Verified Job
Accounting - Finance
Document Support Executive Service Manager
Accounting - Finance
#321970
Remote / WFH
Job Description
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
1. Accountable for achieving superior TAT in account opening and ensuring AO documentation a pleasant experience for clients
2. Ensure compliance with all internal & external guidelines.
3. Assist RMs in
a. Enhancing Customer Experience,
b. Activation of online banking, etc.
4. Interaction with internal partners, develop working relationship with internal team such as cash, trade, Fx ops & other members of linked departments.
Technical Competencies
Technical competence in financial knowledge, banking product knowledge, computer literacy / skills (basic word processing, spreadsheet, and presentation software).
Experience
3 years+ in related fields preferably in banking
Education / Preferred Qualifications
Graduate
Primary Location: India-Maharashtra-Mumbai
Job: Customer Service
Schedule: Regular
Employee Status:
Full-time
:
Job Posting: Apr 20, 2026, 1:1+:1+ AM
• 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
1. Accountable for achieving superior TAT in account opening and ensuring AO documentation a pleasant experience for clients
2. Ensure compliance with all internal & external guidelines.
3. Assist RMs in
a. Enhancing Customer Experience,
b. Activation of online banking, etc.
4. Interaction with internal partners, develop working relationship with internal team such as cash, trade, Fx ops & other members of linked departments.
Technical Competencies
Technical competence in financial knowledge, banking product knowledge, computer literacy / skills (basic word processing, spreadsheet, and presentation software).
Experience
3 years+ in related fields preferably in banking
Education / Preferred Qualifications
Graduate
Primary Location: India-Maharashtra-Mumbai
Job: Customer Service
Schedule: Regular
Employee Status:
Full-time
:
Job Posting: Apr 20, 2026, 1:1+:1+ AM
