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YES Securities
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Online Account Opening Executive

Online Account Opening Executive

YES Securities

2 - 5 years

4 - 7 Lacs

Mumbai

Posted:1 month ago| Platform:

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Skills Required

risk management credit underwriting credit analysis credit risk credit management credit appraisal credit processing mortgage underwriting disbursement underwriting operations mortgage credit policy home finance housing finance credit monitoring

Work Mode

Work from Office

Job Type

Full Time

Job Description

YES SECURITIES is looking for Online Account Opening Executive to join our dynamic team and embark on a rewarding career journey. Assist prospective clients with end-to-end online account opening procedures, including KYC document verification and onboarding formalities. Ensure timely resolution of customer queries and concerns related to digital account opening through call, chat, or email channels. Verify submitted documents for accuracy and authenticity in compliance with regulatory standards and internal guidelines. Guide users through the account setup interface and troubleshoot any technical or procedural issues during onboarding. Coordinate with operations, compliance, and IT teams to resolve back-end processing or system errors efficiently. Keep up to date with changes in online onboarding processes, technology platforms, and regulatory updates. Maintain high standards of data accuracy, confidentiality, and customer experience throughout the onboarding journey. Provide feedback for process improvements and digital enhancements to streamline the account opening experience. Identify trends in customer issues to support development of FAQs and training material for internal teams.

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Online Account Opening Executive