Operations Specialist - Analyst

Delta Capita

Bengaluru

Hybrid

INR 400,000 - 600,000

Full time

14 days+

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Benefits offered by this job

Transportation provided

Equal opportunity employer

Great Place to Work Certified

Job summary

A global managed services provider is seeking a Client Onboarding team member in Bangalore. The role involves managing key client relationships and ensuring efficient onboarding in compliance with trading regulations. Candidates should have a Bachelor's degree and 6 months to 1 year of relevant experience. Strong communication and analytical skills are essential, along with proficiency in Microsoft Office Suite and familiarity with tools like Alteryx and Tableau. This position is permanent, full-time, and offers hybrid working arrangements.

Qualifications

6 months to 1 year of experience required.
Strong written and verbal communication skills are essential.
Attention to detail is crucial.

Responsibilities

Manage client relationships and communication for onboarding.
Collaborate with various internal teams for client compliance.
Coordinate approvals for new client trading accounts.

Skills

Building global relationships

Strong communication skills

Analytical skills

Problem-solving abilities

Expertise in Microsoft Office Suite

Education

Bachelor’s degree

Tools

Alteryx

Tableau

SQL

Data Warehousing

Job description

Job Description

Join the Bangalore-based Client Implementation (CI) team and play a vital role in onboarding new clients ensuring a seamless and compliant experience. As a Client Onboarding (COB) team member, you will be responsible for managing key client relationships within the Global Markets Division, collaborating with Sales, Compliance, Credit, Risk, Legal, and Operations teams to facilitate efficient client onboarding while adhering to trading regulations and new account opening requirements.

Job Requirements

Mode: 5 days from office (Transportation will be provided)

The Client Implementation (CI) team is the central point of contact for managing key client relationships within the Global Markets Division, ensuring a seamless front-to-back coordination and setup of trading relationships. We are business and client-aligned, proactively engaging with internal stakeholders to understand and respond to evolving commercial demands. Our team's in-depth understanding of the regulatory environment enables us to effectively identify, assess, and elevate risks with precision.

We are committed to providing a "white glove" onboarding experience, setting the tone for strong client relationships and ensuring the onboarding process is best-in-class. We help other stakeholders engage with clients to obtain necessary documentation to meet compliance and regulatory obligations for establishing Global Markets relationships across Fixed Income (including Derivatives, FX, and Commodities), Equities, and Prime Services.

The CI team is responsible for approving all new client trading accounts and coordinating additional trading features and account types for existing clients, including client maintenance and data quality management. A working knowledge of the operational flow of a wide variety of products is highly valuable. We also collaborate closely with Technology to design system enhancements that improve efficiency and with Compliance to define and implement firm policies and controls.

Key Skills And Qualifications

Qualifications and Experience: Bachelor’s degree required with 6 months‐1 year experience

Client Relationship Management & Communication

Ability to build global relationships and communicate complex issues effectively to clients with varying levels of product experience.
Strong communication (both written and verbal), organizational, and interpersonal skills, with the confidence to engage professionally and persuasively with clients and senior stakeholders.

Analytical & Problem-Shooting Skills

Strong analytical skills and problem-solving abilities, with meticulous attention to detail.
Ability to analyse data and configure operational metrics using self-service tooling. Experience with Alteryx, Tableau, SQL, Data Warehousing, Defensive Design Methods, and RPA robotics is a plus.
Ability to think critically and apply thought leadership to improve processes.

Technical Proficiency

Expertise in Microsoft Office Suite (Outlook, Word, Excel, and PowerPoint) is required.

Proficiency in working with web-based applications.

Operational Acumen

Onboarding, operational, and/or reconciliation experience is a plus.
Experience driving regulatory implementation, orchestration, and workflow improvements.

Personal Attributes

Self‑motivated and proactive team player who takes ownership of projects and is accountable for results.
Deadline-driven with the ability to multi-task and work effectively in a fast-paced environment.
Thrives in a teamwork-oriented environment and works well under pressure.
Results-oriented with the ability to manage time-sensitive projects while focusing on quality.
Professional maturity and the ability to manage confidential information with excellent judgment.
Ability to manage client expectations and follow through with professionalism.

How We Work

Delta Capita is an equal opportunity employer. We positively encourage applications from suitably qualified and eligible candidates regardless of age, colour, disability, national origin, ancestry, race, religion, gender, sexual orientation, gender identity and/or expression, veteran status, genetic information, or any other status protected by applicable law.

We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. If you require any reasonable adjustments through your interview process, please use the designated space within the application questionnaire.

This is a permanent, full‑time position located in Bangalore with hybrid working. As the selection and interview process is ongoing, please submit your application in English as soon as possible; if your profile is selected, a member of our team will contact you within 4 weeks.

Who We Are

Delta Capita Group (a member of the Prytek Group) is a global managed services, consulting and solutions provider with a unique combination of experience in Financial Services and technology innovation capability. Our mission is to reinvent the financial services value chain providing technology based mutualized services for financial institutions for non-differentiating services.

Our 3 Offerings Are