18 Account Servicing Jobs

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 reporting, finance and ad hoc requests Liaises and coordinates publisher&aposs activities to ensure that the clients KPIs are met and best practices are implemented correctly Partners with the account teams by supporting tactical needs to achieve and surpass revenue targets and KPIs Works with the Campaign Management team to create case studies, post-campaign analysis and increase campaign performance Works together with internal Subject Matter Experts to develop media partnerships, reporting and audience insights Works with media partnerships team in finding best-in-class suppliers by conducting partner RFIs Location: India - Maharashtra- Pune - Baner - Amar Madhuban Tech Park Brand: Amnet Time Type: Full time Contract Type: Permanent Show more Show less

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 Handlers and Operations Agents on enterprise accounts with a premium of 1Cr+ to provide top-notch service. This role serves as a launchpad for career growth, offering a clear path towards becoming a Customer Success Manager (CSM) in Mid-Market or Enterprise with your own portfolio and retention targets. Your key responsibilities include: - Account Servicing: Ensuring seamless and proactive benefits servicing for corporate clients, including policy issuance, coverage accuracy, claims management, and hyper-responsive support to HR and employees. - Collaboration & Account Expansion: Playing a vital role in retaining and expanding enterprise accounts by working closely with EAMs, collaborating with claims handlers and agents, and identifying growth opportunities within accounts. Career Growth Path: - Transitioning from an ESM to a CSM in either Mid-Market or Enterprise, gaining experience in client servicing, retention strategies, and account expansion. Ideal Candidate: - A champion of employee benefits who is passionate about helping HR leaders succeed and has excellent problem-solving skills. - Process and detail-oriented individual with strong attention to detail, accuracy, and past experience in handling employee benefits. - Collaborative, eager to learn, and excited to work with industry-leading technology to enhance the benefits experience for employees. Join Loop for an impactful role where you can directly improve the benefits experience for thousands of employees, a clear path for career growth, and a customer-first culture focused on elevating employee wellness.,

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, where content, audiences, and strategy intersect. To excel in this role, you should possess a keen interest in media content, a curious mindset brimming with ideas and questions, strong analytical skills, and excellent written and verbal communication abilities. While prior experience in media or research is beneficial, it is not mandatory. Candidates with 1-5 years of experience are encouraged to apply. Individuals with 3 years of relevant experience will be considered for the Senior Analyst position, while those with 1-2 years of experience will be suitable for the Analyst role. If you are excited about contributing to innovative projects in the entertainment industry, please send your CV along with a covering note to hr.ormaxmedia@ormaxworld.com. Please mention ANALYST2025 in the subject line of your email.,

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 publishing reports, sharing partner listings, and fulfilling time-sensitive requests. You will conduct contract verification to ensure compliance with legal, financial, and operational terms before activation. Quality checks will also be conducted by calling newly onboarded partners to verify their onboarding experience, clarify details, and ensure they meet predefined standards and service-level expectations. Any inconsistencies, concerns, or red flags observed during partner calls should be identified and escalated appropriately. Maintaining records of all communication for audit and quality assurance purposes will be essential. Updating and maintaining the partner database to ensure all records are accurate, complete, and up-to-date is crucial. You will need to ensure that all reward terms and conditions (T&Cs) are accurately recorded, updated in real-time, easily accessible, and fully compliant with company policies. Collaborating with finance and accounts teams to support smooth reconciliation processes will be part of your role. Ensuring data integrity and updating records promptly to reflect any changes or corrections is also important for success. Key Success Metrics / KPIs for this role will include partner engagement and retention rate, timely activation and performance of partners in campaigns, on-time reporting on partner activities, financials, and audits, satisfaction scores and qualitative feedback from partners, accuracy and completeness of partner data and documentation, and resolution of partner concerns and quality issues within defined SLAs. Qualifications & Skills required for this position include a Bachelor's / Master's degree in any discipline, 3+ years of experience in Partnerships Account Management, Client Success / Servicing, or Relationship Management roles, strong interpersonal and communication skills, the ability to think strategically while executing tactically, collaborative mindset with strong stakeholder management skills, proficiency in Microsoft Excel, task prioritization and time management skills, a flexible and solution-oriented mindset, and the ability to collaborate with cross-functional teams effectively.,

