Account Opening Process
2 days ago
**Role and responsibilities**
- Helping the client to complete the steps of online trading account opening (Web & App)
- Completion of Know Your Customer (KYC) for every new relationship acquired
- Work in conjunction with the assigned service relationship manager to execute and complete all documentation related to account opening
- client meetings for completion & in-person verification of KYC related documentation
- Execute documentation within prescribed compliance norms
- Communicate effectively with interrelated departments for query resolution and processing of documents
- Be updated on various policies and guidelines changes in account opening procedures & amendments that affect the working of the documentation
**Desired Skills**:
- Good Communication, Convincing & Selling Skills.
- Planning and research skills.
- Self-Management. Teamwork and interpersonal skills.
**Salary**: ₹15,000.00 - ₹20,000.00 per month
Schedule:
- Day shift
Supplemental pay types:
- Performance bonus
Ability to commute/relocate:
- Andheri, Mumbai - 400099, Maharashtra: Reliably commute or planning to relocate before starting work (required)
**Experience**:
- total work: 2 years (preferred)
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