Assistant Vice President

Symphoni HR Pvt Ltd.; Mumbai; Hybrid; INR 1,200,000 - 1,800,000; Full time

Job summary

Symphoni HR Pvt Ltd is seeking a client services professional to coordinate with Sales, SRM, Front Office Client Account Management, Operations and other functions to meet client requirements.

You will maintain regular client contact, monitor post-trade lifecycle, prepare client materials, and lead cross-functional initiatives to improve service quality and efficiency.

Qualifications

• Minimum of three years experience within financial services, ideally within operations, client onboarding, post-trade services, or client relationship management functions.

Responsibilities

• Partner with Sales, SRM, Front Office Client Account Management, Operations and other corporate functions to facilitate client requirements.
• Maintain regular communication with clients to support a best-in-class client service experience.
• Coordinate across corporate functions to ensure clients needs are met.
• Maintain awareness of industry trends and the regulatory environment, including their impact on clients, with a willingness to develop deeper expertise.
• Daily monitoring across the pre and post trade lifecycle to proactively resolve issues for key clients.
• Prepare high-quality client materials for meetings and in response to client requests.
• Summarise periodic client metrics collaborating with the Business Transformation function to deliver MI requested by clients.
• Lead discussions and projects by organising meetings, partnering with key stakeholders and influencing the delivery of initiatives, technology strategy and internal behavioural change to enhance client service.
• Develop a strong understanding of vendor solutions and market capabilities relevant to operational service delivery.
• Support clients seeking to understand how technology and AI tools can be applied within post-trade operations.

Skills

Derivatives knowledge

Post-trade operations

Regulatory understanding

Client query handling

Communication skills

Problem solving

Attention to detail

Risk & control

Leadership

Cross-functional teamwork

Relationship building

Time management

AI tools awareness

Vendor solutions knowledge

Industry trends awareness

Client onboarding experience

Job description

Role description:

• Partner with Sales, SRM, Front Office Client Account Management, Operations and other corporate functions to facilitate client requirements.


• Maintain regular communication with clients to support a best-in-class client service experience.


• Coordinate across corporate functions to ensure clients needs are met.


• Maintain awareness of industry trends and the regulatory environment, including their impact on clients, with a willingness to develop deeper expertise.


• Daily monitoring across the pre and post trade lifecycle to proactively resolve issues for key clients.


• Prepare high-quality client materials for meetings and in response to client requests.


• Summarise periodic client metrics collaborating with the Business Transformation function to deliver MI requested by clients.


• Lead discussions and projects by organising meetings, partnering with key stakeholders and influencing the delivery of initiatives, technology strategy and internal behavioural change to enhance client service.


• Develop a strong understanding of vendor solutions and market capabilities relevant to operational service delivery.


• Support clients seeking to understand how technology and AI tools can be applied within post-trade operations.

Key objectives critical to success:

• The successful candidate must have the ability to forge strong relationships with our key clients and be flexible in their approach.


• Strong client interaction and consistently high professional standards are key.


• Demonstrate effective leadership and participation in cross-functional and cross-regional teams.


• Highly organised, with the ability to manage multiple priorities effectively and efficiently while maintaining a strong client service focus and a clear understanding of client needs.

Skills, experience, qualifications and knowledge required

• Strong knowledge of derivatives and associated processes.


• Understanding of post-trade operations, settlement processes and reconciliation procedures.


• Familiarity with regulatory frameworks.


• Client query management and troubleshooting.


• Excellent written and verbal communication skills.


• A genuine interest in developing a thorough understanding of the business and clients, as well as taking a proactive approach to work at hand.


• Attention to detail, as well as the ability to solve problems quickly and efficiently, is essential.


• Understand risk and control frameworks, with the ability to **escalate** effectively.


• Confident in engaging with internal and external clients, articulating key messages across all communication channels and escalating potential risks in a timely manner.


• Build and influence relationships across cross-functional and cross-regional teams.


• Strong time management and ability to work under pressure.


• Ability to anticipate problems and potential risks.


• Core understanding of technology and AI, including how these tools can be used to improve operational processes and client service outcomes.


• Minimum of three years experience within financial services, ideally within operations, client onboarding, post-trade services, or client relationship management functions.