Treasury Management

2 weeks ago

Chennai Pune, India Career Guideline Full time ₹ 7,00,000 - ₹ 13,00,000 per year

Hiring for Treasury (client onboarding)

Location- Pune & Chennai

US Night shift

WFO

notice upto 1month

SKILLS : Treasury + Client Onboarding , Account maintenance & client offboarding

Role SME & TL :

SME - Minimum 4 yrs of exp in Treasury (client onboarding)

ctc 10lpa

TL - Minimum 6yrs of exp in Treasury (client onboarding) , TL on paper at least 2yrs

ctc 14lpa

Roles & Responsibilities:

Candidates with 4+ years of experience in client onboarding, account maintenance and client offboarding knowledge:

Manage client onboarding processes, collecting and verifying required documentation

Coordinate with internal teams to ensure timely account setup and activation

Handle client requests for account maintenance, such as updates and modifications

Monitor account activity and ensure compliance with regulatory requirements

Support account offboarding processes, including account closures and data archiving

Respond promptly to client inquiries and resolve service issues efficiently

Meet the set SLAs consistently

Identify process improvements to enhance client experience and operational efficiency

Assist in preparing reports and documentation for audits and reviews

Ensure all client information is handled with confidentiality and security

Qualification:

Graduate, Preferably in Commerce/ Accountancy (Essential)

MBA finance (Desired)

Essential Skills / Aptitude:

Knowledge of Treasury client onboarding, account maintenance and account offboarding. (Essential)

Good working knowledge of Excel & Word (Essential).

Independent player with strong English written and verbal communication skills (Essential)

Certification on treasury client lifecycle management. (Desired)

Location Pune and/or Chennai

Shift timings US Shift

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