1353 Account Opening Jobs

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1.0 - 3.0 years

3 - 4 Lacs

thrissur

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Direct Responsibilities Acquiring new clients with benchmark assets. Increase the total assigned SIP book from allocated and new clients. Adding overall AUM by gathering assets from existing and new clients. Increasing the basket of clients having AUM. Contributing Responsibilities Achieving the Business target assigned to branch in terms of, assets Aum and SIP book, acquiring clients, enhancing, & upgrading the client relationship. Ensuring the highest level of service to the clients. Interested can share CV to vinith.yadav@branch.sharekhan.com or Whatsapp-7338112258

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1.0 - 3.0 years

3 - 4 Lacs

kozhikode

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Direct Responsibilities Acquiring new clients with benchmark assets. Increase the total assigned SIP book from allocated and new clients. Adding overall AUM by gathering assets from existing and new clients. Increasing the basket of clients having AUM. Contributing Responsibilities Achieving the Business target assigned to branch in terms of, assets Aum and SIP book, acquiring clients, enhancing, & upgrading the client relationship. Ensuring the highest level of service to the clients. Interested can share CV to vinith.yadav@branch.sharekhan.com or Whatsapp-7338112258

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1.0 - 3.0 years

3 - 4 Lacs

mangaluru

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Direct Responsibilities Acquiring new clients with benchmark assets. Increase the total assigned SIP book from allocated and new clients. Adding overall AUM by gathering assets from existing and new clients. Increasing the basket of clients having AUM. Contributing Responsibilities Achieving the Business target assigned to branch in terms of, assets Aum and SIP book, acquiring clients, enhancing, & upgrading the client relationship. Ensuring the highest level of service to the clients. Interested can share CV to vinith.yadav@branch.sharekhan.com or Whatsapp-7338112258

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1.0 - 3.0 years

3 - 4 Lacs

mysuru

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Direct Responsibilities Acquiring new clients with benchmark assets. Increase the total assigned SIP book from allocated and new clients. Adding overall AUM by gathering assets from existing and new clients. Increasing the basket of clients having AUM. Contributing Responsibilities Achieving the Business target assigned to branch in terms of, assets Aum and SIP book, acquiring clients, enhancing, & upgrading the client relationship. Ensuring the highest level of service to the clients. Interested can share CV to vinith.yadav@branch.sharekhan.com or Whatsapp-7338112258

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1.0 - 3.0 years

3 - 4 Lacs

bengaluru

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WALK in Drive on 03rd NOV 2025 to 7th NOV 2025 Direct Responsibilities Acquiring new clients with benchmark assets. Increase the total assigned SIP book from allocated and new clients. Adding overall AUM by gathering assets from existing and new clients. Increasing the basket of clients having AUM. Contributing Responsibilities Achieving the Business target assigned to branch in terms of, assets Aum and SIP book, acquiring clients, enhancing, & upgrading the client relationship. Ensuring the highest level of service to the clients. Interested can share CV to vinith.yadav@branch.sharekhan.com or Whatsapp-7338112258

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0.0 - 5.0 years

1 - 1 Lacs

amritsar

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SUMMARY Hiring: Branch Sales Executive Fresher Opportunity in a Leading Bank Location: Ludhiana, Amritsar, Ganganagar, Sangrur, Bathinda Salary: 14,000-16,000 In-Hand Week Off: As per Bank Policy Shift Timing: 9:00 AM 6:30 PM Eligibility: Any Graduate / Postgraduate (0 11 months of experience) Tech Graduates are not eligible for this role. Job Responsibilities: Support the branch team in daily sales and service tasks Help customers with account opening and paperwork Follow KYC and bank guidelines Assist with customer handling and other branch work Requirements Any Non Tech Graduate or Postgraduate (0 11 months experience) Good spoken and written communication Basic knowledge of computers (MS...

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0.0 - 5.0 years

1 - 1 Lacs

jodhpur

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SUMMARY Hiring: Branch Sales Executive Fresher Opportunity in a Leading Bank Location: Jaipur, Kota, Jodhpur, Bikaner Salary: 14,000-16,000 In-Hand Week Off: As per Bank Policy Shift Timing: 9:00 AM 6:30 PM Tech Graduates are not eligible for this role. Job Responsibilities: Support the branch team in daily sales and service tasks Help customers with account opening and paperwork Follow KYC and bank guidelines Assist with customer handling and other branch work Requirements Any Non Tech Graduate or Postgraduate (0 11 months experience) Good spoken and written communication Basic knowledge of computers (MS Office) Benefits Branch working exposure Getting training from expert banking specialis...

