Prime Services Client Onboarding

Job Title: Prime Services Client Onboarding

Experience: 0 to 3 Years

Location: Mumbai

Roles & Responsibilities

• Handle day-to-day Prime Brokerage client services activities supporting Europe and US clients.
  
• Facilitate smooth client onboarding and coordinate with internal teams to resolve onboarding-related issues.
  
• Monitor and support client trade flows ensuring timely resolution of operational queries.
  
• Investigate and troubleshoot issues related to margin collateral and corporate actions.
  
• Coordinate with internal stakeholders to resolve client issues and escalate concerns when required.
  
• Support cross-product activities including Securities Lending and Liquidity Management.
  
• Maintain effective client and stakeholder relationships while ensuring smooth service delivery.

• Postgraduate Degree / MBA in Finance CFA or an equivalent finance qualification.
  
• Good understanding of Equities Equity Derivatives Convertible Bonds Fixed Income Repo Futures and Options.
  
• Basic understanding of Prime Brokerage and financial markets.
  
• Knowledge of Securities Lending and Liquidity Management would be an added advantage.
  
• Awareness of current macroeconomic trends and financial markets.
  
• Strong analytical logical and problem-solving skills.
  
• Excellent interpersonal communication and stakeholder management skills.
  
• Intermediate to advanced proficiency in MS Excel.
  
• Ability to multitask manage deadlines and work effectively in a team.
  
• Self-motivated quick learner with a proactive approach to building business knowledge and client relationships.

Required Skills:

EquitiesEquity DerivativesConvertible BondsFixed IncomeReport BuildingFutures and Options