Afrid Khan Email & Phone Number

Bengaluru, Karnataka, India

• Working in Client onboarding and Account opening Team. • Review all the Documents that is required to open account and to onboard a client.• Will do KYC before onboarding the client, review all the documents provided and verify the documents are valid.• Contacting RM’s and Front office for verification of the client documents.• Process includes. 1.Account opening 2. Account Maintenance 3. Account closure• Will Open New Accounts, New Portfolios• Account/Portfolio closure, Where we Offboard an client.

Bengaluru, Karnataka, India

JOB ROLES & RESPONSIBILITIES:• Worked for Charles Schwab Bank, where we handle banking process which includes Account opening, Account conversions, Account maintenance, and account closure. QUALITY CHECKER• Inspect whether the cases are processed as per the client’s requirements.• Validating the appropriate source documents received and matching the same with the application processed.• Sending the error to the processor, if the case has been processed without supporting documents and missing information. • Ensuring the cases are processed within the time frame as mentioned in the SLA (Service Level Agreement).ADDITIONAL ROLES AND RESPONSIBILITY• To prepare Quality Reports (Daily, Weekly, Monthly)• Prepare Production report (Daily, Weekly, Monthly)• Error Report (Daily, Weekly, Monthly)

Bachelor Of Business Administration - Bba, Accounting And Finance, 6.63 Cgpa

Puc, Business/Commerce, General, 49%

Sslc, 61.92%