489 Account Opening Jobs - Page 8

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 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

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 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

About The Role 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.

About The Role Role Sourcing of New to Bank business banking accounts & Managing the Business Banking portfolio assigned Assisting the client"s business with different business banking products like OD/CC/ BG/Term Loans/Forex/etc Cross sell of Liability based products liked Fixed Deposit, savings account to the portfolio clients Maintaining the service standards set by the bank in collaboration with the service support team Maintain Co-ordial relationships with internal stakeholder and external agencies to generate leads for New to bank Clients. Job Requirement Ability to source High Value Business Banking Accounts Thorough knowledge of Current Account/Trade Account opening/transaction processes Strong Communication skills with assertive attitude Knowledge of Trade, Forex and Business Assets Strong follow up ability & keenness Ability to spot opportunities in the portfolio for Upselling/Xselling bank products

JOB ROLE Handle customer service requirements like account opening, DMAT account opening, grievances, liability product selling, liability on product features, Cheque book insurance. Speed and efficiency of service given Sales targets for banks and investment products. Going beyond the professional need of the customer by providing other products. Enhancement of customer value Cross-sale of asset products Back-up to relationship managers holding HNI relationship Customer acquisition through referrals JOB REQUIREMENT Equal blend of service and sales orientation. In absence of equality, prefer sales orientation as a skew Thorough understanding of banking Customer Retention Cost Efficiency Through Process

JOB ROLE Handle customer service requirements like account opening, DMAT account opening, grievances, liability product selling, liability on product features, Cheque book insurance Speed and efficiency of service givenSales targets for banks and investment products Going beyond the professional need of the customer by providing other products Enhancement of customer valueCross-sale of asset productsBack-up to relationship managers holding HNI relationship Customer acquisition through referrals JOB REQUIREMENT Equal blend of service and sales orientation. In absence of equality, prefer sales orientation as a skew Thorough understanding of banking Customer Retention Cost Efficiency Through Process

JOB ROLE Handle customer service requirements like account opening, DMAT account opening, grievances, liability product selling, liability on product features, Cheque book insurance Speed and efficiency of service givenSales targets for banks and investment products Going beyond the professional need of the customer by providing other products Enhancement of customer valueCross-sale of asset productsBack-up to relationship managers holding HNI relationshipCustomer acquisition through referrals JOB REQUIREMENT Equal blend of service and sales orientation. In absence of equality, prefer sales orientation as a skewThorough understanding of banking Customer Retention Cost Efficiency Through Process

