51 Account Maintenance Jobs - Page 2

Responsibilities: Collaborate with cross-functional teams on strategic initiatives Prepare financial reports and analyze trends Manage client relationships through effective communications. Budgeting and Forecasting Maintaining Financial Records Interested candidates can share profile - sushmita.n@ipispl.in

Job Title: Bank Account Management Specialist Experience: 3- 5 Years Location: Bangalore (Hybrid) What Youll Do: Own endtoend corporate bankaccount lifecycles: coordinate KYC/AML for newentity onboarding, validate signatories, and execute account setups. Manage ongoing maintenance: process signatory and mandate updates, adjust transaction limits, and conduct periodic account reviews. Resolve operational issues: investigate payment failures or reconciliation breaks, liaise with treasury, banking partners, and internal teams for swift remediation. Orchestrate account closures: disable payment rails (NEFT/RTGS/ACH), ensure proper cutoffs, archive documentation, and update trackers. Drive process improvements: identify manualwork bottlenecks, propose and implement automation (e.g., VBA templates, Python scripts), and monitor SLA adherence. Must Have: 3-5 years handson experience in corporate bankaccount operations (opening, maintenance, closure) for a fintech or large enterprise. Indepth knowledge of banking products and rails (NEFT/RTGS/IMPS/ACH) and cashmanagement services. Strong familiarity with KYC/AML regulations, RBI circulars, and internal audit requirements. Excellent documentation skills: auditready trackers, SOPs, and compliance filing. Proven stakeholder management: clear communication with finance, treasury, business units, and relationship managers. Nice to Have: Experience with treasury or ERP/TMS platforms (Kyriba, SAP TMS). Proficiency in automation tools (Excel VBA, Python scripting) to streamline recurring tasks. Projectmanagement certification (PMP, PRINCE2). Exposure to fintech banking APIs or virtualaccount structures. If interested, please share your resume to sunidhi.manhas@portraypeople.com

: Job TitleClient Service Analyst LocationGurgaon, India Role Description Cash transaction processing and verifications SA/CA/ Demat account opening KYC screening Account maintenance and customer instructions processing To Handle Customer Walkins and resolve their queries To handle legal correspondence within the defined timeframe To process Inward and Outward remittances within RBI framework What well offer you 100% reimbursement under childcare assistance benefit (gender neutral) Sponsorship for Industry relevant certifications and education Accident and Term life Insurance Your key responsibilities Ensure strict adherence to all internal and external guidelines (KYC, Anti Money Laundering & Audits). Ensure complete resolution to all customer queries and submission of all the customer instructions with 100% accuracy. Ensure accurate checking/transmission of Inward remittances including exchange rates Ensure accurate checking/submission of account opening documents w.r.t KYC Policy. Effective service delivery by reducing customer turnaround time. Ensure NIL operational losses / compensation to customer due to any incorrect communication. Follow Complaint management procedures. Ensure correct and timely resolution of complaints. Any suspicious transaction/activity must immediately be reported to the supervising officer. Overall upkeep of desk as per clean desk policy standards. Your skills and experience At least 5-7 years of relevant experience in a bank or financial institution of repute Should Be a Post Graduate (MBA preferred) Certification in NCFM Series (Demat Operation)/ FEDAI is an added advantage How well support you

The Candidate will manage the accounting and MIS functions, including financial reporting, budgeting, and analysis. Manage the accounting function, including financial reporting, budgeting, and analysis Required Candidate profile CA with 3 to 7 years of accounting and MIS experience, including managerial role experience. Knowledge of accounting principles, financial reporting, and MIS.Canditate based in Mumbai must

