489 Account Opening Jobs - Page 6

Description for Internal Candidates Branch RM-BD The Role involved Accquision of new customer and sales of all banking products with the given portfolio, A relationship sales officer is a professional whose responsibilities includemanaging customer expectations, identifying new business markets, recording daily customer transactions-analyse the needs and accordingly cross sell various banking products such as Current/Saving accounts, Loan products & third party products like Insurance & Mutual funds. KRAs: Acquire new customer base for new branch 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. THE ROLE (bold): REVENUE GENERATION,CUSTOMER ACQUISITION,CUSTOMER RETENTION, COST EFFICIENCY THROUGH PROCESS Same Posting Description for Internal and External Candidates Same Posting Description for Internal and External Candidates

Description for Internal Candidates Branch RM-BD The Role involved Accquision of new customer and sales of all banking products with the given portfolio, A relationship sales officer is a professional whose responsibilities includemanaging customer expectations, identifying new business markets, recording daily customer transactions-analyse the needs and accordingly cross sell various banking products such as Current/Saving accounts, Loan products & third party products like Insurance & Mutual funds. KRAs: Acquire new customer base for new branch 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. THE ROLE (bold): REVENUE GENERATION,CUSTOMER ACQUISITION,CUSTOMER RETENTION, COST EFFICIENCY THROUGH PROCESS Same Posting Description for Internal and External Candidates Same Posting Description for Internal and External Candidates

Description for Internal Candidates Branch RM-BD The Role involved Accquision of new customer and sales of all banking products with the given portfolio, A relationship sales officer is a professional whose responsibilities includemanaging customer expectations, identifying new business markets, recording daily customer transactions-analyse the needs and accordingly cross sell various banking products such as Current/Saving accounts, Loan products & third party products like Insurance & Mutual funds. KRAs: Acquire new customer base for new branch 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. THE ROLE (bold): REVENUE GENERATION,CUSTOMER ACQUISITION,CUSTOMER RETENTION, COST EFFICIENCY THROUGH PROCESS Same Posting Description for Internal and External Candidates Same Posting Description for Internal and External Candidates

Role: Associate Client Accountant - Payments Location: Chennai Schedule: 2:00PM TO 11:00PM Working model: Hybrid Intro: Join our vibrant team at CSC, where growth and development are at the core of our values. We're dedicated to nurturing your professional journey, offering unparalleled opportunities across our local and global offices. We're seeking an Associate Client Accountant - Payments to join us. Some of the things you'll be doing: Experience in managing payment processing Good understanding of SWIFT Good understanding of Sanctions Understanding of clearing Should have handled and have a good understanding FX for payments. Liquidity management Good understanding of MT103, MT101 and statement handling Understanding SWIFT GPI or any banking channels will be an added advantage. Preparation / Review of payments Review banking payments input by others and ensure accuracy and timely delivery of the end-to-end process to the local business teams. Perform client administration duties such as maintaining databases of statutory or regulatory data, identifying gaps in process and process improvements. What technical skills, experience, and qualifications do you need: Minimum 3-year degree graduation Minimum 03 years of relevant domain/ functional work experience. Excellent written and verbal communication skills (English) with attention to detail Evidence of consistently striving for improvement in process & working practice Highly organized and with excellent personal time management Excel / MS Office is a required skill.

Job Opening Digital Client Acquisition (BlinkX JM Financial Services) Location: Andheri (East) Process: Outbound Voice Demat Account Opening Responsibilities: Call leads to open Demat accounts via BlinkX app Guide clients through app download & KYC completion Requirements: Min. 6 months telesales (BPO/Banking/Insurance) Good Hindi & English communication HSC or Graduate, Age 20–30 Stock market knowledge preferred Immediate joiners only Shift: 9 AM – 7 PM | 6 days working (Sat-Sun working) To schedule your interview Call or send your CV through WhatsApp (number mentioned below) HR Dhanashri :7796426785

Urgent Requirement in Kotak Mahindra Bank Video KYC Only for Male Candidates Graduation Mandatory Job Location: Wagle Estate, Thane Education Criteria: Graduate Age Criteria: 30 max Communication -Good Communication Skills Experience: Fresher Required Candidate profile Connect with customer through video call and complete the VKYC Documentation And Cross selling Salary Range:17k to 19k + PF + Insurance More Detail Contact HR Rohan:- 8177871758

