Designation Manager Collections ( Cash Management Service )
Company Background Our client is a leading MNC bank providing personal and business banking services in Asia, Africa, the Middle East, UK, Europe and the Americas. The bank is listed on the London Stock Exchange as well as the Stock Exchange of Hong Kong.
Position Requirement
  • To effectively Manage Collections, New Delhi and the North India locations falling under Delhi Hub. Achieve high degree of operational efficiency in day to day processing without compromising on operational controls.

  • To ensure timely, error free and smooth operations in the unit.

  • Monitor monthly performance on PDC business to meet SLA Standards.

  • Continuous monitoring of coordinator / courier performance to ensure that all

  • SLAs are met. To effectively manage courier bills as well as need based allocation of courier frequencies and routes.

  • Ensure that the regular conduct of operations adhere to the Key Control Standards.

  • Ensure adherance to the procedures set in the procedure manual.

  • Manage the Archival Process as per the guidelines.

  • Monitor reconciliation of IP, OCCS, Nostro Accounts.

  • Ensure that the CRM KCS and other KCS checks are conducted as per the set timelines and exceptions reported to the Unit Head.

  • Manage business issues with approved FTE.

  • Ensure that people under control achieve job satisfaction and enrichment by motivating and channelising their activities in the right direction and role.

  • Location New Delhi



    Designation Process Manager -Local Fund Services
    Company Background Our client is a leading global financial services firm with assets of $1.8 trillion and operations in more than 60 countries. The firm is a leader in investment banking, financial services for consumers, small business and commercial banking, financial transaction processing, asset management, and private equity.
    Position Requirement
  • Managing a team performing Daily NAVs, various periodic deliverables and reconciliations for local funds

  • Providing technical guidance and direction to the team

  • Liaise with Clients on a day-to-day basis to ensure NAV delivery/reconciliations

  • Liaise with Senior management to define Operational standards and drive performance

  • To ensure successful completion of Statutory & Internal Audits

  • Experience 6+ years experience preferably with fund accounting, security database or custody environment.
  • Understanding of fund accounting principals and theories.

  • Experience with implementing process improvement methodology and/or demonstrated experience with efficiency improvement.

  • Strong interpersonal skills. Ability to effectively communicate with - internal and external clients.

  • Mid to large size team management experience

  • Bachelor's degree in finance, accounting or equivalent

  • Location New Delhi



    Designation Assistant Vice President - Client Service
    Company Background Our client is a leading global financial services firm with assets of $1.8 trillion and operations in more than 60 countries. The firm is a leader in investment banking, financial services for consumers, small business and commercial banking, financial transaction processing, asset management, and private equity.
    Position Requirement

    The AVP will work closely with Global client coverage teams within WSS to provide flawless service delivery to franchise clients. May suggest changes to procedures or work flow to enhance quality and productivity. Ability to understand client segments and apply different servicing approaches based on knowledge level.

    The broad responsibilities are as listed below -

  • Typically responsible for daily activities of a group (individual contributors, supervisors/team leaders) in the client service area.

  • Integral member of the service management team responsible for representing the unit to its internal / external clients.

  • Responsible for acting as a liaison between Client Service and all the operations units servicing clients

  • Partner with product and T&SS colleagues to effectively address client issues that fall outside of internal and client SLAs

  • Proposes and implements procedures to deliver responses to customers, organizes workflow and processing activities, determines department structure and ensures resource allocation.

  • Makes recommendations on process improvements and provides guidance on more complex operating procedures.

  • Participates in the development of goals and execution of strategies within a department

  • Responsible for decisions that is guided by policies or established practices and that generally will have limited impact on company revenues/assets.

  • Leads the team meetings and brings issues to the attention of senior managers.

  • Negotiates Service Level Agreements and ensures all requirements are met. Participates in client presentations and is responsible for training of new products and markets.

  • Reviews reports and scorecards to gauge health of KRIs and KPIs . Assists in preparation of operational plans as well as budgeting for the area.

  • Participates in execution of department strategy; develops approaches and/or processes to accomplish goals. In an individual contributor role, functions as a lead contributor with advanced knowledge of area of specialization and significant exposure to broad department activities.