Position NameNational Lead Account Servicing, Wholesale Banking Department Wholesale Banking Service Delivery Location Vikhroli, Mumbai Number of Positions 1 Reporting Relationships M8/SVP Service Delivery and CX Position Grade M6/M7 (DVP/VP) - Account Servicing Role of National Lead for Account Servicing Supervise Team Leaders across 5 regions, 10 offices throughout India, 50+ Team members servicing clients and RM"s Serve Corporate and Wholesale banking clients by facilitating opening of various types of Current Accounts for all constitutions, including special accounts like Escrow, RERA, Nodal, etc. Manage collection of documents, verification and timely processing of Account maintenance requests like signatory management, KYC/Re-KYC, Term deposit requests, etc. through respective RPC"s. Responsibilities Ensure timely and accurate completion of all account opening functions, provide excellent customer service, fulfill requests end-to-end, and resolve customer issues effectively. Provide a monthly report on metrics while addressing team challenges and celebrating successes. Conduct periodic location wise service reviews to ensure quality service to both internal and external clients Maintain a robust processing environment with effective controls, empowering the team to offer client solutions within the established policy framework Ensure compliance with regulatory guidelines, company policies, and processes and facilitating smooth audits at all times. Monitor customer satisfaction and service levels closely, driving necessary process improvements Coordinate with stakeholders and clients to address process gaps or issues Keep process documents updated and ensure regular reviews Manage queries, issues, escalations and audits effectively Job Requirements: Post GraduateMBA with 10-12 years of team leading experience in Account Opening, KYC guidelines, Account Maintenance and related Wholesale Banking products Skills: An Account Servicing National Lead, who oversees team leaders, should effectively lead the team, achieve service levels, ensure compliance, and continuously enhance the efficiency of the account servicing process Here are some key skills required for this role Leadership Skills: Ability to inspire, motivate, and guide team leaders and their teams towards achieving goals. Regulatory KnowledgeFamiliarity with relevant regulations and compliance requirements related to account opening processes. Customer Service OrientationUnderstanding the importance of customer satisfaction and the ability to address client needs and concerns effectively. Communication Skills: Strong verbal and written communication skills to convey information clearly and effectively to team leaders, clients, and other stakeholders. Interpersonal Skills: Ability to build and maintain positive relationships with team members, clients, and other departments. Organizational Skills: Proficiency in managing multiple tasks, prioritizing responsibilities, and ensuring that deadlines are met. Problem-Solving Skills: Ability to identify issues, analyze situations, and develop effective solutions quickly. Analytical Skills: Capability to assess data and metrics related to account openings and team performance to make informed decisions. Training and DevelopmentSkills in coaching and mentoring team leaders to enhance their performance and professional growth. Technical ProficiencyKnowledge of software and tools used in account management and data analysis, as well as the ability to adapt to new technologies. Strategic ThinkingAbility to develop and implement strategies that align with organizational goals and improve account opening processes. Conflict ResolutionSkills to manage and resolve conflicts within the team or with clients in a constructive manner. Time ManagementAbility to manage one"s own time and the time of team leaders effectively to maximize productivity. AdaptabilityFlexibility to adjust to changing circumstances and the ability to lead teams through transitions. Performance ManagementSkills in setting performance metrics, data evaluation, reviews and providing constructive feedback to team leaders.

JOB ROLE Handle customer service requirements like account opening, DMAT account opening, grievances, liability product selling, liability on product features, Cheque book insurance Speed and efficiency of service givenSales targets for banks and investment products Going beyond the professional need of the customer by providing other products Enhancement of customer valueCross-sale of asset productsBack-up to relationship managers holding HNI relationshipCustomer acquisition through referrals JOB REQUIREMENT Equal blend of service and sales orientation In absence of equality, prefer sales orientation as a skewThorough understanding of bankingCustomer Retention Cost Efficiency Through Process

As a Customer Service Executive in the financial services sector, your primary responsibility will be to handle various customer service requirements including account opening, DMAT account opening, addressing grievances, selling liability products, educating customers on product features, and facilitating cheque book issuance. The quality of advice you provide to customers, as evaluated by both customers and supervisors, will be a key performance indicator. Additionally, your speed and efficiency in delivering services will be closely monitored. You will be expected to meet sales targets for both bank and investment products by not only addressing the customer's stated needs but also by identifying opportunities to provide additional products that enhance customer value. Cross-selling of asset products and providing support to relationship managers managing High Net Worth Individual (HNI) relationships will also be part of your duties. It is crucial to ensure low attrition rates and focus on customer acquisition through referrals from existing satisfied customers. To qualify for this role, you should hold a graduate degree with a total work experience of 1-3 years, with at least 1 year of experience in the financial services or banking industry. A balanced blend of service and sales orientation is essential for this position. Candidates with a background in customer service from financial institutions such as mutual funds, securities houses, etc., with a strong sales orientation, will be given preference. In summary, this role requires a proactive and customer-centric approach, with a focus on delivering high-quality service, meeting sales targets, and enhancing overall customer satisfaction. Your ability to effectively balance service excellence with sales goals will be critical in achieving success in this position.,

As a Relationship Manager-Commercial Vehicle (CV)-Retail-Marketing Branches Operations, your primary responsibility will be to handle 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. The quality of advice provided to customers, as evaluated by customers and supervisors, will be a key performance indicator. Additionally, your speed and efficiency in delivering services and achieving sales targets for bank and investment products will be crucial. You will be expected to go beyond the expressed needs of customers by recommending other suitable products, thereby enhancing customer value. Cross-selling of asset products and providing backup support to relationship managers managing High Net Worth Individual (HNI) relationships will also be part of your role. It will be essential to ensure low attrition rates and focus on customer acquisition through referrals from existing customers. Ideal candidates for this position are graduates with a total work experience of 1-3 years, including at least 1 year in financial services or banks. A balanced blend of service and sales orientation is preferred, although a slightly higher emphasis on sales orientation can be acceptable. Candidates with experience in customer service roles within financial services, such as mutual funds or securities houses, and a strong sales orientation are encouraged to apply.,

We are hiring for CASA sales officer for one of leading Pvt Bank . Candidates having experience in field sales having own Two wheeler and Valid Drive licence can share the resume. Graduates available for Immediate joining are prefered.

