Job Description :

  • AM must have a comprehensive understanding of front, middle, and back office demands of an investment fund, bank, insurance, and/or asset management complex. Proven ability to interface with clients, solution client issues, and cross sale additional strategies to existing client base. Works with considerable autonomy for managing client base. The role requires maintaining a comprehensive understanding of his/her clients' organizations (contacts, structure, holdings, complexity) and all servicing teams across AS Global Service Delivery and BK enterprise (i.e. Capital markets, FMTS) who service their portfolio clients.
  • The AM II will be the escalation point to address client issues at varying levels of complexity. In this manner, the AM II will monitor that all of the global service teams are performing their respective activities effectively and that we are meeting and documenting our service commitments in accordance with SLA's/Client Contracts. 

  • The primary activities of the AM II role include relationship management, P&L management, client service coordination, and interface with Service Delivery teams for securing objective KPI's/metrics to demonstrate satisfactory service delivery in accordance with contract / SLA's, new business development.
  • The AM II will act as an Asset Servicing (AS) business sponsor responsible for employing US MM strategy across their assigned portfolio of clients which includes managing, approving, and ensuring all internal governance/protocol is administered properly as it relates to all AS services/solutions offered to his/her assigned portfolio. This includes assuring the commercial relationship is appropriately priced for the overall risk of the services. 
  • The AM II will also work closely with Product Management, Technology, Strategy, Transformation, and AS Sales partners to identify new revenue, extension of products/solutions, and retention of high margin services.
  • The incumbent is accountable and responsible for all formal BK client communications; adherence to Asset Servicing risk, servicing, legal and compliance requirements; and a strong working knowledge of all BK enterprise products and services. 

Job Requirements :

  • IIM A, B, C & L only with 4+ years of work experience in similar role.
  • 7+ years of related experience required; experience in the securities or financial services industry is a plus
  • 10-12 years of related experience required; has in-depth knowledge of the fiduciary and trust responsibilities as well as asset/liability management of tax exempt plans. Previous experience working in custody, investment accounting, or other service delivery product areas is preferred along with a comprehensive understanding of BK platforms and reporting tools. 

  • Excellent verbal and written communication skills.

Job Responsibilities : 

  • The AM II will act as an Asset Servicing (AS) business sponsor responsible for employing US MM strategy across their assigned portfolio of clients which includes managing, approving, and ensuring all internal governance/protocol is administered properly as it relates to all AS services/solutions offered to his/her assigned portfolio. This includes assuring the commercial relationship is appropriately priced for the overall risk of the services.
  • The AM II will also work closely with Product Management, Technology, Strategy, Transformation, and AS Sales partners to identify new revenue, extension of products/solutions, and retention of high margin services.

    The incumbent is accountable and responsible for all formal BK client communications; adherence to Asset Servicing risk, servicing, legal and compliance requirements; and a strong working knowledge of all BK enterprise products and services. 
  • The AM II will engage and act as the Asset Servicing point to ensure a high quality service experience is realized by the clients and will also be the single point of interface with all internal governance related to Client activities. This includes Business Risk Committee, Business Acceptance Committees, Pricing Committees, all SFA actions, and as coordinator/interface with all Global Service Delivery product segment teams (including the Business Practice group related to AML/KYC, on-boarding, Client Billing, and other utility functions developed from time to time).

Interested Candidates can forward their CVs to Ajeet Yadav (ajeety2013@email.iimcal.ac.in)

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