Job Description

Job Description

Title: Sales Coverage Support Analyst

Note:

  • Specific/ mandatory skills:
  • 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
  • A strong Knowledge and experience of client onboarding and KYC is required
  • 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
  • Experience range: Atleast 4 years’ experience in the financial services industry preferably in wealth management or priority/private banking industry
  • Project duration: 12 months (Ongoing)
  • Shift timings: 9.30 am – 6.30 pm
  • Number of days work from office: 6 days a week (usually 5 days and if it is a working Saturday then 6 days)

Key responsibilities

  • This is a client facing role to service existing relationships and smoothly onboard new relationships.
  • Manage clients of Wealth Management business. These are High Net worth relationships requiring sensitive and careful handling
  • 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 )
  • 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
  • There will be constant engagement with the branch and back-office transaction processing teams to ensure timely execution of client requirements.

Skills and experience

  • 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
  • A strong Knowledge and experience of client onboarding and KYC is required
  • 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
  • Atleast 4 years’ experience in the financial services industry preferably in wealth management or priority/private banking industry.