Treasury Client Onboarding

4 weeks ago

Pune, Maharashtra, India Career Guideline Full time
Job Description – Treasury Client Onboarding

Location: Pune and/or Chennai

Shift Timings: US Shift

Salary Range:

Team Leader: Up to ₹14 LPA

SME: Up to ₹10 LPA

We 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 & Responsibilities

Manage 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.

Qualifications

Graduate (Commerce/Accountancy preferred) – Essential

MBA Finance – Desired

Essential Skills & Aptitude

Minimum 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 - 8655884775

Email ID : Umme@careerguideline.com

#TreasuryJobs #ClientOnboarding #USShift #HiringNow

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