Channel Setup Specialist

1 week ago


Navi Mumbai, Maharashtra, India IDFC FIRST Bank Full time
Job Title: Specialist – Channel Setup

Function Unit: Wholesale Banking Operations

Job Purpose:

The role holder has the responsibility to provide operational support for the entire gambit of Wholesale Banking products offered by the bank. It includes ensuring all processes are adhered as per the documented process.

Roles & Responsibilities:

  1. Manager, execute and complete end to end implementation of treasury, trade finance and cash management solutions (payments, receivables, treasury, trade, electronic banking, Swift)
  2. Co-ordinate with internal business partners (Sales & Relationship Mangers, Product Managers, Compliance and Operations) on client project requirements to ensure successful delivery of all the required products, services and system solutions.
  3. Work closely with the product team as partners to promote quality solutions for clients.
  4. Provide guidance to clients on documentation requirements and independently perform reviews of client's completed documentation.
  5. Manage client issues during a project and ensure swift resolution.
  6. Maintain up-to-date working knowledge of the bank's client access products/services, payment and trade capabilities, internal operations and local regulatory requirements.
  7. Engage with compliance and legal teams to handle documentation exceptions and approval process.
  8. Build and deepen working relationship with business partners.
  9. Engage in consolidating monthly metrics and performing Post Implementation Reviews.
  10. Work on ways and means to improve processes to achieve cost savings for the bank and service excellence for clients.
  11. Focus on total client relationship and servicing a broad range of client needs, or Operations Support within a specific wholesale operations area.
  12. Handle end-to-end delivery of solution to existing and new clients.

Education Qualification:

Graduation: Bachelor's in Engineering / Technology / Maths / Commerce / Arts / Science / Biology / Business / Computers / Management

Post-graduation: MBA / PGDM

Experience: 5 to 10 years of experience.



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