About The Role Position NameNational Lead Account Servicing, Wholesale Banking Department Wholesale Banking Service Delivery Location Vikhroli, Mumbai Number of Positions 1 Reporting Relationships M8/SVP Service Delivery and CX Position Grade M6/M7 (DVP/VP) - Account Servicing Job Role: Role of National Lead for Account Servicing Supervise Team Leaders across 5 regions, 10 offices throughout India, 50+ Team members servicing clients and RM"™s Serve Corporate and Wholesale banking clients by facilitating opening of various types of Current Accounts for all constitutions, including special accounts like Escrow, RERA, Nodal, etc. Manage collection of documents, verification and timely processing of Account maintenance requests like signatory management, KYC/Re-KYC, Term deposit requests, etc. through respective RPC"™s. Responsibilities Ensure timely and accurate completion of all account opening functions, provide excellent customer service, fulfill requests end-to-end, and resolve customer issues effectively. Provide a monthly report on metrics while addressing team challenges and celebrating successes. Conduct periodic location wise service reviews to ensure quality service to both internal and external clients Maintain a robust processing environment with effective controls, empowering the team to offer client solutions within the established policy framework Ensure compliance with regulatory guidelines, company policies, and processes and facilitating smooth audits at all times. Monitor customer satisfaction and service levels closely, driving necessary process improvements Coordinate with stakeholders and clients to address process gaps or issues Keep process documents updated and ensure regular reviews Manage queries, issues, escalations and audits effectively Job Requirements: Post Graduate /MBA with 10-12 years of team leading experience in Account Opening, KYC guidelines, Account Maintenance and related Wholesale Banking products Skills: An Account Servicing National Lead, who oversees team leaders, should effectively lead the team, achieve service levels, ensure compliance, and continuously enhance the efficiency of the account servicing process Here are some key skills required for this role Leadership Skills: Ability to inspire, motivate, and guide team leaders and their teams towards achieving goals. Regulatory KnowledgeFamiliarity with relevant regulations and compliance requirements related to account opening processes. Customer Service OrientationUnderstanding the importance of customer satisfaction and the ability to address client needs and concerns effectively. Communication Skills: Strong verbal and written communication skills to convey information clearly and effectively to team leaders, clients, and other stakeholders. Interpersonal Skills: Ability to build and maintain positive relationships with team members, clients, and other departments. Organizational Skills: Proficiency in managing multiple tasks, prioritizing responsibilities, and ensuring that deadlines are met. Problem-Solving Skills: Ability to identify issues, analyze situations, and develop effective solutions quickly. Analytical Skills: Capability to assess data and metrics related to account openings and team performance to make informed decisions. Training and DevelopmentSkills in coaching and mentoring team leaders to enhance their performance and professional growth. Technical ProficiencyKnowledge of software and tools used in account management and data analysis, as well as the ability to adapt to new technologies. Strategic ThinkingAbility to develop and implement strategies that align with organizational goals and improve account opening processes. Conflict ResolutionSkills to manage and resolve conflicts within the team or with clients in a constructive manner. Time ManagementAbility to manage one"™s own time and the time of team leaders effectively to maximize productivity. AdaptabilityFlexibility to adjust to changing circumstances and the ability to lead teams through transitions. Performance ManagementSkills in setting performance metrics, data evaluation, reviews and providing constructive feedback to team leaders.

CCompany:Kiya.ai Client:BNY Mellon Location:Chennai /Pune Work Mode:Hybrid ** Interested candidates drop resume to saarumathi.r@kiya.ai ** Any KYC Experience - account opening and maintenance EXP: 1 -2years Shift timing: 4 PM to 1 AM IST • Global KYC • Good Communication • Immediate joiners preferred • Work from office Male candidates preferred . Client Onboarding/Transitions/Conversions - IC1 under significant direction, conducts assigned operational and data analysis activities related to client onboarding/transitions/conversions. Prepares for and onboards clients, opens and closes accounts and/or analyzes, reconciles and reviews incoming or outgoing data for accurate translation to platform. Determines the best set-up for client accounts and establishes or makes updates to client accounts. Prepares for the opening of new accounts once due diligence on KYC and AML has been completed. Reviews the Account Opening Checklist for accuracy. Closes off accounts by first checking for any pending activity or balances remaining in the account. Conducts pre-transition/conversion testing and quality review of client data. Escalates findings to senior colleagues or assigned transition consultant. Responsible for the daily workflow of client transition/conversion operational and data analysis, monitoring each component of the transition/conversion including data requirements, regulatory and compliance impact and data transfer, coordination with third-parties, etc. Assist with managing transitions/conversions by developing transition/conversion plans along with timelines, assessing key resource requirements and identifying critical paths. Coordinate with different departments to complete tasks and documentation in time. Communicate progress to team and escalate issues or potential project delays. Provides project management to maintain and support less complex client relationships. Works closely with and provide support for Transition Consulting, Relationship Management and Account Management teams to ensure knowledge of client priorities and preferences and a seamless client experience. No direct reports. May have people management responsibilities in some geographies. Responsible for small, less complex clients or supports non-complex project phases and contributes to the achievement of team objectives. Bachelors degree or the equivalent combination of education and experience is required. Advanced/graduate degree preferred.

