you stay connected to what matters to you.

    State Street is an equal opportunity and affirmative action employer.

    For further information, and to apply, please visit our website via the "Apply" button below.

  • State Street

    Client On Boarding

    2 weeks ago

    State Street Mumbai, Maharashtra, India

    Who we are looking for · Why this role is important to us · Join us if making your mark in the capital markets industry from day one is a challenge you are up for. · What you will be responsible for · As Associate 2 you will · - Coordinate activities of the SSGM Onboarding teams ...

  • State Street Corporation

    Client On Boarding

    1 week ago

    State Street Corporation mumbai, India

    Client On Boarding - Emerging LeadJob Description · Who we are looking for · State Street's Global Markets division (SSGM) is looking for a candidate with 5 to 6 years of experience in Client Onboarding/Drafting Legal Agreements. Knowledge of OTC Derivatives, Prime Broker and Le ...

  • State Street

    Client On Boarding

    6 days ago

    State Street mumbai, India

    Job Description · Who we are looking for · State Street's Global Markets division (SSGM) is looking for a candidate with 5 to 6 years of experience in Client Onboarding/Drafting Legal Agreements. Knowledge of OTC Derivatives, Prime Broker and Legal Agreements will be an added ...

  • N. A. Shah Associates LLP

    Company Secretary

    1 week ago

    N. A. Shah Associates LLP Mumbai, India

    **Job Information**: · - Maintaining the client's statutory registers; · - organizing the client's board meetings and annual general meeting; · - ensuring company compliance with legal obligations for all the clients; · - liaison between the company and its shareholders/directors ...

  • Mangalam Placement

    Company Secretary

    2 weeks ago

    Mangalam Placement Mumbai, India

    **Location** · Mumbai · **Experience** · 0-1 Years · **Key Skills** · Company Secretary, Companies Act, Compliance, Secretarial compliance, board meeting, Annual General Meeting, Drafting, agenda, Minutes · **Position: Company Secretary - Fresher** · **Qualification: CS** · **Exp ...

  • Arin Consultancy

    Depository Operations

    1 week ago

    Arin Consultancy Mumbai, India

    Operations Mumbai _Mumbai Western Suburbs_ February 28, February 29, 2024 Financial Services · **Job Overview**: · - **Office Location (Area) **Mumbai · - **Min Required Experience (Years) **2 · - **Max Required Experience (Years) **8 · You will be · Handling Over all DP operatio ...

  • Renous Consulting

    Company Secretary

    2 weeks ago

    Renous Consulting Mumbai, India

    We recommend you join our Telegram Channel to learn about all the Open Positions: · **Job Location: Mumbai** · **Job Type**: Permanent · **Responsibilities**: · - Ensure compliance with the Companies Act, 2013, and other relevant legislation · - Maintain compliance with regulator ...

  • Studio 11 productions

    Makeup Artist/hairstylist

    2 weeks ago

    Studio 11 productions Mumbai, India

    1. Fashion makeup and hair styling of the models as per the mood board · 2. Managing makeup kit updated and keeping it cleaned · 3. Updating mood boards as per the client's requirements · 4. Ability to work in an fast paced environment · 5. Ability to train the Junior Make up Art ...

  • Apex Group

    Company Secretary

    1 week ago

    Apex Group Mumbai, India

    Company Secretary · Location: Mumbai, India · Date Posted: Jun 13, 2023 · **Description** · **Company Secretary (Legal Officer)** · **CORPORATE TITLE**: · **Associate / Se** · **nior Associate** · **DEPARTMENT: Corporate Solutions** · **LOCATION: Pune/Bangalore/Hyderabad** · **su ...

  • Limelight Diamonds

    Floater

    2 weeks ago

    Limelight Diamonds Mumbai, India

    **Sales Responsibilities**: · ** Need to be agile for travelling** · 1) Expand clientele by generating leads and acquiring new clients · 2) Pitch the product and convince the client to on-board · 3) Help clients to on-board and understand different services on the platform · 4) F ...

  • C-Edge

    Oboarding /invoicing / Pricing

    2 weeks ago

    C-Edge Mumbai, India

    Job Description: Client on-boarding checks, Perform periodic KYC review, Risk Fraud Analyst · Experience: 2-4 yrs ...

  • General Diagnostics international PVT LTD

    Field Sales Executive

    2 weeks ago

    General Diagnostics international PVT LTD Mumbai, India

    Job Description: · GD is primarily a B2B modelled company, collaborating with small/medium size laboratories, hospitals and similar medical institutions. This is a critical profile and shall have the key responsibilities assigned and monitored by the top management. The Associate ...

  • EY

    Associate Partner

    3 weeks ago

    EY Mumbai, India

    Requisition id · **Associate Partner - Corporate Secretarial Services** · EY provides Corporate Secretarial Services as part of the Global Compliance and Reporting segment. The firm is currently in the process of ramping up the business and is looking for an experienced professi ...

  • Personnel Search Services Group

    Company Secretary

    3 weeks ago

    Personnel Search Services Group Mumbai, India

    **Job Title**: Company Secretary · **Location**: Mumbai · **About the Client**: A private Bank having wide range of products and services for individuals and corporates, credit cards, microfinance, personal and commercial vehicle loans. personal loans and SME loans. · **Job Purpo ...

  • WISKILL LEARNING OPC

    Coo

    2 weeks ago

    WISKILL LEARNING OPC Mumbai, India

    **Job Information**: · Job Opening Status · - In-progress · Industry · - Travel · City · - Mumbai · State/Province · - Maharashtra · Country · - India · Zip/Postal Code · Roles and Responsibilities: · - Direct the company in keeping with the vision outlined for the company by the ...

  • Paam construction

    Interior Designer

    2 weeks ago

    Paam construction Mumbai, India

    Site Execution · Planning, Scheduling the work to be executed · * · regurements m are waageung pudse · - Set a timeline for the completion of an interior design project · - Source materials and products included in plans · - Create 'mood boards' to sample your design vision · - I ...

  • RERA Easy

    Client Servicing Executive

    2 weeks ago

    RERA Easy Mumbai, India

    Will be responsible for new business, upgrades, renewals, and referrals from the assigned clients. · - Deal with client queries promptly and professionally. · - Keeping up regular contact with clients and look for opportunities to delivering added value to client relationships. · ...

  • HSBC

    Summer Intern

    2 weeks ago

    HSBC Mumbai, India

    Analysts in the India IB team are assigned a variety of projects and have a board range of responsibilities including · - preparation of financial models and business valuations · - Creating client marketing presentations · - Conducting industry and company-specific due diligence ...

  • Collins India

    Interior Designer

    2 weeks ago

    Collins India Mumbai, Maharashtra, India

    **COMPANY PROFILE**: · Collins India is a leading Kitchen and Wardrobe Company, with operations across India. Collins also has Hardware business and are sold in 25 countries through its offices in China, Dubai and Mumbai. · **POSITION**: Product/ Interior Designer · **REPORTS TO* ...

  • RERA Easy

    Relationship Executive

    2 weeks ago

    RERA Easy Mumbai, India

    Will be responsible for new business, upgrades, renewals, referrals from the assigned clients. · - Deal with client queries promptly and professionally. · - Keeping up regular contact with clients and look for opportunities to delivering added value to client relationships. · - E ...