Treasury Client Onboarding Chennai

21 hours ago

Chennai, Tamil Nadu, India 2coms Full time ₹ 9,00,000 - ₹ 12,00,000 per year

SUMMARY

Treasury Client Onboarding Specialist

=====================================

Summary


We are seeking a highly skilled and detail-oriented Treasury Client Onboarding Specialist to join our team. As a key member of our Treasury Client Service team, you will be responsible for providing exceptional support to clients throughout their lifecycle, from onboarding to offboarding. This role requires strong communication skills, attention to detail, and the ability to collaborate with cross-functional partners to ensure a seamless client experience.

Responsibilities

  • 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 SLA's 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

Requirements

Requirements:

  • Graduate 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)

  • Experience:

  • SPE: 2+ years

  • SME: 4+ years

  • US treasury

    3 weeks ago

    Chennai, Tamil Nadu, India Thompsons HR Consulting LLP Full time

    Job Description – Senior Process Associate (US Treasury)Position: Senior Process AssociateDepartment: US TreasuryExperience: 3–5 yearsOpen Position(s): 2Location : Must be in ChennaiAbout the RoleWe are seeking skilled Senior Process Associates – US Treasury to join our team. The role involves managing cash operations, Accounts Receivable (AR),...

  • US treasury

    2 weeks ago

    Chennai, Tamil Nadu, India Thompsons HR Consulting LLP Full time

    Job Description – Senior Process Associate (US Treasury) Position: Senior Process Associate Department: US Treasury Experience: 3–5 years Open Position(s): 2 Location : Must be in Chennai About the Role We are seeking skilled Senior Process Associates – US Treasury to join our team. The role involves managing cash operations, Accounts Receivable (AR),...

  • US treasury

    2 weeks ago

    Chennai, Tamil Nadu, India Thompsons HR Consulting LLP Full time

    Job Description – Senior Process Associate (US Treasury)Position: Senior Process AssociateDepartment: US TreasuryExperience: 3–5 yearsOpen Position(s): 2Location : Must be in ChennaiAbout the RoleWe are seeking skilled Senior Process Associates – US Treasury to join our team. The role involves managing cash operations, Accounts Receivable (AR),...

  • Treasury Junior Manager

    3 days ago

    Chennai, Tamil Nadu, India Joseph & Rajaram Full time ₹ 9,00,000 - ₹ 12,00,000 per year

    Joseph and Rajaram carries out the outsourced business services practice through its partner Investment Consultants India Private Limited.Headquartered in Chennai, Investment Consultants is a professional consulting firm dedicated to providing its clientele with a range of business services, especially back-office support in both domestic and multinational...

  • Client Onboarding Expert

    2 weeks ago

    Chennai, Tamil Nadu, India beBeeSpecialist Full time US$ 3,50,000 - US$ 5,00,000

    Role SummaryWe are seeking a highly skilled and motivated professional to join our team as a Client Due Diligence Specialist.Key Responsibilities:Spearhead the delivery of end-to-end, best-in-class onboarding for our Wealth and Retail Banking clients.Engage with clients throughout the process, ensuring seamless delivery and exceptional client experience.Own...

  • Onboarding Specialist

    1 week ago

    Chennai, Tamil Nadu, India Acultpay Full time ₹ 15,00,000 - ₹ 28,00,000 per year

    This is afull-time hybrid rolebased inChennai, with flexibility for partial remote work. TheMerchant Onboarding Specialistwill be responsible for ensuring aseamless and compliant onboarding journeyfor new merchants integrating with ourfintech payment gateway.Key responsibilities include:Guiding merchants through the end-to-end onboarding and KYC process ...

  • Treasury and Trade Finance Specialist

    2 weeks ago

    Chennai, Tamil Nadu, India beBeeTrade Full time US$ 2,00,000 - US$ 2,50,000

    Lead Treasury and Trade Finance SpecialistOur organization seeks a seasoned Treasury and Trade Finance Lead to manage key banking relationships, oversee trade finance instruments, and drive strategic financial decisions.The ideal candidate will have a proven track record in corporate banking operations, treasury management, and trade finance. They will be...

  • Global Client Onboarding Expert

    2 weeks ago

    Chennai, Tamil Nadu, India beBeeGrowth Full time ₹ 15,00,000 - ₹ 24,90,000

    Customer Onboarding SpecialistWe are seeking an experienced professional to spearhead our customer onboarding efforts.About the Role:Craft and implement a comprehensive customer onboarding strategy, encompassing training, implementation, and ongoing support.Nurture relationships with internal and external stakeholders to ensure seamless account...

  • SAP Treasury and Risk Management Consultant

    7 days ago

    Chennai, Tamil Nadu, India Newbie Soft Solutions Full time ₹ 20,00,000 - ₹ 25,00,000 per year

    Skill Set:TRM & Multi-Bank ConnectivityWork Location:ChennaiJob DescriptionAn experienced SAP TRM & MBC Consultant to lead and support the implementation, integration, and optimization of SAP Multi-Bank Connectivity for global banking operations. The ideal candidate will have expertise in SAP Financial Accounting (FI), electronic bank communication formats,...

  • Senior Treasury Sales Professional

    2 weeks ago

    Chennai, Tamil Nadu, India beBeeTreasury Full time ₹ 80,00,000 - ₹ 1,75,00,000

    Job Title: Treasury Sales ProfessionalLevel: Senior ExecutiveRole Overview:We are seeking a skilled professional to join our Client Relations team as a Treasury Sales Professional. This role involves developing and maintaining relationships with corporate clients, delivering tailored treasury solutions, and driving business growth.Key Responsibilities:Build...