Document Service Executive
Published date: 2024/01/10
- Location: Mumbai, Maharashtra, India
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
• 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
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