Transaction banking

About the Role

The Transaction Banking role is a full-time, on-site position based in Pune District. The individual in this role will manage and support cash management, payments, collections, and other transaction banking services for corporate and business clients.

Key Responsibilities

• Manage and support cash management, payments, collections, and other transaction banking services for corporate and business clients.
• Handle client inquiries.
• Process and monitor transactions.
• Ensure accuracy and compliance with internal policies and regulatory requirements.
• Coordinate with internal teams to resolve issues.
• Prepare documentation.
• Maintain client records.
• Assist with onboarding and implementation of transaction banking products.
• Work closely with relationship managers to understand client needs, provide service updates, and contribute to the improvement of processes and service quality.

Qualifications

• Strong Finance knowledge, including understanding of banking products, transaction services, and basic risk concepts.
• Excellent Communication skills, including clear verbal and written communication and the ability to explain complex information in an accessible manner.
• Strong Customer Service capabilities, including responsiveness, problem-solving, and a focus on building long-term client relationships.
• Credit awareness, with the ability to interpret basic credit-related information and support risk-conscious decision-making.
• Insurance awareness, with familiarity with insurance products relevant to banking clients and transaction-related coverage.
• Ability to work collaboratively in a team, manage multiple tasks, and adapt to changing priorities in a fast-paced banking environment.

Beneficial Qualifications

• Bachelor’s degree in Finance, Business, Economics, or a related field.
• Proficiency with banking and payment systems.
• Strong analytical and numerical skills.
• Attention to detail.