1385 Account Opening Jobs - Page 30

The position of KYC - NCT based in Mumbai, India, requires a Know Your Client (KYC) Analyst who will focus on client onboarding (COB) and exceptions in accordance with regulatory standards and jurisdictions. The Analyst will be responsible for providing regular updates to senior bank stakeholders regarding changes in KYC, Anti Money Laundering (AML), and Anti Financial Crime (AFC) areas, ensuring seamless implementation of any required changes. Additionally, the KYC Analyst will assist the bank's clients by managing all KYC and account opening requirements with proper governance and controls, while strictly adhering to Standard Operating Procedures (SOPs) and Operation Level Agreements (OLAs...

The opportunity: You will be part of the Global Treasury Operations hub in Bangalore, where you will play a crucial role in delivering treasury services, infrastructure, and expertise to effectively manage cash, liquidity, financial risks, and governance & controls for Hitachi Energy business on a global scale. How you'll make an impact: You will perform standard operating procedure (SoP) based tasks daily, collaborating closely with assigned clusters and the headquarters team to provide expert transactional treasury operations services worldwide. Your responsibilities will include bank account administration, bank access management, preparing cash forecasting reports, analyzing and preparin...

As an experienced professional with over 6 years of experience, 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 tasks will involve performing hands-on tasks related to KYC and account opening, collaborating with the front office on information and documents, updating systems with relevant details, performing checks, validating & uploading documents, managing the pipeline for new accounts, and conducting KYC rolling reviews. You are expected to produce accurate and high-quality work (90-95%) under tight deadl...

We are looking for dynamic individuals to join our Mutual Fund Sales team. Interested candidates can share CV to aman.kushwah@branch.sharekhan.com Direct Responsibilities: Acquire new clients with a minimum benchmark of assets under management (AUM). Grow the SIP (Systematic Investment Plan) book through new and existing clients. Increase AUM by mobilizing funds from existing and prospective investors. Broaden the client portfolio with active AUM. Meet branch-level business targets for AUM, SIPs, and new client acquisition.. Certification: NISM-Series-V-A: Mutual Fund Distributors Certification (Mandatory) Candidates with up to 1 years of experience in mutual funds, broking, or wealth manage...

We are looking for dynamic individuals to join our Mutual Fund Sales team. Interested candidates can share CV to aman.kushwah@branch.sharekhan.com Direct Responsibilities: Acquire new clients with a minimum benchmark of assets under management (AUM). Grow the SIP (Systematic Investment Plan) book through new and existing clients. Increase AUM by mobilizing funds from existing and prospective investors. Broaden the client portfolio with active AUM. Meet branch-level business targets for AUM, SIPs, and new client acquisition.. Certification: NISM-Series-V-A: Mutual Fund Distributors Certification (Mandatory) Candidates with up to 1 years of experience in mutual funds, broking, or wealth manage...

We are looking for dynamic individuals to join our Mutual Fund Sales team. Interested candidates can share CV to aman.kushwah@branch.sharekhan.com Direct Responsibilities: Acquire new clients with a minimum benchmark of assets under management (AUM). Grow the SIP (Systematic Investment Plan) book through new and existing clients. Increase AUM by mobilizing funds from existing and prospective investors. Broaden the client portfolio with active AUM. Meet branch-level business targets for AUM, SIPs, and new client acquisition.. Certification: NISM-Series-V-A: Mutual Fund Distributors Certification (Mandatory) Candidates with up to 1 years of experience in mutual funds, broking, or wealth manage...

We are looking for dynamic individuals to join our Mutual Fund Sales team. Interested candidates can share CV to aman.kushwah@branch.sharekhan.com Direct Responsibilities: Acquire new clients with a minimum benchmark of assets under management (AUM). Grow the SIP (Systematic Investment Plan) book through new and existing clients. Increase AUM by mobilizing funds from existing and prospective investors. Broaden the client portfolio with active AUM. Meet branch-level business targets for AUM, SIPs, and new client acquisition.. Certification: NISM-Series-V-A: Mutual Fund Distributors Certification (Mandatory) Candidates with up to 1 years of experience in mutual funds, broking, or wealth manage...

Reporting to the Manager - Global Banking Operations & Customer Due Diligence, the successful applicant will work with team members based in Mumbai, as well as internal colleagues worldwide, to handle the Bank Accounts for all the Group companies. The core duties are the timely receipt and response to incoming request from internal departments to open / close / update the bank account. To handle end-to-end process from collaborating closely with bank till the account set-up or removal from internal systems and e-banking platforms. The successful applicant will work closely with the various internal teams (Treasury / Master Data Management / Finance / Human Resource) to assist with the requir...

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: ...

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: ...

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: ...

Position: Relationship Manager Company: Choice International Location: Pan India Job Type: Full Time About Us Choice Group, incorporated in 1992, is a financial institution with a legacy of solving financial problems and bridging gaps for individuals, institutions, and governments. For the past 31 years, we have been committed to helping our clients achieve their financial aspirations and promote value creation for society. Position Summary Are you ready to elevate your career in the financial services industry? We are seeking a motivated and dynamic Relationship Manager to join our team. In this role, you will: ¢ ¢ Conduct outbound calls to partners Present our diverse range of financial pr...

Contribute to the fulfillment of Branch/Bank objectives and goals. Promotes and cross sell the banks products and services Accept retail and/or commercial deposits, loan payments, process checking and CASA account withdrawals Maintain an adequate cash drawer at all times; this includes buying and selling currency from the vault as necessary Balance cash drawer in accordance with Bank procedures and regulations including periodic batching of cash checks Assist in ordering, receiving, verifying and distributing cash. Reconcile cash drawer by tally cash transactions and counting and packaging currency and coins. Turning in excess cash and mutilated currency to Branch manager Maintains the highe...

