Banking & Payments Operations Executive

Job Type: Full-time
Experience: 1–2 Years
Location: Delhi
Department: Banking & Finance Operations

About the Role

We are looking for a Banking & Payments Operations Executive who can independently handle day-to-day banking requirements, current account opening, documentation, bank coordination, payment gateway-related issues, and follow-ups.

The ideal candidate should have practical experience dealing with banks, Relationship Managers (RMs), branch teams, and financial/payment service providers. The person should be proactive, organized, and capable of taking ownership of tasks from initiation to closure.

Key Responsibilities

- Handle current bank account opening across different banks.
- Coordinate with bank Relationship Managers, branch teams, and operations teams.
- Prepare, collect, verify, and submit required KYC and banking documents.
- Handle account-related modifications, updates, cheque books, limits, and other banking requirements.
- Coordinate for payment gateway onboarding, merchant accounts, settlements, and banking-related issues.
- Follow up with banks/payment gateways regarding pending applications, verifications, settlements, and account issues.
- Maintain a proper tracker of all applications, pending tasks, documents, and follow-ups.
- Ensure that banking-related work is completed within the required timelines.
- Develop and maintain lean and efficient processes so that routine banking work can be handled independently without constant management involvement.
- Maintain proper records of bank accounts, documents, RM contacts, applications, and ongoing requests.
- Escalate important issues to management with a clear status and proposed solution.
- Handle confidential banking and business documents responsibly.





Requirements

- 1–3 years of experience in Banking Operations, Fintech Operations, Payment Gateway Operations, Merchant Onboarding, or a similar role.
- Practical knowledge of current account opening and KYC processes.
- Experience coordinating with banks and Relationship Managers.
- Good knowledge of banking documentation and account-related processes.
- Valuable communication skills in Hindi and English.
- Valuable knowledge of MS Excel / Google Sheets.
- Robust follow-up and coordination skills.
- Ability to independently manage multiple tasks and close them on time.
- Should be proactive and solution-oriented.

Preferred Experience

Candidates with experience in any of the following will be preferred:

- Current Account Opening
- Business Banking
- Merchant Onboarding
- Payment Gateways
- Fintech Operations
- Banking Operations
- Settlement & Reconciliation
- KYC / KYB Documentation
- Bank Relationship Management

What We Are Looking For

We are looking for someone who takes ownership of the work rather than someone who waits for instructions.

The right candidate should be comfortable communicating directly with banks, RMs, payment gateways, and internal teams and should be able to take a task from "application started" to "issue resolved / account opened / process completed."

Freshers may apply only if they have strong practical knowledge of banking processes. Candidates with relevant experience will be preferred.

Skills

- Banking Operations
- Current Account Opening
- KYC / KYB
- Bank Coordination
- Payment Gateway Operations
- Merchant Onboarding
- Documentation
- MS Excel / Google Sheets
- Follow-up & Coordination
- Problem Solving
- Communication Skills

Pay: ₹10,500.00 - ₹15,000.00 per month

Work Location: In person

📌 Office Assistant (Delhi)
🏢 Hypex marketing
📍 Delhi