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 sales pipeline, including lead generation, pitching, conversion, and post-sale engagement. You will be expected to consistently meet or exceed monthly and quarterly targets. To excel in this role, you should possess skills in edtech, SaaS marketing, partnership development, presentation skills, pre-sales, B2B sales, relationship management, negotiation, sales, account management, colleges, universities, lead generation, presentations, product demonstration, and account servicing.,

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 generation, pitching, conversion, and post-sale engagement, will also be under your purview. To excel in this role, you should possess skills in pre-sales, SaaS sales, negotiation, lead generation, edtech, B2B SaaS, presentations, presentation skills, account servicing, partnership development, relationship management, account management, sales, product demonstration, universities, and SaaS marketing. Your performance will be measured against monthly and quarterly targets, with a focus on achieving or exceeding them consistently.,

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 responsibilities. Additionally, you will own the end-to-end sales pipeline, including lead generation, pitching, conversion, and post-sale engagement, with a focus on consistently achieving or surpassing monthly and quarterly targets. The ideal candidate for this role should have a proven track record in working with colleges and universities, demonstrating a deep understanding of institutional sales and relationship management. Proficiency in skills such as presentations, B2B SaaS, sales, negotiation, partnership development, relationship management, product demonstration, pre-sales, account servicing, lead generation, and SAAS marketing will be advantageous. If you are passionate about the education sector and possess strong sales acumen, this role offers an exciting opportunity to drive growth through establishing valuable partnerships within the higher education landscape.,

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 delivery for new hires, refreshers and any ad hoc training requests Partner with operational teams to ensure that refresher training needs are identified and delivered on time Proactively suggest improvements to those processes and closely collaborate and provide feedback on new launches or process changes with a potential impact to training Proactively communicate with client/business on daily operational matters relating to training Drive individual goals including but not limited to training certifications for trainers, deadlines for training remediation and all other relevant metrics Keep a strong governance around all training activities & showcase during reviews or governance meetings Extent help or initiate training program followed by tracking effectiveness, success and ROI periodically and report on them Qualifications Overall 8 years of experience & at least 5 years of banking experience is must Experience in Retail & Commercial Banking related to below work-types will be preferred:-Deposits Operations- New account review & maintenance, internal operations, account servicing, RDC, legal document processing, reconciliations etc. Good with Microsoft Office Strong with MIS reporting Client focused with excellent written and verbal communication skills Ability to work under pressure in a faced paced environment with limited structure Attention to detail & data driven approach Ability to plan, multi-task and manage time effectively

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. Conduct contract verifications to ensure compliance with legal, financial, and operational terms before activation. Quality checks are required by calling newly onboarded partners to verify their experience and ensure predefined standards are met. Identify and escalate any concerns observed during partner interactions, maintain communication records for audit purposes, and update the partner database regularly. Ensure that reward terms and conditions are accurately recorded, accessible, and compliant. Collaborate with finance and accounts teams to support reconciliation processes, maintain data integrity, and update records promptly. Key Success Metrics / KPIs include partner engagement and retention rates, timely activation and performance in campaigns, on-time reporting, partner satisfaction scores, accuracy of partner data and documentation, and resolution of partner concerns within defined SLAs. Qualifications & Skills required for this role include a Bachelor's / Master's degree in Any Discipline, 3+ years of experience in Partnerships Account Management, client success/servicing, or Relationship Management roles. Strong interpersonal and communication skills, a passion for building relationships, organizational skills, ability to manage multiple partner accounts simultaneously, strategic thinking, collaborative mindset, proficiency in Microsoft Excel, task prioritization, time management, and problem-solving skills in dynamic settings. Additionally, you should have the ability to collaborate with cross-functional teams effectively.,

