1424 Account Opening Jobs - Page 46

Role and Responsibilities:- Strategy & P&L Management • Maintains the Profit and Loss statement and Balance Sheet for the branch • Executes the Branch Strategy in line with the overall Branch Banking strategy for the bank • Sustained revenue generation for the branch through cross sell of TPP, RA and BB products • Liabilities mobilization through CASA portfolio growth in the Branch Catchment Superior and Consistent Customer Service • Ensures Efficient complaint management within specified TATs • Drives high service scores • Conducts customer engagement programs and marketing events • Ensures proper implementation of CRM by the Sales, Relationship & BSD departments and to be reviewed at every...

Monitor the processes for account opening, account maintenance & account closure related formalities as per YBL process Handle customers’ enquiries and instructions, whilst ensuring that the Bank’s delivery standards are met in achieving total customer satisfaction. e.g. timely checking of account opening documentation, opening of Accounts etc. Ensure adherence to process & documentation standards (e.g.,forms/checklists, welcome calling, approvals, etc.) Ensure pro-active & sustained liaison with NOC, Product, Sales RM, etc. where required Maintain strict vigilance on the quality of forms and documentation provided Ensure timely follow up with Sales RMs of all BUs for resolution of any outst...

1. Account Opening & Maintenance: Monitor the processes for account opening, account maintenance & account closure related formalities as per YBL process Handle customers’ enquiries and instructions, whilst ensuring that the Bank’s delivery standards are met in achieving total customer satisfaction. e.g. timely checking of account opening documentation, opening of Accounts etc. Ensure adherence to process & documentation standards (e.g.,forms/checklists, welcome calling, approvals, etc.) Ensure pro-active & sustained liaison with NOC, Product, Sales RM, etc. where required Maintain strict vigilance on the quality of forms and documentation provided Ensure timely follow up with Sales RMs of a...

1. Account Opening & Maintenance: Run the processes for account opening, account maintenance & account closure related formalities as per YBL process Handle customers’ enquiries and instructions, whilst ensuring that the Bank’s delivery standards are met in achieving total customer satisfaction. e.g. timely checking of account opening documentation, opening of Accounts etc. Ensure adherence to process & documentation standards (e.g.,forms/checklists, welcome calling, approvals, etc.) Ensure pro-active & sustained liaison with NOC, Product, Sales RM, etc. where required Maintain strict vigilance on the quality of forms and documentation provided Ensure timely follow up with Sales RMs of all B...

Team Member - Branch Facilities - CREM-SUPPORT SERVICES-Corporate Real Estate Management(CREM) BU CFO- Operations Grade - M1 /M2 - RL Operations-RPC Operations Job Role - Operations Team Member RPC, Account opening and Maintenances UNIT Thorough KYC knowledge MIS Reporting Account opening process (CASA/Escrow/OD/Sole Proprietor/) Account Maintenance Process Quality check and Control Team Handling Experience Good in Process and Audit related process Knowledge of Finacle, BCIF, NCIF Good team member and lead team if required

Dear Candidate, Company Profile: Since 1948, LKP Securities has been a trusted fintech partner, with a presence in over 200 Indian cities and listed on the BSE since 2016. We offer diverse financial services, including equity, derivatives, and mutual funds, prioritizing consumer interests. Our vision is to be a leading wealth creator, expanding beyond brokerage to address broader financial needs and contribute to a better India. 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 ...

Relationship Manager-Commercial Vehicles-COMMERCIAL VEHICLE-Marketing Branches Operations Relationship Manager-Commercial Vehicle (CV)-Retail-Marketing Branches Operations 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 relatio...

Relationship Manager-Commercial Vehicles-COMMERCIAL VEHICLE-Marketing Branches Operations Relationship Manager-Commercial Vehicle (CV)-Retail-Marketing Branches Operations 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 relation...

: Job TitlePrivate Bank, GSAA, SA Associate LocationBangalore, India Corporate TitleAssociate Role Description Wealth Management caters to HNI and UHNI clients across spectrum of individuals, NRIs, corporates, Trusts etc. We offer the entire range of banking services, investment products and lending solutions. 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 The candidate must be well versed with banking and investment products. If they have knowledge of lending products it will be advantageous. Good communication is essential (ve...

: 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)...

