YAKSHITHA MP
Bengaluru
Summary
Experienced professional with 10 years of expertise in Client Onboarding and Case Management within the financial services industry. Skilled in managing end-to-end onboarding processes for HSBC’s HSS clients across the UK and Europe, ensuring compliance with regulatory and internal standards. Adept at maintaining strong client relationships, resolving issues efficiently, and driving process improvements to enhance workflow quality and operational excellence. A practical team player with a results-driven approach and strong attention to detail.
Overview
11
11
years of professional experience
3
3
years of post-secondary education
Work History
Assistant Client Manager
HSBC
Bengaluru
03.2022 - Current
- Spearhead end-to-end onboarding for HSS clients across custody, cash, FX, and HSBC NET services, coordinating with diverse teams (KYC, Finance, Client Data Services) to streamline setup.
- Collaborate with relationship managers and onshore teams to facilitate trading account setups for new funds, products, and amendments.
- Mentor new team members on best practices, enhancing team knowledge and onboarding efficiency.
- Conduct quality checks on onboarding processes to ensure compliance with regulatory standards, leading to significant error reduction and data accuracy.
- Deputize for the manager, oversee team operations, manage escalations, and maintain team productivity. Deliver weekly MI reports tracking performance and areas for improvement.
- Handle escalations, ensuring prompt and effective resolution, and maintain high levels of client satisfaction.
- Conduct regular team calls every alternate day to track progress on active cases, driving timely resolution and minimizing turnaround delays.
- Collaborated with PwC auditors and internal stakeholders during external audit reviews, providing process clarifications, evidence, and ensuring adherence to regulatory and control standards.
- Actively cross-trained in KYC and client due diligence processes to provide additional support during high-volume periods, contributing to timely completion of client onboarding cases.
SME- Cash
HSBC
Bengaluru
10.2017 - 03.2022
- Managed onboarding for cash accounts, coordinating with SAFCA for account openings and configuring services like MT900/910 and MT940 post-activation.
- Processed account amendments, including name changes and interest terms adjustments, ensuring seamless service continuity.
- Worked closely with downstream teams for account activation and service setups, minimizing integration time and enhancing client experience.
Associate -> Senior Associate
Randstand for HSBC
Bengaluru
11.2014 - 10.2017
- Reviewed and interpreted legal agreements (ISDA, CSA, Repos), focusing on bespoke clauses and eligibility for netting and collateral.
- Worked with CDG legal negotiators to resolve missing data points, ensuring regulatory compliance and accurate documentation.
Education
Bachelor of Commerce -
St. Anne's College
06.2011 - 04.2014
Skills
- Mainframe & HUB Systems
- Microsoft Office Suite
- CLUB
- BESPOKE Tools
- LEM
- GMG
- NGT
- LexisNexis
- Client Onboarding
- Case Management
- Stakeholder
- Relationship Management
- KYC
- Documentation & Compliance
- Process Improvement & Quality Assurance
- Escalation Management & Resolution
- Team Training & Leadership
- Management Information (MI) Reporting
- PWC audit
Accomplishments
- Led a cash account opening automation project, streamlining processes and reducing manual efforts to boost team productivity.
- Delivered training on new processes, ensuring smooth transitions and team consistency.
References
Available upon request.
Languages
English
Proficient
C2
Hindi
Upper Intermediate
B2
Timeline
Assistant Client Manager
HSBC
03.2022 - Current
SME- Cash
HSBC
10.2017 - 03.2022
Associate -> Senior Associate
Randstand for HSBC
11.2014 - 10.2017
Bachelor of Commerce -
St. Anne's College
06.2011 - 04.2014