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IDFC FIRST Bank

Customer Onboarding Processor

IDFC FIRST Bank

Posted

last week

Navi Mumbai, Maharashtra, India

Onsite

INR 60K

Mid Level

Full Time

Match

Skills

Experience

Industry

Sema

Sema Summary

The Customer Onboarding Processor ensures seamless onboarding of new clients into trade operations. This role requires attention to detail, compliance verification, and effective customer communication.

About Company

IDFC FIRST Bank focuses on customer-friendly, ethical banking combined with advanced technology services. Established through a merger, it provides a comprehensive range of financial services.

Core Requirements

  • Any Graduate or Postgraduate
  • 2-5 years of experience in Banking & Finance
  • Knowledge of trade operations
  • Experience with customer onboarding processes
  • Detail-oriented with a customer-focused approach

Responsibilities

  • Manage end-to-end onboarding process for new clients.
  • Verify customer documentation for compliance.
  • Maintain accurate customer data in internal systems.
  • Provide timely support and communication to clients.
  • Collaborate with internal teams to streamline processes.
  • Perform quality checks on onboarding activities.
  • Prepare reports on onboarding progress and client feedback.

Must Have skills

Attention to detailCustomer service skillsCompliance knowledgeData management skillsInterpersonal and communication skills

Job Keywords

Customer OnboardingTrade OperationsBankingComplianceData Management

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