8 Account Servicing Jobs

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 responsibilities. Additionally, you will own the end-to-end sales pipeline, including lead generation, pitching, conversion, and post-sale engagement, with a focus on consistently achieving or surpassing monthly and quarterly targets. The ideal candidate for this role should have a proven track record in working with colleges and universities, demonstrating a deep understanding of institutional sales and relationship management. Proficiency in skills such as presentations, B2B SaaS, sales, negotiation, partnership development, relationship management, product demonstration, pre-sales, account servicing, lead generation, and SAAS marketing will be advantageous. If you are passionate about the education sector and possess strong sales acumen, this role offers an exciting opportunity to drive growth through establishing valuable partnerships within the higher education landscape.,

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 delivery for new hires, refreshers and any ad hoc training requests Partner with operational teams to ensure that refresher training needs are identified and delivered on time Proactively suggest improvements to those processes and closely collaborate and provide feedback on new launches or process changes with a potential impact to training Proactively communicate with client/business on daily operational matters relating to training Drive individual goals including but not limited to training certifications for trainers, deadlines for training remediation and all other relevant metrics Keep a strong governance around all training activities & showcase during reviews or governance meetings Extent help or initiate training program followed by tracking effectiveness, success and ROI periodically and report on them Qualifications Overall 8 years of experience & at least 5 years of banking experience is must Experience in Retail & Commercial Banking related to below work-types will be preferred:-Deposits Operations- New account review & maintenance, internal operations, account servicing, RDC, legal document processing, reconciliations etc. Good with Microsoft Office Strong with MIS reporting Client focused with excellent written and verbal communication skills Ability to work under pressure in a faced paced environment with limited structure Attention to detail & data driven approach Ability to plan, multi-task and manage time effectively

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. Conduct contract verifications to ensure compliance with legal, financial, and operational terms before activation. Quality checks are required by calling newly onboarded partners to verify their experience and ensure predefined standards are met. Identify and escalate any concerns observed during partner interactions, maintain communication records for audit purposes, and update the partner database regularly. Ensure that reward terms and conditions are accurately recorded, accessible, and compliant. Collaborate with finance and accounts teams to support reconciliation processes, maintain data integrity, and update records promptly. Key Success Metrics / KPIs include partner engagement and retention rates, timely activation and performance in campaigns, on-time reporting, partner satisfaction scores, accuracy of partner data and documentation, and resolution of partner concerns within defined SLAs. Qualifications & Skills required for this role include a Bachelor's / Master's degree in Any Discipline, 3+ years of experience in Partnerships Account Management, client success/servicing, or Relationship Management roles. Strong interpersonal and communication skills, a passion for building relationships, organizational skills, ability to manage multiple partner accounts simultaneously, strategic thinking, collaborative mindset, proficiency in Microsoft Excel, task prioritization, time management, and problem-solving skills in dynamic settings. Additionally, you should have the ability to collaborate with cross-functional teams effectively.,

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. The role requires high attention to detail, compliance adherence, and familiarity with Know Your Customer (KYC) and other banking regulatory frameworks. Key Responsibilities: Need to handle multiple simultaneous tasks, prioritize work, and remain functional under pressure and aggressive timelines. Reviews and investigates customer cases, reports, and work for KYC, AML and/or organizational risk. Responsible for early detection of suspicious activity Create, update, and maintain customer records in the CIF system based on documentation and internal policies. Escalate discrepancies or suspicious customer profiles to relevant stakeholders per SOP. Maintain productivity and quality benchmarks as defined by the SLA. Provide mentorship to new joiners and support their training during training/OJT phase. Perform quality control checks to ensure data accuracy and completeness. Periodically Review SOP/KOP process procedure and update for any changes on time Prepares and maintains appropriate documentation of analysis performed and coordinates with internal or external stakeholders as appropriate Work collaboratively with a diverse team of operational agents, subject matter experts, PEX & MIS team. Filter and clean data by reviewing Business operation reports and performance indicators reports to locate and correct the problems. Having regular contacts with stakeholders (line of business onshore) to address issues and share data points & progression reports on timely manner. Executes routine and complex transactions/processes utilizing standard procedures. May have specific responsibility for one or multiple specialized products or functional areas Key Skills & Competencies: Good understanding of US banking processes, especially related to CIF/KYC/AML. Strong attention to detail and accuracy in reports Analytical thinking with good problem-solving skills. Proficiency in MS Office applications (especially Excel). Good communication skills (verbal and written)

