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Account Opening Officer

Keywords / Skills : Data entry, MIS, Windows, Workflow, Backend operations, Interpersonal skills, Banking operations, consumer banking, NISM, Excel

0 - 5 years
Posted: 2019-06-19

Banking/Financial Services
Finance & Accounts
Banking, Insurance & Financial Services
Insurance Operations Officer
Any graduate
Posted On
19th Jun 2019
Job Description
Business/ Department Objectives:

Account opening, maintenances and processing of customer Instructions within the agreed TAT

Core Responsibilities:

Meeting required productivity targets and an error free processing

Adherence to regulatory guidelines while processing client instructions

Day-to-Day Responsibilities:

Core processing of account opening, maintenances and customer instructions

Error free processing and being highly productive

QA of account opening form and KYC documents (ID and Address proof)

Data entry of forms and client instructions

Dedupe and Screening checks on system

Preparation of MIS

Post account opening maintenance

Tracking of document deferrals and document archival post completion

Scanning of documents in the workflow

Liaise with branches

Handle branch and customer queries

About Company

karanitsolutions ISO 9001:2000 certified software services company with State-of-the-Art development centers at hyderabad (H.O),Banglore, pune, mumbai, Chennai, delhi
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