Client Onboard Intermediate Analyst Job at Citi (Pune)

Client Onboard Intermediate Analyst

Citi

Location:
India , Pune

Category:
Banking

Contract Type:
Not provided

Salary:

Not provided

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Job Description:

The Client Onboard Intermediate Analyst is a middle management role and will be focused on providing support to Implementation Managers, Client Service officers, Client executives and other stakeholders on all Client Onboarding, maintenance, and account closure related matters. This role will ensure Account Maintenance activities are compliant with required standards & all deliverables day to day are met. Works directly with different business groups to open new and Incremental accounts once due diligence on KYC and other legal documentation has been completed. Ensure all account opening related documents are reviewed thoroughly. Works directly with stakeholders to access documentation requirements and reference data. Ensure all SLAs are met.

Job Responsibility:

Responsible for customer interaction, documentation issuance, review and system set ups
Focuses on timely and accurate delivery of all account opening functions as well as delivering superior customer service and resolution of customer service
Provide timely advise to Implementation managers and other internal counterparts on account opening process and other documentation requirements
Ensure all communications are of the highest professional standard to maintain client service excellence
Timely and effective escalation of potential issues to the management
Processes clients’ instructions ensuring the highest accuracy and effectiveness (ensuring deadlines are adhered to)
Verification and authorization of data entered in the systems
Ensures all queries are dealt with in an efficient and timely manner
Escalates urgent / risk issues through the appropriate escalation channels
Co-operates with and supports other teams/employees upon supervisor’s instruction, including possibility of movement to another team and/or process
Performs other crucial tasks instructed by supervisors, e.g., participation in trainings, projects, conference calls, systems’ testing, transitions
Ensures high levels of client satisfaction through strong product, process, and client knowledge
Ensures a strong and robust processing environment with effective controls
Establishes risk management practices
Maintain a strong culture of risk and controls in the team through various processes and check points
Identifies means to reduce transaction defects (internal and external)

Requirements:

Previous experience in financial services preferred
8 to 10 years of relevant experience in Client onboarding/ Static data update/ Client reference data update
Required relevant academic qualifications: university graduate with Business/Finance/Economics
Bachelor’s/University degree or equivalent
MBA degree preferred

Nice to have:

Proactive and a self-starter with a positive can-do approach
Team-player who is committed to service delivery perfection and always has the bank and client’s best interests in mind
Result oriented dedicated, hardworking who can deliver on time with high level of integrity and flexibility
Proficient in handling urgent cases
Dedication to fostering an inclusive culture and value diverse perspective
Good interpersonal communication skills and able to communicate with internal and external business partners
Consistently demonstrates clear and concise written and verbal communication skills

Additional Information:

Job Posted:
January 26, 2026

Employment Type:

Fulltime

Work Type:

On-site work

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