Transaction Specialist

4 weeks 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.

  • Transaction Specialist

    4 weeks ago

    Pune, India MILLENNIUM VENTURES Full time

    Company Description We suggest you enter details here. Role Description This is a full-time, on-site role located in Pune for a Transaction Specialist. The Transaction Specialist will be primarily responsible for managing financial transactions, performing due diligence, analyzing financial data, and maintaining accurate accounting records. The role also...

  • Transaction Specialist

    4 days ago

    Pune, Maharashtra, India Kiya Full time ₹ 2,00,000 - ₹ 6,00,000 per year

    Role & responsibilitiesWere seeking a future team member for the role of (JOB TITLE) to join our Transaction Specialists team which is part of Corporate Trust.In this role, youll make an impact in the following ways:Focus on routine client onboarding tasks and make sure clients are onboarded into platforms/systems seamlessly.Create fee letters for corporate...

  • Transaction Services Specialist

    3 days ago

    Pune, India PRI Global Full time

    Position Title: Associate Specialist – Transaction ServicesShift Timing: Standard business hoursInterview Process: 2 roundsDomain: Fintech / PaymentsJoining Timeline: Immediate to 30 daysCandidate RequirementsExperience:Minimum 1–3 years of relevant experience in finance operations, preferably in KPO/BPO environments.Educational/Professional...

  • Transaction Services Specialist

    4 days ago

    pune, India PRI Global Full time

    Position Title: Associate Specialist – Transaction ServicesShift Timing: Standard business hoursInterview Process: 2 roundsDomain: Fintech / PaymentsJoining Timeline: Immediate to 30 daysCandidate RequirementsExperience:Minimum 1–3 years of relevant experience in finance operations, preferably in KPO/BPO environments.Educational/Professional...

  • Transaction Services Specialist

    2 days ago

    Pune, India PRI Global Full time

    Position Title: Associate Specialist – Transaction ServicesShift Timing: Standard business hoursInterview Process: 2 roundsDomain: Fintech / PaymentsJoining Timeline: Immediate to 30 daysCandidate RequirementsExperience:Minimum 1–3 years of relevant experience in finance operations, preferably in KPO/BPO environments.Educational/Professional...

  • Transaction Services Specialist

    2 days ago

    Pune, India PRI Global Full time

    Position Title: Associate Specialist – Transaction ServicesShift Timing: Standard business hoursInterview Process: 2 roundsDomain: Fintech / PaymentsJoining Timeline: Immediate to 30 daysCandidate RequirementsExperience:Minimum 1–3 years of relevant experience in finance operations, preferably in KPO/BPO environments.Educational/Professional...

  • Transaction Services Specialist

    2 days ago

    Pune, India PRI Global Full time

    Position Title: Associate Specialist – Transaction ServicesShift Timing: Standard business hoursInterview Process: 2 roundsDomain: Fintech / PaymentsJoining Timeline: Immediate to 30 daysCandidate RequirementsExperience:Minimum 1–3 years of relevant experience in finance operations, preferably in KPO/BPO environments.Educational/Professional...

  • Transaction Services Specialist

    13 hours ago

    Pune, India PRI Global Full time

    Position Title: Associate Specialist – Transaction ServicesShift Timing: Standard business hoursInterview Process: 2 roundsDomain: Fintech / PaymentsJoining Timeline: Immediate to 30 daysCandidate RequirementsExperience:Minimum 1–3 years of relevant experience in finance operations, preferably in KPO/BPO environments.Educational/Professional...

  • Transaction Services Specialist

    2 days ago

    Pune, India PRI Global Full time

    Position Title: Associate Specialist – Transaction ServicesShift Timing: Standard business hoursInterview Process: 2 roundsDomain: Fintech / PaymentsJoining Timeline: Immediate to 30 daysCandidate RequirementsExperience:- Minimum 1–3 years of relevant experience in finance operations, preferably in KPO/BPO environments.Educational/Professional...

  • Transaction Services Specialist

    2 days ago

    Pune, India PRI Global Full time

    Position Title: Associate Specialist – Transaction Services Shift Timing: Standard business hours Interview Process: 2 rounds Domain: Fintech / Payments Joining Timeline: Immediate to 30 days Candidate Requirements Experience: Minimum 1–3 years of relevant experience in finance operations, preferably in KPO/BPO environments. Educational/Professional...