CIB - Implementation Manager - VP - Shanghai
摩根大通银行(中国)有限公司
- 公司规模:150-500人
- 公司性质:外资(欧美)
- 公司行业:金融/投资/证券
职位信息
- 发布日期:2014-05-06
- 工作地点:上海
- 招聘人数:若干
- 工作经验:五年以上
- 职位月薪:面议
- 职位类别:高级客户经理/客户经理
职位描述
Job Description
Department Summary
To differentiate our end-to-end client service from the competitors by providing seamless implementation and value added service experience to our clients. To help growing and defending our revenue from the existing clients by developing excellent relationships with them through our proactive services and efficient client implementation process.
The Implementation team is responsible for the end to end client onboarding process once the mandate has been received. The team will aim to provide a seamless experience by having ownership for the overall project which includes, scoping, documentation, setups, testing, post-implementation activities.
Position Summary
Responsible for the management of new and incremental business for Regional and Global cash management implementations. Ensure overall success of projects through the close co-ordination of the supporting deal team(s) and build/maintain close working relationships with business partners in Sales, Product, Operations, Technology and Client Service.
Significant client interaction required and close partnership with internal business partners is critical to success. Provide a consultative level of support to clients through a project life cycle and partner closely to ensure the successful delivery and execution of their requirements.
This role partners with Sales and Product companies for client solutioning and project scoping from implementation project management perspective. And also design and implement customer solutions, assess deal impact and delivery against the RFP contracts and agreements. Must work independently navigating JPMC and the client organization.
Provide support on internal Regional and Global process improvement initiatives and re-engineering opportunities or play a role of product SME in the team.
Key Accountabilities/Major Responsibilities:
Transform the Client Experience
1. Responsible for the implementation of products and services for new and incremental business ensuring a seamless End to End process and best-in-class experience.
2. Ensure team participation in the client surveys. Work with regional team to develop, implement and monitor an action plan for any areas that require improvement to help transform the client experience.
3. Onboard clients efficiently & effectively in line with the new Implementation process.
4. Highlight any required changes to policies and procedures that have arisen during the onboarding process to best suit suite the client experience, banks needs and local regulatory requirements.
5. Provide consultative support to clients throughout implementation process and provide guidance with respect to the associated set-up tasks. Ensure internal partners are made aware of required involvement in the onboarding process in a timely fashion. Provide leadership in the transition to both the clients and other internal departments during the transition phase.
6. Provide guidance and expertise to the client around completion of supporting product documentation.
7. Participate in RFP/sales process as required to provide input on client solutioning and project scoping from implementation project management perspective.
Improve Platform & Drive Efficiency
1. Actively participate in the end-to-end sales, service and fulfillment processes to maximize the opportunity of deal-won and expedite time to revenue.
2. Ensure accurate, timely and relevant metrics reporting.
3. Ensure all deals managed are accurately recorded in TSDM and ensure target dates are reviewed and updated in a timely basis.
4. Communicate with business partners regarding deal activity and identify, escalate and resolve risks and/or opportunities regionally and in-country (to functional manager).
5. Apply agreed implementation procedures and methodology to complete setups of products and services.
6. Identify process improvement initiatives and efficiency gains and take a lead role in improvement activities.
7. Provide support on internal strategic initiatives and projects as requested (SME).
Strengthen Risk and Control Environment
1. Ensure proper escalation procedures are followed.
2. Participate in resolution of operational, technology and/or product servicing issues of a sensitive/high risk nature for major clients managed by team. Escalate to in-country or regional team lead as required.
3. Ensure compliance with audit and risk policies and procedures.
People
1. Mentor other teammates.
2. Provide knowledge and experience sharing with teammates.
3. Provide coverage of teammate absence.
Qualifications
Requirements:
1. University degree.
2. 8 - 10 years of working experience in banking/cash management.
3. Strong cash management and treasury services experience/knowledge
4. Certifications a plus (Certified Treasury Professional, Project Management Institute)
5. Direct operation / client service experience in banking industry.
6. Strong leadership, teamwork and partnership.
7. Proven project management experience.
8. Detail oriented and methodical.
9. Time management and organizational skills.
10. Strong and effective communication (verbal and written) and presentation skills.
11. Fluent in English and Mandarin.
12. Demonstrable self-motivation, initiation and strong customer focus.
13. Ability to work independently
14. Experience in Microsoft project, Excel, Power Point, and Visio etc.
If you are interested and think you meet the requirements, please send us your CV to recruitment_china@jpmchase.com
Or click https://jpmchase.taleo.net/careersection/2/jobdetail.ftl
公司介绍
联系方式
- Email:adwaith.naimpally@jpmchase.com
- 公司地址:地址:span上海