491 Account Opening Jobs - Page 18

Role & responsibilities Role & responsibilities Generate Incremental Revenues: • Assists the leader to achieve the portfolio business objectives by acquiring incremental accounts from the corporate and maximizing second product cross sell at the time of account opening • Completes the Cross sell of an additional product within 60 days of account opening • Generates leads for asset / investment products Account Opening and Compliance: • Ensures FTNR on logged in AOFs is within set benchmarks • Communicates to the employees the requirements of KYC documents (as per the approved account opening process) People Management or Self-Management Responsibilities • Defines performance goals at the start of the year in discussion with the reporting manager and ensures that the goals are monitored and achieved during the course of the year. • Takes ownership of his/her own learning agenda by identifying development needs in consultation with the reporting manager and working towards bridging the gaps through various means which go beyond just training. • Understands the competencies relevant to his/her role, and works towards displaying as well as developing these effectively. • Keeps abreast of relevant professional/industry developments, new techniques and current issues through continued education and professional networks. Risk and Internal Control Responsibilities • Follows risk policy and processes to mitigate the operational, regulatory, financial, informational, reputational and audit risks as instructed by the departmental manager. • Executes the established internal control systems and compiles relevant information for departmental audits, as necessary.

Project Role : Application Developer Project Role Description : Design, build and configure applications to meet business process and application requirements. Must have skills : Kinaxis Good to have skills : NA Minimum 3 year(s) of experience is required Educational Qualification : N/A Project Role :Application Developer Project Role Description :Design, build and configure applications to meet business process and application requirements. Must have Skills :Kinaxis, SSI:NON SSI:Good to Have Skills :SSI:No Function Specialization NON SSI :Job Requirements :Key Responsibilities :We are looking for talented people with entrepreneurial drive to join our growing team of Solution Consultants Technical Experience :-Should have strong Configuration, Authoring of resources in Kinaxis Rapid Response for different modules-Work with cross-functional teams to drive successful deployments on Demand planning, SOP, Supply Planning, Production planning etc across various business lines-Functional:Expertise and In-depth knowledge of supply chain planning in the areas of Supply and Capacity Planning, Production Planning, SOP, Inventory Optimization, Material requirements planning, Capacity planning Professional Attributes :-Excellent communication and interpersonal skills to interact with internal and external stakeholders with a capacity to present, discuss and explain issues coherently and logically both in writing and verbally-Strong business acumen and execution experience in supply chain process and system Educational Qualification:BTech/BE/MCAMBA Operations/Supply Chain/Logistics preferredAdditional Info :Open to travel - short / long termKinaxis certifications will be an added advantage Qualifications N/A

Role & responsibilities Generate Incremental Revenues: • Assists the leader to achieve the portfolio business objectives by acquiring incremental accounts from the corporate and maximizing second product cross sell at the time of account opening • Completes the Cross sell of an additional product within 60 days of account opening • Generates leads for asset / investment products Account Opening and Compliance: • Ensures FTNR on logged in AOFs is within set benchmarks • Communicates to the employees the requirements of KYC documents (as per the approved account opening process) People Management or Self-Management Responsibilities • Defines performance goals at the start of the year in discussion with the reporting manager and ensures that the goals are monitored and achieved during the course of the year. • Takes ownership of his/her own learning agenda by identifying development needs in consultation with the reporting manager and working towards bridging the gaps through various means which go beyond just training. • Understands the competencies relevant to his/her role, and works towards displaying as well as developing these effectively. • Keeps abreast of relevant professional/industry developments, new techniques and current issues through continued education and professional networks. Risk and Internal Control Responsibilities • Follows risk policy and processes to mitigate the operational, regulatory, financial, informational, reputational and audit risks as instructed by the departmental manager. • Executes the established internal control systems and compiles relevant information for departmental audits, as necessary.

