Officer, Client Management Operations, Setclear

18 hours ago

Pune, Maharashtra, India CLSA Full time ₹ 5,00,000 - ₹ 15,00,000 per year
Key Areas of Responsibilities
  • Build and maintain client relationships, ensuring clear communication on payments, agreements, and reconciliations.
  • Track, manage, and reconcile revenue, invoices, trade files, and outstanding payments.
  • Facilitate vendor setup, payment approvals, and uphold compliance requirements.
  • Allocate revenue across regions and ensure accurate financial reporting.
  • Reconcile trade files, resolve discrepancies, and secure accurate fiscal records.
  • Manage payments to vendors, brokers, and aggregators while adhering to agreements.
  • Conduct regular reviews to identify and recover missing revenue.
  • Ensure regulatory compliance and collaborate with internal teams to address issues.
  • Support client/vendor onboarding and document management processes.
  • Drive process improvements to enhance operational efficiency and controls.
Requirements
  • Excellent attention to detail and a structured, process-oriented approach to tasks.
  • Analytical mindset and investigative skills to identify, analyse, and resolve discrepancies.
  • Strong prioritization, organizational, and multi-tasking abilities to manage competing deadlines and workflows efficiently.
  • Self-motivated, eager to learn, adaptable, and willing to take on new challenges in a dynamic work environment.
  • Bachelor's degree or above.
  • Minimum 2 years of relevant experience
  • Excellent communication skills (verbal and written).
  • High proficiency in Microsoft Word and Excel, including advanced functions like VLOOKUP and Pivot Tables.
  • Strong understanding of corporate structures and constitutional documents, with the ability to apply this knowledge effectively.

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