Associate - Banking Support

Company Description:

Sikariya Advisory Private Limited is a Family office for wealth, business and legacy. We work with HNIs, UHNIs and business families to organise wealth, strengthen compliance and evaluate opportunities with clarity, structure and discipline.

We are hiring for the role of Associate - Banking Support for our company

Key Responsibilities:

1. Banking Correspondence & Account Servicing

• Act as the primary point of contact with banks, drafting/reviewing letters, forms and instructions for account servicing and following up to resolve queries and confirmations
• Track and maintain records of all banking correspondence for each client entity

2. Account Support & Maintenance

• Handle end-to-end opening and closing of bank accounts, including name changes, signatory updates, KYC/re-KYC and related documentation
• Maintain mandates, authorised signatory lists and related banking documentation, ensuring accuracy at all times

3. Transaction Processing & Reconciliation

• Provide necessary support to process transactions, demand drafts and FD/RD bookings/renewals as per client instructions and manage bank-book entries and digital banking records
• Perform regular bank reconciliations, maintaining accurate account statements and balances across multiple client entities

4. Reporting, Documentation & Compliance

• Prepare daily/weekly/monthly banking reports, maintain audit-ready entity-wise banking files and support Compliance team(s), Audit team and Auditor(s) on banking-related matters
• Ensure compliance with internal policies and RBI/Government regulatory requirements and support process improvement in banking workflows and documentation standards

5. Stakeholder Coordination & Confidentiality

• Coordinate with client representatives and internal departments to obtain instructions and resolve queries, escalating issues to seniors promptly in line with the Company policies
• Maintain strict confidentiality and a high level of discretion, given the sensitive nature of client banking and financial information

Qualifications:

• Graduate/Postgraduate in Commerce, Finance, Banking or Business Administration
• 1-3 years of experience in banking operations, account support, back-office operations or banking correspondence, preferably servicing HNI/family office clients
• Working knowledge of banking processes, KYC/AML norms, account documentation and bank reconciliation
• Proficiency in MS Excel and digital banking platforms
• Strong written communication and documentation skills

Preferred Attributes:

• Prior work experience in a bank, financial services firm, accounting firm or back-office operations, liaising directly with banks on behalf of clients or a firm
• Exposure to banking portals/software for remittances and reconciliations
• Ability to independently manage multiple client engagements and entities, and meet deadlines across concurrent tasks
• High attention to detail and a structured, problem-solving mindset
• High discretion and comfort handling confidential financial and personal data of business families

Perks & Benefits:

• Professional and growth-oriented work environment.

• Alternate Saturdays off to support a healthy work-life balance.

• Healthy and collaborative workplace culture.