Description External Job Description Business objectives • Assist sales team by generating and sharing accurate dealer level sales reports as per requirement • Assist dealers by making and sharing relevant sales report, credit note and debit note workings and scheme related communication as per defined timelines Servicing • Provide timely services to dealers by ensuring availability of sales aids like shade cards, collaterals, dealer kit etc • Provide logistics and operational support to Unit level initiatives, activations and during new dealer account opening • Assist sales workforce in gift settlements as per schemes closure on the system • Coordinate with HR department on employee life cycle activities such as Joining, transfers, separation etc Process Optimization • Find opportunities and work towards optimizing processes and reducing time and cost involved • Accurate and timely sharing of reports to Sales teamTimely service to dealers • Statutory and Safety compliances • Clearance of vendor payment within timelines • On time gift settlements with acknowledgement • Review and monitor overheads budgets against actual spend on monthly basis and report in case of any observations Vendor Management • Ensure timely clearance of vendor payments as per the defined payment terms • Monitor and ensure no pending payments, open goods receipts and open advances of each vendor • Coordinate with Vendors for outstanding amount closure and quarterly balance confirmation within defined timelines Statutory and Safety Compliance • Ensure safety and statutory compliance for offices and warehouses • Maintain and display all statutory records as applicable in the premises • Updation of compliances in statutory portal GRC as per the due dates • Conduct Safety Mock drills in warehouse and office premises on a periodic basis and submit the findings for process improvement

Role & responsibilities Salary Account Opening & Relationship management Ensuring smooth onboarding of employees for salary accounts. Cross selling Bank products promoting credit cards, personal loans and investment products to salary account holders. Customer Service & Retention Addressing queries related to salary accounts, debit cards and digital banking. Compliance & Documentation Ensuring KYC and other regulatory norms are followed while opening accounts. Preferred candidate profile strong communication & Negotiation Skills required Sales & Target driven approach Knowledge of banking products & compliance Relationship Management skills

Experience: 2+ years of experience in retail banking,casa, gold loan, acquisition, cross selling, field sales direct sales, NTB Sourcing or Portfolio handling Required Candidate profile Required Candidate profile - Excellent communication and interpersonal skills. - Strong customer service and relationship-building skills. Must Have vehicle and driving License

Position description: Outbound Sales Resource responsible for sourcing business from the market Responsible for fulfilling of leads of Branch Staff and Other Verticals Adhere to the KYC and AML guidelines of the Bank for Account Opening Primary Responsibilities: Outbound Sales Sourcing: Quality new acquisition on CASA for Resident/ Non-Resident accounts through Catchment Working, Cold Calls, Referrals, Working on the internal databases Strive to get Values in the Accounts Opened by Self Meet the defined productivity norms for Self Sourcing Adherence of KYC/AML in true spirit while acquisition of new accounts Fulfillment of Leads: Help to fulfill the CASA leads generated by other verticals Adherence to the laid down TAT guidelines so as to meet the commitment made to customers Cross-Sales: Generate cross sales of key products like FD RD/Auto Loans/Personal Loans/Business Loans/ Consumer Durables etc Business Hygiene: Welcome Kit Management by not keeping any kit in custody without recording at branch Right Sourcing of Customers Value Enhancement by Regular Contact with Customers Contribute to the cause of the Branch Additional Responsibilities: Managing VLEs mapped to Branches Role & responsibilities

Job Description- To introduce & acquire new CA customer in the identified segment and reference generation from the specified catchment To ensure sourcing of quality current accounts in terms of product mix, segments and constitution mix To ensure initial customer handholding & M+1 activation (Right advise to customer for product and documentation, opening a/c within TAT, familiarize customers with branch service RM and processes, monitor welcome kit delivery and follow up for repeat funding and use of account for business transactions) To ensure proactive registration & activation of acquired customers to direct banking channels To assist the Business Relationship Leader in catchment mapping & scoping exercise and provide regular feedback to BRL / BBL on opportunities / customer needs / competition benchmarking To meet & exceed the defined targets of new customer acquisition month on month by analyzing transaction banking needs of the customers To abide strictly with the selling norms defined by the organization and adherence to guidelines by internal & external regulators To ensure quality sourcing in line with the Banks policy To Adhere to sales process & KYC Norms of the bank

