176 Account Opening Jobs

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

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. Candidate passed 2023/2024 can also apply. Location: Ludhiana ******************************************************************************************************************************************************************************************************************************* Interested Candidates can directly send their CVs to Gulshan.sharma@sbicapsec.com. ********************************************************************************************************************************************************************************************************************

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. Candidate passed 2023/2024/2025 can also apply. ******************************************************************************************************************************************************************************************************************************* Interested Candidates can directly send their CVs to Gulshan.sharma@sbicapsec.com. ********************************************************************************************************************************************************************************************************************

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. Candidate passed 2023/2024/2025 can apply. Location: Sec-5 PANCHKULA, KALKA, PATIALA , LUDHIANA ******************************************************************************************************************************************************************************************************************************* Interested Candidates can directly send their CVs to Gulshan.sharma@sbicapsec.com. ********************************************************************************************************************************************************************************************************************

Role & Responsibilities Customer Acquisition: Source new customers specifically for Current Accounts through individual efforts and open market leads. Lead Generation: Generate leads from the open market and convert them into Current Accounts. Sales Targets: Achieve sales targets for Current Accounts and cross-sell other financial products such as insurance, loans, and investment products. Relationship Management: Maintain and enhance relationships with existing Current Account customers to ensure customer satisfaction and retention. High-Value Customers: Focus on sourcing high-value Current Account customers and managing family banking relationships. Preferred Candidate Profile Education: Graduate/Postgraduate in any discipline from a UGC recognized university. Experience: 2-5 years of experience in Current Account sales and a strong knowledge of financial products. Skills: Excellent communication skills, customer orientation, and cross-selling abilities. Sales Mentality: Hardcore sales mentality with a primary motivation from achieving targets. Attributes: Strong customer focus, proven sales skills, fluent communication, and presentable with basic etiquettes and professionalism.

All over Mumbai opening in top leading bank. Overall Job Description To acquire new clients through leads / Events and family accounts grouping To sell bank and third party products like LI, GI, Home Loans, Credit Cards, and Personal Loans etc. To service clients covering all their banking needs To meet / call acquired clients for client servicing needs and new products cross sell To actively participate in driving campaigns conducted across liability and other products To conduct High Level Events in the vicinity to attract customers To have a high level focus on compliance Please drop your CV on below mail id or contact number people2qc@gmail.com Aarti - 8369381077

Greetings from Bandhan Bank.. !! Great Opportunity to be part of the fastest growing Bank. Hiring for existing & upcoming branches Job Location: Across Hyderabad Job Role : 1. Branch Sales Manager 2. Customer Relationship Officer 3. Current Account Manager 4. Branch Sales Executive 5. Senior sales Executive 6. Relationship Manager Walk In Interview Address : Bandhan Bank - Abids Branch Ground floor, House No.4-3-371/A/B1/B2, Situated At Ward No 4 Block 3, Devka Mahal Abids, Bank Street, Hyderabad - 500095 Date 21-June-2025 Time 10:00am to 4:00pm Title - Branch Sales Manager (Minimum 5 years of Experience in retail banking products & services Serve as an active member of the office customer service team and be held accountable for sales performance Interact with the Branch Manager to further expand existing customer relationships and develop new contacts Make "outside" sales and customer service calls on present and prospective customers within the branch's market area both individually and along with the team. Locate areas of improvement and propose corrective actions that meet challenges and leverage growth opportunities. Job Title Sales Manager Merchant Acquiring (Minimum 3 years of experience in Merchant Accounts / Age upto 30 years). Acquisition of high value new merchant relationships every month Responsible for onboarding of merchant base within the regulatory norms Responsible to manage and service the portfolio of Merchant accounts of POS Manage portfolio volume aiming to grow the same by new acquisitions as well portfolio deepening within his/her assigned locations Track the existing portfolio of Key Merchants to ensure activation / retention of merchants, grow market share and wallet share Create cross sell opportunities of other products to the Merchants in the portfolio. Work within Regulatory guidelines laid down by RBI in merchant acquiring and within compliance and code of the bank Job Title - Current Account Manager (Minimum 1 years of experience in CA Channel) Achieve sales targets through direct efforts by Identifying sales opportunities for the CA product by acquiring new customers and building new relationships. Ensure timely servicing of leads received and resolution of discrepancies raised during application process. Comply with KYC/SEBI rules, regulations, and legislation governing the financial services industry. Job Title - Customer Relationship Officer (Minimum 1 years of experience in sales / cross sell of financial products) Ensure that the customer query are attended to and resolved in an efficient manner and within stipulated Turn Around Time (TAT). Ensure NTB lead generation as per productivity targets provided by the Bank. Deepening of mapped customer portfolio as per benchmarks provided by the Bank. Kindly inform to your colleagues and friends, who is looking for job opportunity in sales role. Kindly refer your friends who is looking for job opportunity.

