Account Opening Specialist

13 hours ago


Bengaluru, Karnataka, India beBeeAccountOpening Full time ₹ 40,00,000 - ₹ 1,20,00,000

Job Description:

As a Corporate Servicing Account Opening Specialist, you will play a crucial role in efficiently managing client visits to collect account opening documents. Your primary responsibility will be to schedule appointments, visit clients, and submit the documents with CCS for AO as FTR.

You will maintain a daily tracker (CRM update) for Business requests received, client visits done, and follow-ups with clients for collecting documents for opening accounts.

  • You will serve as the one-point contact for CCBG Account opening, delivering exceptional client experience while collaborating with Clients, Business RMs, Hub, and DVU.

Required Skills and Qualifications:

a. You must have a thorough understanding of documentation in AO for various constitution of Accounts.

b. Strong communication skills to educate customers on providing complete documentation.

c. Ability to manage multiple tasks, prioritize deadlines, and meet targets.

d. Experience working in a fast-paced environment with excellent problem-solving skills.

Benefits:

e. Opportunity to work with a dynamic team and contribute to the company's growth.

f. Professional development and training opportunities to enhance your skills and knowledge.

Others:

g. Collaborate with local Hub/CPU team for faster processing of accounts.

h. Ensure that deviations or deferrals are approved by the appropriate authority.



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