The Client Account Services (CAS) team manages and supports Account Setup, Maintenance, Closures, Static Data Maintenance and Entitlements activities for our clients and regional service teams located in APAC, EMEA and WHEM. The CAS team is split between Bangalore & Manila. We come under the  Commercial and Investment Bankingline of business and are a part of wider 4000+ staff operating out of Mumbai, Bangalore and Manila.

As an Account Supervisor within the Client Account Services team, you will specialize in managing the entire lifecycle of account services, including initiation, setup, maintenance, and closure. We ensure that all requests related to Account Setup, Maintenance, Closures, Static Data Maintenance, and Entitlements are handled efficiently and effectively for our clients and regional service teams in APAC, EMEA, and WHEM.

Job Responsibilities:

Manage the day to day BAU for account initiation, setup, maintenance & closure Ensure all requests related to Account Set Up, Maintenance, Closures, Static Data Maintenance and Entitlements activities for our clients and regional service teams located in APAC, EMEA and WHEM are completed in a timely fashion. Publish MIS/Performance score-cards to senior management on a daily, weekly and/or monthly basis, as required. Analyze trends and engage product service groups in grass-roots discussions to mitigate such issues at a basic level.  Participate in various department and team projects to exceed Client expectations. Engage with global counterparts to re-engineer the service delivery as per Client requirements..  Makes recommendations on process improvements and provides guidance on more complex operating procedures. Sets up team meetings to review/address client concerns and opportunities, as required. Analyzes and prepares reports and scorecards for management.  In an individual contributor role, functions as a key contributor with demonstrated knowledge of area of specialization. Work closely with the Process Manager as well as the Team Members to ensure flawless service delivery to franchise clients. 

 

Required qualifications, skills and capabilities:

Graduates / MBA’s with five + years of experience.  Strong verbal and written communication skills Has to be extremely client-focused and result-oriented in approach Good team player and self-motivated Strong analytical skills Desire to work in a fast-paced environment with multiple deliverables Proven skills in time management, organization, and attention to detail Proficiency in Microsoft Office suite of applications Handles unexpected situations adeptly Ready to work in any shift. 

Preferred qualifications, skills and capabilities:

Knowledge on the capital markets & custody operation is a plus