Position Overview
To lead and manage the end-to-end account opening and servicing processes for Entity clients. The role is responsible for overseeing a team of professionals handling complex onboarding and service requests, ensuring exceptional client experience, operational efficiency, and continuous improvement of processes and systems efficiently and accurately through optimum utilization of resources.
Key Result Areas
- Lead projects aimed at improving turnaround.
- To engage and share functional knowledge with digital squads to design and enhance front‑end systems such as Digital onboarding screens, KYC journeys, Fulfillment systems, Name screening systems, Core flex systems, BPM & EDMS to increase efficiency and reduce cost resulting in achieving Unit’s goals on cost saves as per financial planning.
- Lead, mentor, and develop the account opening and client servicing team to deliver high performance and professional client service.
- Allocate re...