Posted:2 weeks ago|
Platform:
On-site
Full Time
Job Description – Treasury Client Onboarding
📍 Location: Pune and/or Chennai
🕑 Shift Timings: US Shift
💰 Salary Range:
Team Leader: Up to ₹14 LPA
SME: Up to ₹10 LPA
Roles & Responsibilities
Manage end-to-end client onboarding, including collection & verification of documentation.
Coordinate with internal teams for timely account setup & activation.
Handle client requests for account maintenance (updates/modifications).
Monitor accounts to ensure compliance with internal & regulatory requirements.
Support offboarding activities including account closures & data archiving.
Respond to client inquiries and resolve service issues within SLA timelines.
Identify & implement process improvements for efficiency and client satisfaction.
Prepare MIS, reports, and audit documentation as required.
Ensure data confidentiality and security at all times.
Qualifications
Graduate (Commerce/Accountancy preferred) – Essential
MBA Finance – Desired
Essential Skills & Aptitude
Proficiency in MS Excel & Word.
Strong English communication skills (written & verbal).
Ability to work independently and deliver on timelines.
Certification in Treasury Client Lifecycle Management – Preferred.
📩 Interested candidates can share their CVs & follow our Career Page for updates.
Contact No : +91 - 8655884775
Email ID : Umme@careerguideline.com
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