Ajay Talreja

About Ajay Talreja

Client Onboardig - Manager, Global Banking and Market Leading and managing a diverse Client Onboarding Team in India that includes FX & Derivatives, Securities Finance, Regulatory Support, Client Lifecycle Management. Have prior experience of managing and servicing a huge list of premier Institutional Clients (ICG) as ClientManager Onboarding and closely worked with RMs and Legal Negotiators Other areas of work experience and interests includes, Business Analysis,Account and Static Data Maintenance, Master Group Management,Quality Checking & Control, Process Migration, Lead Facta Project, Lead for Dodd Frank Regulations, Process Training, Lean thinking and Automation.

Experience

1. Sr Client Manager

   HSBC

   Apr 2018 — Present

   Client Manager -facilitating smooth on boarding of client NTB And supporting ETB relationship Client Manager for top Institutional Clients in the funds space Single point of contact for Client and Banks internal partner teams like KYC, Legal, TAX, Regulatory Services, Doc Operations, Credit Services, Data Services, Compliance, etc. to facilitate onboarding Measure key indicators and ensure timely onboarding of clients to avoid any trade failures.Manage analysts and assist in their smooth day to day functioning.Effective Stakeholder Management and handle escalationsBridge gap between Client and internal partner teams to source all client related documents and ensure smooth timely onboarding

Education

• St Josephs boys High School ,Museum Road ,Bangalore

  Bachelor of Commerce (B.Com.), Commerce

  1998

• Bangalore University

  BCom - Bachelor of Commerce