26 Account Servicing Jobs

Job Description: As an Offline Sales Executive, your role involves owning the offline sales strategy, meeting sales targets, and serving customers and selling partners by understanding their needs. You are responsible for servicing existing accounts, establishing new ones to obtain orders, and planning and organizing for potential sales outlets and other trade factors. Additionally, you will assist higher management in developing sales goals, oversee the activities of other sales employees in the market, and collaborate with marketing teams to expand brand presence. Key Responsibilities: - Own the offline sales strategy and meet sales targets - Serve customers and selling partners by underst...

Job Description: As a Sales Executive, your role involves conducting market research to identify selling possibilities and evaluate customer needs. You will actively seek out new sales opportunities through physical cold calling, networking, and social media. Setting up meetings with potential clients, listening to their needs, and preparing and delivering appropriate presentations on products and services are also part of your responsibilities. Additionally, you will participate on behalf of the company in exhibitions or conferences, negotiate and conclude orders, and collaborate with team members to achieve better results. Gathering feedback from customers or prospects and sharing it with ...

Role Overview: As a Sales Specialist, you will be responsible for leading outreach and forming partnerships with higher education institutions. Your role will involve identifying, approaching, and onboarding colleges, universities, and educational groups for strategic collaborations. Building and maintaining long-term relationships with TPOs, placement heads, deans, and other key decision-makers will be crucial for success in this role. Key Responsibilities: - Conduct impactful demos, presentations, and meetings both online and offline. - Negotiate MoUs and ensure smooth onboarding and account servicing. - Manage the end-to-end sales pipeline, including lead generation, pitching, conversion,...

Role Overview: As a Sales Specialist, you will be responsible for leading outreach and forming partnerships with higher education institutions. Your role will involve identifying, approaching, and onboarding colleges, universities, and educational groups for strategic collaborations. It will be essential to build and maintain long-term relationships with key decision-makers such as TPOs, placement heads, deans, and other stakeholders. Key Responsibilities: - Conduct impactful demos, presentations, and meetings both online and offline to showcase the value proposition effectively. - Negotiate Memorandums of Understanding (MoUs) and ensure smooth onboarding and account servicing. - Own the end...

We are seeking a detail-oriented and proactive Client Servicing professional to manage key accounts, coordinate project execution, and maintain smooth communication between our internal teams and a prominent institutional client. The ideal candidate will be a strong communicator, capable of managing complex workflows, ensuring timely deliveries, and upholding service excellence. Client Relationship Management: Experience in handling key accounts and building long-term client relationships with professionalism and tact.

Job Description: The purpose of this role is to handle basic vendor queries and support the Addressable Partnerships Director. You will be responsible for providing account servicing to handle basic client queries and support the Partnerships Manager. Your role will include creating Private Market Place/Programmatic Guaranteed/Preferred deals and adhering to defined business processes within media plans. Additionally, you will efficiently support day-to-day activities and scaling of accounts, assisting with on-going interpersonal communications with both publishers and the team. Key Responsibilities: - Provide account servicing to handle basic client queries and support Partnerships Manager ...

Role Overview: As a Manager of Partner Relations & Execution, your main responsibility will be to manage and expand the network of strategic partners. This role involves a combination of relationship management, operational oversight, and account servicing to ensure that partners are well-supported, satisfied, and in alignment with the company's business goals. Key Responsibilities: - Manage the entire partner lifecycle, including onboarding, documentation, deliverables, invoicing, and ongoing relationship management. - Act as the primary contact point for partner-related queries, communications, and escalations. - Meet strict deadlines for publishing reports, sharing partner listings, and f...

Responsible for joint calls with sales team, KYC completion, MIS reporting, client onboarding support, account servicing, insurance proposal building, trading software demo, query resolution, support sales team in client coordination ,documentation Required Candidate profile 1–3 years experience in mutual funds, insurance, or financial services. Strong in client servicing, documentation, and operations support for sales team, excellent communication skills, open to travel Perks and benefits Rravel expense, Mobile expense, Accident cover EPF

The purpose of this role is to handle basic vendor queries and support Addressable Partnerships Director. General support with set up of PMPs/ PGs/ Preferred deals. Job Description: Key responsibilities: Provides Account Servicing to handle basic client queries and support Partnerships Manager, including general support with brief responses and media and data strategy Efficiently supports day-to-day activities and scaling of accounts, assisting with on-going interpersonal communications with both publishers and team Creates Private Market Place/ Programmatic Guaranteed/ Preferred deals and adhering to defined business processes within media plans Works with the account teams to deliver repor...

