Transaction Specialist

3 days ago

Pune, India Kiya Full time

Job Title: Transaction Specialist Corporate Trust (Client Onboarding)

Location: Karadi, Pune
Shift: Evening Shift (6:00 PM – 2:30 AM / 7:00 PM – 3:30 AM IST)
Work Mode: Hybrid

About the Role

As a Transaction Specialist in the Corporate Trust team, you will play a key role in onboarding institutional clients, setting up their accounts in internal systems, and ensuring smooth execution of corporate trust transactions. This includes preparing fee agreements, coordinating with clients and internal teams, and ensuring compliance with regulatory and operational standards.

This role is best suited for candidates with prior experience in client onboarding, custody operations, loan agency, or corporate trust within global banks or financial institutions.

Key Responsibilities:

  • Manage end-to-end client onboarding into corporate trust systems.
  • Draft and execute fee letters/agreements with clients to ensure accurate billing.
  • Monitor progress of onboarding tasks and provide status updates to stakeholders.
  • Ensure timely and accurate completion of daily BAU activities.
  • Adhere to internal policies, SOPs, and regulatory requirements.
  • Collaborate with internal teams to resolve queries and escalations.

Key Skills & Experience Required:

  • 4+ years of work experience in financial services operations.
  • Strong exposure to Client Onboarding / Account Opening for institutional or corporate clients (not retail banking).
  • Knowledge of Corporate Trust, Custody, Loan Agency, Securities Services, or Structured Finance operations.
  • Experience in transaction setup, fee management, and client documentation.

Preferred Background:

  • Professionals from global banks or similar investment/custody banks.
  • Exposure to institutional client onboarding, trust/custody operations, or securities services is an advantage.

Note: This is not a retail banking or pure AML/KYC monitoring role. Candidates must have institutional/corporate client onboarding experience.

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