DATA MANAGEMENT OFFICER
ROLE PROFILE
GENERAL DESCRIPTION
The Data Management Officer is a key member in the Client Account Modification department. He/She is responsible for data maintenance in T24, CRM, Filler, eBanking, etc for client portfolios and agents (EAM/EFA/Finder relationships), as well as handling of ad-hoc client output requests.
KEY FEATURES OF THE POSITION
People Management
· N/A
Client Management (internal & external)
· Establish and build strong relationship through consistent interaction with Front Office/key stakeholders across the Bank regarding the services and support they require, and challenges faced.
· Manage Front Office’s queries and support troubleshooting
· Deliver consistent service and meet the established SLAs (Service Level Agreements) while complying with the Bank’s policies and procedures, as well as regulatory requirements
DATA MANAGEMENT OFFICER
ROLE PROFILE
GENERAL DESCRIPTION
The Data Management Officer is a key member in the Client Account Modification department. He/She is responsible for data maintenance in T24, CRM, Filler, eBanking, etc for client portfolios and agents (EAM/EFA/Finder relationships), as well as handling of ad-hoc client output requests.
KEY FEATURES OF THE POSITION
People Management
· N/A
Client Management (internal & external)
· Establish and build strong relationship through consistent interaction with Front Office/key stakeholders across the Bank regarding the services and support they require, and challenges faced.
· Manage Front Office’s queries and support troubleshooting
· Deliver consistent service and meet the established SLAs (Service Level Agreements) while complying with the Bank’s policies and procedures, as well as regulatory requirements
Business Management
· Ensure timely and accurate processing of opening, closure and static data maintenance (e.g. blocking/unblocking of account, Relationship Manager reassignment, Agent and Counterparty records in the Bank’s various systems
· Ensure new account opening welcome pack with relevant enclosures are accurately processed and sent without delay to Client
· Conduct name searches for requests from Compliance / Legal
· Timely and accurate processing of e-banking applications / modifications / cancellations, mailing addresses and conditions changes for clients and agents
· Handle returned mails for client portfolios
· Manage ad-hoc client statements and advices printing requests
· Perform signature verifications of the client forms
· Support the team in user acceptance testing and procedures documentation
· Understand and possess good knowledge of system/business requirements in how Client/Counterparty/Agent records are maintained/derived
· Strong commitment to quality service and a desire to drive innovation and continuous process improvement initiatives
· Support any ad-hoc tasks / requests as assigned from time to time
Supervisory Responsibilities (where applicable)
· Direct, manage and coach the BAU team in daily operations
· Act as Subject Matter Expert (SME) for client life cycle management
Regulatory Responsibilities &/OR Risk Management
· Demonstration of appropriate values and behaviours including but not limited to standards on honesty and integrity, due care and diligence, fair dealing (treating customers fairly), management of conflicts of interest, competence and continuous development, adequate risk management, and compliance with applicable laws and regulations.
SKILLS REQUIREMENTS OF THE POSITION
Personal and Social
· Meticulous and efficient working style
· A team player who is able to interact and work with a broad spectrum of people
· Able to work in a fast-paced environment with minimal supervision and meet tight deadlines
· Proactive, hands-on, and solutions-oriented
· Good analytical and problem-solving ability
Professional and Technical
· Degree with at least 5 to 8 years of related working experience
· Previous experience in static and/or mailing related data maintenance for Client, Agent (EAM, EFA, Finder) and/or Counterparty records is preferred
· Good knowledge of account documentation requirements in a Private Banking environment will be an advantage
· Good knowledge of MS Office applications (Word, Excel, PowerPoint), Macros and Visual Basic knowledge as well as an aptitude for technology
Regulatory (where applicable)
· N/A
COMMITTEE MEMBERSHIP (WHERE APPLICABLE)
· N/A
OTHER REQUIREMENTS (WHERE APPLICABLE)
· N/A
RANK APPLICABLE TO THE POSITION
· Associate Director
REPORTING LINE
· Functionally to Team Lead of Data Management
FURTHER INFORMATION
· Region/Division: COO / COO Asia
· Location: Mumbai
· Ensure timely and accurate processing of opening, closure and static data maintenance (e.g. blocking/unblocking of account, Relationship Manager reassignment, Agent and Counterparty records in the Bank’s various systems
· Ensure new account opening welcome pack with relevant enclosures are accurately processed and sent without delay to Client
· Conduct name searches for requests from Compliance / Legal
· Timely and accurate processing of e-banking applications / modifications / cancellations, mailing addresses and conditions changes for clients and agents
· Handle returned mails for client portfolios
· Manage ad-hoc client statements and advices printing requests
· Perform signature verifications of the client forms
· Support the team in user acceptance testing and procedures documentation
· Understand and possess good knowledge of system/business requirements in how Client/Counterparty/Agent records are maintained/derived
· Strong commitment to quality service and a desire to drive innovation and continuous process improvement initiatives
· Support any ad-hoc tasks / requests as assigned from time to time
Supervisory Responsibilities (where applicable)
· Direct, manage and coach the BAU team in daily operations
· Act as Subject Matter Expert (SME) for client life cycle management
Regulatory Responsibilities &/OR Risk Management
· Demonstration of appropriate values and behaviours including but not limited to standards on honesty and integrity, due care and diligence, fair dealing (treating customers fairly), management of conflicts of interest, competence and continuous development, adequate risk management, and compliance with applicable laws and regulations.
SKILLS REQUIREMENTS OF THE POSITION
Personal and Social
· Meticulous and efficient working style
· A team player who is able to interact and work with a broad spectrum of people
· Able to work in a fast-paced environment with minimal supervision and meet tight deadlines
· Proactive, hands-on, and solutions-oriented
· Good analytical and problem-solving ability
Professional and Technical
· Degree with at least 5 to 8 years of related working experience
· Previous experience in static and/or mailing related data maintenance for Client, Agent (EAM, EFA, Finder) and/or Counterparty records is preferred
· Good knowledge of account documentation requirements in a Private Banking environment will be an advantage
· Good knowledge of MS Office applications (Word, Excel, PowerPoint), Macros and Visual Basic knowledge as well as an aptitude for technology
Regulatory (where applicable)
· N/A
COMMITTEE MEMBERSHIP (WHERE APPLICABLE)
· N/A
OTHER REQUIREMENTS (WHERE APPLICABLE)
· N/A
RANK APPLICABLE TO THE POSITION
· Associate Director
REPORTING LINE
· Functionally to Team Lead of Data Management
FURTHER INFORMATION
· Region/Division: COO / COO Asia
· Location: Mumbai
Pay: ₹2,000,000.00 - ₹3,000,000.00 per year
Work Location: In person