Position description: Outbound Sales Resource responsible for sourcing business from the market Responsible for fulfilling of leads of Branch Staff and Other Verticals Adhere to the KYC and AML guidelines of the Bank for Account Opening Primary Responsibilities: Outbound Sales Sourcing: Quality new acquisition on CASA for Resident/ Non-Resident accounts through Catchment Working, Cold Calls, Referrals, Working on the internal databases Strive to get Values in the Accounts Opened by Self Meet the defined productivity norms for Self Sourcing Adherence of KYC/AML in true spirit while acquisition of new accounts Fulfillment of Leads: Help to fulfill the CASA leads generated by other verticals Adherence to the laid down TAT guidelines so as to meet the commitment made to customers Cross-Sales: Generate cross sales of key products like FD RD/Auto Loans/Personal Loans/Business Loans/ Consumer Durables etc Business Hygiene: Welcome Kit Management by not keeping any kit in custody without recording at branch Right Sourcing of Customers Value Enhancement by Regular Contact with Customers Contribute to the cause of the Branch Additional Responsibilities: Managing VLEs mapped to Branches Role & responsibilities

Axis Bank Hiring Sales Executive Role Definition / Expectation: CASA SALES EXECUTIVE Officer Sales I - Fresher- 1 yr ( Min. 21 yr - 28 yr ) Officer Sales II- 1-2 yrs (Sales experience in any industry ) AM Sales : 2 yrs + Exp. with CASA/ BFSI / banking sector SM CASA- 4 yrs + Exp. with CASA/ BFSI / banking sector ** It is preferred that the candidate has banking exposure/ experience Note: Mention Monika Sharma HR on top of your CV Qualifications: Graduation from a recognized institute About the Role: Business Development Executives are a part of the Bank's front line sales team. Their primary responsibility is sales of banks products to new customers for the bank. They will be required to take part in offsite marketing activities and travel locally to meet new customers as a daily activity. They are responsible for selling banking and third party products to customers based on their needs. They are responsible for handling customer queries. Business Development Executives are required to achieve targets assigned by the bank within initial 6 months for confirmation of their service Key Responsibilities: Selling of banks and third party products to new customers. Conducting marketing activities and travel locally to meet new customers as a daily activity. Contacting existing customers for more deposits and cross selling of more products. Achieve sales targets as assigned by the organization on a daily and monthly basis. Complete all mandatory certifications required for the role (AMFI, EUIN etc.). Complete all learning activities conducted by the bank from time to time. Daily entry of interaction with customers in banks CRM system. Follow all compliance guidelines (regulatory & legislative) for each activity. Participate and follow all initiatives that are undertaken by the bank from time to time Qualifications: Graduation from a recognized institute #ComeAsYouAre 'We are dil se open. Women, LGBTQIA+ and PwD candidates of all ages are encouraged to apply' Expectations : It is preferred that the candidate has a 2 wheeler and Driving License

