1424 Account Opening Jobs - Page 45

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 ...

Urgent Opening for an Accounts Executive-Chennai Posted On 17th Jul 2015 10:44 AM Location Chennai Role / Position Accounts Executive Experience (required) 2-4 Years Description Our client is a customer centric Medical Tourism facilitation company Position TitleAccounts Executive Scope: Responsible for maintaining accounts, bank and cash position, and in coordination with chartered accountant publish annual p/l and balance sheet. Key areas of contribution: Specific job duties will include the following Be responsible for the day to day operations of the office. HR Follow all policies and procedure of the organization. Undergo all mandated training Daily role Ensure to implement and follow th...

Location: Mumbai Department: PCG Key Responsibilities: Client Acquisition and On-boarding: Identify, prospect, and on-board new clients through networking, referrals, and market research. Conduct meetings with potential clients to understand their financial objectives and introduce suitable financial products. Ensure a seamless on-boarding process for new clients, including KYC compliance and account activation. Sales and Revenue Generation: Achieve quarterly targets for client acquisition and revenue generation. Cross-sell and upsell financial products such as equity, derivatives, mutual funds, fixed-income products, and insurance. Actively promote brokerage services to increase trading vol...

Position: Virtual Relationship Manager Exp: 1-3 Years Shift Time: 10AM-7 PM (5days Working) Designation: Virtual Relationship Manager Location: Prestige, Shantiniketan, white Filed, Bangalore key Skills: Customer support, International Calling, Inbound calling, Outbound Calling A customer service representative's job is to provide support to customers, resolve issues, and create a positive customer experience . They may work in person, online, or over the phone. Responsibilities Handle inquiries : Respond to questions about products or services Process orders : Take orders and ensure they are processed correctly Resolve issues : Identify problems, brainstorm solutions, and implement them Man...

Job Description: Responsibilities for KYC Sr. Analyst 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 Perform hands on task related to KYC and account opening (Including working with front office on information and documents, updating system with relevant details, perform checks, validating & uploading documents, managing pipeline for new accounts and KYC rolling review- KYC refresh) Produce accurate and quality work (90-95%) under tight deadlinesand minimal supervision Executing and reviewing negative media alerts from client screening and ...

PRIMARY S 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 Perform hands on task related to KYC and account opening (Including working with front office on information and documents, update system with relevant details, perform checks, validate & upload documents, manage pipeline for new accounts and KYC rolling review- KYC refresh) Produce accurate and quality work (90-95%) under tight deadlines and minimal supervision Executing and reviewing negative media alerts from client screening and escalate where necessary Meeting production target v...