Job Description
Position Title: Document Support Executive
Department: SME, India
Section: IBG 3 – Institutional Liabilities
Reports To: TEAM Lead/ Regional Head
Location: Bangalore
Job Purpose
• Handholding NTB clients on account opening documentation
• Assisting RMs on Re KYC & other internal compliance activities like various remediations, batch alerts, etc
• Assisting clients on documentation for mandate changes-especially foreign Subsidiaries
• Data Collation for the team
• Tele-calling on prospects for fixing meetings/calls for RMs as per the data provided by TLs
Key Accountabilities
• Accountable for achieving superior TAT in account opening and ensuring AO documentation a pleasant experience for clients
• Ensure compliance with all internal & external guidelines
• Assist RMs in
• Enhancing Customer Experience,
• Activation of online banking, etc
• Interaction with internal partners, develop working relationship with internal team such as cash, trade, Fx ops & other members of linked departments
Department: SME, India
Section: IBG 3 – Institutional Liabilities
Reports To: TEAM Lead/ Regional Head
Location: Bangalore
Job Purpose
• Handholding NTB clients on account opening documentation
• Assisting RMs on Re KYC & other internal compliance activities like various remediations, batch alerts, etc
• Assisting clients on documentation for mandate changes-especially foreign Subsidiaries
• Data Collation for the team
• Tele-calling on prospects for fixing meetings/calls for RMs as per the data provided by TLs
Key Accountabilities
• Accountable for achieving superior TAT in account opening and ensuring AO documentation a pleasant experience for clients
• Ensure compliance with all internal & external guidelines
• Assist RMs in
• Enhancing Customer Experience,
• Activation of online banking, etc
• Interaction with internal partners, develop working relationship with internal team such as cash, trade, Fx ops & other members of linked departments
💡 Quick Summary
Seeking a career-building opportunity? The Customer Sales Executive position is now open for candidates interested in the Bank Jobs sector. This role in Mumbai, Maharashtra offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.