Ensure Lead processing productivity as per allocated is attended daily with out any miss out Audit Readiness: Nil Critical / KYC error observation in QC, Process, IAD, PQA, RBI audits Process improvement,gap identification and automation Document Verification Provide strategic direction and manage day-to-day operations for liability products Account Servicing

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 Salary Range: 17k to 19k Take home + PF + Insurance Location :- Wagle Estate, Thane West To schedule your interview Call or send your CV through WhatsApp (number mentioned below) HR Rohan:- 8177871758

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 Rohan:- 8177871758

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 SM CASA : 4+ yrs + Exp. in CASA/ BFSI / banking sector BRO: Branch relationship officer : 2+ yrs Exp. with branch banking PBRM: Priority banking relationship manager : 3+ yrs Exp. with retail banking (Exp with portfolio management will be preferred) ** It is preferred that the candidate has banking exposure/ experience ** Note: Mention Monika Sharma HR on top of your CV Interview date : 19 July 2025 1. Dehradun Interview time : 2:00 PM to 5:00 PM Interview Venue : Axis Bank Limited NO. 987& 1010,Siddharth Central # 3 Ground floor | Khasra Kanwali RD Dehradun Pin code 248001, Uttrakhand 2. Lucknow Interview time : 11:00 AM to 2:00 PM Interview Venue : Axis Bank Limited |Lucknow Circle Office, 1st Floor, UPRNSS Building, Sector 4, Gomti Nagar , Extension, Lucknow UP- 226016 3. Kanpur Interview time : 11:00 AM to 2:00 PM Interview Venue : Axis Bank Limited | Ground & First Floor ,16/104-A Civil Lines, Kanpur, Uttar Pradesh 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 handling customer queries. Business Development Executives are required to achieve targets assigned by the bank within initial 6 months for confirmation of their service Key Responsibilities: Selling of banks and third party products to new customers. Conducting marketing activities and travel locally to meet new customers as a daily activity. Contacting existing customers for more deposits and cross selling of more products. Achieve sales targets as assigned by the organization on a daily and monthly basis. Complete all mandatory certifications required for the role (AMFI, EUIN etc.). Complete all learning activities conducted by the bank from time to time. Daily entry of interaction with customers in banks CRM system. Follow all compliance guidelines (regulatory & legislative) for each activity. Participate and follow all initiatives that are undertaken by the bank from time to time Qualifications: Graduation from a recognized institute #ComeAsYouAre 'We are dil se open. Women, LGBTQIA+ and PwD candidates of all ages are encouraged to apply' Expectations : It is preferred that the candidate has a 2 wheeler and Driving License

Posting Description for Internal Candidates Service Delivery Officer Short Description for Internal Candidates JOB ROLE Handling personalized service requests of customers. Generation of timely business MIS. Ensuring strict adherence to compliance, audit and regulatory requirements for customer segment. Coordination with CPC/RPC/Investment desks for acco Description for Internal Candidates JOB ROLE : Handling personalized service requests of customers. Generation of timely business MIS. Ensuring strict adherence to compliance, audit and regulatory requirements for customer segment. Coordination with CPC/RPC/Investment desks for account opening of customers. Managing complaints of customers and ensuring their resolution within TAT. JOB REQUIREMENT: Developing and maintaining banking relationships with a select group of high net worth customers Excellent communication skills with customer service orientation Courteous and polite. Good knowledge of Microsoft excels. Understanding of banking norms and processes. Same Posting Description for Internal and External Candidates

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 exp of atleast 1 year in financial services or banks. Equal blend of service and sales orientation. In the absence of equality, sales orientation as a skew will be acceptable. Experienced customer service candidates from financial services ( those from MFund, securities houses etc) with sales orientation can be considered. AGE:23-30 years

Posting Description for Internal Candidates Service Delivery Officer Short Description for Internal Candidates JOB ROLE Handling personalized service requests of customers. Generation of timely business MIS. Ensuring strict adherence to compliance, audit and regulatory requirements for customer segment. Coordination with CPC/RPC/Investment desks for acco Description for Internal Candidates JOB ROLE : Handling personalized service requests of customers. Generation of timely business MIS. Ensuring strict adherence to compliance, audit and regulatory requirements for customer segment. Coordination with CPC/RPC/Investment desks for account opening of customers. Managing complaints of customers and ensuring their resolution within TAT. JOB REQUIREMENT: Developing and maintaining banking relationships with a select group of high net worth customers Excellent communication skills with customer service orientation Courteous and polite. Good knowledge of Microsoft excels. Understanding of banking norms and processes. Same Posting Description for Internal and External Candidates