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. The role requires high attention to detail, compliance adherence, and familiarity with Know Your Customer (KYC) and other banking regulatory frameworks. Key Responsibilities: Need to handle multiple simultaneous tasks, prioritize work, and remain functional under pressure and aggressive timelines. Reviews and investigates customer cases, reports, and work for KYC, AML and/or organizational risk. Responsible for early detection of suspicious activity Create, update, and maintain customer records in the CIF system based on documentation and internal policies. Escalate discrepancies or suspicious customer profiles to relevant stakeholders per SOP. Maintain productivity and quality benchmarks as defined by the SLA. Provide mentorship to new joiners and support their training during training/OJT phase. Perform quality control checks to ensure data accuracy and completeness. Periodically Review SOP/KOP process procedure and update for any changes on time Prepares and maintains appropriate documentation of analysis performed and coordinates with internal or external stakeholders as appropriate Work collaboratively with a diverse team of operational agents, subject matter experts, PEX & MIS team. Filter and clean data by reviewing Business operation reports and performance indicators reports to locate and correct the problems. Having regular contacts with stakeholders (line of business onshore) to address issues and share data points & progression reports on timely manner. Executes routine and complex transactions/processes utilizing standard procedures. May have specific responsibility for one or multiple specialized products or functional areas Key Skills & Competencies: Good understanding of US banking processes, especially related to CIF/KYC/AML. Strong attention to detail and accuracy in reports Analytical thinking with good problem-solving skills. Proficiency in MS Office applications (especially Excel). Good communication skills (verbal and written)

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 delivery for new hires, refreshers and any ad hoc training requests Partner with operational teams to ensure that refresher training needs are identified and delivered on time Proactively suggest improvements to those processes and closely collaborate and provide feedback on new launches or process changes with a potential impact to training Proactively communicate with client/business on daily operational matters relating to training Drive individual goals including but not limited to training certifications for trainers, deadlines for training remediations and all other relevant metrics Keep a strong governance around all training activities & showcase during reviews or governance meetings Extent help or initiate training program followed by tracking effectiveness, success and ROI periodically and report on them Qualifications Overall 8 years of experience & at least 5 years of banking experience is must Experience in Retail & Commercial Banking related to below work-types will be preferred:-Deposits Operations- New account review & maintenance, internal operations, account servicing, RDC, legal document processing, reconciliations etc.Payments (Domestic & International) - ACH processing, card dispute & maintenance Good with Microsoft Office Strong with MIS reporting Client focused with excellent written and verbal communication skills Ability to work under pressure in a faced paced environment with limited structure Attention to detail & data driven approach Ability to plan, multi-task and manage time effectively Job Location

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 routine transactions. Educate customers on the use of digital banking platforms and tools. Compliance & Administration Ensure compliance with internal policies, regulatory guidelines (KYC, AML), and security standards. Maintain accurate records of customer interactions and transactions. Update CRM systems and generate basic reports as required. Requirements: Proven experience in customer service, preferably in a banking or financial services environment. Strong interpersonal and communication skills. Good understanding of financial products and basic banking procedures. Ability to meet sales targets while maintaining excellent service quality. Proficiency in using banking software and digital tools. High attention to detail and organizational skills.

