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  • Vacancy for the Account Opening Officer profile for a finance Company in Panchkula Location

Posted on -December 31, 2020


Location:- Panchkula

Salary;-20-50k pm


Education Level: University Degree  
Previous Experience: 1-3 related field/ Banking background preferred  
 Acquire new clients.
 Market the product on a regular basis
 Handle customer queries and inquiries for the account opening
 Retain existing clients through focused relationship management activities.
 Review all the account opening documentation.
 Service account opening inquiries and creation.
 Provides account services to customers by handling inward and outward transfers.
 Answers questions in person or on telephone and refers customers to other company services
as necessary.
 Explain account options and be up to date on all bank products and services.
 Must be familiar with different types of accounts, fee structures, customer benefits, and
account restrictions.
 Cross-sells products by answering inquiries, informing customers of new services and product
promotions, and ascertaining customers’ needs.
 Compile information about new accounts, enter account information into company system, and
file related forms or other documents.
 Investigate and correct errors upon customers’ request, according to customer and bank
 Maintains customer confidence and protects bank operations by keeping information
 Contributes to team effort by accomplishing related results as needed
– Good communication skills
– Language :Advanced English

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