Designation Head Client Data Services (Account)
Required Skills set Client Data, Account Maintenance, Static Data, (Exclude Reference Data, Market Data, Instrument Data)
Client Data Services (CDS) function is responsible for setting up and maintaining client entity reference and trading accounts for the Global Banking and Markets business via single, global client data on-boarding and account maintenance service model. The function leverages globally consistent operating principles and a standard service proposition to deliver high-quality client data and its ongoing maintenance throughout the client life cycle. The function operates globally as one integrated team to provide service across the group. There two key streams of activities with in CDS.
1. CDS Entity - Responsible for set-up and maintenance of Client Entity Reference data and client unique identifiers on GoldenSource system. This involved independently validating the client legal status and maintaining up to date client information.
2. CDS Account - Responsible for set-up and maintenance of the Account & Standard Settlement Instructions on various Markets system for all assets classes.
The function supports Global Markets on boarding process by undertaking initial client entity legal verification and then subsequently setting up trading accounts and loading settlement instructions. The function is supported by a hub-spoke model, where by teams in GSC undertake all the processing work for over 44 countries and onshore hub provides business relationship management and support. Given the nature of the data CDS function maintains, the team is also supports client data readiness for Global Standards, various regulatory demands impacting business including client exits.
Knowledge & Experience /
Minimum 12 to 15 years of management experience in managing teams and stakeholders in operational role and project management role.
Excellent communication -Both verbal and written
Excellent interpersonal skills and ability to manage relationship with senior stakeholders across different geographies
Ability to negotiate and collaborate in order to meet organizational goals
Ability to take difficult decisions in a complex operational environment
Strong business and commercial orientation
Good presentation skills
Strong analytical skills with a problem solving capability & drive solutions
Very good prioritizing, planning and organizing skills
Project Management Skills, with prior experience in managing change, technology build and implementation/ integration
Experience in implementation of business strategy with sound understanding of internal / external business environment
Proven experience in change management and problem-solving
Must be well organised and able to multi-task effectively.
Strong orientation on operational risk management
Ability to manage resources to continually improve customer service and achieve productivity targets.
Evidence of process re-engineering
Ability to quickly understand the process and how it adds value to the business.
Established in the year 1993, New Era has been in the business of understanding talent needs... of different organizations and providing solutions for it. New Era hires consultants with specialization in different domains to provide procurement solutions across all the domains. We have been very fortunate to serve some of the top names of both the IT and the non IT Industry. We provide end to end staffing solutions and help candidates to be placed across Asia, USA and Europe.
New Era also provides Training and Development solutions to our clients which help enriching the performance of their Human Capital. Our training and development initiative ‘TRUTH’ offers complete and measurable ‘Aptitude Development Solutions’ in areas like Leadership Development, Time Management, Corporate Communications, Presentation Skills, Consultative Selling Skills, Marketing Skills etc.
New Era values its Human Capital the most and is totally committed towards providing them with adequate training and development programmes at a regular basis. This helps their grooming and also equips them with the knowledge of the latest Industry practices. We at New Era always follow the 3‘i’s which we believe are the pillars of our success. Read full description