1398 Account Opening Jobs - Page 37

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1.0 - 3.0 years

2 - 4 Lacs

Pune, Aurangabad

Work from Office

Role & responsibilities 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. Preferred candidate profile Good communication and interpersonal skills Self motivated & Go getter Build Customer Relationship

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2.0 - 6.0 years

0 - 0 Lacs

tamil nadu

On-site

As a Branch Relationship Manager (BRM) at SBI Card, your primary responsibility will be to manage relationships with branch staff and heads to leverage branch customers in achieving sales targets. You will play a crucial role in assisting customers with their financial and investment planning needs by providing financial advice, facilitating transactions, managing risks, ensuring compliance, and assisting with account openings. To excel in this role, you must have a minimum of 2 to 5 years of experience as a Branch Relationship Manager (RM) with a proven track record in sales team handling within the banking sales sector. You will be tasked with driving productivity, managing acquisition cos...

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1.0 - 6.0 years

3 - 5 Lacs

Bengaluru

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Role & 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. Preferred candidate profile Graduate / Post graduate in any stream with knowledge of capital markets. NISM Series-V(A) : Mutual Fund Distributors Certification IRDA Interested candidates can share CV to vinith...

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0.0 - 5.0 years

1 - 3 Lacs

Noida, New Delhi, Delhi / NCR

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Urgent Requirement in Kotak Mahindra Bank Video KYC Only for Male Candidates Graduation Mandatory Job Location: Noida, Sector 16 Education Criteria: Graduate and above Age Criteria: 30 max Communication -Good Communication Skills Experience: Fresher Job Role: Connect with customer through video call and complete the VKYC Documentation And Cross selling. Location :- Noida, Sector 16 To schedule your interview Call or send your CV through WhatsApp (number mentioned below) HR Rohan:- 8177871758

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0.0 - 5.0 years

1 - 3 Lacs

Noida, New Delhi, Delhi / NCR

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Urgent Requirement in Kotak Mahindra Bank Video KYC Only for Male Candidates Graduation Mandatory Job Location: Wagle Estate, Thane Education Criteria: Graduate and above Age Criteria: 30 max Communication -Good Communication Skills Experience: Fresher Job Role: Connect with customer through video call and complete the VKYC Documentation And Cross selling. Location :- Wagle Estate, Thane West To schedule your interview Call or send your CV through WhatsApp (number mentioned below) HR Mayuresh:- 9822643973

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0.0 - 5.0 years

1 - 3 Lacs

Thane, Navi Mumbai, Mumbai (All Areas)

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Urgent Requirement in Kotak Mahindra Bank Video KYC Only for Male Candidates Graduation Mandatory Job Location: Wagle Estate, Thane Education Criteria: Graduate and above Age Criteria: 30 max Communication -Good Communication Skills Experience: Fresher Job Role: Connect with customer through video call and complete the VKYC Documentation And Cross selling. Location :- Wagle Estate, Thane West To schedule your interview Call or send your CV through WhatsApp (number mentioned below) HR Rohan:- 8177871758

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0.0 - 5.0 years

1 - 3 Lacs

Thane, Navi Mumbai, Mumbai (All Areas)

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Urgent Requirement in Kotak Mahindra Bank Video KYC Only for Male Candidates Graduation Mandatory Job Location: Wagle Estate, Thane Education Criteria: Graduate and above Age Criteria: 30 max Communication -Good Communication Skills Experience: Fresher Job Role: Connect with customer through video call and complete the VKYC Documentation And Cross selling Salary Range: 17k to 19k Take home + PF + Insurance Location :- Wagle Estate, Thane West To schedule your interview Call or send your CV through WhatsApp (number mentioned below) HR Rohan:- 8177871758

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2.0 - 7.0 years

2 - 7 Lacs

Hyderabad

Work from Office

Greetings from Bandhan Bank.. !! Great Opportunity to be part of the fastest growing Bank. Hiring for existing & upcoming branches Job Location: Across Hyderabad Job Role : 1. Branch Sales Manager 2. Customer Relationship Officer 3. Current Account Manager 4. Branch Sales Executive 5. Senior sales Executive 6. Relationship Manager Walk In Interview Address : Bandhan Bank -Somajiguda Branch Ground Floor ,Legend ESTA ,6-3-105 / G2,SOMAJIGUDA, RAJ BHAVAN ROAD , HYDERBAD-500082 Land Mark : Marwadi Hotel Date 26-June-2025 Time 10:00am to 3:00pm Title - Branch Sales Manager (Minimum 5 years of Experience in retail banking products & services Serve as an active member of the office customer service...

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1.0 - 5.0 years

2 - 4 Lacs

Ahmedabad, Surat, Vadodara

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Candidate will be responsible to open new current & savings account for Bank.Must be from Sales Background and ready to do field job.Should have good communication skills. Candidate working in sales of FMCG,Consumer Durable,Telecom can be considered.

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1.0 - 4.0 years

1 - 3 Lacs

Varanasi

Work from Office

Knowledge in KYC/AML /CFT policies along with well versed in Banking Law, RBI master direction on KYC policy & Customer services. Complete focus on Process Quality, TAT, Speed & Accuracy of Back-end processing units and highly stringent Regulatory / Risk / Compliance requirements. Clear focus and responsibility in running high quality, error free Operations Shop, supporting Business objectives, Risk Management, Control and compliance with various Regulatory requirements. Design, generate and validate daily, weekly and monthly MIS reports related to banking operations. Identify process gaps and recommend automation or optimization opportunities. Develop dashboards and trackers for ongoing mon...

