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Cash Management Implementation & Client Services Manager

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Crédit Agricole

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Location:
India , Mumbai

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Category:
Banking

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Contract Type:
Not provided

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Salary:

Not provided
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Job Description:

We are looking for an experienced and client – focused cash management service specialist to join our FCS team. This role is critical in supporting our India clients with their day-to-day cash management and digital banking needs.

Job Responsibility:

  • Serve as the primary point of contact for clients with the clear objective of maintaining and building long-term relationships
  • Analyze customer requests and reminders
  • Process and respond to customer requests within the given time frame (pre-defined indicators)
  • Communicate to the concerned teams of the follow-up / resolutions of requests processed
  • Enter / list customer requests in the customer request tracking tool & ensure that all information necessary for the resolution of the request is recorded in the tool and that the processing of the request follows the validated procedures
  • Maintain records/documents to accurately document client requests and past discussions
  • Inform customers of incidents that could potentially impact them and inform them of their resolution
  • Escalate immediately the necessary teams in the event of atypical requests and recurrent / major complaints
  • Co-ordinate with the internal teams for smooth implementation and resolution of client issues
  • Ensure compliance with KYC, AML and regulatory requirements during the life cycle of the client journey

Requirements:

  • Bachelor’s degree in finance, Business or a related field
  • Minimum 3-6 years of relevant experience in corporate cash management / transaction banking either in multinational or private bank or a large corporate treasury
  • Proven track record of supporting clients on digital cash management solutions (onboarding, training and relationship management)
  • Strong technical understanding of digital products offerings and India clearing systems
  • Analytical skills to interpret regular client requests, complaints and data to propose client training and improvements
  • Advanced MS Office skills (especially excel and Power point)
  • Excellent interpersonal, organizational and client service skills
  • Ability to work effectively in a highly collaborative team environment to ensure swift resolution and maintain client satisfaction
  • Have a solution-oriented mindset to build long lasting relationships with clients
  • Analyse, Maintain and Disseminate suitable MIS to the internal teams to derive key areas of concern, regular complaints with a focus to provide key insights
  • Monitor and report on account performance, identifying opportunities for growth and improvement
  • Excellent attention to detail, solid follow-up skills, and the ability to think strategically and solve problems
  • Strong understanding of cash products for both domestic and cross-border transactions
  • Engage with operations and sales to build and maintain an effective customer service model that differentiates CACIB
  • English language proficiency

Additional Information:

Job Posted:
January 23, 2026

Employment Type:
Fulltime
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