As an experienced candidate with 6 months to 2 years of relevant experience, you will be responsible for managing zoning activities to map household needs in villages and areas allocated. You will also conduct end-user checks post disbursal of loans to achieve monthly and annual group loan booking targets. It will be your responsibility to assess client needs, identify new revenue sources through cross-selling opportunities, and tailor solutions based on lifestyle, risk profiling, and requirements. Your role will involve contributing to the penetration of liabilities business in rural markets by generating leads, opening accounts, and meeting customer needs. You will be expected to achieve individual and branch sales goals through new business sales, referrals, and maintaining strong account relationships. Encouraging customers to adopt online banking practices and ensuring high collections efficiency will be crucial aspects of your job. You will need to ensure accurate documentation of loans and savings accounts, coordinate with operations officers for timely data entry, and maintain compliance with bank requirements. Conducting field audits, customer verifications, and staying updated on market intelligence to benchmark against competitors will be part of your responsibilities. Your insights will be valuable in recommending process changes to enhance service efficiency and quality across the branch network. Additionally, you will provide support for implementing livelihood advancement and community development initiatives. This role requires a proactive approach, attention to detail, and a commitment to driving positive change in the banking sector.,

About The Role Posting Description for Internal Candidates Enter Custom Internal Posting Description Short Description for Internal Candidates 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 accoDescription 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 customersExcellent communication skills with customer service orientationCourteous and polite.Good knowledge of Microsoft excels.Understanding of banking norms and processes.

About The Role 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 Requirements 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.

About The Role " Allocate, Drive, monitor and review field force towards achieving budgeted numbers. " Coordinates with accounts, legal and operations for related functional support. " Will be responsible to achieve monthly and yearly Roll forward and loss provisioning targets. " Will be responsible to handle a team of 9 + on role employees and field collection agencies through the team. " Ensuring employee/agency quality while recruitment and leveraging productivity. " Take ownership of High Value accounts ensure seamless collection. Job Requirements : " " Graduate/ MBA " Tactful and Persuasive " Experience in retail collections preferably credit cards at least of 7 years " Over experience required is of more than 10 years

About The Role JOB ROLE Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing customers. Sources new bank customers through external individual efforts and acquisition channel. Cross sells bank products to existing set of Branch customers which are mapped. Informs customers of new products or product enhancements to further expand the banking relationship. Plans and conducts special sales initiatives and events for prospective and existing clients. Coordinates with other group companies to provide seamless access to other products. Maintains complete relationship record for assigned customer accounts. Tracks customer complaints/queries and turnaround times for customer satisfaction JOB REQUIREMENT Graduate - 3 -5 years of experience Post Graduate - 2 -3 years of experience Customer orientation High energy and drive AMFI IRDA certified is preferred

About The Role 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 Requirements 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.

About The Role Relationship Manager-Commercial Vehicle (CV)-Saral Auto-SA-Marketing Branches OperationsTo 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.

About The Role 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.

Sr. Sales Executive-Agri-Fin-Tractor Loans And Retail( TFE ) - Retail Sales Job role: Lead and Guide a Team of 5 to 7 DSTs and ensure productivity Interaction with manufacturers/dealers/sub-dealers in semi-urban and rural market for sourcing business Tie-up with channel partners & associates for sales program Ensure development of direct and indirect team Interaction with credit for loan applications and operations for smooth disbursement Follow-up on Infant delinquent cases and managing PDDs Job requirements: Min. 2 yrs. of work experience in vehicle financing (preferably CV/CE/MUVs) Knowledge of Sale-Purchase Broker Go Getter Attitude Strong Customer Orientation Self Motivated Good relationship Management Same Posting Description for Internal and External Candidates.

