KYC Onboarding (Wealth Management)

Role & responsibilities

Exp - 1 to 3 Years

NEED IMMEDIATE JOINERS!

ClientOnboarding

• 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.ClientDataManagement

• Create new 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.AccountManagement

• 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- Shraddha.bhise@kiya.ai

Contact- 8779183904