Role Definition / Expectation: CASA SALES EXECUTIVE Officer Sales II- 1-2 yrs (Sales experience in any industry ) AM Sales : 2 yrs + Exp. in CASA/ BFSI / banking sector ** It is preferred that the candidate has banking exposure/ experience Note: Mention Monika Sharma HR on top of your CV Qualifications: Graduation from a recognized institute About the Role: Business Development Executives are a part of the Bank's front line sales team. Their primary responsibility is sales of banks products to new customers for the bank. They will be required to take part in offsite marketing activities and travel locally to meet new customers as a daily activity. They are responsible for selling banking and third party products to customers based on their needs. They are responsible for handling customer queries. Business Development Executives are required to achieve targets assigned by the bank within initial 6 months for confirmation of their service Key Responsibilities: Selling of banks and third party products to new customers. Conducting marketing activities and travel locally to meet new customers as a daily activity. Contacting existing customers for more deposits and cross selling of more products. Achieve sales targets as assigned by the organization on a daily and monthly basis. Complete all mandatory certifications required for the role (AMFI, EUIN etc.). Complete all learning activities conducted by the bank from time to time. Daily entry of interaction with customers in banks CRM system. Follow all compliance guidelines (regulatory & legislative) for each activity. Participate and follow all initiatives that are undertaken by the bank from time to time Qualifications: Graduation from a recognized institute #ComeAsYouAre 'We are dil se open. Women, LGBTQIA+ and PwD candidates of all ages are encouraged to apply' Expectations : It is preferred that the candidate has a 2 wheeler and Driving License

KYC Analyst (client onboarding ) Primarily responsible for initiating, processing, and maintaining moderately intricate voluntary and mandatory corporate actions and dividends on products. Supports and completes basic client inquiries and requests. May assist others with more complex corporate actions. Market Value addition knowledge • Work experience: 2 To 5 Years in client onboarding (Only Made candidates are prefered) AML/KYC/Prevention - IC2 prepares client profiles for new clients and existing clients. Conducts periodic reviews of client profiles. Ensures due diligence when onboarding new clients. Researches and gathers information to prepare a basic report for a new client. Leverages online tools, independent research or collaborates directly with the relationship manager. Amends existing client profiles when needed. Assists with administrative tasks when applicable. Conducts QSS real time scans to check information in the client profile and verify ownership against the Choice Point database. Communicates with internal stakeholders for information gathering purposes, as needed. No direct reports. Contributes to the achievement of team goals. Bachelors degree or the equivalent combination of education and experience is required. Experience in trading, brokerage, fraud or law preferred. Applicable local/regional licenses or certifications as required by the business. Interested candidates pleas mail on sanjana.ghike@kiya.ai

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: - Noida, Agra , Ghaziabad ******************************************************************************************************************************************************************************************************************************* Interested Candidates can directly send their CVs to Deepak Kumar - 8601889092(Deepak.Singh7@sbicapsec.com) ********************************************************************************************************************************************************************************************************************

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: - Delhi Ncr ******************************************************************************************************************************************************************************************************************************* Interested Candidates can directly send their CVs to Sudhir singh-HR Sudhir.Singh@sbicapsec.com ********************************************************************************************************************************************************************************************************************

Drive branch business growth by setting and achieving targets for CASA, third-party products, and high-value customer acquisitions through Sales Managers, Relationship Managers, and BC networks. Ensure exceptional customer service via branch operations and customer service teams. Actively generate cross-sell leads for retail loans and drive conversions. Ensure 100% compliance with regulatory and internal policies. Lead recruitment, training, performance management, and retention of branch staff while maintaining high morale and productivity. Prepare and analyze MIS reports for timely corrective action. Coordinate with CPCL, marketing, and internal teams for smooth operations, account opening, service delivery, and implementation of sales initiatives.

*06month - 3 years exp. *Responsible for lead generation and opening CASA Accounts *Achieving the Sales target by Branch Manager or reporting Manager *Good Network and corporate relations *Good knowledge of Geographical area Required Candidate profile *Ready for banking sales *DL & Own Vehicle must *Decent personality & ready to CASA sales *Immediate joiner preferred *Local Market knowledge is a must Perks and benefits Good Incentives, Medical Insurance

