Job Description
Description
Join the Bangalore-based Client Implementation (CI) team and play a vital role in onboarding new clients ensuring a seamless and compliant experience. As a Client Onboarding (COB) team member, you will be responsible for managing key client relationships within the Global Markets Division, collaborating with Sales, Compliance, Credit, Risk, Legal, and Operations teams to facilitate efficient client onboarding while adhering to trading regulations and new account opening requirements.
Requirements
Mode: 5 days from office (Transportation will be provided)
The Client Implementation (CI) team is the central point of contact for managing key client relationships within the Global Markets Division, ensuring a seamless front-to-back coordination and setup of trading relationships. We are business and client-aligned, proactively engaging with internal stakeholders to understand and respond to evolving commercial demands. Our team’s in-depth understanding of the regulatory environment enables us to effectively identify, assess, and escalate risks with precision.
We are committed to providing a “white glove” onboarding experience, setting the tone for strong client relationships and ensuring onboarding process is best-in-class. We help other stakeholders engage with client to obtain necessary documentation to meet compliance and regulatory obligations for establishing Global Markets relationships across Fixed Income (including Derivatives, FX, and Commodities), Equities, and Prime Services.
The CI team is responsible for approving all new client trading accounts and coordinating additional trading features and account types for existing clients, including client maintenance and data quality management. A working knowledge of the operational flow of a wide variety of products is highly valuable. We also collaborate closely with Technology to design system enhancements that improve efficiency and with Compliance to define and implement firm policies and controls.
Key Skills and Qualifications:
Qualifications: Bachelor’s degree required.
Client Relationship Management & Communication:
· Ability to build global relationships and communicate complex issues effectively to clients with varying levels of product experience.
· Strong communication (both written and verbal), organizational, and interpersonal skills, with the confidence to engage professionally and persuasively with clients and senior stakeholders.
Analytical & Problem-Solving Skills:
· Strong analytical skills and problem-solving abilities, with meticulous attention to detail.
· Ability to analyse data and configure operational metrics using self-service tooling. Experience with Alteryx, Tableau, SQL, Data Warehousing, Defensive Design Methods, and RPA robotics is a plus.
· Ability to think critically and apply thought leadership to improve processes.
Technical Proficiency:
Expertise in Microsoft Office Suite (Outlook, Word, Excel, and PowerPoint) is required.
Proficiency in working with web-based applications.
Operational Acumen:
· Onboarding, operational, and/or reconciliation experience is a plus.
· Experience driving regulatory implementation, orchestration, and workflow improvements.
Personal Attributes:
· Self-motivated and proactive team player who takes ownership of projects and is accountable for results.
· Deadline-driven with the ability to multi-task and work effectively in a fast-paced environment.
· Thrives in a teamwork-oriented environment and works well under pressure.
· Results-oriented with the ability to manage time-sensitive projects while focusing on quality.
· Professional maturity and the ability to manage confidential information with excellent judgment.
· Ability to manage client expectations and follow through with professionalism.
How We Work:
Delta Capita is an equal opportunity employer. We positively encourage applications from suitably qualified and eligible candidates regardless of age, colour, disability, national origin, ancestry, race, religion, gender, sexual orientation, gender identity and/or expression, veteran status, genetic information, or any other status protected by applicable law.
We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. If you require any reasonable adjustments through your interview process, please use the designated space within the application questionnaire.
This is a permanent, full-time position located in Bangalore with hybrid working. As the selection and interview process is ongoing, please submit your application in English as soon as possible, if your profile is selected, a member of our team will contact you within 4 weeks.
Who We Are:
Delta Capita Group (a member of the Prytek Group) is a global managed services, consulting and solutions provider with a unique combination of experience in Financial Services and technology innovation capability. Our mission is to reinvent the financial services value chain providing technology based mutualized services for financial institutions for non-differentiating services.
Our 3 offerings are:
· Managed Services
· Consulting & Solutions
· Technology
To know more about Delta Capita and our culture click here: Working at DC - Delta Capita
Delta Capita India is a Great Place to Work Certified Organization. Please refer to DC GPTW
