Document Support 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 1. Accountable for achieving superior TAT in account opening and ensuring AO documentation a pleasant experience for clients 2. Ensure compliance with all internal & external guidelines. 3. Assist RMs in a. Enhancing Customer Experience, b. Activation of online banking, etc. 4.
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 GraduateIndia-Maharashtra-Mumbai
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 GraduateIndia-Maharashtra-Mumbai
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