Job Purpose
- Handholding NTB clients on account opening documentation
- Assisting RMs on Re KYC & other internal compliance activities like various remediations, batch alerts, etc
- Assisting clients on documentation for mandate changes-especially foreign Subsidiaries
- Data Collation for the team
- Tele-calling on prospects for fixing meetings/calls for RMs as per the data provided by TLs
Key Accountabilities
- Accountable for achieving superior TAT in account opening and ensuring AO documentation a pleasant experience for clients
- Ensure compliance with all internal & external guidelines
- Assist RMs in
- Enhancing Customer Experience,
- Activation of online banking, etc
- Interaction with internal partners, develop working relationship with internal team such as cash, trade, Fx ops & other members of linked departments
Technical Competencies
Technical competence in financial knowledge, banking product knowledge, computer literacy / skills (basic word processing, spreadsheet, and presentation software).
Experience
3 years+ in related fields preferably in banking
Education / Preferred Qualifications
Graduate
Primary Location
India-Maharashtra-Mumbai
Job
Others
Schedule
Regular
Job Type
Full-time
Job Posting
Dec 7, 2023, 4:55:35 PM
