Account Manager, Client Servicing

AMINA Bank View all jobs

  • Mumbai, Maharashtra
  • Permanent
  • Full-time
  • 14 days ago
At a Glance: The Story Behind AMINAFounded in April 2018 and headquartered in Zug, AMINA Bank is a pioneer in the financial industry. In August 2019, AMINA received a Swiss banking and securities dealer license from FINMA. The broad, vertically integrated spectrum of services, combined with the highest security standards, make AMINA’s value proposition unique.
AMINA operates globally from its regulated hubs in Switzerland, Abu Dhabi, and Hong Kong to offer fiat and crypto services to progressive investors, traditional and crypto-native alike, whether individuals, corporates, or institutions.CVVC Global Report and CB Insights named AMINA as one of the Top 50 Companies within the blockchain ecosystem. Aite Group awarded AMINA their 2021 Digital Wealth Management Impact Innovation Award in the ‘Digital Startup of the Year’ category, and LinkedIn listed AMINA as one of the Top Startups 2021 in Switzerland. In 2022, AMINA won the Digital Assets Offering or Service at the WealthBriefing Swiss EAM Awards, and the bank was also recognised for its product offering SEBAX and won the Best ETP of the Year award at the Swiss ETF Awards 2022. In 2023, AMINA won the European WealthBriefing Award in the Digital Assets Solution, Fund Manager category.AMINA India is a wholly owned subsidiary of AMINA Bank AG. AMINA India acts as a virtual extension of the bank supporting activities spanning trading & liquidity management, digital assets research, marketing, investment solutions, risk management, account management, mid/back-office, product management, technology & engineering, IT support, finance and human resources.Your Mission (Should You Choose to Accept It)In the Account Manager, Client Servicing role you will oversee a segment of the Account Management team and play a pivotal role in driving operational excellence and client satisfaction. This role involves close collaboration with Senior Relationship Managers and global stakeholders, ensuring seamless client onboarding and account servicing for institutional, professional private, EAM, and corporate clients.Your AMINA To-Do ListClient Servicing:
  • Act as the escalation point for complex client inquiries and ensure prompt, professional resolutions.
  • Support team members in collaborating with Compliance, Relationship Managers, and other stakeholders to enhance client experiences and secure approvals for KYC processes.
  • Act as the primary point of contact for existing clients for day to day queries and support
  • Provide administrative assistance related to client accounts and services
  • Handle and resolve client queries related to payments, transfers, and account related requests
  • Perform initial assessment and pre-qualification of prospective clients to ensure alignment with the Bank’s regulatory framework, and onboarding criteria before proceeding with the account opening process
Operational Excellence:
  • Oversee client onboarding activities, including KYC, due diligence, and service implementation, ensuring compliance and seamless integration.
  • Drive the optimization of existing processes and implement new frameworks to enhance efficiency and service delivery.
Risk Management:
  • Conduct and review periodic risk assessments for the assigned client portfolio, ensuring compliance with regulatory and internal standards.
  • Identify and address potential risks in onboarding and ongoing account management processes.
Strategic Support:
  • Provide insights and operational support to Relationship Managers to strengthen client engagements within the assigned team’s scope.
  • Contribute to identifying business development opportunities and driving pipeline growth.
Professional Development:
  • Stay abreast of trends in blockchain technology, digital assets, and traditional finance to support team expertise and innovation.
  • Promote knowledge sharing and upskilling initiatives within the team.
Your golden ticket to the AMINA team:
  • 6 to 8 years of experience in client relationship management or client servicing role
  • Experience in client onboarding and KYC/AML is good to have
  • High positive energy and drive to refine and improve the way things are done, can-do and hands-on mindset
  • Reliable and precise work ethic coupled with strong analytical skills
  • Strong communication, relationship building and stakeholder engagement skills
  • Team- and cause-first attitude
  • Knowhow of Blockchain and digital asset markets is a plus
  • Great verbal & written communication skills in English, any additional languages a plus
Why We’re AwesomeWe owe our exponential growth to our innovative and collaborate team spirit and talented workforce. Every voice counts as we are always committed to learning from diverse perspectives and backgrounds because our people make the difference at AMINA Bank. Regardless of your age, gender, belief, and background, at AMINA EVERYONE is welcome!Join our skilled team and together redefine finance.

AMINA Bank