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 delivery for new hires, refreshers and any ad hoc training requests Partner with operational teams to ensure that refresher training needs are identified and delivered on time Proactively suggest improvements to those processes and closely collaborate and provide feedback on new launches or process changes with a potential impact to training Proactively communicate with client/business on daily operational matters relating to training Drive individual goals including but not limited to training certifications for trainers, deadlines for training remediations and all other relevant metrics Keep a strong governance around all training activities & showcase during reviews or governance meetings Extent help or initiate training program followed by tracking effectiveness, success and ROI periodically and report on them Qualifications Overall 8 years of experience & at least 5 years of banking experience is must Experience in Retail & Commercial Banking related to below work-types will be preferred:-Deposits Operations- New account review & maintenance, internal operations, account servicing, RDC, legal document processing, reconciliations etc.Payments (Domestic & International) - ACH processing, card dispute & maintenance Good with Microsoft Office Strong with MIS reporting Client focused with excellent written and verbal communication skills Ability to work under pressure in a faced paced environment with limited structure Attention to detail & data driven approach Ability to plan, multi-task and manage time effectively Job Location

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 routine transactions. Educate customers on the use of digital banking platforms and tools. Compliance & Administration Ensure compliance with internal policies, regulatory guidelines (KYC, AML), and security standards. Maintain accurate records of customer interactions and transactions. Update CRM systems and generate basic reports as required. Requirements: Proven experience in customer service, preferably in a banking or financial services environment. Strong interpersonal and communication skills. Good understanding of financial products and basic banking procedures. Ability to meet sales targets while maintaining excellent service quality. Proficiency in using banking software and digital tools. High attention to detail and organizational skills.

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 customer vis--vis branch checklist to ensure all that all necessary documents are submitted by the customer. Addresses and resolves all transaction related enquiries Ensures strong monitoring of all transactions Service & Quality: Ensures that adequate records & data pertaining to customer queries and complaints is maintained & analyzed for achieving greater process efficiency Coordinates with relationship managers and meet / interact with key clients on a periodic basis to stock take on service levels and customer satisfaction. Audit & Compliance: Follows all process, policies as per guidelines & audit rating of the branch Ensures comprehensive compliance with all internal, regulatory and statutory requirements as relevant for various product and services from a branch perspective Attends to any audit findings and resolves them immediately as applicable Preferred candidate profile *** Need Relevant Experience into Personal Banking Sales / Customer Service / Account Operations Location- Thane / Navi Mumbai /Kalyan Interested Candidates Directly Reach out at muskan.jain@v-konnect.com Call /WhatsApp on 9518113213 Regards Muskan Jain V-konnect Associates Gurgaon

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 customer vis--vis branch checklist to ensure all that all necessary documents are submitted by the customer. Addresses and resolves all transaction related enquiries Ensures strong monitoring of all transactions Service & Quality: Ensures that adequate records & data pertaining to customer queries and complaints is maintained & analyzed for achieving greater process efficiency Coordinates with relationship managers and meet / interact with key clients on a periodic basis to stock take on service levels and customer satisfaction. Audit & Compliance: Follows all process, policies as per guidelines & audit rating of the branch Ensures comprehensive compliance with all internal, regulatory and statutory requirements as relevant for various product and services from a branch perspective Attends to any audit findings and resolves them immediately as applicable Preferred candidate profile *** Need Relevant Experience into Personal Banking Sales / Customer Service / Account Operations Location- Thane / Navi Mumbai /Kalyan Interested Candidates Directly Reach out at soniya.gupta@v-konnect.com Call /WhatsApp on 8719887767 Regards Soniya Gupta-TA V-konnect Associates Gurgaon