Client Account Services - Data Associate Manager jobs at Jpmorgan in India, Bengaluru
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Job title (1)
India
Bengaluru
185 jobs found
29.06.2024
JPM
JPMorgan Client Account Services - Data Associate Manager India, Karnataka, Bengaluru
B.com/MBA with minimum 10 years of financial services, Collateral and custody account setup, compliance, or equivalent experience is preferred. Financial services industry knowledge with Client account setups and support operations....
Understand and implement of KYC standards, guidelines, policies and procedures. Be a KYC expert in Corporate and Investment banking domain to conduct end to end KYC. Collection and verification of...
Lead Generation :Indigenous Lead identification and prospect profiling based on the Advisor Industry and Sector preferenceProvide intelligence to Advisors for meaningful conversations and conversionsMaintaining prospect pipeline and have regular follow-ups...
Prospecting : Responsible to research (including indigenous) prospects (using databases, general search) and create bios focusing on pertinent information to prepare the banker for the meeting. Preparing presentations and materials...
Prospecting : Responsible to research (including indigenous) prospects (using databases, general search) and create bios focusing on pertinent information to prepare the banker for the meeting. Preparing presentations and materials...
Manage and drive KYC (Renewal/New Business/Ad hoc) book of work and the process end to end. Collection and verification of confidential client data via publicly available and internal sources to...
This will be an individual contributor role and you would need an Understanding, implementation of KYC standards, guidelines, policies, and procedures. Handling and maintenance of confidential client documentation. Collection and...
B.com/MBA with minimum 10 years of financial services, Collateral and custody account setup, compliance, or equivalent experience is preferred. Financial services industry knowledge with Client account setups and support operations....
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