  • 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.

  • Decisions typically require signing authority on transactions and authority to bind & commit JPMC contractually and legally, with both financial & reputational impact at stake.

  • Establish and maintain relationships with internal / external clients at multiple levels in order to effectively assess service levels and work to continually improve the operational effectiveness.

    Decisions are both tactical and strategic in nature. Extensive people management experience; responsibilities will involve right hiring and staffing recommendations. Will be responsible for people development, talent management & people retention process.

  • Qualification
  • Graduates (BCOM/BMS) / CAs/ MBAs with seven to ten years of experience.

  • Knowledge on the capital markets & custody operation is a must.

  • Excellent organization & time management skills. Should exercise good judgment in prioritizing client deliverables.

  • Has to be extremely client-focused and result-oriented in approach.

  • Should be a quick learner and should possess excellent Analytical skills.

  • Excellent People Management skills.

  • Effective communication, negotiation & conflict handling is mandatory.

  • Should understand the big picture and think out of the box to resolve client problems.

  • Maintain composure in stressful situations

  • Location New Delhi



    Designation Vice President - Shared Services Controlling
    Company Background Our client is a. is a financial services company, headquartered in Zurich, Switzerland. The bank is organized into three divisions, Investment Banking, Private Banking, and Asset Management. Shared Services, which includes functions such as IT and legal/compliance, encompasses all three major areas.
    Position Requirement ExB / BoD reporting
  • On a monthly basis provide detailed expense reporting including month on month, variance analysis, ytd vs. budget analysis, actual performance vs. forecast.

  • Proactively review trends and flag anomalies for attention. Initiate dialogue with functions.

  • Initiate reporting of KPIs (Key Performance Indicators)

  • Partner with London based team with respect to writing commentaries

  • Follow up on outstanding issues

    Allocated Expense reporting to FO Divisions

  • Monthly provision of allocated expense reporting
         o from SaR cube (Alternative tree)
         o standard allocations reporting from Global cube

  • support reconciliation between two sources

  • Reconcile allocations OUT (of Shared Services) and IN (to the FO Divisions

    Rolling Forecast

  • Prepare functional and consolidated forecasts on a 18 month rolling basis

    FX Currency Exposure reporting

  • Analytical review of currency movements and impact on Shared Services results

  • Monthly analysis and reporting of FX exposure to FO Divisions

    Headcount Reporting

  • Provision of consolidated headcount analysis and reporting to Group Controlling

  • Track and monitor significant headcount movements intra and inter-Shared Services

    Legal Entity reporting

    Shared Services International (SSi)

  • Monthly Expense reporting

    Non-Comp Expense (NCE) Reporting

  • Provision of Non Comp Expense material based in Alternative Tree


  • Responsibility and accountability for oversight and management of all deployed activities pertaining to the Consolidations Group, Shared Services Controlling

  • Management and development of two AVP staff members

  • Provide cover on an overall basis i.e. able to perform all deployed tasks if required

  • Improve efficiency of processes through process enhancements/re-engineering and streamlining

  • Ensure proper controls are maintained

  • Assist in identifying and resolving data inconsistencies

  • Location
  • Qualified Accountant (recognised Association)

  • Preferably a graduate

  • Location New Delhi



    Designation Sales Manager - Retail & Banc assurance
    Company Background Our client is India's leading private sector general insurance company.As a part of a big banking group, they are well known for our innovative products, marketing strategies, technology focus and excellent customer services. They currently have an employee asset base of over 5000 people with a presence in more than 190 locations.
    Position Requirement
  • Build up the distribution channel (channel partners / bank partners / direct sales team) at the location.

  • Responsible for sales budget and portfolio profitability of the business sourced from relevant channels in the location.

  • Responsible for recruitment and management of relevant sales channels at the locations.

  • Manage the partner relation at location level and co-ordinate internally with various functions to ensure efficient delivery of day to day service requirements.

  • Manage a team in effective delivery of services.

  • Experience 2 6 years
    Location New Delhi