CCompany:Kiya.ai Client:BNY Mellon Location:Pune Work Mode:Hybrid ** Interested candidates drop resume to saarumathi.r@kiya.ai ** Exp:5-9yrs • Global KYC • Good Communication • Immediate joiners preferred • Shift - Night starts from 6 pm /Rotational Shift • Work from office Male candidates preferred . Client Onboarding/Transitions/Conversions - IC1 under significant direction, conducts assigned operational and data analysis activities related to client onboarding/transitions/conversions. Prepares for and onboards clients, opens and closes accounts and/or analyzes, reconciles and reviews incoming or outgoing data for accurate translation to platform. Determines the best set-up for client accounts and establishes or makes updates to client accounts. Prepares for the opening of new accounts once due diligence on KYC and AML has been completed. Reviews the Account Opening Checklist for accuracy. Closes off accounts by first checking for any pending activity or balances remaining in the account. Conducts pre-transition/conversion testing and quality review of client data. Escalates findings to senior colleagues or assigned transition consultant. Responsible for the daily workflow of client transition/conversion operational and data analysis, monitoring each component of the transition/conversion including data requirements, regulatory and compliance impact and data transfer, coordination with third-parties, etc. Assist with managing transitions/conversions by developing transition/conversion plans along with timelines, assessing key resource requirements and identifying critical paths. Coordinate with different departments to complete tasks and documentation in time. Communicate progress to team and escalate issues or potential project delays. Provides project management to maintain and support less complex client relationships. Works closely with and provide support for Transition Consulting, Relationship Management and Account Management teams to ensure knowledge of client priorities and preferences and a seamless client experience. No direct reports. May have people management responsibilities in some geographies. Responsible for small, less complex clients or supports non-complex project phases and contributes to the achievement of team objectives. Bachelors degree or the equivalent combination of education and experience is required. Advanced/graduate degree preferred.

CCompany:Kiya.ai Client:BNY Mellon Location:Chennai Work Mode:Hybrid ** Interested candidates drop resume to saarumathi.r@kiya.ai ** Exp:5-9yrs • Global KYC • Good Communication • Immediate joiners preferred • Shift - Night starts from 6 pm /Rotational Shift • Work from office Male candidates preferred . Client Onboarding/Transitions/Conversions - IC1 under significant direction, conducts assigned operational and data analysis activities related to client onboarding/transitions/conversions. Prepares for and onboards clients, opens and closes accounts and/or analyzes, reconciles and reviews incoming or outgoing data for accurate translation to platform. Determines the best set-up for client accounts and establishes or makes updates to client accounts. Prepares for the opening of new accounts once due diligence on KYC and AML has been completed. Reviews the Account Opening Checklist for accuracy. Closes off accounts by first checking for any pending activity or balances remaining in the account. Conducts pre-transition/conversion testing and quality review of client data. Escalates findings to senior colleagues or assigned transition consultant. Responsible for the daily workflow of client transition/conversion operational and data analysis, monitoring each component of the transition/conversion including data requirements, regulatory and compliance impact and data transfer, coordination with third-parties, etc. Assist with managing transitions/conversions by developing transition/conversion plans along with timelines, assessing key resource requirements and identifying critical paths. Coordinate with different departments to complete tasks and documentation in time. Communicate progress to team and escalate issues or potential project delays. Provides project management to maintain and support less complex client relationships. Works closely with and provide support for Transition Consulting, Relationship Management and Account Management teams to ensure knowledge of client priorities and preferences and a seamless client experience. No direct reports. May have people management responsibilities in some geographies. Responsible for small, less complex clients or supports non-complex project phases and contributes to the achievement of team objectives. Bachelors degree or the equivalent combination of education and experience is required. Advanced/graduate degree preferred.

