Job Description
We facilitate the opening of bank accounts and enable their ongoing management, via an extensive network of partner banks, a top-class open banking platform, and the highest quality of customer service.
We are looking for ambitious, business-minded, finance oriented and enterprising Client Operations Leader to join an international team of experts in banking, compliance, and corporate account management to help support our growing operations.
Job description and responsibilities:
Lead and own client onboarding process from gathering & record-keeping of documents to system on-boarding to commence services.
Develop, improve, and oversee clients transaction processing in compliance with the Companys standards and procedures.
Maintain, monitor running client management profile listing to manage on-going relationships.
Prepare, review and ensure claims on partners for revenues due on a timely manner.
Set, lead reviews for on-boarding progress to plan and Ongoing reporting to management using existing procedures.
Daily communication with clients through various channels.
Lead, execute Clients periodic relationship reviews to procedures, delivering a well-tracked on-boarding and maintenance process through coordination across stake-holders.
Maintenance of client communications records and reporting to managerial stakeholders.
Extensive collaboration with internal stakeholders across several departments (Business Development, external Re-Sellers, Legal, Finance, etc.)
Ensuring excellent customer experience to fulfill our mission of Private Banking experience to Corporate Clients.
Contribute to enhancements / process improvements for improving effectiveness.
Requirements:
Good English proficiency (written and verbal).
Excellent and organizational communication skills.
Ability to work independently maximizing learning from colleagues.
High level of accuracy and attention to detail.
Strong client relationship management skills.
Proficiency in MS Office and other editing tools with ease of adaptation to other emerging digital technologies.
2-4 years of experience with a regulated financial institution; prior client-facing role an advantage.
Originality and entrepreneurial thinking - proactive in suggesting solutions to challenges.
The Role offers:
Opportunity for professional and personal development
Opportunity to work in globally diverse work environment and markets
Location: Gandhi Nagar /Ahmedabad, India
Position type: Full-time
Start date: Immediate (ideally)
Local and international trips may be required,
💡 Quick Summary
Seeking a career-building opportunity? The Client Operations Leader position is now open for candidates interested in the Bank Jobs sector. This role in Gandhinagar offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.