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0.0 - 2.0 years

0 - 2 Lacs

Surat

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Role & responsibilities Please find below Job Description for Relationship Officer. 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

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0.0 - 2.0 years

0 - 2 Lacs

Gandhinagar

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Role & responsibilities Please find below Job Description for Relationship Officer. 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

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0.0 - 2.0 years

0 - 2 Lacs

Ahmedabad

Work from Office

Role & responsibilities Please find below Job Description for Relationship Officer. 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

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0.0 - 2.0 years

0 - 2 Lacs

Raigarh, Bilaspur, Raipur

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Role & responsibilities Please find below Job Description for Relationship Officer. 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

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2.0 - 6.0 years

3 - 8 Lacs

New Delhi, Pune, Mumbai (All Areas)

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Job Overview: We are currently looking for a Relationship Manager, to join us. In this role you will be responsible to build and preserve trusting relationships with our clients, ensuring client satisfaction, and driving business growth. You will also be responsible to find ways to outperform our competition and maintain our companys positive image by building strong relationships with our clients to boost our brand and profits in the long run. Responsibilities : Direct Sales Responsibilities. Acquire new clients for equity, derivatives, commodities, and other financial products Develop and maintain strong relationships with existing clients to enhance trading activity and revenue generation...

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0.0 - 5.0 years

1 - 3 Lacs

Mumbai, Thane, Mumbai (All Areas)

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Acquire digital clients for Demat accounts using provided leads. Drive app downloads and ensure KYC completion. Basic understanding of the stock market, including terms like Demat accounts, Nifty 50, Sensex, SEBI, etc. Required Candidate profile Salary: upto 25k+ Incentives up to 70K To schedule your interview Call or send your CV through WhatsApp (number mentioned below) HR Dhanashri: 7796426785 Perks and benefits Good Salary with Unlimited Incentives !

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1.0 - 3.0 years

1 - 4 Lacs

Mumbai Suburban, Navi Mumbai, Mumbai (All Areas)

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Process:- Opening Digital Client Acquisition (BlinkX JM Financial Services) Location: Andheri (East), Mumbai Process: Outbound Voice Demat Account Opening Responsibilities: Call leads to open Demat accounts via BlinkX app Guide clients through app download & KYC completion Requirements: Min. 6 months telesales (BPO/Banking/Insurance) Good Hindi & English communication HSC or To any Graduate Stock market knowledge preferred Immediate joiners only Shift: 9 AM 7 PM | 6 days working (Sat-Sun working) To Schedule Your Interview ? Call or WhatsApp your CV to: HR Dhanashri:- 77964 26785 Immediate Joiners Only

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0.0 - 4.0 years

0 Lacs

karnataka

On-site

You will be responsible for handling day-to-day banking transactions and operational processes. This includes assisting in account opening, KYC verification, and documentation. You will need to coordinate with internal departments to address customer queries and resolve any issues that may arise. It will be your duty to maintain accurate records and reports for all transactions and operational activities, ensuring strict compliance with bank policies, procedures, and regulatory guidelines. Additionally, you will be expected to perform data entry, reconciliation, and basic financial analysis tasks. Your role will also involve assisting in the processing of loans, deposits, fund transfers, and...

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1.0 - 3.0 years

2 - 4 Lacs

Mumbai Suburban, Navi Mumbai, Mumbai (All Areas)

Work from Office

Role & responsibilities 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. Preferred candidate profile Good communication and interpersonal skills Self motivated & Go getter Build Customer Relationship

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0.0 - 2.0 years

4 Lacs

Udaipur, Indore

Work from Office

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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0.0 - 2.0 years

4 Lacs

Bhubaneswar, Raipur

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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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0.0 - 2.0 years

4 Lacs

Ahmedabad, Bengaluru

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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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1.0 - 3.0 years

1 - 4 Lacs

Punjab

Work from Office

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 experience of 1-3 years with relevant exp of atlea...

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1.0 - 4.0 years

1 - 3 Lacs

Patiala

Work from Office

JOB ROLE : Handle customer service requirements like account opening, DMAT account opening, grievances, liability product selling, liability on product features, Cheque book insurance. Speed and efficiency of service given Sales targets for banks and investment products. Going beyond the professional need of the customer by providing other products. Enhancement of customer value Cross-sale of asset products Back-up to relationship managers holding HNI relationship Customer acquisition through referrals JOB REQUIREMENT: Equal blend of service and sales orientation. In absence of equality, prefer sales orientation as a skew Thorough understanding of banking Customer Retention Cost Efficiency T...

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0.0 - 5.0 years

1 - 3 Lacs

Thane, Navi Mumbai, Mumbai (All Areas)

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Urgent Requirement in Kotak Mahindra Bank Video KYC Only for Male Candidates Graduation Mandatory Job Location: Wagle Estate, Thane Education Criteria: Graduate and above Age Criteria: 30 max Communication -Good Communication Skills Experience: Fresher Job Role: Connect with customer through video call and complete the VKYC Documentation And Cross selling Salary Range: 17k to 19k Take home + PF + Insurance Location :- Wagle Estate, Thane West To schedule your interview Call or send your CV through WhatsApp (number mentioned below) HR Mayuresh:- 9822643973

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