Customer Banking Advisor

The Investment Advisor will be responsible for managing portfolios of large private banking clients (Promoters and Family offices) and should possess prior experience of the same in a private

Possess a good understanding of Account Opening standards and AML/KYC guidelines.Ensure the completeness and accuracy of customer data/documents, aligned with policy adherence before onboarding.Ensure adherence to the onboarding process on the bank's system, maintaining data accuracy and confidentiality of PII data.Provide guidance in developing and...

Oversee the maintenance and management of individual customer accounts, ensuring all account information is accurate and up to date.Ensure adherence to regulatory requirements and internal policies, including AML and KYC guidelines.Provide high-quality service to customers, addressing their inquiries and resolving any issues related to their...

Job DescriptionWe are seeking a Transformation Advisor to join our team. The ideal candidate will have experience in business agility and technology innovation, with a focus on organizational transformation.As a Transformation Advisor, you will engage with various teams to identify opportunities for improvement and facilitate discussions that drive strategic...

Customer Advisor - ll - International Voice Process To schedule an Interview call SHOAIBRequirements:- - Excellent Communication in English.- Freshers and Experienced are welcome to apply- Immediate joiners only. Job Description: As an International Voice Process Associate for a Customer Support domain, you will be responsible for handling customer calls...

Zeta is a Next-Gen Banking Tech company that empowers banks and fintechs to launch banking products for the future.About ZetaWe have issued 20 M+ cards globally.About the RoleWe are looking for a Senior Associate who can act as a trusted business advisor working collaboratively across business, sales, and other functions.Managing internal and external...

Customer Advisor ll - International Voice ProcessTo schedule an Interview call SHOAIBRequirements:-Excellent Communication in English.Freshers and Experienced are welcome to applyImmediate joiners only.Job Description:As an International Voice Process Associate for a Customer Support domain, you will be responsible for handling customer calls from...

Customer Support Advisor - International Banking ProcessTo schedule an Interview call HR Vishal)Requirements:-- Graduates are welcome to apply.- Excellent Communication skills in English.- Minimum 1 year of International Banking Voice experience.- Candidates who are in Bangalore are only Preferred.- Immediate joiners onlyJob Description:As an International...

Role: Commercial Banking SME / ConsultantLocation: IndiaJob Description:Role Overview:We are seeking a seasoned Commercial Banking Consultant/Subject Matter Expert (SME) to join our BFSI practice team. This individual will act as an solutions expert / advisor to internal and external stakeholders, providing strategic insights, process consulting, and domain...

The Investment Advisor will be responsible for managing portfolios of large private banking clients (Promoters and Family offices) and should possess prior experience of the same in a private bank or an Asset Management company.Role:• Responsible for increasing the AUM and driving penetration of the financial products and helping the private bankers in...