CCompany:Kiya.ai Client:BNY Mellon Location:Chennai /Pune Work Mode:Hybrid ** Interested candidates drop resume to saarumathi.r@kiya.ai ** Exp:2yrs • Global KYC • Good Communication • Immediate joiners preferred • Shift - Night starts from 6 pm • Work from office Male candidates preferred . Client Onboarding/Transitions/Conversions - IC1 under significant direction, conducts assigned operational and data analysis activities related to client onboarding/transitions/conversions. Prepares for and onboards clients, opens and closes accounts and/or analyzes, reconciles and reviews incoming or outgoing data for accurate translation to platform. Determines the best set-up for client accounts and establishes or makes updates to client accounts. Prepares for the opening of new accounts once due diligence on KYC and AML has been completed. Reviews the Account Opening Checklist for accuracy. Closes off accounts by first checking for any pending activity or balances remaining in the account. Conducts pre-transition/conversion testing and quality review of client data. Escalates findings to senior colleagues or assigned transition consultant. Responsible for the daily workflow of client transition/conversion operational and data analysis, monitoring each component of the transition/conversion including data requirements, regulatory and compliance impact and data transfer, coordination with third-parties, etc. Assist with managing transitions/conversions by developing transition/conversion plans along with timelines, assessing key resource requirements and identifying critical paths. Coordinate with different departments to complete tasks and documentation in time. Communicate progress to team and escalate issues or potential project delays. Provides project management to maintain and support less complex client relationships. Works closely with and provide support for Transition Consulting, Relationship Management and Account Management teams to ensure knowledge of client priorities and preferences and a seamless client experience. No direct reports. May have people management responsibilities in some geographies. Responsible for small, less complex clients or supports non-complex project phases and contributes to the achievement of team objectives. Bachelors degree or the equivalent combination of education and experience is required. Advanced/graduate degree preferred.

Handle calls and emails Address queries and escalate issues Maintain records and feedback logs Coordinate with internal teams Support frontoffice & data entry Prepare reports and client follow-ups Ensure customer satisfaction Address ongoing projects

Were Hiring: Merchant Onboarding and Maintainance Location: Gurgaon, India | Work Model - 5 days working ! Experience: 2 Years mandatory | Shift: Rotational Role Overview: We're looking for a sharp and detail-driven KYC/AML Into Merchant Onboarding and Maintenance to join our growing compliance team. In this role, you'll support client onboarding, perform due diligence Key Responsibilities: Merchant Onboarding Experience Merchant Maintenance Experience Good communication and writing skills Proficiency in email etiquette Flexibility with shift timings What You Bring: Bachelors degree or equivalent education & experience 25 years of experience in Merchant Onboarding Experience Interested? Drop your CV @ ashina.aggarwal@wns.com

CCompany:Kiya.ai Client:BNY Mellon Location:Chennai Work Mode:Hybrid Exp: 7-11 years ** Interested candidates drop resume to saarumathi.r@kiya.ai ** Job Title: Client Onboarding Job Role: Client Onboarding/Transitions/Conversions - IC1 under significant direction, conducts assigned operational and data analysis activities related to client onboarding/transitions/conversions. Prepares for and onboards clients, opens and closes accounts and/or analyzes, reconciles and reviews incoming or outgoing data for accurate translation to platform. Determines the best set-up for client accounts and establishes or makes updates to client accounts. Prepares for the opening of new accounts once due diligence on KYC and AML has been completed. Reviews the Account Opening Checklist for accuracy. Closes off accounts by first checking for any pending activity or balances remaining in the account. Conducts pre-transition/conversion testing and quality review of client data. Escalates findings to senior colleagues or assigned transition consultant. Responsible for the daily workflow of client transition/conversion operational and data analysis, monitoring each component of the transition/conversion including data requirements, regulatory and compliance impact and data transfer, coordination with third-parties, etc. Assist with managing transitions/conversions by developing transition/conversion plans along with timelines, assessing key resource requirements and identifying critical paths. Coordinate with different departments to complete tasks and documentation in time. Communicate progress to team and escalate issues or potential project delays. Provides project management to maintain and support less complex client relationships. Works closely with and provide support for Transition Consulting, Relationship Management and Account Management teams to ensure knowledge of client priorities and preferences and a seamless client experience. No direct reports. May have people management responsibilities in some geographies. Responsible for small, less complex clients or supports non-complex project phases and contributes to the achievement of team objectives. Bachelors degree or the equivalent combination of education and experience is required. Advanced/graduate degree preferred. Work experience preferred.

