Job Summary – 
As an operations Lead in the Derivatives Documentation / Account Opening / Maintenance team, you will be responsible for Managing the team SLA and KPI targets. Primary activities performed by the team will be on the areas, Account opening / maintenance / KYC Derivatives Documentation requests in the various suites of applications supporting Asset Wealth Management accounts. You will also cater to various types of requests for the client profile enabling them to conduct business on a daily basis. You will be expected to work in a team environment supporting a variety of other areas within the firm such as Front Office, Finance, Tax, Legal and other operations teams. If you are intellectually curious and have a passion towards enhancing your knowledge in Account opening/ Maintenance/ Onboarding/ KYC / Derivatives Documentation space, you may be the perfect fit for our team. 
Job Responsibilities:

Reviewing and understanding the Client request 
Performs required research for a product set-up and account opening to assess documentation requirements. 
Process/ validate / Manage the account opening and client documentation workflow from creation, review, & signature validation 
Review & Validation of Authorized Signor details, Negotiated Documents & perform Signature Verification Ensure documentation conforms to the Bank's legal guidelines and policies and standards, including risk mitigation through adherence to the control framework.
Ensure the Team SLA's and KPI Targets as specified by the client are met consistently.
Review and respond to client escalations, Team Queries, and support team as Subject Matter Expert
Coaching and developing team members to drive performance and behaviors, including providing the Services in accordance with the Performance Standards and the Service Levels. 
Conduct huddle/ trainings for process changes / areas of improvement at defined intervals.
Create and Publish daily, weekly & Monthly reports, as per the business requirements.
Engage with different departments within the organization (HR, Recruitment, Admin, Transport etc...) to ensure smooth functioning of the process.
Liaison with onshore partners for timely resolution of exceptions/queries.
Respond promptly and accurately on requests & inquiries from the Front Office & Client Service group.
Contribute towards other processes during the cyclical phase of low volumes.

Required Qualifications, Capabilities and Skills

Minimum 7-10 Years of Working experience in the Banking Industry, with relevant experience on Derivatives Documentation / Account Opening / Operations / KYC line of business
Ability to review and analyze information from multiple sources and determine relevancy Exceptional verbal and written communications skills.
Strong research, analytical and comprehension skills, with ability to analyze data.
Ready to work in US Shift and Flexible for shift Change based on business requirements.
Good Proficiency on MS Office applications (Word, Excel, Power Point) 
Excellent multitasking, prioritizing skills, relationship building, strong analytical, data management, problem solving and stakeholder management skills.

Years of experience needed – 
Minimum 7-10 Years of Working experience in the Banking Industry, with relevant experience on Derivatives Documentation / Account Opening / Operations / KYC line of business

Technical / Non-Technical Skills: 
Good Knowledge of MS-Office
 

Skills
PRIMARY COMPETENCY : Banking And Financial Services 

PRIMARY SKILL : Client Onboarding -Account opening and documents review and analysis 

PRIMARY SKILL PERCENTAGE : 100