Citi Hiring Client Onboarding Representative in Pune | ₹4-7 LPA

The Client Onboard Representative performs moderately complex assignments that support institutional client onboarding operations. The role contributes directly to business outcomes by ensuring high quality task execution and service delivery. Work is typically carried out with limited supervision while applying knowledge of operational procedures, policies, and team objectives.

This position requires understanding how daily responsibilities support broader team functions and business goals. The role involves applying professional judgment, maintaining service standards, and identifying opportunities to improve productivity and operational efficiency.

Responsibilities

• Process client requests related to system setup, including signatory updates and documentation submission.
• Collaborate with internal partners to maintain systems based on documentation associated with account opening and maintenance.
• Respond to inquiries from clients and internal teams.
• Prepare and organize documentation for archiving and record keeping.
• Apply bank regulations and internal policies when processing client requests.
• Stay informed about procedural updates, internal rules, and external regulatory requirements.
• Update operational procedures and related documentation where required.
• Process client instructions with a high level of accuracy while meeting defined deadlines.
• Verify and authorize information entered into internal systems.
• Ensure queries are handled efficiently and escalate urgent or risk related issues through appropriate channels.
• Provide support to other teams when instructed by supervisors, including temporary process or team transitions.
• Participate in training sessions, projects, conference calls, and system testing activities.
• Maintain strong knowledge of products, processes, and client needs to ensure high client satisfaction.
• Identify potential process improvements and assist in implementing approved changes.
• Understand and follow operational procedures and control requirements.
• Support managers during quality assurance activities.
• Participate in user acceptance testing for new or updated systems.
• Complete routine deliverables while gradually building understanding of the broader operational environment.
• Assess risk appropriately during business decisions, maintaining compliance with regulations, internal policies, and ethical standards.

Qualifications

• Prior experience in financial services is preferred.
• Knowledge of banking products related to account opening and maintenance.
• Experience communicating with customers or internal stakeholders.
• Understanding of banking and financial operations.
• Proficiency in PC applications such as Excel and Word.
• Strong English communication skills, both written and spoken.
• Ability to manage deadlines, handle pressure, and organize tasks effectively.
• Adaptability in a dynamic work environment and willingness to take initiative.