Treasury Client Onboarding

1 day ago


New Delhi, India Career Guideline Full time

Job Description – Treasury Client OnboardingLocation: ChennaiShift Timings: US ShiftSalary Range:Team Leader: Up to ₹14 LPASME: Up to ₹10 LPAWe are looking for experienced professionals to join our #Treasury Client Service team. The role involves delivering exceptional client support across the entire lifecycle — from onboarding and account maintenance to offboarding. You will work with cross-functional teams to ensure accuracy, compliance, and a seamless client experience.Roles & ResponsibilitiesManage 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.QualificationsGraduate (Commerce/Accountancy preferred) – EssentialMBA Finance – DesiredEssential Skills & AptitudeMinimum 5+ years of experience in #clientonboarding, account maintenance & offboarding within #Treasury or related domains.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 - 8655884775Email ID : Umme@careerguideline.com#TreasuryJobs #ClientOnboarding #USShift #HiringNow



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