1353 Account Opening Jobs - Page 6

Job Requirements Job Title Relationship Manager-Group Place of work -RAJASTHAN Business Unit - Retail Banking-Rural Banking Function - Rural Sales Job Purpose The role entails deepening relationships with Rural Banking accounts and ensuring best in-class service to the customers. The role bearer has a responsibility to identify prospective customers and convert them into real business opportunities. The role bearer is responsible for creating Joint Liability Groups and centres and managing them through the formation, disbursal and collection phases while managing a team to drive client acquisition, building household level customer relationships and capitalizing on lifetime value in each rel...

Assistant Manager - PMS Operations is responsible for managing and streamlining operational processes in the Portfolio Management Services domain. This role ensures compliance, efficient handling of client accounts, and coordination between internal and external stakeholders for seamless service delivery. Key Responsibilities 1. Operational Management Manage day-to-day operations related to Portfolio Management Services, including account opening, transaction processing, and reporting. Oversee reconciliation of portfolio transactions, ensuring accuracy and compliance with regulatory requirements. Monitor cash flows, fund transfers, and portfolio performance metrics for client accounts. 2. Cl...

- Urgent Requirement for an Asset Management Company. Position Assistant Manager PMS Operations (Wealth). LocationMumbai - 5 days working. Timings 9 am to 6 pm. Assistant Manager PMS Operations is responsible for managing and streamlining operational processes in the Portfolio Management Services domain. This role ensures compliance, efficient handling of client accounts, and coordination between internal and external stakeholders for seamless service delivery. Key Responsibilities: Operational Management:- Manage day-to-day operations related to Portfolio Management Services, including account opening, transaction processing, and reporting.- Oversee reconciliation of portfolio transactions,...

DailyGong By MSE Financial Service Limited JOB DESCRIPTION Job Title Relationship Manager. Roles & Responsibilities: Meeting existing clients for enhancing client relationship. Execute the orders on behalf of clients and operating stock trading terminals. Confirmations of trade done by EOD. Update Client about their Position. Solving Queries of the customers. Accurate &timely execution of orders on terminal. Should be ready to do inside sales after market hours (sales of Demat accounts). Looking for Immediate joiners.

Job Description: Job Title: KYC Associate Location: Bangalore, 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 Oper...

Job Description: Job Title: KYC Associate Location: Bangalore, 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 Oper...

Job Description: Job Title: KYC Associate Location: Mumbai, 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 Operati...

Job Description: Job Title: KYC Associate 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 Operati...

Job Description: Job Title: KYC Associate 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 Operati...

Job Description: Job Title: KYC Associate Location: Mumbai, 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 Operati...

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...

SUMMARY Hiring: Branch Sales Executive Fresher Opportunity in a Leading Bank Location: Ahmedabad, Rajkot, Udaipur, Mehsana 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) Tech Graduates are not eligible for this role. 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 Non Tech Graduate or Postgraduate (0 11 months experience) Good spoken and written communication Basic knowledge of computers (MS Office) Benefits Bra...

Hiring Assistant Manager – CASA Sales, Chennai. Looking for candidates interested in CASA Sales with relevant experience. Share your CV to sangeetha.m@sprohr.com or refer someone suitable

Primary Responsibilities: Business FinancialsMeet the set targets on GL in terms of open market acquisition and repeat GL loansConvert GL customers family member and referrals for Family Banking in terms of opening Savings Accounts and maintaining minimum balance Actively source term deposits FD and RD from Family members of GL customers Offer suitable Insurance products to customer and family members to provide adequate insurance coverage Identify GL customers who can be potentially given Individual loans either unsecured secured Service Unsecured IL requirements of the customer Refer quality leads of Secured loans to respective loan officersShare customer insightsproduct related feedback w...

Primary Responsibilities: Business FinancialsMeet the set targets on GL in terms of open market acquisition and repeat GL loansConvert GL customers family member and referrals for Family Banking in terms of opening Savings Accounts and maintaining minimum balanceActively source term deposits FD and RD from Family members of GL customers Offer suitable Insurance products to customer and family members to provide adequate insurance coverage Identify GL customers who can be potentially given Individual loans either unsecured secured Service Unsecured IL requirements of the customer Refer quality leads of Secured loans to respective loan officers Share customer insightsproduct related feedback w...

ROLEPURPOSE & OBJECTIVE Thisrole drives the Banks operational efficiency byconsistently driving teams productivity and achievingproductivity benchmarks. Along with its team of BDE,AAM and AM, this role isresponsible for sale of banks products. Thisrole is also important to cultivate networks and partnershipstoward existing Current account and Savings account customers andconsistently work on Customers retention. Hence,the role incumbent executes action plans on how best to manageCustomer Portfolios of existing accounts and to generate newcustomers. Therole incumbent is highly oriented to Customer Service, takesownership of all customer issues, proactively identifies possibleissue and brings ...

