Senior Associate, Private Banking Team Lead
BNY Mellon · mumbai, India
client managementbankingrelationship managementaccount managementcomplianceproject managementexperienced
Job Description
The Senior Associate will manage day-to-day client relationships, assist with onboarding, and handle inquiries. Responsibilities include verifying client documentation, executing projects, and supporting audit responses. The role also involves promoting firm services, resolving client issues, and maintaining client databases.
Qualifications
Bachelor’s degree or equivalent combination of education and experience required; advanced/graduate degree preferred. 3-5 years of client service experience with banking products, including lending, deposit, and brokerage.
Skills Required
- client management
- banking
- relationship management
- account management
- compliance
- project management
Location
City: mumbai · Country: India