Associate Manager with Wealth Management experience (Account Opening & Servicing)

Responsible for managing the Investments/Insurance Account Opening Process

2) Ensure all TATs are met as per agreed SLA with respective countries

3) Ensure 100% accuracy in all investments & Banca Processes

4) Explore the possibility of automation of various processes to ensure timely and accurate delivery

5) To have proper engagement with all internal & external stakeholders

6) Ensure customer portfolio is correctly updated in Investments & Banca systems thru proper data uploads

7) Ensure that the team achieves "Voice of customer" score of 4 & above

8) Ensure proper query handling desk is set and all queries are analysed to fix various issues

Risk

9) To ensure all required controls and procedures are adhered to in all processes

10) Ensure satisfactory audit rating in both internal and external reviews

11) Ensure all reconciliation (GL and fund reconciliations) are in place and the outstanding items are reviewed and escalated appropriately

12) Perform periodic review of process notes

13) Understand various Risk Management tools in the unit/ function and ensure the same is adhered to

14) Ensure BCP capability is developed for all critical processes in the unit

People

15) Ensure that the team members are properly engaged thru regular interactions

16) Ensure that the Job objectives are properly defined to all reportees and regular feedbacks are given

17) Ensure effective performance monitoring system is in place and proper appraisal & feedback mechanism is adhered in the unit

18) Develop proper training tools within the unit to ensure staffs are trained across various processes

Others

19) Deliver cost save initiatives

20) Support migration of Investments & banca process from other countries into GBS

21) Co-ordinate and integrate various activities across functions relating to Investments & Bancassurance

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