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0.0 - 5.0 years

1 - 1 Lacs

pune

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SUMMARY Hiring: Branch Sales Executive Fresher Opportunity in a Leading Bank Location: Ahmednagar, Kolhapur, Pune, Nashik, Mumbai Salary: 14,000 In-Hand Week Off: As per Bank Policy Shift Timing: 9:00 AM 6:30 PM Eligibility: Any Graduate / Postgraduate (0 11 months of experience) Tech Graduates are not eligible for this role. Job Responsibilities: Support the branch team in daily sales and service tasks Help customers with account opening and paperwork Follow KYC and bank guidelines Assist with customer handling and other branch work Requirements Any Non Tech Graduate or Postgraduate (0 11 months experience) Good spoken and written communication Basic knowledge of computers (MS Office) Benef...

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0.0 - 1.0 years

2 - 4 Lacs

mumbai

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KYC/Loan Audits Advance Excel(Vlookup, Hlookup, Pivot,etc.) Good Communication Skills. Perform end-to-end KYC checks on new and existing customers as per internal policies and regulatory guidelines Ensure all customer information is accurately recorded and maintained in the system Follow up with customers for additional information or clarification if needed Report suspicious activity or incomplete information to the Compliance team.

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2.0 - 7.0 years

0 - 0 Lacs

chennai

On-site

Job Role: 1. Acquisition of New Client (NTB) through external individual efforts for Current Account, Savings Account Products of the bank. 2. Customers to be sourced from individuals, small businesses, trusts, associations, societies, corporates. 3. Revenue Generation, Customer Acquisition, Customer Retention. 4. Maintaining Avg. Quarterly Balance. 5. Conducts regular promotional and customer events to generate leads. 6. Cross selling of CMS, Beat, MF, FD, Insurance and asset products.

Posted 22 hours ago

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0.0 - 3.0 years

1 - 4 Lacs

jaipur, jodhpur

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Urgent job in Bank for Sr. Sales Executive/Assistant Manager_Jaipur/Jodhpur Role & responsibilities Achieve the Sales Targets (CA/SA) set in terms of NTB, Value & amp; product mix. Achieve the budgeted cross-sell targets across the designated Product lines. Extend professional customer service to achieve a high level of customer satisfaction and retention. Have complete knowledge of the customer base in terms of the profile, demographics & amp; psychographics for his/ her assigned territory. Achieve defined quality parameters in terms of AMB depletion/FTR %/ UID penetration and NBD penetration. Achieve Sales call plans to acquire large prospective customers through referrals. Preferred candi...

Posted 22 hours ago

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0.0 - 5.0 years

1 - 1 Lacs

noida

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SUMMARY Hiring: Branch Sales Executive Fresher Opportunity in a Leading Bank Location: Noida-1/2 Salary: 14,000-16,000 In-Hand Week Off: As per Bank Policy Shift Timing: 9:00 AM 6:30 PM Tech Graduates are not eligible for this role. Job Responsibilities: Support the branch team in daily sales and service tasks Help customers with account opening and paperwork Follow KYC and bank guidelines Assist with customer handling and other branch work Requirements Any Non Tech Graduate or Postgraduate (0 11 months experience)can apply Good spoken and written communication Basic knowledge of computers (MS Office) Benefits Branch working exposure Getting training from expert banking specialist senior peo...

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0.0 - 3.0 years

3 - 4 Lacs

bhubaneswar, kanpur, mumbai (all areas)

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JOB DESCRIPTION Job Details: Job Title: Client Relationship Associate Role Description: 1. Responsible for relationship management with channel partner, new client acquisition & customer relationship management (For Corporate Salary Account Holders). 2. Responsible for achieving targets as assigned by the organization monthly basis. 3. Lead generation for Demat & Trading Account. 4. Conversion of leads into clients for Trading Account. 5. Responsible for managing client relations post acquisition. 6. Activation of acquired accounts. 7. Training of Channel Partner resources on account opening process. Skill Sets: Education Qualifications: Graduate / Postgraduate/MBA-Marketing & Sales Work Exp...

