Hiring for Treasury Client Onboarding – Pune

Job Description

Hiring for  Treasury Client Onboarding –  Pune 

We are seeking experienced professionals to join our Treasury Client Service team. The role involves providing end-to-end support throughout the client lifecycle, including onboarding, account maintenance, and offboarding. You will work closely with cross-functional teams to ensure accuracy, compliance, and a seamless client experience.

Roles & Responsibilities:

• Manage the complete client onboarding process, including collection and verification of documentation

• Coordinate with internal teams to ensure timely account setup and activation

• Handle client requests for account updates or modifications

• Monitor accounts to ensure compliance with internal policies and regulatory requirements

• Support offboarding activities including account closures and secure data archiving

• Respond to client inquiries and resolve service issues within defined SLAs

• Identify and implement process improvements for efficiency and client satisfaction

• Prepare MIS reports, audit documentation, and maintain accurate records

• Ensure data confidentiality and security at all times

Qualifications:

• Graduate in Commerce or Accountancy (essential)

• MBA in Finance (preferred)

Essential Skills & Experience:

• Minimum 5+ years of experience in client onboarding, account maintenance, or offboarding within Treasury or related financial domains

• Strong proficiency in MS Excel and Word

• Excellent written and verbal communication skills in English

• Ability to work independently and meet deadlines

• Certification in Treasury Client Lifecycle Management is preferred

Why Join:

• Career Growth: Opportunity to work in a specialized treasury domain, which is high in demand and valued in financial services.

• Diverse Experience: Exposure to the full client lifecycle – onboarding, account maintenance, and offboarding – giving you a holistic understanding of treasury operations.

• Cross-functional Exposure: Work closely with multiple teams (operations, compliance, audit), building versatile skills and industry knowledge.

• Competitive Compensation: Attractive salary range for both Team Leader and SME roles.

• Professional Development: Chance to gain expertise in treasury client lifecycle management, compliance, and regulatory processes.

• Skill Enhancement: Hands-on experience with regulatory checks, MIS reporting, and process improvement, which strengthens analytical and problem-solving skills.

• Work Environment: US-shift schedule with structured workflow and opportunities to handle international clients.