Executive - Account Opening

4 days ago


Mumbai, India Motilal Oswal Wealth Management Full time

Job Description Job Summary: The Executive Account Opening will be responsible for efficiently managing the end-to-end account opening process for new customers. The role involves close coordination with customers and internal stakeholders to ensure accuracy, compliance, and timely processing of account openings. Roles and Responsibilities: - Process new account opening requests and ensure all required documentation and information are complete and accurate. - Verify customer identities and conduct due diligence in accordance with regulatory and compliance requirements. - Communicate with customers to obtain missing information or resolve issues related to account opening. - Respond to customer queries and provide high-quality support throughout the onboarding process. - Collaborate with internal teams to ensure smooth and timely completion of account openings. - Identify areas for process improvement and contribute to initiatives that enhance efficiency and customer experience. - Maintain proper records and ensure adherence to compliance and audit standards.


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