Team Member

Job Description:

Deposit Management Team deals with Opening/Closing/Maintenance of DDA/Savings Accounts for corporate clients. Entry channels for receiving work is through emails and applications like Global Fulfillment Solutions (GFS), OnBoard Assist (OBA) & iCon - Intuitive Connections. Major Activities - Analysis Fees, Balance Transfer, Identification of Treasury Services, Closing of Account. Account Opening includes activities related to document review, opening accounts on system of record and imaging legal documents to Bank repository. Account Maintenance (fulfillment of signature card maintenance and imaging of legal documents) for commercial and corporate DDA accounts.

Deposit Management team currently service US region only and includes the below sub-functions:

• Account Opening deals with Opening of corporate DDA Accounts and verifying/authenticating legal documents and uploading them on Bank Repository

• Account Closing deals in closing of Corporate Accounts and deletion of Treasury services, including balance transfer and charging of analysis fees

• Legal Name Change (LNC) Team perform ensures entity changes are happening across the globe to deliver client satisfaction

• Authority Management (AM) is a global workflow solution simplifying how the Bank manages client entity and account level authorities through Authority Profiles - Workflow within Onboard Assist (OBA) application utilized by both Fulfillment and Servicing teams to manage signers/authorities. Users may setup a single Authority Management case that contains multiple region entity provided they are from the same Family GCI

Responsibilities

• Responsible to ensure that the tasks are completed within the given Service Level Agreements (SLAs)

• Need to adhere and meet all Risk, Control and Regulatory Metrics defined for the business

• Deliver & manage individual targets & contribute towards process metrics - Productivity, Turnaround Time and Accuracy

• Adhere to the Non Negotiable Tasks (NNTs)

• Manage regular conversations through emails & online chats with onshore & offshore teams

• Provide resolution to the status requests and queries from internal customers

Requirements

Knowledge of Treasury domain (good to have) Strong business acumen with good written and verbal communication skills Must have eye for detail and should possess strong strategic & analytical skills Excellent time management skills Flexible for shifts

Education

Graduation/Post-Graduation

Certifications If Any

NA

Experience Range

0-3 years

Foundational skills

• Good Communication & Interpersonal skills

• Should be a team player

• Good understanding of Microsoft Excel and Outlook

• Excellent time management skills

Desired skills

• Excellent oral/written communication skills

• Organized and able to multi-task in a fast-paced environment

• Highly motivated, able to work independently and self-starter

• Willingness to learn and adapt to changes

• Stakeholder Management

Work Timings

Shift Window: 20:30 - 05:30 IST (Monday to Friday)

Job Location*

Gurugram