Senior Associate, Generalist, Client Services, SME Banking, Institutional Banking Group

Overview

Senior Associate in the SME Banking client services team of Institutional Banking Group, supporting corporate customers with account maintenance, transaction processing and digital banking support.

What you'll do

• Manage end-to-end maintenance coordination, including signatory updates, IDEAL setup, additional account openings, name/address changes and GST number maintenance.
• Coordinate with dispatch and runner services for timely document pickups and deliveries.
• Facilitate manual transactions, including Fixed Deposit (FD) creation, Bank Guarantee (BG) issuance, Demand Draft (DD) issuance, cheque requests, and manual RTGS / NEFT / A2 / A1 payments.
• Liaise and coordinate closely with clients and internal teams to ensure seamless transaction processing and query resolution.
• Provide timely month-end conversion updates to customers.
• Support clients on the IDEAL digital banking platform, assisting with onboarding, maintenance and troubleshooting.
• Deliver high-quality client service to SME Banking clients, ensuring prompt resolution of issues and adherence to service standards.

What you'll need

• Prior experience in client services, transaction banking, or operations within Institutional or SME Banking.
• Sound knowledge of banking products and processes, including trade finance (BG), payments (RTGS/NEFT), and account maintenance.
• Familiarity with corporate online banking platforms.
• Strong coordination, multitasking and organizational skills to manage daily operational tasks and dispatch services.
• Excellent communication and interpersonal skills to build strong relationships with clients and internal stakeholders.
• High level of accuracy, attention to detail and problem-solving capabilities.
• Degree or diploma in Business, Finance, or a related discipline.

Nice to have

• Prior experience in IDEAL.

Details

• Location: Mumbai.
• Job: Customer Service.
• Schedule: Regular.
• Employee status: Full time.