ROle Definition / Expectation: CASA Sales Executive : 1-2 yrs Experience SM Sales : 4 yrs + Exp.(CASA / BFSI) BRO - Branch relationship officer : min 2 yrs experience with Retail banking Note: Mention Monika Sharma HR on Top of your CV About Liability Sales: The Liability Sales department focuses on the liability acquisition, assets and retail forex business for the bank. The department drives business from 2700+ branches and is responsible for sourcing of retail and corporate deposits, salary and non-salary accounts, trust accounts and forex Business with a view to increasing the retail book of the bank About the Role: Sales Managers (SM) are a part of the Bank's sales force whose primary responsibility is to get new customers for the bank and explore new business opportunities. SMs manage a team of business development executives responsible for selling current accounts and savings (CASA) accounts to customers based on their needs. They will ensure mapping of market and customers according to their need and handle queries to ensure customer satisfaction Key Responsibilities Achieve sales targets through direct efforts and by managing a team of business development executives Identify sales opportunities for the CASA products by acquiring new customers and building new relationships Manage business relations with existing customers to increase the depth of existing relationships Ensure timely servicing of leads received and resolution of discrepancies raised during application process Record and track all engagement activities through the CRM system Prepare and ensure implementation of sourcing, activation, implementation, coaching and mentoring plan for the BDEs Comply with KYC/SEBI rules, regulations, and legislation governing the financial services industry Qualifications: Optimal qualification for success on the job is: Graduation/ Post Graduation from a recognized university 4-8 years in a relevant role/ BFSI sector Role Proficiencies: For successful execution of the job, the candidate should possess the following: Good communication (both verbal and written) skill in both English and the local language Excellent lead generation and conversion skill Ability to handle pressure and meet deadlines High sales orientation to meet the sales targets consistently Ability to manage complex client situations Ability to coach and mentor others Ability to manage risk and uncertainty for self and team within a dynamic priority-setting environment #ComeAsYouAre "We are dil se open. Women, LGBTQIA+ and PwD candidates of all ages are encouraged to apply"

remote typeOnsitelocationsPune - Banerposted onPosted 24 Days Ago time left to applyEnd DateMay 31, 2025 (13 hours left to apply) job requisition idJR-0012008 DisclaimerUnsolicited CVs sent to Apex (Talent Acquisition Team or Hiring Managers) by recruitment agencies will not be accepted for this position. Apex operates a direct sourcing model and where agency assistance is required, the Talent Acquisition team will engage directly with our exclusive recruitment partners.

locationsPune - BanerPune - Eastposted onPosted Today time left to applyEnd DateMay 31, 2025 (13 hours left to apply) job requisition idJR-0011204 DisclaimerUnsolicited CVs sent to Apex (Talent Acquisition Team or Hiring Managers) by recruitment agencies will not be accepted for this position. Apex operates a direct sourcing model and where agency assistance is required, the Talent Acquisition team will engage directly with our exclusive recruitment partners.