Posting Description for Internal Candidates Service Delivery Officer Short Description for Internal Candidates JOB ROLE Handling personalized service requests of customers. Generation of timely business MIS. Ensuring strict adherence to compliance, audit and regulatory requirements for customer segment. Coordination with CPC/RPC/Investment desks for acco Description for Internal Candidates JOB ROLE : Handling personalized service requests of customers. Generation of timely business MIS. Ensuring strict adherence to compliance, audit and regulatory requirements for customer segment. Coordination with CPC/RPC/Investment desks for account opening of customers. Managing complaints of customers and ensuring their resolution within TAT. JOB REQUIREMENT: Developing and maintaining banking relationships with a select group of high net worth customers Excellent communication skills with customer service orientation Courteous and polite. Good knowledge of Microsoft excels. Understanding of banking norms and processes. Same Posting Description for Internal and External Candidates

Job Title: Senior Manager DP (Demat Processing) Operations Department: Operations Reports To: AVP – Operations Job Type: Full-time Job Summary: We are looking for a highly experienced Senior Manager – DP Operations to oversee and manage all aspects of Demat account processing and depository-related operations . The role demands a deep understanding of NSDL/CDSL systems, SEBI regulations, and a proven ability to lead large teams and ensure error-free and compliant operations. Key Responsibilities: End-to-end management of DP operations including account opening/closure, dematerialization/rematerialization, pledging/unpledging, off-market transfers, and corporate actions. Ensure adherence to guidelines issued by NSDL, CDSL, SEBI , and internal compliance teams. Oversee reconciliation of client holdings, BO balances, and regular reporting to depositories and regulatory authorities. Handle escalations related to discrepancies in demat transactions or client servicing. Monitor and enhance the efficiency of back-office systems (e.g., DP software like OMNESYS, NEST, ODIN , or custom platforms). Coordinate with internal departments like compliance, risk, IT, and client servicing to ensure smooth operations. Lead and mentor a team of DP executives, assistant managers, and team leads. Periodically review SOPs and drive process improvements for faster and error-free processing. Ensure timely and accurate handling of corporate actions , such as bonus issues, rights, splits, buybacks, and dividend processing. Prepare for internal and external audits, and ensure full compliance with regulatory norms. Maintain MIS and dashboards for senior management reviews. Required Qualifications: Graduate/Postgraduate in Finance, Commerce, or related field (MBA preferred). 8–12 years of experience in DP operations with minimum 3–5 years in a leadership role. Strong understanding of NSDL/CDSL systems and regulatory requirements. Familiarity with back-office platforms and depository interfaces. Excellent knowledge of SEBI regulations pertaining to demat and trading operations. Strong communication, leadership, and stakeholder management skills. Preferred Skills: Certifications in Capital Markets (e.g., NISM DP Operations Certificate). Experience in handling large client volumes and high-value demat transactions. Exposure to broking or financial institutions with DP services. Kindly updated cv on outsource18@idbicapital.com or can connect on-- Name : Priti- 9137914716 .

You should have 8 - 10 years of experience in Capital Markets with exposure to brokerage, clearing corporations, depositories, stock exchanges, mutual fund asset management companies, or similar. Along with this, you should possess 5+ years of hands-on experience in custody firms across various areas such as transaction processing and settlement, safekeeping, account opening and onboarding, corporate action processing, proxy services, income collection, tax services, cash management, real-time reporting, and market infrastructure connectivity. It is essential for you to have proficient communication, organizational, and analytical skills. Being team-oriented and having experience working with cross-locational presence are also important qualities. Additionally, having certifications such as CFA, GARP, PRM, PMI, IIBA, or ISTQB would be considered as good to have skills. IT sector experience as a business or test analyst in custody domain-related projects and an understanding of AI/ML applications in custody operations are also beneficial. Your responsibilities will include specializing in Custody Services as a Subject Matter Expert, identifying challenges within global and boutique custody firms, and proposing technology solutions/offerings for the Capital Markets industry. You will need to develop end-to-end workflow schematics for custody operations at client sites, collaborate with AI architects to identify and develop AI/ML and Generative AI use cases for custody operations, and publish thought leadership in the form of whitepapers focusing on industry transformation through modern technology. Conducting solution demonstrations, documenting current-state custody operations, assessing technology use, preparing a target-state operating model, facilitating training to enhance custody domain knowledge, and staying updated with trends in custody services are also part of your responsibilities. The qualifications required for this role are at the Career Level - IC3. About Us: As a world leader in cloud solutions, Oracle uses tomorrow's technology to tackle today's challenges. With over 40 years of experience, Oracle has partnered with industry leaders in almost every sector and continues to thrive by operating with integrity. Oracle is committed to growing an inclusive workforce that promotes opportunities for all and encourages innovation from everyone. Oracle offers competitive benefits, including flexible medical, life insurance, and retirement options, and supports its employees with global opportunities where work-life balance flourishes. Oracle is dedicated to including people with disabilities at all stages of the employment process and provides accessibility assistance or accommodation for disabilities upon request via email at accommodation-request_mb@oracle.com or by calling +1 888 404 2494 in the United States.,