Role & responsibilities build strong relationships and networks with colleagues, clients and the media • monitor the media, including newspapers, magazines, journals, broadcasts, newswires, social media sites and blogs, for opportunities for clients • work as part of an account team to develop client proposals and implement the PR activity • prepare regular client reports and attend client meetings • research, write and distribute press releases to targeted media • promote news stories and features to the media • collate, analyse and evaluate media coverage Preferred candidate profile

As an Enterprise Servicing Executive (ESM) at Loop, your primary responsibility is to ensure the smooth and hassle-free delivery of exceptional employee benefits for both HR teams and employees. You will be the day-to-day partner for HR leaders, supporting them in championing Loop's benefits within their organizations. Your success will be measured by the success of your HR partners, making their lives easier and ensuring employees receive world-class benefits. Collaborating closely with Enterprise Account Managers (EAMs), you will work towards achieving 100% logo retention and 150% Net Revenue Retention (NRR) for your assigned accounts. Additionally, you will partner with Dedicated Claims H...

As a Senior Analyst or Analyst based in Mumbai, you will have the opportunity to work on client projects spanning streaming, theatrical, and television industries. Your responsibilities will include managing projects related to content testing, audience tracking, industry reports, customized research, and strategic consulting. You will be involved in project management, designing questionnaires, interacting with audiences, analyzing data, writing reports, and presenting findings to clients. Additionally, as a Senior Analyst, you will be responsible for servicing key business partners. This role offers a chance to make a significant impact in the dynamic entertainment landscape of India, wher...

You are seeking a proactive and relationship-driven Manager Partner Relations & Execution to manage and grow your network of strategic partners. This role requires a blend of relationship management, operational oversight, and account servicing to ensure that partners are supported, satisfied, and aligned with your business objectives. Your responsibilities will include overseeing the end-to-end partner lifecycle, from onboarding to documentation, deliverables, invoicing, and ongoing relationship management. You will serve as the primary point of contact for all partner-related queries, communications, and escalations. It will be your responsibility to meet strict deadlines related to publis...

As a Sales Specialist, you will be responsible for leading outreach and building partnerships with higher education institutions. Your role will involve identifying, approaching, and onboarding colleges, universities, and educational groups for strategic collaborations. You will be required to establish and maintain long-term relationships with key decision-makers such as TPOs, placement heads, deans, and other stakeholders. Your duties will include conducting impactful demos, presentations, and meetings both online and offline. You will be responsible for negotiating MoUs and ensuring smooth onboarding and account servicing processes. It will be your responsibility to manage the end-to-end ...

We are seeking a detail-oriented and proactive Client Servicing professional to manage key accounts, coordinate project execution, and maintain smooth communication between our internal teams and a prominent institutional client. The ideal candidate will be a strong communicator, capable of managing complex workflows, ensuring timely deliveries, and upholding service excellence. Client Relationship Management: Experience in handling key accounts and building long-term client relationships with professionalism and tact.

You will be responsible for leading outreach and forming partnerships with higher education institutions as a Sales Specialist. Your role will involve identifying, approaching, and onboarding colleges, universities, and educational groups for strategic collaborations. Building and maintaining long-term relationships with TPOs, placement heads, deans, and other key decision-makers will be crucial. In addition to this, you will be expected to conduct impactful demos, presentations, and meetings both online and offline. Negotiating MoUs and ensuring smooth onboarding and account servicing will be a key part of your responsibilities. Managing the end-to-end sales pipeline, including lead generat...

Ensure Lead processing productivity as per allocated is attended daily with out any miss out Audit Readiness: Nil Critical / KYC error observation in QC, Process, IAD, PQA, RBI audits Process improvement,gap identification and automation Document Verification Provide strategic direction and manage day-to-day operations for liability products Account Servicing

As a Sales Specialist, you will be responsible for leading outreach and forming partnerships with higher education institutions. Your role will involve identifying, approaching, and onboarding colleges, universities, and educational groups for strategic collaborations. It will be essential to build and maintain long-term relationships with key decision-makers such as TPOs, placement heads, deans, and other stakeholders. You will be expected to conduct impactful demos, presentations, and meetings both online and offline to showcase the value proposition effectively. Negotiating Memorandums of Understanding (MoUs) and ensuring smooth onboarding and account servicing will also be part of your r...

