Corporate Clients Solutions Consultant

6 days ago

Bengaluru, Karnataka, India beBeeClientSupport Full time
Job Description

Clients Support Specialist

  • Provide high-quality support to Corporate clients for all day-to-day service-related queries, applying the highest standards.
  • Work closely with onshore teams like Coverage, Sales, Product Managers, and Operations to promote Corporate Bank services and resolve roadblocks that hinder closure of deals with thorough understanding of policies and compliance guidelines.
  • Liaise with overseas teams to ensure globally/regionally consistent high standards in service solutions for all clients.
  • Manage client queries for countries centrally supported from India.
  • Coordinate and align closely with offshore teams.
  • Provide support for self-service apps for Corporate clients where possible.
  • Work closely with onshore teams on E2E procedures and processes. Escalate issues to onshore teams in a timely manner to manage client expectations & relationships.
  • Prepare and provide MIS reports where required.
  • Contribute to Continuous Improvement activities leading to operational efficiencies.
  • Initiate and work with relevant teams on projects that lead to process efficiencies and query reductions.
  • Manage administrative tasks for the team.
  • Take on responsibilities as the dedicated Service Manager for clients.
  • Manage queries on settlement of trades - Cash, trade, and Commodities, follow-up for settlement instructions, documents, status of payment, follow-up with clients for underlying documents.
  • Engage with stakeholders for Compliance and Audit requirements.
  • Conduct dipstick surveys, VOCs, Service Reviews, and work towards closure of issues/complaints.


Required Skills and Qualifications

  • Graduate/Post graduate with 8-10 years of experience servicing corporate clients or in a financial institution.
  • Basic analytical skills, ability to exercise flexibility with regards to production problem-solving.
  • Excellent communication skills, fluent in English, and preferably local language.
  • Excellent team worker, able to work in virtual global teams and a matrix organization.
  • Ability to work in a fast-paced environment, keep pace with technical innovation, and maintain a broad understanding of the product offering.
  • Driven and motivated to work under tight timelines.
  • Extremely diligent and hardworking to efficiently manage deadlines.
  • Open-minded, able to share information, transfer knowledge, and expertise to team members.
  • Strong team spirit with ability to inspire and influence team members to achieve the team's goals, besides achieving own objectives.
  • Experience in electronic banking support is an advantage.
  • Excellent skills in using MS Office Power point and Excel.

  • Corporate Tax Consultant

    10 hours ago

    Bengaluru, Karnataka, India Acquara Management Consultant Full time

    Job Title: AVP – Corporate Tax (UAE Operations) Location:  Gurgaon Experience:  Chartered Accountant (CA) with 5–7 years post-qualification Preferred Background:  Big 4 / Tier 1 consulting firm experience in tax compliance and delivery Role Overview: Lead corporate tax compliance operations for UAE-based clients, with responsibility for tax...

  • Corporate Finance Consultant

    4 weeks ago

    Bengaluru, Karnataka, India SmartFin Consulting Full time

    About SmartFin Consulting SmartFin Consulting is a financial advisory firm that offers a comprehensive suite of advisory services to facilitate the finance transformation journey for our clients thereby fostering growth and enhancing value. We collaborate closely with our clients, gaining insight into their unique challenges and objectives, and delivering...

  • Corporate Finance Consultant

    1 day ago

    Bengaluru, Karnataka, India SmartFin Consulting Full time

    About SmartFin Consulting SmartFin Consulting is a financial advisory firm that offers a comprehensive suite of advisory services to facilitate the finance transformation journey for our clients thereby fostering growth and enhancing value. We collaborate closely with our clients, gaining insight into their unique challenges and objectives, and delivering...

  • Corporate Finance Consultant

    2 weeks ago

    Bengaluru, Karnataka, India SmartFin Consulting Full time

    About SmartFin ConsultingSmartFin Consulting is a financial advisory firm that offers a comprehensive suite of advisory services to facilitate the finance transformation journey for our clients thereby fostering growth and enhancing value. We collaborate closely with our clients, gaining insight into their unique challenges and objectives, and delivering...

  • Client Solutions Manager

    6 days ago

    Bengaluru, Karnataka, India MSH BUSINESS CONSULTING PRIVATE LIMITED Full time

    Identify potential opportunities with companies through research, referrals, networking and cold calling.- Initiate relationships with prospective clients by researching jobs and organizations and connecting with key stakeholders.- Present information related to recruiting and staffing services and utilize business development strategies to capitalize on new...

  • Sales Representative

    1 day ago

    Bengaluru, Karnataka, India beBeeEnterprise Full time ₹ 1,04,000 - ₹ 1,30,878

    Key ResponsibilitiesWe are seeking a Sales Professional to drive Enterprise solution sales, focusing on Leased Lines, Managed Wi-Fi, SD-WAN, and telecom products.The ideal candidate will generate leads through regular corporate activities and maintain a healthy sales pipeline.Daily call reports must be submitted to the reporting manager for review.This role...

  • Solutions Consultant

    1 hour ago

    Bengaluru, Karnataka, India Bahwan CyberTek Full time

    Job Description-Solution Consultant – Kinaxis RapidResponse (Maestro) Position Overview We are currently looking for a Solution Consultant to design and implement supply chain planning solutions for our clients using Kinaxis RapidResponse (Maestro). This position is remote but will involve business travel. As a Solution Consultant, you will work directly...

  • 15h Left: Corporate Finance Consultant

    4 weeks ago

    Bengaluru, Karnataka, India SmartFin Consulting Full time

    About SmartFin ConsultingSmartFin Consulting is a financial advisory firm that offers a comprehensive suite of advisory services to facilitate the finance transformation journey for our clients thereby fostering growth and enhancing value. We collaborate closely with our clients, gaining insight into their unique challenges and objectives, and delivering...

  • Corporate Account Manager

    2 weeks ago

    Bengaluru, Karnataka, India Learners Point Academy Full time

    Responsibilities: Lead Generation: Generate qualified leads through various channels and schedule meetings with key decision-makers. Client Communication: Respond promptly to client queries and ensure excellent customer service at all stages of the sales process. Relationship Building: Develop and maintain strong, trust-based relationships with...

  • Senior Corporate Advisor

    1 day ago

    Bengaluru, Karnataka, India beBeeCompliance Full time ₹ 9,00,000 - ₹ 12,00,000

    Corporate Advisory and Consultancy ProfessionalGAA Consulting is a peer-reviewed, independent, and professionally managed organization with diversified interests.The role involves day-to-day tasks related to corporate advisory and consultancy, including assisting with due diligence, fund raising activities, RBI compliance, valuation consulting, shareholders'...