CCompany:Kiya.ai Client:BNY Mellon Location:Chennai Work Mode:Hybrid ** Interested candidates drop resume to saarumathi.r@kiya.ai ** Client Onboarding 1-2yrs • Global KYC • Good Communication • Immediate joiners preferred • Shift - Night starts from 6 pm • Work from office Client Onboarding/Transitions/Conversions - IC1 under significant direction, conducts assigned operational and data analysis activities related to client onboarding/transitions/conversions. • Prepares for and onboards clients, opens and closes accounts and/or analyzes, reconciles and reviews incoming or outgoing data for accurate translation to platform. • Determines the best set-up for client accounts and establishes or makes updates to client accounts. • Prepares for the opening of new accounts once due diligence on KYC and AML has been completed. • Reviews the Account Opening Checklist for accuracy. • Closes off accounts by first checking for any pending activity or balances remaining in the account. • Conducts pre-transition/conversion testing and quality review of client data. • Escalates findings to senior colleagues or assigned transition consultant. • Responsible for the daily workflow of client transition/conversion operational and data analysis, monitoring each component of the transition/conversion including data requirements, regulatory and compliance impact and data transfer, coordination with third parties, etc. • Assist with managing transitions/conversions by developing transition/conversion plans along with timelines, assessing key resource requirements and identifying critical paths. • Coordinate with different departments to complete tasks and documentation in time. • Communicate progress to team and escalate issues or potential project delays. • Provides project management to maintain and support less complex client relationships. • Works closely with and provide support for Transition Consulting, • Relationship Management and Account Management teams to ensure knowledge of client priorities and preferences and a seamless client experience. • No direct reports. • May have people management responsibilities in some geographies. • Responsible for small, less complex clients or supports non-complex project phases and contributes to the achievement of team objectives. • Bachelors degree or the equivalent combination of education and experience is required. • Advanced/graduate degree preferred. • 1-2 yrs Work experience preferred. Experience in client-facing or project management preferred. Applicable local/regional licenses or certifications as required by the business.