We are looking for experienced Training and Development Assistant Manager to execute our organizational training strategy, oversee its implementation and assess its outcomes. You will identify training and developmental needs and drive suitable training initiatives that build loyalty to the firm. Training team work across many departments to get employees up to speed in both their specific vertical, and the overall needs of the company. They often have backgrounds in business, human resources, development and education. Responsibilities Identifying and assessing future and current training needs Drawing an overall or individualized training and development plan Responsible for training deliv...

You are seeking a proactive and relationship-driven Manager Partner Relations & Execution to manage and grow the network of strategic partners. In this role, you will blend relationship management, operational oversight, and account servicing to support partners, ensure their satisfaction, and align them with business objectives. Your responsibilities will include managing the end-to-end partner lifecycle such as onboarding, documentation, deliverables, invoicing, and relationship management. You will serve as the primary point of contact for partner queries, communications, and escalations. It is essential to meet strict deadlines for reports, partner listings, and time-sensitive requests. ...

Designation: Team Leader Essential Qualifications: Graduate / Postgraduate Location: Pune Department: Operations Banking & Financial Services Reports To: Team Manager Relevant Experience (In Years): Graduate / Postgraduate with minimum 3-8 +years of experience in US Banking Industry ( KYC/Account servicing/AML) Shift US Shift 5.30pm or 6.30 pm to next 9 hours Both side cab available 100% WFO Rounds Of Interview 2 Target Orgs – CITI, Wells Fargo, Wipro, Infosys, Capgemini, Similar etc.... Job Summary : The Team Leader will be responsible for handling and processing Customer Information Files (CIF) related to onboarding, updates, maintenance, and verification activities for US-based customers....

We are looking for experienced Training and Development Assistant Manager to execute our organizational training strategy, oversee its implementation and assess its outcomes. You will identify training and developmental needs and drive suitable training initiatives that build loyalty to the firm. Training team work across many departments to get employees up to speed in both their specific vertical, and the overall needs of the company. They often have backgrounds in business, human resources, development and education.Responsibilities Identifying and assessing future and current training needs Drawing an overall or individualized training and development plan Responsible for training delive...

Key Responsibilities: Customer Service Greet customers warmly and provide assistance with their banking inquiries and transactions. Deliver prompt and professional service in person, by phone, or digitally. Resolve customer issues and escalate complex cases when necessary. Sales & Product Promotion Identify customer needs and recommend suitable banking products (e.g., savings accounts, credit cards, personal loans). Actively cross-sell and upsell products to meet personal and branch targets. Guide customers through applications and onboarding processes. Account & Transaction Support Open, maintain, and close customer accounts. Assist with deposits, withdrawals, fund transfers, and other rout...

Role & responsibilities Job description Account Opening & Maintenance: Processes account opening, account maintenance & account closure related formalities as per YBL process Handles customers enquiries and instructions, whilst ensuring that the Banks delivery standards are met in achieving total customer satisfaction. e.g. timely checking of account opening documentation, opening of Accounts etc. Ensures adherence to process & documentation standards (e.g.,forms/checklists, welcome calling, approvals, etc.) Ensures timely follow up with Sales RMs of all BUs for resolution of any outstanding deferrals. Transactions: Ensures proper scrutiny of all transactional documents submitted by the cust...

Role & responsibilities Job description Account Opening & Maintenance: Processes account opening, account maintenance & account closure related formalities as per YBL process Handles customers enquiries and instructions, whilst ensuring that the Banks delivery standards are met in achieving total customer satisfaction. e.g. timely checking of account opening documentation, opening of Accounts etc. Ensures adherence to process & documentation standards (e.g.,forms/checklists, welcome calling, approvals, etc.) Ensures timely follow up with Sales RMs of all BUs for resolution of any outstanding deferrals. Transactions: Ensures proper scrutiny of all transactional documents submitted by the cust...