Role & responsibilities

Exp - 1 to 3 Years

NEED IMMEDIATE JOINERS!

Client Onboarding

- Help new customers open accounts with the bank.
- Make sure all required documents are collected and verified.
- Ensure the account opening process is completed correctly and on time.
- Provide a smooth first experience to new clients.

B. Client Data Management

- Create recent customer records in the bank's system.
- Update existing customer information whenever required.
- Check that customer details are accurate and there are no mistakes.
- Process requests related to customer information within the given timeline.

C. Account Management

- Handle requests for closing bank accounts.
- Manage requests related to dormant (inactive) accounts.
- Handle deceased customer account-related requests.
- Process requests for blocking and unblocking accounts.
- Connect clients to the appropriate banking services and support teams.

Email- [email protected] Contact- (phone hidden)

📌 KYC Onboarding (Wealth Management) (Mumbai)
🏢 Kiya.ai
📍 Mumbai