Senior Analyst
BengaluruFull-time3–6 yrsPosted 5 days ago
Mid-level finance role at Societe Generale in Bengaluru. Needs 3+ years.
About the role
You will be assigned a portfolio of clients and be responsible for the following tasks: Initiate and coordinate client onboarding requests across KYC, Regulatory, Tax, Legal, Credit and operational setup streams. Perform client outreach and ensure accurate, timely communication to clients on the entire onboarding process.
What you'll do
- Perform client outreach and ensure accurate, timely communication to clients on the entire onboarding process
- Ensure client requests are accurately understood, documented, prioritized and routed to the appropriate teams
- Monitor and coordinate onboarding pipelines and proactively follow up on pending actions to support timely completion and readiness to trade with the support of CLM…
- Identify opportunities to improve onboarding efficiency, transparency and service quality
- Contribute to initiatives aimed at enhancing data quality, operational controls and client experience
What you need
- KYC
- Investment banking
- Reporting