Treasury Client Onboarding

1 day ago

Pune, Maharashtra, India Career Guideline Full time ₹ 10,00,000 - ₹ 14,00,000 per year

Job Description – Treasury Client Onboarding

Location: Pune and/or Chennai

Shift Timings: US Shift

Salary Range:

Team Leader: Up to ₹14 LPA

SME: Up to ₹10 LPA

We are looking for experienced professionals to join our
#Treasury
Client Service team. The role involves delivering exceptional client support across the entire lifecycle — from onboarding and account maintenance to offboarding. You will work with cross-functional teams to ensure accuracy, compliance, and a seamless client experience.

Roles & Responsibilities

Manage end-to-end client onboarding, including collection & verification of documentation.

Coordinate with internal teams for timely account setup & activation.

Handle client requests for account maintenance (updates/modifications).

Monitor accounts to ensure compliance with internal & regulatory requirements.

Support offboarding activities including account closures & data archiving.

Respond to client inquiries and resolve service issues within SLA timelines.

Identify & implement process improvements for efficiency and client satisfaction.

Prepare MIS, reports, and audit documentation as required.

Ensure data confidentiality and security at all times.

Qualifications

Graduate (Commerce/Accountancy preferred) – Essential

MBA Finance – Desired

Essential Skills & Aptitude

Minimum 5+ years of experience in
#clientonboarding
, account maintenance & offboarding within
#Treasury
or related domains.

Proficiency in MS Excel & Word.

Strong English communication skills (written & verbal).

Ability to work independently and deliver on timelines.

Certification in Treasury Client Lifecycle Management – Preferred.

Interested candidates can share their CVs & follow our Career Page for updates.

Contact No :

Email ID :

#TreasuryJobs
#ClientOnboarding
#USShift
#HiringNow

  • Treasury Client Onboarding

    4 weeks ago

    Pune, Maharashtra, India Career Guideline Full time

    Job Description – Treasury Client Onboarding Location: Pune and/or Chennai Shift Timings: US Shift Salary Range: Team Leader: Up to ₹14 LPA SME: Up to ₹10 LPA We are looking for experienced professionals to join our #Treasury Client Service team. The role involves delivering exceptional client support across the entire lifecycle — from...

  • Treasury Client Onboarding

    4 weeks ago

    Pune, Maharashtra, India Career Guideline Full time

    Job Description – Treasury Client Onboarding Location: Pune and/or Chennai Shift Timings: US Shift Salary Range:Team Leader: Up to ₹14 LPASME: Up to ₹10 LPAWe are looking for experienced professionals to join our #Treasury Client Service team. The role involves delivering exceptional client support across the entire lifecycle — from onboarding and...

  • Treasury Client Onboarding

    4 weeks ago

    Pune, Maharashtra, India Career Guideline Full time

    Job Description – Treasury Client Onboarding Location: Pune and/or Chennai Shift Timings: US Shift Salary Range: Team Leader: Up to ₹14 LPA SME: Up to ₹10 LPA We are looking for experienced professionals to join our #Treasury Client Service team. The role involves delivering exceptional client support across the entire lifecycle — from...

  • Treasury Analyst

    6 days ago

    Pune, Maharashtra, India Cummins Talent Acquisition Full time ₹ 5,00,000 - ₹ 15,00,000 per year

    The Treasury Analyst supports Cummins' treasury operations through reporting, analysis, and modeling. This role is responsible for managing cash flow, banking relationships, compliance activities, and financial reporting. The analyst will also contribute to strategic initiatives and ensure accurate and timely execution of treasury functions.Key...

  • Treasury Analyst

    2 weeks ago

    Pune, Maharashtra, India Cummins Full time ₹ 6,00,000 - ₹ 12,00,000 per year

    DESCRIPTIONThe Treasury Analyst supports Cummins' treasury operations through reporting, analysis, and modeling. This role is responsible for managing cash flow, banking relationships, compliance activities, and financial reporting. The analyst will also contribute to strategic initiatives and ensure accurate and timely execution of treasury functions.Key...

  • Client Onboarding/ Contract Admin

    2 weeks ago

    Pune, Maharashtra, India Kiya Full time ₹ 20,00,000 - ₹ 25,00,000 per year

    Hiring: Senior Associate Client Onboarding / Contract AdministrationShift Timing: 6:30 PM – 2:30 AM ISTKey Requirement:Candidate must be from Investment Banking backgroundStrong knowledge of FX / OTC products and legal documentation (ISDA/CSA)Experience: Minimum 7+ years in:Client Onboarding / Contract Management within Securities / Financial Services /...

  • Treasury Analyst

    1 day ago

    Pune, Maharashtra, India Gallagher Service Center (GSC) Full time ₹ 9,00,000 - ₹ 12,00,000 per year

    Role & responsibilitiesCarrying out daily treasury activities, which includes cash management, funding and reportingEnsuring that all cash management transactions are correctly recorded in systemWork closely with onshore accounting team on financial reporting and daily activitiesProcessing and authorizing of treasury paymentsReconciling bank deposits and...

  • Senior Treasury Analyst

    1 day ago

    Pune, Maharashtra, India Gallagher Service Center (GSC) Full time ₹ 1,04,000 - ₹ 1,30,878 per year

    Job description:Role & responsibilitiesCarrying out daily treasury activities, which includes cash management, funding and reportingEnsuring that all cash management transactions are correctly recorded in systemWork closely with onshore accounting team on financial reporting and daily activitiesProcessing and authorizing of treasury paymentsReconciling bank...

  • Business Analyst Treasury Domain

    1 day ago

    Pune, Maharashtra, India FIS Full time ₹ 20,00,000 - ₹ 25,00,000 per year

    Business Analyst Treasury Domain is Must Years - Pune LocationAbout the teamWe are FIS Capital Markets Shared Technical Services Group, providing Test Automation solutions to our FIS Capital Markets products Clients.About the roleAs a Technology Business Consultant Senior/Specialist, you would participate in Project implementation as a BA/ Test Lead and...

  • Global Head Of Onboarding

    2 weeks ago

    Pune, Maharashtra, India Citigroup Full time

    Job Purpose Would you like to drive the technical evolution of client onboarding platform relied on by many of the worlds largest companies Do you enjoy transforming critical high-volume systems into cloud-native architectures Would you relish the opportunity of influencing the technology strategy of one of the top financial institutions in the world If you...