We are looking for experienced Training and Development Assistant Manager to execute our organizational training strategy, oversee its implementation and assess its outcomes. You will identify training and developmental needs and drive suitable training initiatives that build loyalty to the firm. Training team work across many departments to get employees up to speed in both their specific vertical, and the overall needs of the company. They often have backgrounds in business, human resources, development and education. Responsibilities Identifying and assessing future and current training needs Drawing an overall or individualized training and development plan Responsible for training delivery for new hires, refreshers and any ad hoc training requests Partner with operational teams to ensure that refresher training needs are identified and delivered on time Proactively suggest improvements to those processes and closely collaborate and provide feedback on new launches or process changes with a potential impact to training Proactively communicate with client/business on daily operational matters relating to training Drive individual goals including but not limited to training certifications for trainers, deadlines for training remediation and all other relevant metrics Keep a strong governance around all training activities & showcase during reviews or governance meetings Extent help or initiate training program followed by tracking effectiveness, success and ROI periodically and report on them Qualifications Overall 8 years of experience & at least 5 years of banking experience is must Experience in Retail & Commercial Banking related to below work-types will be preferred:-Deposits Operations- New account review & maintenance, internal operations, account servicing, RDC, legal document processing, reconciliations etc. Good with Microsoft Office Strong with MIS reporting Client focused with excellent written and verbal communication skills Ability to work under pressure in a faced paced environment with limited structure Attention to detail & data driven approach Ability to plan, multi-task and manage time effectively

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: - Saharanpur ******************************************************************************************************************************************************************************************************************************* Interested Candidates can directly send their CVs to Umesh (7011841652) & Hariom (9968529551) ********************************************************************************************************************************************************************************************************************

Role & responsibilities Direct Responsibilities Acquiring new clients with benchmark assets. Increase the total assigned SIP book from allocated and new clients. Adding overall AUM by gathering assets from existing and new clients. Increasing the basket of clients having AUM. Contributing Responsibilities Achieving the Business target assigned to branch in terms of, assets Aum and SIP book, acquiring clients, enhancing, & upgrading the client relationship. Ensuring the highest level of service to the clients. Preferred candidate profile Good communication and interpersonal skills Self motivated & Go getter Build Customer Relationship

JM Financial Services Digital Client Acquisition (Voice Process) Location: Andheri East | Openings: 50 each Process: Outbound Demat Account Opening (BlinkX App) Shift: 9 AM 7 PM | Off: 1 Rotational (Sat/Sun working) Salary: 17K25K Net + Incentives up to 70K Requirements: Min 6 months outbound telesales (BPO/Banking/Insurance) Good English & Hindi, Age 20–30, HSC/Graduate Immediate Joiners only Training: 3 Days For interview scheduling, you are requested to share your CV via WhatsApp or connect with HR Dhanashri at 7796426785

Maintain and process client documentation (KYC, account opening forms, nomination forms, etc.) Coordinate with the Relationship Managers and Sales team for timely data entry and follow-ups. Update and manage CRM systems, Excel sheets Required Candidate profile Prepare MIS reports and summaries for management. Handle customer service backend tasks like updating details, resolving queries (non-voice). please share me your cv at capitalplacement21@gmail.com

