Role & responsibilities
Support clients and Relationship Managers in account opening activities, including document collection, form filling, KYC verification, and generation of online account opening links to ensure smooth and timely onboarding.
Assist clients in completing physical and digital forms, ensuring accuracy, completeness, and compliance with regulatory requirements.
Manage filling of client modification requests such as mobile number, email ID, address, bank account, nominee, FATCA, and other profile updates.
Coordinate with clients, RMs, Operations, and Compliance teams for timely resolution of documentation-related queries and exceptions.
Track pending documentation cases, proactively follow up with stakeholders, and ensure closure within defined service timelines.
Maintain high standards of documentation quality, regulatory compliance, and client service during all onboarding and servicing interactions.