1353 Account Opening Jobs - Page 8

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: ...

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...

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: ...

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: ...

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...

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: ...

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: ...

Role Overview: As a Forex Sales Executive, your role will involve generating and managing leads for forex trading products and services, promoting foreign exchange services to individual and corporate clients, assisting customers with account opening procedures and documentation, maintaining strong client relationships, ensuring customer satisfaction, achieving monthly sales targets, contributing to the overall growth of the forex desk, staying up-to-date with regulatory compliance and market developments, and providing excellent after-sales support. Key Responsibilities: - Generate and manage leads for forex trading products and services - Promote foreign exchange services to individual and...

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...

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...

Direct Responsibilities: Acquire new clients with a minimum benchmark of assets under management (AUM). Grow the SIP (Systematic Investment Plan) book through new and existing clients. Contributory Responsibilities: Meet branch-level business targets for AUM, SIPs, and new client acquisition. Enhance and maintain strong client relationships. Ensure top-notch service delivery and client satisfaction. Desired Candidate Profile Certification: NISM-Series-V-A: Mutual Fund Distributors Certification (Mandatory) Good verbal and written communication skills Positive attitude with willingness to learn and grow in the financial sector. Candidates with minimum 1 year of experience in mutual funds, bro...

Financial Management: Overseeing income, expenses, and investments. Reporting & Analysis: Preparing financial statements, analyzing financial data, and creating forecasts. Required Candidate profile Strong knowledge of financial principles and banking operations. Good communication and interpersonal skills for client interaction and team collaboration.

Position Overview Job Title: Cash & Trade -Implementation (Japanese/Mandarin Proficient ) Location: Mumbai, India Corporate Title: Assistant Vice President Role Description Client Implementation is responsible for highly complex client account openings and product set up requests (including new, changing or expanding requirements). Work includes Implementing top-tier solutions for corporate clients and financial institutions. Delivering seamless product(s)/service(s) setup and streamlined installation processes in compliance with internal and external policies and regulations. Monitoring and evaluating product performance and client feedback to generate new product ideas and identify product...

Role Definition / Expectation: CASA SALES EXECUTIVE Officer Sales I- 0-1 yr (Sales experience in any industry ) 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 Interview Date: 8-Oct-2025 Interview Location : Axis Bank Limited |Lucknow Circle Office, 1st Floor, UPRNSS Building, Sector 4, Gomti Nagar , Extension, Lucknow UP- 226016 Interview Date : 9-Oct -2025 Interview Location : Axis bank Ltd , Upper Ground FloorPlot No.87, Building No.277 BY 18 21 and 24 ,Aishbagh Road Naka Hindola Lucknow UP Qualificatio...

Role & responsibilities Generate Incremental Revenues: • Assists the leader to achieve the portfolio business objectives by acquiring incremental accounts from the corporate and maximizing second product cross sell at the time of account opening • Completes the Cross sell of an additional product within 60 days of account opening • Generates leads for asset / investment products Account Opening and Compliance: • Ensures FTNR on logged in AOFs is within set benchmarks • Communicates to the employees the requirements of KYC documents (as per the approved account opening process) People Management or Self-Management Responsibilities • Defines performance goals at the start of the year in discus...

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...

Candidate Specifications: Candidate with minimum of 4 years banking experience in an account opening/payment processing environment Experience with a legal or other professional services organization helpful Strong written and verbal skills Strong analytical & time management skills Strong organizational skills and ability to multi-task and meet deadlines under pressure Strong attention to detail and accuracy Highly motivated individual who is committed to delivering an excellent level of client service across multiple time zones. Computer literacy in Microsoft Excel, Word and PDF Able to function independently and in a team environment Job Description: Prepare banking documents and related ...

Dear Candidate, Urgent Hiring for RM across Mumbai LOCATION : Across Mumbai CTC : Upto 11- 12 LPA INTERESTED CANDIDATE CAN REVER BACK WITH UPDATED RESUEME ON qcnaukri1@gmail.com ANY QUERY FEEL FREE TO CALL Shrutika : 8369367973 / 022-40697708 KRAs: • Develops new and expands existing High Net worth Customer relationships for liabilities (SA driven) and commercial assets • Sources new bank customers through external individual efforts and acquisition channel • Ensures high levels of customer service orientation and application of bank policy. • Cross-sells bank products to existing set of branch customers, which are mapped • Informs customers of new products or product enhancements further to...

As a member of the Asset Transfer and Brokerage Support team at Deutsche Bank in Pune, India, you will be responsible for managing asset movement and alternative investments for Private Bank and Brokerage clients. Key Responsibilities: - Daily monitoring of incoming FX Trades, Lien Release, Account opening, Miscellaneous wires requests, and ensuring timely processing within the cut-off time. - Onboarding client assets from counterparties for incoming WM clients in coordination with the front office, custodian, and counterparties. - Terminating client accounts as per FO requests, ensuring accurate and timely transfer of cash and securities. - Pricing alternative investment products for privat...

As a Team Leader / Sr. Team Leader in Loan Application Support with our client in Navi Mumbai, you will play a crucial role in ensuring the smooth functioning of loan processing systems. Your responsibilities will include: - Demonstrating expertise in Loan Processing Systems - Utilizing hands-on experience with Finacle core banking functionalities - Exhibiting proficiency in SQL and API integrations - Applying knowledge of System Architecture - Understanding the end-to-end loan processing journey To excel in this role, you are required to have a strong educational background with a degree in B.Sc. (IT) / B.Tech / B.E. (IT) / BCA / MCA or equivalent. Additionally, your skills should encompass...

As an Institutional Investment Operations Manager at Wells Fargo, you will have a senior management position within the Client Data team, overseeing Account Opening and Maintenance functions for various business products. Your responsibilities will include leading client data activities, such as account set-ups, reference data maintenance, off-boarding, and new business/policy implementation. You will be the primary point of contact for escalations, operations, business, and regulatory initiatives, collaborating with global business, operations, compliance, and legal counterparts to ensure transparency and partnership. Key Responsibilities: - Manage and develop a team of individual contribut...

You will be responsible for managing Securities Lending and Borrowing (SLBM) processes, including handling Depository Master and Transactions file import/export for Back office software maintenance. Additionally, you will be tasked with managing Clients Master modification requests in DP back office and Depository System at Maker Level, ensuring that transactions are processed within the specified Turnaround Time (TAT). Your key responsibilities will include: - Account opening for all client categories, such as Individuals (including NRI) and Non-Individuals (Corporate, LLP, Partnership, HUF, etc.), in various segments to facilitate seamless trading within the regulatory framework. - Process...

SUMMARY Hiring: Branch Sales Executive Fresher Opportunity in a Leading Bank Location: Hubli, Raichur, Namakkal, Belgaum, Bheemavaram, Nalgonda Salary: 14,000-16,000 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 comput...

SUMMARY Hiring: Branch Sales Executive Fresher Opportunity in a Leading Bank Location: Noida-1/2 Salary: 14,000-16,000 In-Hand Week Off: As per Bank Policy Shift Timing: 9:00 AM 6:30 PM 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)can apply Good spoken and written communication Basic knowledge of computers (MS Office) Benefits Branch working exposure Getting training from expert banking specialist senior peo...

SUMMARY Hiring: Branch Sales Executive Fresher Opportunity in a Leading Bank Location: Jaipur, Kota, Jodhpur, Bikaner Salary: 14,000-16,000 In-Hand Week Off: As per Bank Policy Shift Timing: 9:00 AM 6:30 PM 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 Branch working exposure Getting training from expert banking specialis...