1404 Account Opening Jobs - Page 42

About The Role 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...

Sr. Sales Executive-Agri-Fin-Tractor Loans And Retail( TFE ) - Retail Sales Job role: Lead and Guide a Team of 5 to 7 DSTs and ensure productivity Interaction with manufacturers/dealers/sub-dealers in semi-urban and rural market for sourcing business Tie-up with channel partners & associates for sales program Ensure development of direct and indirect team Interaction with credit for loan applications and operations for smooth disbursement Follow-up on Infant delinquent cases and managing PDDs Job requirements: Min. 2 yrs. of work experience in vehicle financing (preferably CV/CE/MUVs) Knowledge of Sale-Purchase Broker Go Getter Attitude Strong Customer Orientation Self Motivated Good relatio...

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...

Relationship Manager | reputed stock broking | Mumbai | Upto 20L Role & responsibilities Acquire new clients through direct sales and field visits. Assist clients (retail, HNI, UHNI) with the Demat account opening process end-to-end. Cross-sell investment and insurance products (MF, SIP, LI, GI) based on client needs. Maintain relationships with clients and provide ongoing support for their investment need Preferred candidate profile A graduate in any discipline with minimum 3 years in direct sales, demat a/c opening , MFs, insurances and other products

: Job TitleCash & Trade -Implementation (German) Corporate TitleAVP LocationBangalore, India Role Description Client Implementation is responsible for highly complex client account openings and product set up requests (including new, changing or expanding requirements). Work includes Implementing top-tier solutions for corporate clients and financial institutions. Delivering seamless product(s)/service(s) setup and streamlined installation processes in compliance with internal and external policies and regulations. Monitoring and evaluating product performance and client feedback to generate new product ideas and identify product/service features that need to be changed to meet client needs....

Interested Candidate Call 8795033333 or share your resume on sjain5444@gmail.com Hiring For a Broking Firm (On-Role Job) Product - Demat Product A candidate has to go out in the market to generate leads and will get existing customer data also. Required Candidate profile The candidate has to open a Demat account and will be doing cross-selling also A driving License and a wheeler are mandatory Graduation is mandatory

The role of Customer Service in the Financial Services industry involves providing exceptional customer service through various channels like phone calls, emails, or chats to address client queries and concerns regarding mutual funds. You will be responsible for processing transactions such as account opening, funding, redemption, and switches promptly. Collaboration with internal teams, especially the sales team, is essential to achieve sales targets and offer product recommendations aligned with clients" risk profiles. It is crucial to stay informed about market trends and regulatory changes to provide well-informed advice to clients. This is a Day Shift Job with 5 working days a week and ...

Manage the relationship of a portfolio of Corporate Banking clients across the APAC region, and acting as the clients entry point into the Bank, including the day-to-day account management Responsibilities Provide high-quality and professional services to a portfolio of Corporate Banking clients Be the first point-of-contact for clients and direct them to the relevant support teams (Client Services, Cash Management, Due Diligence etc.) Manage and support clients on matters related to Onboarding, Due Diligence, Know-Your-Customer, New Account Openings, credit and all banking requirements of clients Provide process and operations support to onshore MNC Relationship Managers Support clients on ...

The Global Macro Rates Sales Assistant is responsible for assisting the front office (Sales) in their day-to-day activity through, but not limited to, proper deal capture flow, life cycle events, queries and controls of trades post execution. Responsibilities o Work closely with various internal parties i.e. Sales, Trading, Business Managers, RMs, Operation, IT, Risk, Client Services, Compliance, Legal etc Assist FO to book simulation tickets in internal systems for unwind / re-coupon / package pricing purposes o Contribute to the implementation of operational permanent control policies and procedures in day-to-day business activities. o Coordinate with client onboarding team to ensure accou...

1.Generate New Business for the Bank by doing fresh Acquisition of CASA & other Banking products 2.Excellent lead generation & conversion skill 3.Ability to handle pressure & meet deadline Contact HR Tamilmani 8148439052 Required Candidate profile Minimum 1 year experience in any banking product sales Ability to handle pressure and meet deadlines good communication skills preferred immediate joiners willing to sales activities bike mandatory Perks and benefits Attractive incentives, ESI & PF

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: ...

Interested Candidate Call 8795033333 or share your resume on sjain5444@gmail.com Hiring For a Broking Firm (On-Role Job) Product - Demat Product A candidate has to go out in the market to generate leads and will get existing customer data also. Required Candidate profile The candidate has to open a Demat account and will be doing cross-selling also A driving License and a wheeler are mandatory Graduation is mandatory

Dream11 is looking for an Assistant Manager - Treasury to join our finance team. If you have a strong understanding of banking processes and are proficient in managing accounts, credit, and statutory payments, you'll play a crucial role in our financial operations. Your Role Manage new bank account openings , ensuring all documentation and compliance requirements are met. Set up and manage credit limits, credit cards , and ensure timely renewals. Execute and oversee statutory payments in compliance with regulatory guidelines. Process the issuance of Bank Guarantees (BGs) and manage associated documentation. Assist in managing investments, including mutual fund transactions and reporting . Re...

We are hiring for CASA sales officer for one of leading Pvt Bank . 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.

