1404 Account Opening Jobs - Page 44

Analytical Skills Communication Skills Fintech Knowledge Sales Acumen Leadership Relationship Management Customer Focus Training and Development Market Intelligence Results-Driven KYC Compliance Detail-Oriented Communication Documentation Management Training and Support Problem Resolution Relationship Building Confidentiality About Us: UnPay is a dynamic Fintech company committed to transforming local communities by providing innovative financial and digital commerce solutions. As part of our expansion, we are seeking a detail-oriented and motivated individual to join us as a Merchant Onboarding and KYC Specialist. In this role, you will play a crucial part in expanding our merchant network ...

SUMMARY Hiring: Branch Sales Executive Fresher Opportunity in a Leading Bank Location: Mumbai (Yes Bank Branch) 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) 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 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...

Job responsibilities: Acquisition of Quality CASA (Current Account & Saving Account) Accounts- Qualified & Activated NTB CASA Accounts (In Nos.) Acquisition of Quality Higher CASA variants-Acquisition of Qualified and Activated Higher CASA variants Acquisition of CASA Values-CASA AMB acquired in accounts sourced during the month (In Rs) Revenue Acquisition- Cross sell of Life Insurance products, MF, Gold, Trade/FX, Assets products Maintaining good relationship with the customers Complete adherence to Yes Personality guidelines Compliant towards KYC and all operational risk Comply with Banks policies and processes Ensure timely escalation of issues impacting business and appropriate solutions...

Role & responsibilities Job description Account Opening & Maintenance: Processes account opening, account maintenance & account closure related formalities as per YBL process Handles customers enquiries and instructions, whilst ensuring that the Banks delivery standards are met in achieving total customer satisfaction. e.g. timely checking of account opening documentation, opening of Accounts etc. Ensures adherence to process & documentation standards (e.g.,forms/checklists, welcome calling, approvals, etc.) Ensures timely follow up with Sales RMs of all BUs for resolution of any outstanding deferrals. Transactions: Ensures proper scrutiny of all transactional documents submitted by the cust...

We are looking for a skilled Branch Sales Manager to lead our retail sales team in Bengaluru. The ideal candidate will have 4-6 years of experience in the field. Roles and Responsibility Execute defined strategies to achieve branch performance. Create and maintain client relationships to meet sales forecasts. Manage branch growth and profitability by staying competitive. Expand and retain the company''s customer base through strong liaisons with clients and channel partners. Build and develop a defined source mix comprising direct and indirect sourcing channels. Facilitate new location development to penetrate new markets and increase business. Ensure smooth functioning of the lending proces...

Role Description KYC Client Outreach function is responsible for supporting Know Your Customer (KYC) execution in accordance with the Bank compliance policies and procedures. The role plays an important part as liaison between stakeholder groups involved in the delivery of KYC processes. Single point of contact to interact with business/clients to obtain KYC, Tax, and regulatory requirements for all onboarding and periodic reviews. Exhibit the highest standards of client engagement with transparency and focus on the client experience. Your key responsibilities Liaise with internal and external stakeholders on a daily basis (KYC operations, Business, compliance, CoE, clients) Ensure that all ...

We are looking for a highly skilled and experienced Analyst to join our team in the IT Services & Consulting industry. The ideal candidate will have 6-9 years of experience in KYC analysis. Roles and Responsibility Conduct thorough analysis of customer data to identify potential risks and ensure compliance with regulatory requirements. Develop and implement effective risk management strategies to mitigate identified risks. Collaborate with cross-functional teams to resolve complex issues and improve overall process efficiency. Provide expert guidance on KYC procedures and best practices to junior team members. Stay up-to-date with industry trends and regulatory changes to ensure the organiza...

Axis Securities Limited is looking for Senior Equity Dealer to join our dynamic team and embark on a rewarding career journeyCollaborate with research teams and wealth managers to stay updated on market opportunities and product offerings.

Greetings from Kotak Mahindra Bank! We at Kotak Mahindra Bank are looking for dynamic sales professionals for the following roles (On the payroll of Kotak Mahindra Bank). Freshers may also try their luck, if interested in Open Market Field Sales. Available Roles- Acquisition Manager: Grade: Asst. Manager - M1 Premier Acquisition Manager: Grade: Deputy Manager - M2 Platinum Relationship Manager: Grade : Manager/ Senior Manager -M3/M4 Relationship Officer CA811 Digital Sales : Asst. Manager - M1 Relationship Officer SA811 Digital Sales:Asst. Manager - M1 Corporate Acquisition Manager -Salary :Asst. Manager / Deputy Manager - M1/M2 Maximum Age Limit: 30 Years Interested candidates can attend th...