Dear Job Aspirants, Greeting from IndusInd Bank HR Team !!! Objectives of this role : 1. Serve customers by managing documents, information, and financial transactions in an organized, efficient, and secure manager. 2. Build awareness of new products and services and identify customer needs to capitalize on the business referral opportunities. 3. Meet and exceed bank services standards greeting and acknowledging each customer to make them feel welcome, while complying with bank procedures and security protocols. 4. Work with other tellers as a team to complete daily tasks while demonstrating respect and professionalism, being prompt and supporting management as needed. Responsibilities: 1. Handle transactions for customers, including check cashing, deposits, withdrawal's, transfer's, loan payments, cashier, checks, and opening and closing of accounts. 2. Identify customer needs, provide information on new products and services and direct customers to branch representatives as needed. 3. Track, record, report and store transactional information and special requests. 4. Provide a high level of customer services. Required skills and qualifications: 1. Any graduate with prior cash handling experience. 2.Excellent communication , customer - service, and time- management skills. 3. Strong dedication to accuracy and efficiency 4. Age below 30 5. Must to have banking experience with customer service and operation knowledge Location: Aundh Branch, Baner Pune Branch, Bavdhan Branch, Bhandarkar Branch, Kothrud Branch, Main Baner Road Branch, Pimple Nilakh Branch, Pimple Saudagar Branch, Senpati Bapat Road Branch Please note both the profiles require you to be flexible with Sales and Operations and relevant candidates will be considered. Hence individuals looking for exclusively operations role may not attend the interview. Venue Details : Contact Person : Yogesh More Time : 10.30 am to 4 pm Date : 19 July 2025 Location : Suyog Platinum Tower - Third floor IndusInd bank zonal office, off Mangaldas Rd, above to BMW showroom, bund Garden, Sangamvadi, Pune, Maharashtra 411001. Since we have multiple openings across Pune, you can come along/ refer this opportunity to your friends/colleagues who are suitable for the role and might be looking for a job. Regards, Team HR IndusInd Bank

Hi Folks, Greetings!! We are looking for talented and experienced opeartions candidates willing to grab a amazing career opportunity at Plan Ahead, a leading and award winning wealth advisory company in the industry. Location: Andheri West, Mumbai Experience : Minimum 4 years or relevant experience + NISM VA certification Job description: Portfolio data management and website data updating and maintenance of the company database and mobile app data on daily basis, Account opening, Providing documentation support for various investment products like mutual funds, stocks, FDs, bonds, PMS, and other financial products , and various platform and compliance and KYC paperwork Client communication for data update and email and management of clients' servicing and implementation requests Management and upkeep of client servicing data and softwares Hand Holding clients on usage of various platforms for implementation of advice and mobile app for portfolio viewing Handling business operations by following systems and processes Coordinating with office boy teams for documentation and client servicing management Following systems and processes for operations team as per company SOPs, TATs & SLAs Handling projects related to client servicing and online platforms and executions of new projects Reporting - Sending of portfolio reports / tax reports / any other reports report generation and sending (advice is not included in Operations job responsibility). General office administration Functioning with various teams, ensuring customer delight by achieving delivery & quality client service. If you are interested kindly email your updated resume to hr@planahead.in Hope you grab this opportunity to join our Plan Ahead family.

Responsibilities: Oversee banking operations, inward & outward remittances, account openings, forex management Manage and grow the banks forex business, including inward/outward remittances, export-import transactions, and FX sales Annual bonus

About Liability Sales: The Liability Sales department focuses on the liability acquisition, assets and retail forex business for the bank. The department drives business from branches across India and is responsible for sourcing of retail and corporate deposits, salary and non-salary accounts, trust accounts and forex Business with a view to increase the retail book of the bank. About the Role: Officer Sales are a part of the Bank's front-line sales force whose primary responsibility is to get new customers for the bank and explore new business opportunities. Officer Sales are responsible for selling banking and investment products and services to customers based on their needs. They are also responsible for handling customer queries to ensure customer satisfaction. This is a pure sales job and involves daily customer reach-outs & travelling Key Responsibilities: Identify sales opportunities for both the Bank and third-party products by acquiring new customers and building new relationships. Manage business relations with existing customers to increase the depth of existing relationships. Achieve sales targets as assigned by the organization monthly as per Grade Matrix (BDE, Officer and AM Sales) Record and track all engagement activities through the CRM system. Comply with KYC/SEBI rules, regulations, and legislation governing the financial services industry. Role Proficiencies: For successful execution of the job, the candidate should possess the following: Good communication (both verbal and written) skill in both English and the local language. Excellent lead generation and conversion skill Ability to handle pressure and meet deadlines. Ability to work successfully as a part of a team. High sales orientation to meet the sales targets consistently.