Executive - Account Opening

2 months ago


Mumbai Maharashtra, India Sushil Finance Full time

Location- Mumbai- Department- Account Opening- Age- 23+- Qualifications- Graduation- Experience in Years- 2-4 years- Scope and ResponsibilitiesHandle all aspects of DP Account Opening for individuals, non-individuals, trusts, NRIs, and NRO accounts, both physically and digitally.

Manage account modifications, reactivations, and closures in adherence to regulatory guidelines.

Address audit queries and exchange alerts related to the account opening process.

Provide training and support to business associates to streamline account opening processes.

Offer expert support in addressing customer queries related to account openings, ensuring quick resolutions and high customer satisfaction.

**Job Competencies**:
Meticulous review of account opening documentation for completeness and accuracy.

Ensure due diligence in meeting all regulatory requirements and staying updated on changes in KYC, ReKYC, and KRA processes.

Provide prompt and accurate solutions to customer inquiries, maintaining high service standards.

Ability to guide internal teams and external business partners in best practices for account opening processes.

**Technical Competencies**:
Proficient in MS Office, especially Word and Excel.

In-depth knowledge of regulatory requirements related to KYC, ReKYC, modification, reactivation, and KRA.

Familiarity with the latest developments and regulations in the field of Account OpeningStrong oral and written communication skills.

Ability to adapt to an evolving regulatory environment.

Proven ability to collaborate with internal and external stakeholders.

Problem-solving mindset, with a focus on delivering results within defined TAT

Detail-oriented, with a commitment to ensuring smooth and efficient processing of account openings.


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