Job Description
Key responsibilities

  • We are specifically looking for someone to handle KYC review and Account opening, so it would be an advantage if the candidate has experience and skill in this aspect. The person should have experience in KYC and account opening related to Resident Individuals , NRIs. Companies, partnerships, Trusts , demat accounts etc
  • Manage clients of Wealth Management business. These are High Net worth relationships requiring sensitive and careful handling
  • This is a client facing role to service existing relationships and smoothly onboard new relationships .
  • Responsible for day to day transaction processing which would include – new account opening , periodic KYC reviews , Banking transactions (such as foreign currency Remittances , electronic bank transfers, deposits, demat account etc )
  • There will be constant engagement with the branch and back office transaction processing teams to ensure timely execution of client requirements.

Skills and experience

  • A strong Knowledge and experience of client onboarding and KYC is required
  • We are looking for candidates with prior experience in KYC and account opening as well as client service and transaction processing experience preferably in the Wealth Management or retail banking business
  • Experience in banking transaction processing (NEFT/RTGS/Deposits/remittances) would be an added advantage
    Good communication is essential with excellent command over spoken and written English
    tleast 4 years experience in the financial services industry preferably in wealth management or priority/private banking industry.

Shift timings: 9.30 am to 6.30 pm
Work from Home at present: yes


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