Manager – Customer Service / Operations | Siemens Financial Services | Gurgaon, Mumbai, Bangalore

Job Description

Summary

Siemens Financial Services Private Limited (a division of Siemens India) is hiring a Manager – Customer Service/Operations for its corporate operations team. This full-time, permanent role is ideal for finance professionals with 5–8 years of experience in financial services, banking, or BPO, especially in asset-based finance. The role involves customer documentation management, compliance, loan and lease processing, MIS reporting, and coordination with risk teams.

This is an excellent opportunity for professionals with a CA, Inter-CA, ICWA, MBA, M.Com, or B.Com background who want to build their career in financial operations at a global brand like Siemens.

Job Details at a Glance

Key Responsibilities

As Manager – Customer Service/Operations, you will:

• Review, check, and maintain accuracy of customer deal documents in the Odessa system.
• Ensure compliance in customer documentation for loans, leases, and trade finance products.
• Handle Letter of Credit (LC), Telegraphic Transfer (TT), and Forex documentation.
• Manage closure of BOEs with banks on time.
• Track Post-Dated Documents (PDDs) and prepare fortnightly reports with escalation as needed.
• Ensure scanning and digital archiving of customer documents within 7 days of settlement.
• Dispatch welcome letters and customer communications within defined timelines.
• Oversee audit requirements related to contract files.
• Manage charge creation with ROC for Private & Public Ltd. companies and recover related expenses from customers.
• Prepare and publish regional MIS reports.
• Collaborate with the risk management team for transaction completeness.

Required Skills & Qualifications

• 5–8 years of experience in financial services, banking, or BPO.
• Preferred background in asset-based finance.
• Strong understanding of financial products (loans, leases, trade finance).
• Knowledge of documentation for LC, TT, Forex payments.
• Excellent verbal and written communication skills.
• Strong teamwork and collaboration abilities.
• Educational qualification: CA / Inter-CA / ICWA / MBA / M.Com / B.Com.
• Digital mindset and ability to work in fast-paced corporate environments.
• High attention to detail and strong compliance orientation.

Why Join Siemens Financial Services?

• Be part of a global leader in industrial and financial solutions.
• Opportunity to grow in financial operations and customer service management.
• Exposure to cutting-edge digital systems and compliance processes.
• Flexible work location (Gurgaon, Mumbai, or Bangalore).
• Competitive salary and long-term career growth at Siemens.

Apply Now

Take the next step in your finance career with Siemens Financial Services.
👉 Apply on the Siemens Careers Portal