Accounts & Banking Operations Executive
HSR, Bangalore
Reporting To - Senior Relationship Manager
About the Role
We are seeking a detail-oriented and proactive Accounts & Banking Operations Executive to join our Multi-Family Office team. This role is crucial in ensuring smooth coordination of banking operations, managing client documentation, and maintaining up-to-date records of cash flows for key high-net-worth families.
Key Responsibilities
· Maintain and track daily cash flow statements across multiple bank accounts for designated clients
· Coordinate with banks for operational activities including fund transfers, account openings, KYC updates, and other service requests
· Ensure timely documentation, scanning, and physical file management of banking and investment-related paperwork
· Liaise with clients and internal teams to handle service requests, document submissions, and banking compliance requirements
· Follow up on inward/outward remittances, standing instructions, and scheduled payments
· Prepare MIS reports and summary dashboards for internal review and client reporting
· Provide end-to-end support in managing operational activities for high-value transactions and sensitive client requirements
· Coordinate with custodians, bankers, legal advisors, and investment teams as needed for execution of instructions
Required Qualifications & Skills
· Minimum qualification: B.Com (Bachelor of Commerce)
· 2+ years of relevant experience in accounting, banking operations, or finance back-office
· Strong verbal and written communication skills in Hindi and English
· Proficiency in MS Excel and experience handling digital banking portals
· High level of integrity, confidentiality, and attention to detail
· Ability to multitask and manage timelines effectively in a client-centric environment
Preferred Attributes
· Experience working with wealth management firms, family offices, or private banking clients is a plus
· Comfortable working with high-net-worth individuals and managing sensitive data
· Understanding of basic accounting and financial documentation
Compensation
As per industry standards and based on experience.
Candidate will have to come to the office everyday Mon-Fri
Job Types: Full-time, Permanent
Pay: Up to ₹45,000.00 per month
Benefits:
- Food provided
- Health insurance
- Paid sick time
Schedule:
- Day shift
- Morning shift
Supplemental Pay:
- Yearly bonus
Education:
- Bachelor's (Required)
Experience:
- Accounting: 3 years (Required)
- Banking Operations: 3 years (Required)
- Client Coordination: 3 years (Required)
- MIS: 3 years (Required)
- Advanced Excel: 3 years (Required)
- Handling Bank Portals: 3 years (Required)
- Wealth Management firms / Private Banking / Family Office: 3 years (Required)
Language:
- Hindi (Required)
Location:
- Bangalore, Karnataka (Required)
Work Location: In person