Incedo is a US-based consulting, data science and technology services firm with over 2,500 people helping clients from our six offices across US and India. We help our clients achieve competitive advantage through end-to-end digital transformation. Our uniqueness lies in bringing together strong engineering, data science, and design capabilities coupled with deep domain understanding. We combine services and products to maximize business impact for our clients in telecom, financial services, product engineering and life science & healthcare industries. Working at Incedo will provide you an opportunity to work with industry leading client organizations, deep technology and domain experts, and global teams. Incedo University, our learning platform, provides ample learning opportunities starting with a structured onboarding program and carrying throughout various stages of your career. A variety of fun activities is also an integral part of our friendly work environment. Our flexible career paths allow you to grow into a program manager, a technical architect or a domain expert based on your skills and interests. Job Title: Team Lead Job Summary: We are looking for an experienced and motivated Team Lead to oversee daily trade support functions and manage a team responsible for post-trade processing across multiple asset classes. This leadership role involves ensuring operational efficiency, minimizing risk, and maintaining strong relationships with internal stakeholders and external counterparties. Key Responsibilities: - Should possess diverse knowledge into the investment banking domain. - Should have been part of operations management in the areas of Investment Banking (Account Operations/Maintenance, and Wealth Management etc. - Manage customer onboarding / account opening project for a US based firm - Engage with customer to drive process transition. Contribute and actively manage transition scoping, documentation, KPI adherence etc. - Devise training plan for new associates and drive it to ensure optimal skilling of resources per process needs - Manage team of associates and senior associates effectively to ensure timely and accurate delivery - Regular connect with onshore stakeholders for process updates, discuss teams performance and seek regular feedback - Conduct secondary reviews to check for the work done by the team - Primary contact for expertise on process standard operating procedures. - Initiate and coordinate client outreach for fetching client documentations and any additional information - Able to identify red flags and judge the need for escalation - Able to meet volume and quality check targets to meet service level agreements without compromising on quality - Identify, recommend and implement process efficiencies Required Qualifications: Bachelors/master's degree in finance, Business, Economics, or related field. 7- 9 years of experience in Accounts Ops within Investment Banking or Capital Markets. Proven leadership experience, with a track record of managing teams in a high-pressure environment. Excellent problem-solving, communication, and stakeholder management skills. High attention to detail and a proactive, solution-oriented mind-set. We offer: 1. Chance to join a truly growth-embracing culture, which will commit to helping you grow personally and professionally. 2. An opportunity to work as part of a dynamic, ambitious and international team in an informal and pleasant working environment. Regards, Incedo HR Team

An Account Executive in the auto industry builds and maintains client relationships, identifies sales opportunities, and manages accounts to meet sales targets . They may be responsible for managing a portfolio of accounts, developing and implementing sales strategies, and ensuring customer satisfaction. Key Responsibilities: Client Relationship Management: Build and nurture strong relationships with existing clients, ensuring their satisfaction and retention. Sales and Business Development: Identify and pursue new business opportunities, develop and implement sales strategies, and meet sales quotas. Account Management: Manage a portfolio of accounts, track performance, and identify areas for growth and improvement. Reporting and Analysis: Prepare regular reports on account performance and sales activity, analyze market trends, and identify competitive opportunities. Collaboration: Work with internal teams, including sales, marketing, and product development, to achieve sales goals and enhance the customer experience. Specific Tasks in the Auto Industry: Vehicle Sales: Facilitate the sales process, coordinate test drives, present financing options, and showcase vehicle features to potential customers. Aftermarket Parts and Service: Build relationships with dealerships and service centers to promote parts and service sales. Commercial Fleet Sales: Work with businesses to identify and meet their vehicle needs, offering tailored solutions and financing options. Customer Relationship Management: Address customer inquiries and resolve issues promptly, ensuring a positive customer experience. Market Research and Trend Analysis: Stay informed about industry trends, competitor activities, and emerging technologies to identify new sales opportunities. Negotiation and Contract Management: Negotiate favorable contracts and agreements with clients to ensure mutual satisfaction. Skills and Qualifications: Strong Sales and Negotiation Skills: Ability to effectively pitch products, negotiate contracts, and build relationships. Excellent Communication and Interpersonal Skills: Ability to effectively communicate with clients, both verbally and in writing, and build rapport. Organizational and Time Management Skills: Ability to manage a portfolio of accounts, prioritize tasks, and meet deadlines. Knowledge of the Automotive Industry: Familiarity with vehicle models, financing options, and market trends. CRM Proficiency: Familiarity with CRM software to manage customer data and sales activities. Role & responsibilities Preferred candidate profile

