Vinikala Vijayan

Experience

• 

  Tata Consultancy Services

  Jul 2014 - Jan 2023

  Senior Process Associate: Client On-Boarding & Account Opening

  • Managed client onboarding and account openings, ensuring compliance with banking standards and efficient trade setups• Handled daily operations including account maintenance, SSI management, and bulk account setups, adhering to deadlines and quality norms• Resolved client escalations and inquiries swiftly, maintaining precise transaction records• Developed training modules for new hires, and conducted performance reviews to ensure team proficiency• Conducted internal audits and quality checks to uphold high standards in client data management and transaction processing• Led daily team huddles for process updates, resolved issues, and shared MOM with management• Produced and analyzed performance and MIS reports for senior management, and supported team lead functions• Created and updated SOPs, ensuring team compliance with operational protocols Show less

• 

  Apex Fund Services LLP

  Feb 2023 - now

  Senior Associate: Client Onboarding Manager

  • Manage client onboarding, acting as the primary contact and coordinating with Sales, CRM, Compliance, Risk, Legal, and Operations teams• Oversee and train junior team members, enhancing their client-facing capabilities• Handle client KYC, bank setups, documentation reviews, and legal agreements, ensuring compliance and efficient internal system configurations• Lead project management for new client onboarding, involving Service Delivery, Legal, Compliance, Risk, KYC, and Tech teams• Facilitate the internal client acceptance process and update systems with NBQ, CRA, pricing calculators, and proposals• Communicate effectively with internal stakeholders, providing regular updates and maintaining client support across regions• Support operations in pilot automation projects and UAT, and implement global procedural changes• Manage financial aspects, including preparing and raising invoices for onboarding fees, tracking order launches, and ensuring timely updates for go-live dates Show less