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 customer vis--vis branch checklist to ensure all that all necessary documents are submitted by the customer. Addresses and resolves all transaction related enquiries Ensures strong monitoring of all transactions Service & Quality: Ensures that adequate records & data pertaining to customer queries and complaints is maintained & analyzed for achieving greater process efficiency Coordinates with relationship managers and meet / interact with key clients on a periodic basis to stock take on service levels and customer satisfaction. Audit & Compliance: Follows all process, policies as per guidelines & audit rating of the branch Ensures comprehensive compliance with all internal, regulatory and statutory requirements as relevant for various product and services from a branch perspective Attends to any audit findings and resolves them immediately as applicable Preferred candidate profile *** Need Relevant Experience into Personal Banking Sales / Customer Service / Account Operations Location- Thane / Navi Mumbai /Kalyan Interested Candidates Directly Reach out at muskan.jain@v-konnect.com Call /WhatsApp on 9518113213 Regards Muskan Jain V-konnect Associates Gurgaon

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 customer vis--vis branch checklist to ensure all that all necessary documents are submitted by the customer. Addresses and resolves all transaction related enquiries Ensures strong monitoring of all transactions Service & Quality: Ensures that adequate records & data pertaining to customer queries and complaints is maintained & analyzed for achieving greater process efficiency Coordinates with relationship managers and meet / interact with key clients on a periodic basis to stock take on service levels and customer satisfaction. Audit & Compliance: Follows all process, policies as per guidelines & audit rating of the branch Ensures comprehensive compliance with all internal, regulatory and statutory requirements as relevant for various product and services from a branch perspective Attends to any audit findings and resolves them immediately as applicable Preferred candidate profile *** Need Relevant Experience into Personal Banking Sales / Customer Service / Account Operations Location- Thane / Navi Mumbai /Kalyan Interested Candidates Directly Reach out at soniya.gupta@v-konnect.com Call /WhatsApp on 8719887767 Regards Soniya Gupta-TA V-konnect Associates Gurgaon

Roles & Responsibilities (Sales Executive) New Business Development: Map the city/territory, build a lead list (HoReCa, retail, institutions), generate walk-ins/calls, and convert trial orders to regular accounts. Meeting Coordination: Secure and schedule appointments with prospects; align agendas and hand-offs with the internal lead-gen team. Pitching & Sampling: Present grades, pack sizes, pricing/MOQs, shelf-life, and delivery windows; arrange samples and trials; handle objections. Order Booking & Service: Capture orders via CRM/Sheets/WhatsApp, confirm ETAs, and coordinate OTIF deliveries with procurement/packhouse/dispatch. Account Management: Maintain visit cadence, ensure service recovery, and drive upsell/cross-sell to increase ticket size and repeat orders. Payment Collection & Follow-up: Explain credit terms, track due dates, follow up on overdues, and update collection trackers to support DSO targets. Market Intelligence: Track daily price movements, competitor quotes, availability/seasonality, and share timely updates with the team. Reporting & Hygiene: Maintain clean pipelines and visit reports; update MIS/CRM daily; follow BAFL policies on grooming, conduct, and documentation. Cross-functional Collaboration: Work closely with sourcing, QA/grading, and logistics for smooth fulfilment and issue resolution. Territory Planning & Claims: Plan efficient routes; submit conveyance/fuel claims as per policy with accurate logs. Preferred Candidate Profile Experience & Education Fresher to 2 years in field sales (FMCG/F&V distribution/HoReCa supply preferred). Graduate/12th pass with strong sales aptitude. Must-Haves Two-wheeler with valid DL ; strong city navigation and willingness to travel extensively. Communication: Clear spoken Tamil; workable English for basic email/WhatsApp; polite phone etiquette and professional grooming. Skills: Prospecting, meeting setting, relationship building, basic negotiation/closing, collections follow-up. Tools: Smartphone proficiency, Google Maps, WhatsApp, and basic Excel/Google Sheets/CRM hygiene. Work Style: Ownership, persistence, punctuality, integrity (especially around rates/collections), and coachability. Availability: Comfortable with flexible 9-hour shifts based on business needs; willing to work some weekends/peak days. Good-to-Have Existing connects with hotels, restaurants, caterers, modern trade, or processors. Understanding of seasonality, grades, wastage %, and basic cold-chain dos. Exposure to logistics coordination (delivery slots, milk-run routes) and basic commercials (PO, GRN, e-invoice basics). Additional language (Hindi/English) for multi-city chains.