Treasury client onboarding - Process executive/Process Specialist/Lead

2 - 6 years

0 Lacs

Posted:1 week ago| Platform: Shine logo

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On-site

Job Type

Full Time

Job Description

Role Overview: As a Process Executive/Process Specialist/Lead in Treasury client onboarding, your primary responsibility will be to manage client onboarding processes by collecting and verifying required documentation. You will coordinate with internal teams to ensure timely account setup and activation. Additionally, you will handle client requests for account maintenance, monitor account activity for compliance with regulatory requirements, and support account offboarding processes. Key Responsibilities: - Manage client onboarding processes, collecting and verifying required documentation - Coordinate with internal teams for timely account setup and activation - Handle client requests for account maintenance, updates, and modifications - Monitor account activity to ensure compliance with regulatory requirements - Support account offboarding processes, including account closures and data archiving - Respond promptly to client inquiries and resolve service issues efficiently - Identify process improvements to enhance client experience and operational efficiency - Assist in preparing reports and documentation for audits and reviews - Ensure all client information is handled with confidentiality and security Qualifications Required: - Bachelor's Degree in a relevant field - Experience in client onboarding, account maintenance, and account offboarding - Strong skills in account management, transformation, and client management - Knowledge of treasury accounting processes - Ability to meet set SLAs consistently - Industry experience in Pharmaceuticals will be beneficial Please note that the job code for this position is GO/JC/1168/2025. Your recruiter for this role is Sangeetha Tamil.,

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