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Golden Opportunities Pvt Ltd
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Treasury client onboarding - Process executive/Process Specialist/Lead

Treasury client onboarding - Process executive/Process Specialist/Lead

Golden Opportunities Pvt Ltd

1 - 6 years

|

14 - 16 Lacs

Posted:1 day ago| Platform:

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Skills Required

treasury client onboarding client management process executive process specialist account management transformation treasury accounting

Work Mode

Work from Office

Job Type

Full Time

Job Description

Manage client onboarding processes, collecting and verifying required documentation Coordinate with internal teams to ensure timely account setup and activation
Handle client requests for account maintenance, such as updates and modifications Monitor account activity and 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
Meet the set SLAs consistently 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
Must Have Skills Client Onboarding Account Maintenance Account offboarding

Contact Person : Sangeetha Tamil

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Golden Opportunities Pvt Ltd

Recruitment and Staffing

Bangalore

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