Company:Kiya.ai Client:BNY Mellon Location:Chennai Work Mode:Hybrid ** Interested candidates drop resume to saarumathi.r@kiya.ai ** Job Title: Client Onboarding Key Responsibilities: Prepares for and onboards clients, opens and closes accounts and/or analyzes, reconciles and reviews incoming or outgoing data for accurate translation to platform. Determines the best set-up for client accounts and establishes or makes updates to client accounts. Prepares for the opening of new accounts once due diligence on KYC and AML has been completed. Reviews the Account Opening Checklist for accuracy. Closes off accounts by first checking for any pending activity or balances remaining in the account. Conducts pre-transition/conversion testing and quality review of client data. Escalates findings to senior colleagues or assigned transition consultant. Responsible for the daily workflow of client transition/conversion operational and data analysis, monitoring each component of the transition/conversion including data requirements, regulatory and compliance impact and data transfer, coordination with third-parties, etc. Assist with managing transitions/conversions by developing transition/conversion plans along with timelines, assessing key resource requirements and identifying critical paths. Coordinate with different departments to complete tasks and documentation in time. Communicate progress to team and escalate issues or potential project delays. Provides project management to maintain and support less complex client relationships. Works closely with and provide support for Transition Consulting, Relationship Management and Account Management teams to ensure knowledge of client priorities and preferences and a seamless client experience. Additional Information: No direct reports. May have people management responsibilities in some geographies. Responsible for small, less complex clients or supports non-complex project phases and contributes to the achievement of team objectives.

CCompany:Kiya.ai Client:BNY Mellon Location:Chennai Work Mode:Hybrid ** Interested candidates drop resume to saarumathi.r@kiya.ai ** Job Title: Client Onboarding Job Role: Client Onboarding/Transitions/Conversions - IC1 under significant direction, conducts assigned operational and data analysis activities related to client onboarding/transitions/conversions. Prepares for and onboards clients, opens and closes accounts and/or analyzes, reconciles and reviews incoming or outgoing data for accurate translation to platform. Determines the best set-up for client accounts and establishes or makes updates to client accounts. Prepares for the opening of new accounts once due diligence on KYC and AML has been completed. Reviews the Account Opening Checklist for accuracy. Closes off accounts by first checking for any pending activity or balances remaining in the account. Conducts pre-transition/conversion testing and quality review of client data. Escalates findings to senior colleagues or assigned transition consultant. Responsible for the daily workflow of client transition/conversion operational and data analysis, monitoring each component of the transition/conversion including data requirements, regulatory and compliance impact and data transfer, coordination with third-parties, etc. Assist with managing transitions/conversions by developing transition/conversion plans along with timelines, assessing key resource requirements and identifying critical paths. Coordinate with different departments to complete tasks and documentation in time. Communicate progress to team and escalate issues or potential project delays. Provides project management to maintain and support less complex client relationships. Works closely with and provide support for Transition Consulting, Relationship Management and Account Management teams to ensure knowledge of client priorities and preferences and a seamless client experience. No direct reports. May have people management responsibilities in some geographies. Responsible for small, less complex clients or supports non-complex project phases and contributes to the achievement of team objectives. Bachelors degree or the equivalent combination of education and experience is required. Advanced/graduate degree preferred. Work experience preferred.

Manage accounts receivable, invoices, payments & account maintenance Implement collections strategy, reconcile statements & report findings Ensuring timely payment by communicating with customers & maintaining accurate financial records

About Us: Paytm is India's leading mobile payments and financial services distribution company. Pioneer of the mobile QR payments revolution in India, Paytm builds technologies that help small businesses with payments and commerce. Paytm’s mission is to serve half a billion Indians and bring them to the mainstream economy with the help of technology. Role Definition: Responsible for Treasury Operations, MIS, Accounting and BRS. Job Objectives: Payment Processing Investment Management Accounting and BRS Bank Account Maintenance MIS Qualification: B.COM / MBA with minimum 5 years of experience in Treasury function SAP Knowledge is a must Job responsibility Responsible for smooth payment processing Active monitoring of funds and investment opportunities Relationship management with banks and internal stakeholders Ensure regulatory compliance in all treasury transactions of the group Ensuring Treasury Accounting is done timely and correctly MIS management and support treasury audit function Reconciliation of all treasury managed bank accounts

Responsibilities: Manage hostel operations: cleanliness, safety, maintenance Oversee accounting & finances: budgeting, billing, expenses Ensure IT peoples and tenants satisfaction: counseling, activities, welfare Food allowance Annual bonus

