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Kiya.ai
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Transaction Specialist ( KYC onboarding/ Billing)- Pune

Transaction Specialist ( KYC onboarding/ Billing)- Pune

Kiya.ai

4 - 7 years

4 - 6 Lacs

pune

Posted:7 hours ago| Platform:

Apply

Skills Required

corporate trust onboarding client onboarding billing fee processing client-facing transactions power bi kyc onboarding derivatives and bonds transaction management ms office exp client services basic excel

Work Mode

Hybrid

Job Type

Full Time

Job Description

Job Role:

What the job is about:

Corporate Trust team

Day-to-Day Tasks:

Help new clients get set up in the company’s systems.
Prepare
fee letters
(documents stating fees clients need to pay) and make sure they are signed and processed.
Complete assigned tasks on time and report progress.
Escalate any issues to your manager.
Follow company rules, regulations, and internal processes.
Learn and help with other tasks when needed.

Skills You Must Have:

Experience with
Corporate Trust
, especially derivatives and bonds.
Comfortable
talking to clients
and managing relationships.
Able to
solve problems
and think logically.
Can
read and understand documents
carefully.
Basic Excel skills
(VLOOKUP, HLOOKUP, formulas).
Willing to
work occasional weekends
.

Skills That Are Good to Have:

Experience with
KYC onboarding/offboarding
(client verification process).
Knowledge of
billing
processes.
Familiarity with
Power BI
and general MS Office tools.

Who Can Apply:

Bachelor’s degree (Finance preferred).
4+ years of experience in client services, transaction management, or KYC.
Good communication and teamwork skills.
Immediate joiners preferred
(up to 30-day notice considered).

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