Client facing material preparation : Work with internal partners across regional locations to prepare marketing materials and client-ready output which is crisp and relevant accompanied with well-structured presentations for Treasury Services.
The work will include data insights and client actions / recommendations on transaction flows, change readiness, account structures, liquidity structures, billing information, etc.
Transaction flow analysis : Analysis and interpretation of transaction flows including High and Low value payments and receipts, reason codes and returns in order to promote operational efficiency, reduce cost / risk and identify cross sell opportunities.
Extracting data from different data sources and its transformation by writing queries
Internal engagement : Provide consultation to CSAMs at every point in the process from analysis request through fulfillment.
Proactively reach out to requestors to provide consultation and SME support as part of the pre and post report production support process.
Proactively follows up on reporting provided to CSAMs to obtain client feedback post-delivery and documents and shares the feedback with the greater team to help us continuously improve our offerings and process.
Project management : Comprehend projects with a high level of accuracy & displays a strong understanding of the deliverables.
Engages proactively with client executives to understand client perspective and makes new suggestions regarding analysis, slides or provides a new perspective.
Provide leadership around driving solutions, especially when it requires thinking out of the box to customize or supplement our existing offerings to address the needs of the business
Communication : Maintain regular value-added contact with client bankers and staffers in the appropriate geography both proactively and in response to specific requests with a clear distinction between fact, informed opinion and uninformed opinion (hunch).
Workflow optimization : Optimize workflow between regional CSAM hubs and Mumbai team. Closely monitor and ramp up available capacity in offshore location with new work.
Requirements / Essential skills :
5 years of relevant work experience
Degree holder in Computer Science or related discipline
Proven work experience in Business Intelligence and Data Visualization
Proven analytical and problem solving ability must be detail oriented
Experience and knowledge in the financial or banking services including Treasury business is a plus
Excellent organization and time management skills - Able to deliver results and meet deadlines under pressure
Organized, methodical and analytical in approach with strong sense of deliverables
Dynamic personality who is able to offer credible challenge in a constructive and collaborative fashion
Able to make sound judgments and independent decisions
Ability to work as a trusted partner with excellent communication skills,