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6.0 - 10.0 years

0 Lacs

pune, maharashtra

On-site

In this role, you will be responsible for conducting Due Diligence and Know Your Customer (KYC) research for institutional & corporate clients as part of the business-wide Anti-Money Laundering (AML) Compliance remediation & refresh processes. Your key responsibilities will include: - Performing hands-on tasks related to KYC and account opening, including working with front office on information and documents, updating system with relevant details, performing checks, validating & uploading documents, managing pipeline for new accounts and KYC rolling review (KYC refresh). - Producing accurate and quality work (90-95%) under tight deadlines and minimal supervision. - Executing and reviewing n...

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1.0 - 2.0 years

2 - 3 Lacs

gandhinagar

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Role & responsibilities Perform complete and in-depth review of document related to account opening of NR (Scrutinizing) and working closely with a Branch / RLBO team (Bank & BGSS). 1. Responsible for ensuring that all account opening forms are scrutinized in due time properly without any error. 2. Responsible for driving improvements relating to Account Opening process (NR) and systems within the Organization. 3. Reporting to the Manager and manage the day to day performances of the business unit to deliver a best in class service, meeting or exceeding all KPIs. 4. co-ordinate with Branch team at all levels. 5. Be responsible for the end to end Account Scrutiny and opening process and their...

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1.0 - 3.0 years

0 Lacs

hyderabad, telangana, india

On-site

Sky Phygital - Relationship Manager Job Role: Customer Engagement (meeting, Video call, Tele call) and Relationship Management on the mapped C Cat book of the branch. ( C category book of 2-3 brancheswith approx. 1000 to 1500 customers will be mapped ) Cross sell of Asset ( HL, LAP, CL,PL, GL, WC, CV ) Liability ( CA, SA TD) and Third Party & Investment Products ( LI GI Trinity & MF) on the mapped book Deepening of CA SA and TD mapped relationships. Meeting and conversion on leads from VRM and CEC. Working closely with respective teams on LI, GI, KSEC, IC and Asset team for timely conversion of the business. Ensuring customer stickiness and category upgrade. Acquisition, X-sell of business &...

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1.0 - 3.0 years

0 Lacs

bengaluru, karnataka, india

On-site

Sky Phygital - Relationship Manager Job Role: Customer Engagement (meeting, Video call, Tele call) and Relationship Management on the mapped C Cat book of the branch. ( C category book of 2-3 brancheswith approx. 1000 to 1500 customers will be mapped ) Cross sell of Asset ( HL, LAP, CL,PL, GL, WC, CV ) Liability ( CA, SA TD) and Third Party & Investment Products ( LI GI Trinity & MF) on the mapped book Deepening of CA SA and TD mapped relationships. Meeting and conversion on leads from VRM and CEC. Working closely with respective teams on LI, GI, KSEC, IC and Asset team for timely conversion of the business. Ensuring customer stickiness and category upgrade. Acquisition, X-sell of business &...

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1.0 - 3.0 years

0 Lacs

bengaluru, karnataka, india

On-site

Sky Phygital - Relationship Manager Job Role: Customer Engagement (meeting, Video call, Tele call) and Relationship Management on the mapped C Cat book of the branch. ( C category book of 2-3 brancheswith approx. 1000 to 1500 customers will be mapped ) Cross sell of Asset ( HL, LAP, CL,PL, GL, WC, CV ) Liability ( CA, SA TD) and Third Party & Investment Products ( LI GI Trinity & MF) on the mapped book Deepening of CA SA and TD mapped relationships. Meeting and conversion on leads from VRM and CEC. Working closely with respective teams on LI, GI, KSEC, IC and Asset team for timely conversion of the business. Ensuring customer stickiness and category upgrade. Acquisition, X-sell of business &...

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2.0 - 7.0 years

4 - 9 Lacs

kolkata

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Role & responsibilities Handling cash transactions, deposits, withdrawals, and other teller operations. Ensuring timely and accurate processing of customer requests. Cross-selling bank products such as savings accounts, current accounts, term deposits, credit cards, insurance, and other banking products. Managing customer relationships and ensuring excellent customer service. Authorising teller transactions as per defined limits and ensuring adherence to audit & compliance guidelines. Driving service-to-sales conversions through customer engagement and need-based selling. Coordinating with relationship managers and other branch staff to achieve branch targets. Maintaining cash limits, ensuri...

