34 Account Servicing Jobs - Page 2

As a Sales Specialist, you will be responsible for leading outreach and forming partnerships with higher education institutions. Your role will involve identifying, approaching, and onboarding colleges, universities, and educational groups for strategic collaborations. It will be essential to build and maintain long-term relationships with key decision-makers such as TPOs, placement heads, deans, and other stakeholders. You will be expected to conduct impactful demos, presentations, and meetings both online and offline to showcase the value proposition effectively. Negotiating Memorandums of Understanding (MoUs) and ensuring smooth onboarding and account servicing will also be part of your r...

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 deliv...

You are seeking a proactive and relationship-driven Manager Partner Relations & Execution to manage and grow the network of strategic partners. In this role, you will blend relationship management, operational oversight, and account servicing to support partners, ensure their satisfaction, and align them with business objectives. Your responsibilities will include managing the end-to-end partner lifecycle such as onboarding, documentation, deliverables, invoicing, and relationship management. You will serve as the primary point of contact for partner queries, communications, and escalations. It is essential to meet strict deadlines for reports, partner listings, and time-sensitive requests. ...

Designation: Team Leader Essential Qualifications: Graduate / Postgraduate Location: Pune Department: Operations Banking & Financial Services Reports To: Team Manager Relevant Experience (In Years): Graduate / Postgraduate with minimum 3-8 +years of experience in US Banking Industry ( KYC/Account servicing/AML) Shift US Shift 5.30pm or 6.30 pm to next 9 hours Both side cab available 100% WFO Rounds Of Interview 2 Target Orgs – CITI, Wells Fargo, Wipro, Infosys, Capgemini, Similar etc.... Job Summary : The Team Leader will be responsible for handling and processing Customer Information Files (CIF) related to onboarding, updates, maintenance, and verification activities for US-based customers....

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 delive...

Key Responsibilities: Customer Service Greet customers warmly and provide assistance with their banking inquiries and transactions. Deliver prompt and professional service in person, by phone, or digitally. Resolve customer issues and escalate complex cases when necessary. Sales & Product Promotion Identify customer needs and recommend suitable banking products (e.g., savings accounts, credit cards, personal loans). Actively cross-sell and upsell products to meet personal and branch targets. Guide customers through applications and onboarding processes. Account & Transaction Support Open, maintain, and close customer accounts. Assist with deposits, withdrawals, fund transfers, and other rout...

Role & responsibilities Job description Account Opening & Maintenance: Processes account opening, account maintenance & account closure related formalities as per YBL process Handles customers enquiries and instructions, whilst ensuring that the Banks delivery standards are met in achieving total customer satisfaction. e.g. timely checking of account opening documentation, opening of Accounts etc. Ensures adherence to process & documentation standards (e.g.,forms/checklists, welcome calling, approvals, etc.) Ensures timely follow up with Sales RMs of all BUs for resolution of any outstanding deferrals. Transactions: Ensures proper scrutiny of all transactional documents submitted by the cust...

Role & responsibilities Job description Account Opening & Maintenance: Processes account opening, account maintenance & account closure related formalities as per YBL process Handles customers enquiries and instructions, whilst ensuring that the Banks delivery standards are met in achieving total customer satisfaction. e.g. timely checking of account opening documentation, opening of Accounts etc. Ensures adherence to process & documentation standards (e.g.,forms/checklists, welcome calling, approvals, etc.) Ensures timely follow up with Sales RMs of all BUs for resolution of any outstanding deferrals. Transactions: Ensures proper scrutiny of all transactional documents submitted by the cust...

Roles & Responsibilities (Sales Executive) New Business Development: Map the city/territory, build a lead list (HoReCa, retail, institutions), generate walk-ins/calls, and convert trial orders to regular accounts. Meeting Coordination: Secure and schedule appointments with prospects; align agendas and hand-offs with the internal lead-gen team. Pitching & Sampling: Present grades, pack sizes, pricing/MOQs, shelf-life, and delivery windows; arrange samples and trials; handle objections. Order Booking & Service: Capture orders via CRM/Sheets/WhatsApp, confirm ETAs, and coordinate OTIF deliveries with procurement/packhouse/dispatch. Account Management: Maintain visit cadence, ensure service reco...