: Job Title - Operations Team Leader, AVP Location - Jaipur, India Role Description The Team Leader will be responsible for completion of day-to-day activity as per standards and ensure accurate and timely delivery of assigned production duties. Candidate needs to ensure adherence to all cut-off times and quality of processing as maintained in SLAs. Candidate should ensure that all queries/first level escalations related to routine activities are responded to within the time frames pre-specified. Should take responsibility and act as backup for the Peers in their absence and share best practices with the team. What we'll offer you As part of our flexible scheme, here are just some of the benefits that youll enjoy. Best in class leave policy. Gender neutral parental leaves 100% reimbursement under childcare assistance benefit (gender neutral) Sponsorship for Industry relevant certifications and education Employee Assistance Program for you and your family members Comprehensive Hospitalization Insurance for you and your dependents Accident and Term life Insurance Complementary Health screening for 35 yrs. and above Your key responsibilities Review client account opening documentation as per regulatory and internal policies. To ensure accuracy of data entered into the Private Banking system as well as the information in the Account Opening Documents. Perform simple / complex static amendments in core banking systems. Perform data input and authorize the records in core banking systems for simple changes from, Signature, address and contact number change, passport update, hold mail update, on-line banking to complex changes i.e., Update investment risk rating, structure changes and all other changes in the client account after account opening. Conduct client due diligence searches on the clients via external and internal internet searches. Perform signature verification and update client records in core banking systems. Liaise with KYC / AML team for any queries related to CDD searches and due diligence. Handle data cleansing projects by reviewing various client documents and the data in the core banking systems. Support project team on all data migration projects. Bringing controls and efficiencies in existing process. Face off to onshore, FO, auditors and various stakeholders in all process related queries. Your skills and experience German Language B1/B2 level is must for this role. Good communication and strong people management skills Minimum 10+ years of experience in client on-boarding / Static data amendments in any Private Banking and should have managed a team size of at least 15 people. Hands on experience in reviewing client on-boarding documentation. Willing to work in Multiple/ rotational Shifts. How we'll support you Training and development to help you excel in your career. Coaching and support from experts in your team A culture of continuous learning to aid progression. A range of flexible benefits that you can tailor to suit your needs. About us and our teams Please visit our company website for further information: https://www.db.com/company/company.htm We strive for a culture in which we are empowered to excel together every day. This includes acting responsibly, thinking commercially, taking initiative and working collaboratively. Together we share and celebrate the successes of our people. Together we are Deutsche Bank Group. We welcome applications from all people and promote a positive, fair and inclusive work environment.

Company:Kiya.ai Client:BNY Mellon Location: Pune, Kharadi Work Mode:Hybrid ** Interested candidates drop resume to saarumathi.r@kiya.ai ** Job Title: Client Onboarding Key Responsibilities: Prepares for and onboards clients, opens and closes accounts and/or analyzes, reconciles and reviews incoming or outgoing data for accurate translation to platform. Determines the best set-up for client accounts and establishes or makes updates to client accounts. Prepares for the opening of new accounts once due diligence on KYC and AML has been completed. Reviews the Account Opening Checklist for accuracy. Closes off accounts by first checking for any pending activity or balances remaining in the account. Conducts pre-transition/conversion testing and quality review of client data. Escalates findings to senior colleagues or assigned transition consultant. Responsible for the daily workflow of client transition/conversion operational and data analysis, monitoring each component of the transition/conversion including data requirements, regulatory and compliance impact and data transfer, coordination with third-parties, etc. Assist with managing transitions/conversions by developing transition/conversion plans along with timelines, assessing key resource requirements and identifying critical paths. Coordinate with different departments to complete tasks and documentation in time. Communicate progress to team and escalate issues or potential project delays. Provides project management to maintain and support less complex client relationships. Works closely with and provide support for Transition Consulting, Relationship Management and Account Management teams to ensure knowledge of client priorities and preferences and a seamless client experience. Additional Information: No direct reports. May have people management responsibilities in some geographies. Responsible for small, less complex clients or supports non-complex project phases and contributes to the achievement of team objectives.

We are hiring for CASA sales officer for one of leading Pvt Bank in Odisha. Candidates having experience in field sales having own Two wheeler and Valid Drive licence can share the resume. Graduates available for Immediate joining are prefered.

Responsible for acquiring and managing HNI clients, achieving sales and cross-sell targets, upgrading portfolios, tracking relationships via CRM, analyzing market trends, and conducting regular client and partner meetings to drive business growth.

-Experience in CASA, insurance, DMAT, SIP, as sales person -Industry – Banks, Broking and insurance -Client acquisition -Portfolio management -Market research -Cross-selling Acquiring HNI clients (Affluent & Super Affluent)

*06month - 3 years exp. *Responsible for lead generation and opening CASA Accounts *Achieving the Sales target by Branch Manager or reporting Manager *Good Network and corporate relations *Good knowledge of Geographical area Required Candidate profile *Ready for banking sales *DL & Own Vehicle must *Decent personality & ready to CASA sales *Immediate joiner preferred *Local Market knowledge is a must Perks and benefits Good Incentives, Medical Insurance