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 30 Years. Should have keen interest in sales and marketing. Location: - Lucknow Intere...

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: ...

We are looking for dynamic individuals to join our Mutual Fund Sales team. Interested candidates can share CV to aman.kushwah@branch.sharekhan.com Direct Responsibilities: Acquire new clients with a minimum benchmark of assets under management (AUM). Grow the SIP (Systematic Investment Plan) book through new and existing clients. Increase AUM by mobilizing funds from existing and prospective investors. Broaden the client portfolio with active AUM. Meet branch-level business targets for AUM, SIPs, and new client acquisition.. Certification: NISM-Series-V-A: Mutual Fund Distributors Certification (Mandatory) Candidates with up to 1 years of experience in mutual funds, broking, or wealth manage...

We are looking for dynamic individuals to join our Mutual Fund Sales team. Interested candidates can share CV to aman.kushwah@branch.sharekhan.com Direct Responsibilities: Acquire new clients with a minimum benchmark of assets under management (AUM). Grow the SIP (Systematic Investment Plan) book through new and existing clients. Increase AUM by mobilizing funds from existing and prospective investors. Broaden the client portfolio with active AUM. Meet branch-level business targets for AUM, SIPs, and new client acquisition.. Certification: NISM-Series-V-A: Mutual Fund Distributors Certification (Mandatory) Candidates with up to 1 years of experience in mutual funds, broking, or wealth manage...

We are looking for dynamic individuals to join our Mutual Fund Sales team. Direct Responsibilities: Acquire new clients with a minimum benchmark of assets under management (AUM). Grow the SIP (Systematic Investment Plan) book through new and existing clients. Increase AUM by mobilizing funds from existing and prospective investors. Broaden the client portfolio with active AUM. Meet branch-level business targets for AUM, SIPs, and new client acquisition.. Certification: NISM-Series-V-A: Mutual Fund Distributors Certification (Mandatory) Candidates with up to 1 years of experience in mutual funds, broking, or wealth management are also welcome Interested candidates can share CV to vinith.yadav...

Relationship Manager-Commercial Vehicle (CV)-Retail-Marketing Branches Operations JOB DESCRIPTION To handle customer service requirements like account opening, DMAT account opening, grievances, liability product selling, education on product features, cheque book issuance. Quality of advice given to customers as determined by customers and supervisor. Speed and efficiency of service given. Sales targets for bank and investment products. Going beyond the professed need of the customer by providing other products. Enhancement of customer value. Cross-sale of assets products. Back-up to relationship managers holding HNI relationships. Ensure low attrition ratios. Customer acquisition through re...

Relationship Manager-TFE JOB DESCRIPTION To handle customer service requirements like account opening, DMAT account opening, grievances, liability product selling, education on product features, cheque book issuance. Quality of advice given to customers as determined by customers and supervisor. Speed and efficiency of service given. Sales targets for bank and investment products. Going beyond the professed need of the customer by providing other products. Enhancement of customer value. Cross-sale of assets products. Back-up to relationship managers holding HNI relationships. Ensure low attrition ratios. Customer acquisition through referrals from existing customers. Graduates with total exp...

Relationship Manager-TFE JOB DESCRIPTION To handle customer service requirements like account opening, DMAT account opening, grievances, liability product selling, education on product features, cheque book issuance. Quality of advice given to customers as determined by customers and supervisor. Speed and efficiency of service given. Sales targets for bank and investment products. Going beyond the professed need of the customer by providing other products. Enhancement of customer value. Cross-sale of assets products. Back-up to relationship managers holding HNI relationships. Ensure low attrition ratios. Customer acquisition through referrals from existing customers. Graduates with total exp...

Relationship Manager-TFE JOB DESCRIPTION To handle customer service requirements like account opening, DMAT account opening, grievances, liability product selling, education on product features, cheque book issuance. Quality of advice given to customers as determined by customers and supervisor. Speed and efficiency of service given. Sales targets for bank and investment products. Going beyond the professed need of the customer by providing other products. Enhancement of customer value. Cross-sale of assets products. Back-up to relationship managers holding HNI relationships. Ensure low attrition ratios. Customer acquisition through referrals from existing customers. Graduates with total exp...

Relationship Manager-TFE JOB DESCRIPTION To handle customer service requirements like account opening, DMAT account opening, grievances, liability product selling, education on product features, cheque book issuance. Quality of advice given to customers as determined by customers and supervisor. Speed and efficiency of service given. Sales targets for bank and investment products. Going beyond the professed need of the customer by providing other products. Enhancement of customer value. Cross-sale of assets products. Back-up to relationship managers holding HNI relationships. Ensure low attrition ratios. Customer acquisition through referrals from existing customers. Graduates with total exp...

Relationship Manager-TFE JOB DESCRIPTION To handle customer service requirements like account opening, DMAT account opening, grievances, liability product selling, education on product features, cheque book issuance. Quality of advice given to customers as determined by customers and supervisor. Speed and efficiency of service given. Sales targets for bank and investment products. Going beyond the professed need of the customer by providing other products. Enhancement of customer value. Cross-sale of assets products. Back-up to relationship managers holding HNI relationships. Ensure low attrition ratios. Customer acquisition through referrals from existing customers. Graduates with total exp...

Relationship Manager-TFE JOB DESCRIPTION To handle customer service requirements like account opening, DMAT account opening, grievances, liability product selling, education on product features, cheque book issuance. Quality of advice given to customers as determined by customers and supervisor. Speed and efficiency of service given. Sales targets for bank and investment products. Going beyond the professed need of the customer by providing other products. Enhancement of customer value. Cross-sale of assets products. Back-up to relationship managers holding HNI relationships. Ensure low attrition ratios. Customer acquisition through referrals from existing customers. Graduates with total exp...