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.

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.

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.

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.

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.

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.

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.

Role & responsibilities Account Admin, Accounts Executive, Accountant/ Accounts Executive, Accounting Assistant, Accounts and Finance Executive, Junior Account Executive, Senior Executive Finance Accounts, Accounts Payable, Payroll & Transactions Preferred candidate profile Account reconciliation, Billing, Accounting, Bank Reconciliation, Accounts receivables, Accounts payables, Financial control, Account opening, Balance sheets, Vendor payments

Monitor market trends and competitor offerings to provide strategic insights. Regularly meet or connect with clients to strengthen engagement and loyalty. Generate reports on account status and present them to management.

Monitor market trends and competitor offerings to provide strategic insights. Regularly meet or connect with clients to strengthen engagement and loyalty. Generate reports on account status and present them to management.

We are hiring for Cient onboarding -Wealth Management Company:Kiya.ai Location:Mumbai, Malad Work Mode:Hybrid ** Interested candidates drop resume to saarumathi.r@kiya.ai** Position Purpose To support the Client Onboarding function by ensuring accurate client data maintenance, adherence to compliance standards, and timely processing in line with regional (SG/HK) requirements. Key Responsibilities Direct Responsibilities: Support onboarding of clients into the bank's systems. Ensure accuracy and integrity of client reference data. Comply with documentation and operational risk control procedures. Maintain workflows and follow Singapore/Hong Kong regulatory practices. Handle requests from regu...

: Job TitleClient Service Analyst LocationGurgaon, India Role Description Cash transaction processing and verifications SA/CA/ Demat account opening KYC screening Account maintenance and customer instructions processing To Handle Customer Walkins and resolve their queries To handle legal correspondence within the defined timeframe To process Inward and Outward remittances within RBI framework What well offer you 100% reimbursement under childcare assistance benefit (gender neutral) Sponsorship for Industry relevant certifications and education Accident and Term life Insurance Your key responsibilities Ensure strict adherence to all internal and external guidelines (KYC, Anti Money Laundering...

: Job TitleCustomer Service Analyst LocationChennai, India Role Description The Client Service Analyst is responsible for assisting with client issues proactively, efficiently and to the satisfaction of the client, within assigned portfolios. Typically working under the guidance of the Client Services Manager and/or Client Services Specialist, they provide administrative and analytical support in the daily administration and coordination of assigned clients/accounts; servicing of client enquiries, escalation of client issues, the administration of client service issues including SLA's, preparing client reporting, in some cases assisting with on-boarding activities for new and existing client...

: Job Title: KYC Client Outreach, Associate LocationBangalore, India Role Description KYC Client Outreach function is responsible for supporting Know Your Customer (KYC) execution in accordance with the Bank compliance policies and procedures. The role plays an important part as liaison between stakeholder groups involved in the delivery of KYC processes. Single point of contact to interact with business/clients to obtain KYC, Tax, and regulatory requirements for all onboarding and periodic reviews. Exhibit the highest standards of client engagement with transparency and focus on the client experience. What well offer you 100% reimbursement under childcare assistance benefit (gender neutral)...

IT BA ( GCB 6 and 5 ) Principal Responsibilities Business Analyst. Principal Responsibilities Superb attention to detail and a rigorous focus on delivering quality requirements Excellent communication and collaboration skills. The ability to speak knowledgeably with members of both the business and technical teams Strong analytical skills and ability to synthesize and clearly communicate findings of analysis Strong teamwork, interpersonal, relationship and presentation skills Strong problem solving and structuring skills, with ability to bring actionable insights through effective communication. Understanding the business objective/ requirements and holistic analysis of the requirements cons...

Urgent Opening for PR Account Executive - Advertising Agency - Chennai Posted On 02nd Feb 2016 01:05 PM Location Chennai Role / Position PR Account Executive Experience (required) 2 plus years Description Our Client is a leading 360 degree Advertising agency based in Chennai Designation: PR Account Executive Location: Chennai Experience: 2 to 5 yrs : Tracking of news Identifying story opportunities Working on press releases Media relations Making case studies Assist with presentations Compiling dossiers Compiling guardbook Writing pitch notes Desired Skills & Experience: Education Graduate / Post Graduate with Mass Communication / Specialized in PR Skills: Ability to communicate in cohesive ...