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Account Opening officer

2 months ago

Kolhapur, India Sameeksha Capital Full time

Job Summary: The Account Opening Officer will be responsible for managing and facilitating the account opening process for new and existing clients. This role involves verifying client information, ensuring compliance with regulatory requirements, and providing exceptional customer service throughout the account setup process.


Key Responsibilities:


1. Client Interaction:

○ Greet and assist clients in person, via phone, or through digital channels.

○ Provide clear and accurate information about account types, features, and benefits.

2. Account Processing:

○ Review and verify client documents and information for accuracy and completeness.

○ Enter client data into the system and ensure proper documentation is collected and stored.

3. Compliance and Verification:

○ Ensure all account openings comply with company policies and regulatory requirements.

○ Conduct due diligence and perform background checks as required.

4. Customer Service:

○ Address and resolve any issues or concerns related to account setup.

○ Follow up with clients to ensure a smooth onboarding experience.

5. System Management:

○ Update and maintain accurate records in the customer management system.

○ Generate and analyze reports related to account openings and client feedback.

6. Collaboration:

○ Work closely with other departments, such as compliance and finance, to ensure seamless account opening processes.

○ Participate in team meetings and contribute to process improvement initiatives.


About Sameeksha Capital


Our Founder set up Sameeksha Capital (based in Ahmedabad) to professionally manage his own equity portfolio and routes all of his personal investments in direct Indian Listed equities through Sameeksha and therefore is fully aligned with our ~ 500 clients spread across the globe. We invest in Indian Equities as well as global Equities through our funds managed under AIF (Alternative Investment Fund) and PMS (Portfolio Management Service) structure. For more than three years, we have delivered an unbroken streak of top decile ranking in performance over rolling five year periods and have received numerous awards for our industry leading performance. We have grown organically through word of mouth and based on delivering value to our clients as visible from our consistently top rankings for longer-term performance. We are currently managing approximately US$200 mn in equity assets. Our founder has a top-notch track record not only of building world-class equity franchises but also of developing individuals who are today established as leaders in their own right. We pay attractive remuneration and incentives.


More about us on our website: sameeksha.capital