Company:Kiya.ai Client:BNY Mellon Location: Pune, Kharadi Work Mode:Hybrid ** Interested candidates drop resume to saarumathi.r@kiya.ai ** Job Title: Client Onboarding Key Responsibilities: Prepares for and onboards clients, opens and closes accounts and/or analyzes, reconciles and reviews incoming or outgoing data for accurate translation to platform. Determines the best set-up for client accounts and establishes or makes updates to client accounts. Prepares for the opening of new accounts once due diligence on KYC and AML has been completed. Reviews the Account Opening Checklist for accuracy. Closes off accounts by first checking for any pending activity or balances remaining in the account. Conducts pre-transition/conversion testing and quality review of client data. Escalates findings to senior colleagues or assigned transition consultant. Responsible for the daily workflow of client transition/conversion operational and data analysis, monitoring each component of the transition/conversion including data requirements, regulatory and compliance impact and data transfer, coordination with third-parties, etc. Assist with managing transitions/conversions by developing transition/conversion plans along with timelines, assessing key resource requirements and identifying critical paths. Coordinate with different departments to complete tasks and documentation in time. Communicate progress to team and escalate issues or potential project delays. Provides project management to maintain and support less complex client relationships. Works closely with and provide support for Transition Consulting, Relationship Management and Account Management teams to ensure knowledge of client priorities and preferences and a seamless client experience. Additional Information: No direct reports. May have people management responsibilities in some geographies. Responsible for small, less complex clients or supports non-complex project phases and contributes to the achievement of team objectives.

A person with high comprehension skills who is self-motivated and can motivate the team Maintain and update customer account related information in client applications Experience in Account maintenance (Account Update Maintenance DNA & Systematics) Experience in Customized KYC standards for Business accounts (Process Account Opening QC) Experience in Inbound Calls (Manage Branch Office Experts questions and provide solutions) – (Process - Account Opening QC) Experience in Customer Deposit Cheques – (Process - Remote & Mobile Deposit) Experience in ACH disputes and unauthorized Debits and decisioning – (Process - ACH Disputes) Hybrid working model Attention to detail and should be able to act as an SME for the process Should be able to grasp new concepts from onshore SMEs and cascade them to the larger group Mentor junior associates in picking up concepts and achieve expected results Manage the Bank's branch requests and maintain relationship Action and respond to Ad-hoc requests and escalations in a timely manner Timely completion and review of daily work inflow from our commercial bankers, bank customers and prospects Willing to learn with limited training and have complete knowledge of Client databases/applications designed by company which are unique Meet/exceed the customer SLAs / expectations in terms of quality & TAT

Role & responsibilities Preferred candidate profile

Role & responsibilities Preferred candidate profile

Skill required: Wealth Management - Wealth and Asset Management Applications Designation: Capital Markets Services Associate Qualifications: BBA/BCom/BMS Years of Experience: 1 to 3 years What would you do? Applied Technology & Operations for Markets (ATOM) is a multi-client processing on-demand service platform. A trade processing service for the trading and treasury entities of our clients that they can plug onto – in parts or entirely – while focusing their efforts on what differentiates them on the market. ATOM BPaaS leverages cloud hosted architectures to deliver high quality run and change services. It integrates infrastructure and IT management services with business processes execution supported by an orchestrated layer of intelligent operations assets.Looking for someone with wealth management experienceA wealth management and investment advisory firm with a long history of supporting multi generational families in growing and preserving wealth. What are we looking for? Candidate should have experience in private wealth management Candidate should have experience of capital Market, US Market knowledge will be preferable. Candidate should have experience of portfolio investment review profile. Candidate should have experience of Investment assets. Candidate should have experience into Account Maintenance and compliances Candidate should have good presentation skills. Candidate should be able to handle the pressure. Candidate should have strong inter personal skills Candidate should have ready to learn attitude Roles and Responsibilities: In this role you are required to solve routine problems, largely through precedent and referral to general guidelines Your expected interactions are within your own team and direct supervisor You will be provided detailed to moderate level of instruction on daily work tasks and detailed instruction on new assignments The decisions that you make would impact your own work You will be an individual contributor as a part of a team, with a predetermined, focused scope of work Please note that this role may require you to work in night shifts Qualification BBA,BCom,BMS