ACQUISITION MANAGER - DIGITAL SALES (AMD) JOB PROFILE: RELATIONSHIP OFFICER-DIGITAL 811 1. DESIGNATION: ACQUISITION MANAGER-DIGITAL SALES 2. PERMANENT JOB ON ROLES OF THE KOTAK MAHINDRA BANK WITH FIXED SALARY HIGH INCENTIVES 3. BE PART OF FASTEST GROWING DIGITAL SALES CHANNEL IN FINANCIAL SERVICES INDUSTRY 4. AS PART OF SALES JOB, INCUMBENT IS REQUIRED TO DO FIELD WORK 5. JOB INVOLVES SOURCING OF SAVINGS ACCOUNTS FOR THE BANKS FROM THE CUSTOMERS WHO ARE ACQUIRED THROUGH DIGITAL MARKETING CAMPAIGN. 6. NO COLD CALLING. INCUMBENT WILL BE GIVEN LEADS FROM THE BANK FOR SOURCING OF ACCOUNTS 7. SIMPLIFIED SALES PROCESS WITH HELP OF BIOMATRIC DEVICE. MINIMAL PAPERWORK. MANDATORY ANY GRADUATES. FRESH...

Roles and Responsibilities Acquire new customers through effective cross-selling strategies and account opening processes. Develop strong relationships with existing clients to increase retention rates and promote product usage. Oversee retail liability management, including deposit accounts, credit cards, and other financial products. Ensure compliance with regulatory requirements and internal policies. Desired Candidate Profile 1-3 years of experience in Retail Branch Banking or related field (preferably from PB). Strong understanding of CCE (Current Account) acquisition and servicing processes. Proficiency in handling multiple tasks simultaneously while maintaining accuracy and attention ...

: Job TitleOperation Analyst, NCT LocationJaipur, India Role Description The Process Executive 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. You 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 well offer you , 100% reimbursement under childcare assistance benefit (gender neutral) ...

: Job Title- Client Implementation Analyst (KYC), NCT Location- Pune, India Role Description In accordance with Anti-Money Laundering , Banks are obliged to perform Know-your-client (KYC) reviews on all new and existing clients. These checks and reviews are made in strict accordance with regulatory standards and jurisdictions and the banks internal policies. The KYC Analyst assists the banks clients, managing all KYC and account opening requirements with appropriate governance and controls. They operate in an environment of strict adherence to Standard Operating procedures (SOPs) and Operation Level Agreements (OLAs) to achieve accurate and timely account opening of retail clients. The proje...

: Job TitleKYC Associate LocationMumbai, India Role Description The Know Your Client (KYC) Analyst focuses on client onboarding (COB) and exceptions in line with regulatory standards and jurisdictions. The KYC Analyst provides regular communication to senior bank stakeholders on changes in KYC, Anti Money Laundering (AML) and Anti Financial Crime (AFC) areas and ensures any changes required are implemented with minimum disruptions. The KYC Analyst also assists the banks clients, managing all KYC and account opening requirements with appropriate governance and controls. They operate in an environment of strict adherence to Standard Operating procedures (SOPs) and Operation Level Agreements (O...

: Job Title - Know Your Client (KYC), Associate Location - Bangalore, India Role Description The Know Your Client (KYC) Associate focuses on client onboarding (COB) and exceptions in line with regulatory standards and jurisdictions. The KYC Analyst provides regular communication to senior bank stakeholders on changes in KYC, Anti Money Laundering (AML) and Anti Financial Crime (AFC) areas and ensures any changes required are implemented with minimum disruptions. The KYC Analyst also assists the banks clients, managing all KYC and account opening requirements with appropriate governance and controls. They operate in an environment of strict adherence to Standard Operating procedures (SOPs) an...

Role Definition / Expectation: 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. in CASA/ BFSI / banking sector 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 hand...

Role & responsibilities Managing Account Opening (KYC) & other CMC and co-ordination with HO Handling customer query and provide prompt solution or within TAT given the same Update fund/securities Pay-in/Payout Shortage to customer & to their respective RM, Share if amount is above 5 lakh for one individual customer DP Related services (DIS/DRF) Petty Cash and Admin related activity of branch Maintain Daily Branch MIS. Risk monitoring & collection .Support to business partners for back office operation activities. Training to branch new employee & business partners .Visit to business partners office for operational training, Service when ever its required. Updating of trade instructions and ...

Role Overview: We are seeking a hands-on and customer-centric Product Manager to lead the development and optimization of our Digital Onboarding and Account Opening experiences in a leading Indian Bank . You will be responsible for delivering seamless, compliant, and high-conversion onboarding journeys for savings accounts, current accounts, Fixed Deposits, and Retail Assets, and other customer profiles via mobile and web platforms, which will be assisted, DIY, and APIs for partnership integration. Key Responsibilities: 1. Product Strategy & Ownership Define product vision and roadmap for digital onboarding and account journeys (savings, current, NRI, FD, Retail Assets etc.) Benchmark with b...

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. Candidate ...

Responsible for including HNI customers into the Preferred and offering them a superior customer experience to enhance the profitability of the relationship Lead a result oriented team and is responsible for managing the Branch Profitability..