: Job TitleKYC Associate LocationBangalore, India Role Description Operations provides support for all of Deutsche Banks businesses to enable them to deliver transactions and processes to clients. Our people work in established global financial centers such as London, New York, Frankfurt and Singapore, as well as specialist development and service centers in locations including Bucharest, Moscow, Pune, Dublin and Cary. We process payments in excess of a trillion euros across the banks platforms, support thousands of trading desks and enable millions of banking transactions, share trades and emails every day A dynamic and diverse division, our objective is to make sure that all our services a...

: Job Title - Know Your Client (KYC) Analyst, NCT Location - Jaipur, 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 O...

: Job TitleKYC, NCT 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 (OLAs) ...

: Job TitleKYC - Associate LocationBangalore, India Role Description Operations provides support for all of Deutsche Banks businesses to enable them to deliver transactions and processes to clients. Our people work in established global financial centers such as London, New York, Frankfurt and Singapore, as well as specialist development and service centers in locations including Bucharest, Moscow, Pune, Dublin and Cary. We process payments in excess of a trillion euros across the banks platforms, support thousands of trading desks and enable millions of banking transactions, share trades and emails every day A dynamic and diverse division, our objective is to make sure that all our services...

Urgent Opening For Equity Dealer - Ahmedabad, Rajkot, Ahmednagar, Parbhani, Surat, Nagpur Amravati, Goa, Aurangabad, Baroda Please find below Job description for the Relationship Manager Dealing role - JD Relationship Manager- Dealing:- As part of the retail distribution team, the role holder is responsible to provide compliant financial advisory services to clients and manage their portfolio. Revenue generation Responsible to generate brokerage primarily through advising clients on their portfolio. Responsible to acquire new Clients from the Market. Ability to cross sell third party products like Motor Insurance, Life insurance, Health insurance, SIPs, Mutual Funds, PMS etc. Client network ...

Relationship Manager-Commercial Vehicle (CV)-Retail-Marketing Branches Operations 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 exi...

Role & responsibilities Key Accountabilities Take ownership of cases as defined in Barclays Group Minimum Standards. To effectively investigate cases with varying degrees of complexity and know when to escalate cases of a high degree of complexity and ambiguity. To engage and take ownership of the case putting yourself in the customers shoes To capture accurate information and details through the case handling process to allow effective analysis of the case in a timely manner. To maintain and manage individual tasks daily to ensure that case related tasks are dealt with effectively and within relevant timescales. To clearly communicate requirements to other business areas when information is...

Relationship Manager-Commercial Vehicle (CV)-Retail-Marketing Branches Operations 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 exi...

Relationship Manager-Commercial Vehicle (CV)-Retail-Marketing Branches Operations 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 exi...

Role Definition / Expectation: Officer Sales I- Fresher-1 yrs (Sales experience in any industry ,for fresher Age -21 to 28 yr ) Officer Sales II- 1-2 yrs (Sales experience in any industry ) AM Sales : 2 yrs + Exp. in CASA/ BFSI / banking sector ** It is preferred that the candidate has banking exposure/ experience Note: Mention Monika Sharma HR on top of your CV 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...

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 Sayali:- 9158043197

locationsPune - West time typeFull time posted onPosted 3 Days Ago time left to applyEnd DateMay 31, 2025 (30+ days left to apply) job requisition idJR-0007884DisclaimerUnsolicited CVs sent to Apex (Talent Acquisition Team or Hiring Managers) by recruitment agencies will not be accepted for this position. Apex operates a direct sourcing model and where agency assistance is required, the Talent Acquisition team will engage directly with our exclusive recruitment partners.

locationsPune - West time typeFull time posted onPosted 3 Days Ago time left to applyEnd DateMay 31, 2025 (30+ days left to apply) job requisition idJR-0007903NADisclaimerUnsolicited CVs sent to Apex (Talent Acquisition Team or Hiring Managers) by recruitment agencies will not be accepted for this position. Apex operates a direct sourcing model and where agency assistance is required, the Talent Acquisition team will engage directly with our exclusive recruitment partners.

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 Ashwini : 9822643371

urgent Vacancy Tele sales Fresher/Exp Candidate Job Type : On Payroll Min :- 1-3 Year Exp In Banking , Casa sales, Tele sales ,Credit Card sales, Any sales exp Fresher Also Apply Ctc :- 1.8 Lpa to 2.5 Lpa Contact Person :- Hr Prajakta 9325687615 Required Candidate profile Fresher Also Apply Banking sales, Casa sales, Credit Card Sales, Any Tele sales exp , Any sales, Life insurance, Insurance, Demit Account exp