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 to find ways to outperform our competition and maintain our companys positive image by building strong relationships with our clients to boost our brand and profits in the long run. Responsibilities : Direct Sales Responsibilities. Acquire new clients for equity, derivatives, commodities, and other financial products Develop and maintain strong relationships with existing clients to enhance trading activity and revenue generation Achieve assigned targets for revenue, client retention, and AUM (Assets Under Management). Drive cross-selling of the companys distribution products to create additional revenue streams. Assist in onboarding new clients, explaining trading processes, and ensuring proper documentation. Act as a single point of contact for clients, resolving queries related to trading platforms, portfolio management, and market trends. Coordinate with the dealing team to execute trades efficiently as per client requirements. Ensure adherence to compliance and regulatory guidelines while handling client accounts and transactions. Conduct investor awareness programs, webinars, and client engagement activities to enhance business. Provide timely reports and trade confirmations to clients while maintaining transparency. Maintain confidentiality and integrity in handling client data and financial transactions. Build long-term relationships based on trust, transparency and value addition. Work closely with research, operations, and compliance teams to deliver superior client experience. Maintain regular communication with clients to review portfolio performance and address concerns Preferred candidate profile 1+ Years in sales/wealth management of handling clients. Preferred industry back ground: Stock Broking, Wealth Management. Domain Knowledge: Sales/Wealth Management, capital markets, Investment Products. Goal-oriented with a focus on delivering exceptional client service. Interested Candidates can share your resume on vidhi@lkpsec.com 7039445995

Relationship Manager | reputed stock broking | Mumbai | Upto 20L Role & responsibilities Acquire new clients through direct sales and field visits. Assist clients (retail, HNI, UHNI) with the Demat account opening process end-to-end. Cross-sell investment and insurance products (MF, SIP, LI, GI) based on client needs. Maintain relationships with clients and provide ongoing support for their investment need Preferred candidate profile A graduate in any discipline with minimum 3 years in direct sales, demat a/c opening , MFs, insurances and other products

: Job TitleCash & Trade -Implementation (German) Corporate TitleAVP LocationBangalore, India 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/service features that need to be changed to meet client needs. Liaising with other areas of the bank to implement these changes 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 Liaise and work with onshore implementation and service team on all documentation that covers new/sub-account opening, signatory updates including KYC, EBICS setup, account closure, account mandate updates, account amendments, as well as setup on Cash management Products. Manage implementation, maintenance related documentation requirements including signature verification, digitized document archival. Ensure timely and efficient delivery of required document package to onshore requestor with quality Work closely with implementation and product management on procedures/workflow concerning product documentation eg. CIS, CSA. Coordinate with internal parties to ensure all related setups are in place. Distribute documents to other DB branches/department if needed Escalate issues with respective L2 support teams Be able to provide Bank letters based on template and procedure defined Tasks being performed by the team to be documented and up-to-dated using Adonis Manage each cases using internal case management tool Your skills and experience The person required for the above position should have the following profile: Proficiency in German speaking and writing (Preferably B2 and above); able to communicate in German with clients. Language skillsfluency in German (5-6 years of experience) 5-8 years of handling client facing role. 4-5 year of experience in handling Cash Management products is preferred. Experience in IT systems administration/Networking will be an advantage Strong communication and inter-personal skills in German. How well support you . . . . About us and our teams Please visit our company website for further information: https://www.db.com/company/company.htm We strive for a culture in which we are empowered to excel together every day. This includes acting responsibly, thinking commercially, taking initiative and working collaboratively. Together we share and celebrate the successes of our people. Together we are Deutsche Bank Group. We welcome applications from all people and promote a positive, fair and inclusive work environment.

Interested Candidate Call 8795033333 or share your resume on sjain5444@gmail.com Hiring For a Broking Firm (On-Role Job) Product - Demat Product A candidate has to go out in the market to generate leads and will get existing customer data also. Required Candidate profile The candidate has to open a Demat account and will be doing cross-selling also A driving License and a wheeler are mandatory Graduation is mandatory