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0.0 - 3.0 years

2 - 3 Lacs

noida, new delhi, gurugram

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Job description Roles and Responsibilities Demat Account Sales To source the business via allotted bank branches. Key focus areas Acquiring broking clients (primarily on line) • Activating clients for trading post acquisition • Greet and Re-direct customers to the appropriate counters based on their service needs. Providing clients with Demo & handhold to initiate trading activities after account opening. Maintain a list of FAQ by customers and proactively seek clarification . Promote Demat & Trading account. Selling of third party products. Desired Candidate Profile:- Minimum qualification :Graduation. Age :not more than 29 Years. Should have keen interest in sales and marketing. Location: ...

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0.0 - 3.0 years

2 - 4 Lacs

new delhi, gurugram

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Urgent Reqired Sr. Sales Executive/Assistant Manager_Delhi/Haryana Role & responsibilities Achieve the Sales Targets (CA/SA) set in terms of NTB, Value & amp; product mix. Achieve the budgeted cross-sell targets across the designated Product lines. Extend professional customer service to achieve a high level of customer satisfaction and retention. Have complete knowledge of the customer base in terms of the profile, demographics & amp; psychographics for his/ her assigned territory. Achieve defined quality parameters in terms of AMB depletion/FTR %/ UID penetration and NBD penetration. Achieve Sales call plans to acquire large prospective customers through referrals. Preferred candidate prof...

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0.0 - 4.0 years

0 Lacs

maharashtra

On-site

Role Overview: As a KYC - NCT Analyst at Mumbai, India, your primary focus will be on client onboarding and exceptions in accordance with regulatory standards and jurisdictions. You will be responsible for providing regular communication to senior bank stakeholders regarding changes in KYC, Anti Money Laundering (AML), and Anti Financial Crime (AFC) areas. Furthermore, you will assist the bank's clients in managing all KYC and account opening requirements with appropriate governance and controls, ensuring adherence to Standard Operating Procedures (SOPs) and Operation Level Agreements (OLAs) for accurate and timely account opening to facilitate trade execution. Key Responsibilities: - Focus ...

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1.0 - 5.0 years

3 - 5 Lacs

mysuru

Work from Office

Role & responsibilities Direct Responsibilities Acquiring new clients with benchmark assets. Open Demat Accounts & suggest investment's Increase the total assigned SIP book from allocated and new clients. Adding overall AUM by gathering assets from existing and new clients. Increasing the basket of clients having AUM. Contributing Responsibilities Achieving the Business target assigned to branch in terms of, assets Aum and SIP book, acquiring clients, enhancing, & upgrading the client relationship. Ensuring the highest level of service to the clients. Interested candidates can share CV to vinith.yadav@branch.sharekhan.com or whatsapp-7338112258

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1.0 - 5.0 years

3 - 5 Lacs

bengaluru

Work from Office

Role & responsibilities Direct Responsibilities Acquiring new clients with benchmark assets. Open Demat Accounts & suggest investment's Increase the total assigned SIP book from allocated and new clients. Adding overall AUM by gathering assets from existing and new clients. Increasing the basket of clients having AUM. Contributing Responsibilities Achieving the Business target assigned to branch in terms of, assets Aum and SIP book, acquiring clients, enhancing, & upgrading the client relationship. Ensuring the highest level of service to the clients. Interested candidates can share CV to vinith.yadav@branch.sharekhan.com or whatsapp-7338112258

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1.0 - 5.0 years

2 - 4 Lacs

amravati

Work from Office

Role & responsibilities Direct Responsibilities Acquiring new clients with benchmark assets. Open Demat Accounts & suggest investment's Increase the total assigned SIP book from allocated and new clients. Adding overall AUM by gathering assets from existing and new clients. Increasing the basket of clients having AUM. Contributing Responsibilities Achieving the Business target assigned to branch in terms of, assets Aum and SIP book, acquiring clients, enhancing, & upgrading the client relationship. Ensuring the highest level of service to the clients. Preferred candidate profile Good communication and interpersonal skills Self motivated & Go getter Build Customer Relationship

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