GRADE - AM-I DEPARTMENT - Branch Banking REPORTS TO - BranchSales Manager - Branch Banking ROLE PURPOSE & OBJECTIVE The incumbent will be primarily responsible to - Acquirenew customers for liabilities from open market Assistthe CRS - unsecured loans for conversion of existing borrowingcustomers for liabilities Enhancethe relationship with the existing customers by cross-sellingproducts and services as per the profile & need of thecustomers Train/assistcustomers to use ATM and BCs; drive usage of alternate channels SIZE OF THE ROLE FINANCIAL SIZE NON-FINANCIAL SIZE Targetassigned as per the branch CASABook as per the branch TDBook as per the branch Segmentwise book (NR, Senior Citizen, HNI e...

GRADE - O/AM-I/AM-II DEPARTMENT - MICROBANKING REPORTS TO - Assistant Customer Relationship Manager REPORTING IN TO - NA ROLE PURPOSE & OBJECTIVE Managesbanking relationship with 650 families within the geographic areaof control by offering full range of banking services Directlyresponsible to acquire new customers for Group Lending (GL)business and servicing existing customers Upsellloans to right customers and family members based on requirementand capacity to repay Offerand onboard Savings Accounts and other deposit products tocustomer, their family members and their references Deliverprompt customer services; be accessible to customers at all timesfor GL, IL and Family Banking queries Ge...

Job Description: As a Relationship Officer in the banking sector located in Kharadi, Pune, your role involves handling various customer service requirements such as account opening, DMAT account opening, addressing grievances, selling liability products, educating customers on product features, and issuing cheque books. Your performance will be evaluated based on the quality of advice provided to customers, the speed and efficiency of service delivery, and meeting sales targets for both bank and investment products. You will be expected to go beyond the stated customer needs by offering additional products, enhancing customer value, cross-selling asset products, and providing support to rela...

As a Relationship Officer Current Account in the Banking sector, your role involves handling customer service requirements such as account opening, DMAT account opening, grievances, liability product selling, education on product features, and cheque book issuance. Your performance will be evaluated based on the quality of advice given to customers, speed, and efficiency of service provided, as well as meeting sales targets for bank and investment products. You will be expected to go beyond the customer's professed needs by offering other products, enhancing customer value, and cross-selling asset products. Additionally, you will provide backup support to relationship managers managing HNI r...

As an Operations Team Member at CFO Center, your primary role will involve working in the RPC, Account Opening, and Maintenances UNIT. Your responsibilities will include: - Demonstrating thorough knowledge of KYC procedures - Conducting MIS reporting - Managing the account opening process for various types of accounts such as CASA, Escrow, OD, and Sole Proprietor - Overseeing the account maintenance process - Performing quality checks and implementing control measures - Utilizing your experience in team handling - Being proficient in process and audit-related tasks - Familiarity with Finacle, BCIF, and NCIF systems The ideal candidate for this role should possess the following qualifications...

Position description: Acquire new customers for liabilities from open marketAssist the CRS unsecured loans for conversion of existing borrowing customers for liabilities Enhance the relationship with the existing customers by crossselling products and services as per the profile and need of the customersTrainassist customers to use ATM and BCs drive usage of alternate channels Primary Responsibilities: BusinessMeet the set targets on liabilities in terms of open market acquisition and existing customer conversionUnderstand need and acquire customers who meet the criteria for liability products through either of the below channelsLeads generated by branch staff and personal leadsReferrals gen...

ROLEPURPOSE & OBJECTIVE Theincumbent will be primarily responsible to - Acquirenew customers for liabilities from open market Assistthe CRS - unsecured loans for conversion of existing borrowingcustomers for liabilities Enhancethe relationship with the existing customers by cross-sellingproducts and services as per the profile & need of thecustomers Train/assistcustomers to use ATM and BCs; drive usage of alternate channels SIZEOF THE ROLE FINANCIALSIZE NON-FINANCIALSIZE Targetassigned as per the branch CASABook as per the branch TDBook as per the branch Segmentwise book (NR, Senior Citizen, HNI etc) as per the branch Numbertarget for all the respective products. CA SA TD KEYDUTIES & RESPONS...

ROLEPURPOSE & OBJECTIVE Theincumbent will be primarily responsible to - Acquirenew customers for liabilities from open market Assistthe CRS - unsecured loans for conversion of existing borrowingcustomers for liabilities Enhancethe relationship with the existing customers by cross-sellingproducts and services as per the profile & need of thecustomers Train/assistcustomers to use ATM and BCs; drive usage of alternate channels SIZEOF THE ROLE FINANCIALSIZE NON-FINANCIALSIZE Targetassigned as per the branch CASABook as per the branch TDBook as per the branch Segmentwise book (NR, Senior Citizen, HNI etc) as per the branch Numbertarget for all the respective products. CA SA TD KEYDUTIES & RESPONS...

ROLEPURPOSE & OBJECTIVE Thisrole is responsible for acquiring new current account customersfrom the open market and enhance the relationship with existingcustomers (managing existing CA portfolio as assigned) bycross-selling products and services as per the profile & needof the customers. Thisrole drives thecurrent account business for the respective branch and ensure theCA targets for the branch is met. Theincumbent provides service to both existing as well as to NTBcurrent account customers. Thisrole also handles cross selling of QR & POS and is accountablefor adherence to compliance and regulatory norms. SIZEOF THE ROLE FINANCIALSIZE NON-FINANCIALSIZE CAbook size of the branch CATarget fo...