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.

We are looking for a skilled Service & Operations Manager to join our team at Equitas Small Finance Bank in the BFSI industry. Roles and Responsibility Manage and supervise branch banking operations for efficient and effective service delivery. Develop and implement strategies to enhance customer satisfaction and loyalty. Oversee daily branch operations, including cash handling, account opening, and customer queries. Coordinate with various departments to ensure seamless service delivery and resolve customer complaints. Analyze operational data to identify areas for improvement and optimize processes. Ensure compliance with regulatory requirements and internal policies. Job Requirements Minimum 1 year of experience in branch banking or a related field. Strong knowledge of branch banking operations, including cash handling, account opening, and customer queries. Excellent communication and interpersonal skills are required for interacting with customers and colleagues. Ability to work in a fast-paced environment and prioritize tasks effectively. Strong analytical and problem-solving skills are needed to analyze operational data and identify areas for improvement. Experience in managing and supervising a team of banking professionals is preferred.

Role & responsibilities Regulatory compliance adherence. • Ensuring profitability at a branch level unit. • Maintaining & deepening relationship with new to bank as well as existing customers Core Responsibilities Business Acquisition • Undertakes acquisition of Quality CASA (Current Account & Saving Account) • Undertakes acquisition of revenue products - Cross sell of Life Insurance products, MF, Gold, Trade/FX, Assets products • . Maintaining good relationship with the customers through regular connects and prompt redressal of any queries Quality Focus • Compliant towards KYC and all operational risk parameters • Complies with Banks policies and processes • Ensures timely escalation of issues impacting business and appropriate solutions to address the concerns • Ensures safety and security of Bank and customer's assets • Ensures timely submission of MIS reports to relevant stakeholders People Management or Self- Management Responsibilities • Defines performance goals at the start of the year in discussion with the reporting manager and ensures that the goals are monitored and achieved during the course of the year. • Takes ownership of his/her own learning agenda by identifying development needs in consultation with the reporting manager and working towards bridging the gaps through various means which go beyond just training. • Understands the competencies relevant to his/her role, and works towards displaying as well as developing these effectively. • Keeps abreast of relevant professional/industry developments, new techniques and current issues through continued education and professional networks. Risk and Internal Control Responsibilities • Follows risk policy and processes to mitigate the operational, regulatory, financial, informational, reputational and audit risks as instructed by the departmental manager. • Executes the established internal control systems and compiles relevant information for departmental audits, as necessary.

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.

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 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 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 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: Handling personalized service requests of Privy customers. Generation of timely business MIS. Ensuring strict adherence to regulatory and internal approved prescribed requirements for Privy customer segment. Coordination with CPC/RPC/Investment desks for account opening of Privy customers. Managing complaints of Privy customers and ensuring their resolution within TAT Job Requirement: Excellent written and oral communication skills 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 Excel 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 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 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 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 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 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

About The Role 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

About The Role 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 Job Role: 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 Graduate /MBA 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.

About The Role 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

KYC Analyst (client onboarding ) Location - Pune Experience Required: Minimum 2 years in Global KYC, Entity Management, and Client Onboarding Preference: Male candidates preferred Key Responsibilities: Conduct operational and data analysis activities related to client onboarding, transitions, and conversions under guidance. Prepare for and execute onboarding of clients, ensuring accurate account setup and closure as per internal compliance requirements. Review KYC/AML documentation and ensure all due diligence steps are completed before account opening. Utilize Account Opening Checklists to verify accuracy and completeness of client documentation. Perform pre-transition/conversion testing and quality reviews of client data; escalate discrepancies when required. Monitor daily workflows, ensuring all components of transitions/conversions are progressing within defined timelines. Coordinate with internal teams (Compliance, Legal, Operations, Data Teams) to execute tasks and documentation within deadlines. Maintain data integrity and reconcile incoming/outgoing data for accurate platform translation. Assist in the development of transition/conversion plans, resource assessment, and identification of critical paths. Provide updates to internal teams on progress and escalate delays or blockers promptly. Support project management efforts for small or less complex clients, ensuring seamless execution of transitions. Collaborate closely with Transition Consultants, Relationship Managers, and Account Managers to ensure a smooth client experience. Requirements: Education: Bachelor's degree required; advanced or graduate degree preferred. Experience: Minimum 2 years of relevant experience in global KYC, client onboarding, and data operations. Skills: Strong communication and interpersonal skills. Excellent knowledge of MS Excel (pivot tables, vlookups, etc.). Familiarity with KYC, AML regulations, and client data management. Ability to manage tight deadlines and multitask across projects. Strong problem-solving and escalation handling abilities. Interested candidates please mail your updated CVs on saarumathi.r@kiya.ai or call 8946064544