Account Executive

4 days ago


Remote, India Walt Capital Pvt Ltd Full time

**Key Responsibilities**:

- Manage and maintain customer accounts, ensuring accuracy and compliance with banking regulations and procedures.
- Process transactions promptly and efficiently, including deposits, withdrawals, and transfers.
- Provide professional and courteous assistance to clients regarding their account inquiries and transactions.
- Identify opportunities to upsell or cross-sell banking products and services to customers based on their financial needs and objectives.
- Collaborate with other team members to achieve sales targets and enhance the overall customer experience.
- Stay informed about changes in banking regulations and industry trends to ensure compliance and provide accurate information to clients.
- Handle customer complaints and inquiries effectively, striving to resolve issues in a timely and satisfactory manner.
- Assist in the preparation of financial reports and statements as needed.

**Qualifications**:

- Bachelor's degree in Commerce (B.Com) or related field.
- 1 to 2 years of experience in accounting or financial services, preferably within a banking environment.
- Strong knowledge of banking products, services, and procedures.
- Excellent communication and interpersonal skills.
- Ability to work effectively in a fast-paced environment and manage multiple tasks simultaneously.
- Detail-oriented with a high degree of accuracy in numerical data and financial transactions.
- Demonstrated problem-solving abilities and a customer-centric approach.
- Ability to maintain confidentiality and adhere to ethical standards in handling sensitive financial information.

**Job Types**: Full-time, Part-time

Pay: ₹15,000.00 - ₹18,000.00 per month

Expected hours: 56 - 60 per week

Schedule:

- Day shift

**Education**:

- Bachelor's (preferred)

**Experience**:

- total work: 1 year (preferred)

Work Location: Remote


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