4 - 9 years
6 - 14 Lacs
Posted:1 week ago|
Platform:
Work from Office
Full Time
SME - Minimum 4 yrs of exp in Treasury (client onboarding)
ctc 10lpa
TL - Minimum 6yrs of exp in Treasury (client onboarding) , TL on paper at least 2yrs
ctc 14lpa
Candidates with 4+ years of experience in client onboarding, account maintenance and client offboarding knowledge:
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
Qualification:
Graduate, Preferably in Commerce/ Accountancy (Essential)
MBA finance (Desired)
Essential Skills / Aptitude:
Knowledge of Treasury client onboarding, account maintenance and account offboarding. (Essential)
Good working knowledge of Excel & Word (Essential).
Independent player with strong English written and verbal communication skills (Essential)
Certification on treasury client lifecycle management. (Desired)
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