9 Account Setup Jobs

Location: Gurgaon (Work from Office Only) Shift Timings: 05:30 PM IST onwards (Evening Shift) Note: This is a US-based process , so flexibility to work in night shifts is required. Total Openings: 8 positions Analysts / Sr. Analysts / SMEs (Experienced) About the Process: Join our Commercial Service Treasury Ctr Setup / Account Setup team supporting a leading US-based banking client . The process involves reviewing, validating to ensure accuracy, compliance and service level adherence Treasury Setup Balance Info Balance Report for Sweeps Check Management Roles & Responsibilities: Analyst / Sr Analyst Review and process setup requests Handle complex cases and exceptions Perform data validation and exception handling Provide on-the-floor support and mentoring other team members Meet daily productivity and quality targets Ensure team adherence to SLA and process guidelines as well as US banking compliance standards Communicate discrepancies or process deviations timely Act as the first point of contact for escalations Collaborate with Training and Quality teams to improve process accuracy

As a Client Coordinator, you will be responsible for managing client relationships by serving as the main point of contact for clients, addressing their needs promptly and professionally. Your duties will include handling client inquiries, complaints, and feedback, and ensuring effective solutions to maintain high levels of satisfaction. You will collaborate with internal teams to resolve queries and issues efficiently, while maintaining detailed records of client interactions, contracts, and correspondence. Building and nurturing strong client relationships will be a key focus of your role to promote loyalty and repeat business. You will also be involved in the empanelment and account opening documentation process for Institution/HNI/Corporate Clients. Providing excellent customer service to both internal and external clients, responding in a timely and professional manner to inquiries, will be essential. Additionally, you will be required to contact potential and existing clients via phone to promote broking services, explain the features and benefits of financial products, and address client queries accurately. Following up on leads to ensure a high conversion rate, assisting clients with account setup and initial investment processes, and building strong client relationships will also be part of your responsibilities. Good communication skills, the ability to commute to the office, and being a team player are desirable qualities for this role. Knowledge of languages such as Gujarati, Kannada, or Bengali is preferred. This is a full-time position suitable for freshers, offering benefits such as health insurance, leave encashment, paid sick time, and Provident Fund. The working schedule is during day shifts from Monday to Friday, with a morning shift timing. Applicants are required to have at least 1 year of experience in customer relationship management. The work location is in person, and candidates must be willing to reliably commute or plan to relocate to Pune, Maharashtra before starting work. If you are interested in this position, please provide details of your highest qualification when applying.,

You will be joining as a Technical Support Advisor to assist US customers in troubleshooting cloud storage platforms such as Google Drive, Dropbox, and OneDrive. Your primary responsibilities will include helping users recover lost files, address sync errors, permissions issues, provide support for account setup, storage management, and backup scheduling, as well as guiding them through integration with desktop and mobile apps. To excel in this role, you should have a basic understanding of cloud storage services, possess excellent verbal and written English communication skills, and ideally have at least 1 year of technical support or BPO experience. This is a full-time, permanent position based in Mohali, India, with night shift timings aligned with US time zones. You will be required to work in person at the designated location. If you are passionate about assisting customers, resolving technical issues, and have a knack for cloud storage solutions, this opportunity offers a platform for you to grow and thrive in a dynamic work environment.,

As the Customer Relations Manager, you will be responsible for overseeing the entire life cycle of our clients. This includes managing customer training sessions, refreshers, and account setup/go-live procedures. You will be tasked with monitoring customer usage and performance to ensure they are maximizing their ROI from Hotelogix services. A key aspect of your role will be proactively reaching out to customers to offer support and assistance from a business perspective. It will be your responsibility to escalate any customer concerns regarding their well-being to the Head of Global Support. Additionally, you will be expected to maintain internally agreed Service Level Agreement (SLA) figures. In this role, you will need to adhere to existing support processes, procedures, and standards while also contributing to their continuous improvement and development. Managing the customer training and go-live process will also fall under your purview. From the moment a contract is signed with a customer, you will take ownership of the customer relationship and ensure that their needs are met effectively and efficiently.,

Were Hiring! Job Title: Associate CIBG Operations (Neo Corp Onboarding & Maintenance) Experience: 3 - 6 Years Location: Bangalore Notice Period: Immediate - 15 Days Apply now: mojesh.p@acesoftlabs.com Call: 9701971793 Job Description: We are looking for a dynamic professional to join our CIBG Operations team. The ideal candidate will be responsible for: Running processes for account setup, user maintenance, and account/user closure/deletion. Handling stakeholder instructions and enquiries while ensuring SLAs are met. Ensuring client documentation complies with internal KYC, Compliance, and Regulatory requirements. Coordinating with Relationship Teams to ensure smooth onboarding and account management. What Were Looking For: 3-5 years of experience in Corporate Account Opening, Maintenance & Internet Banking. Strong communication & interpersonal skills. Ability to work in a high-pressure, complex operational environment. Client-focused mindset. Prior experience in Account Opening & Maintenance will be an added advantage. Apply now: mojesh.p@acesoftlabs.com Call: 9701971793

Are you the type of individual who finds joy in assisting others to fully utilize the capabilities of their tools MetroLeads is currently seeking a Customer Success Specialist who is passionate about customer journeys, enjoys unraveling business challenges, and excels at ensuring users achieve genuine success without the need for technical expertise. As a Customer Success Specialist at MetroLeads, you will serve as the welcoming and knowledgeable guide for customers, assisting them from their initial login to reaching their "aha!" moments and beyond. Your role involves translating business requirements into innovative solutions offered by MetroLeads, advocating for customer feedback, and guaranteeing that every user feels like a Sales Automation and Engagement expert. While collaborating with the product and support teams, your primary focus will be on people, outcomes, and creating memorable customer interactions. Your responsibilities will include: - Being the onboarding wizard: welcoming new users, setting up their accounts, and demonstrating how MetroLeads can streamline their work processes. - Converting customer objectives into actionable plans, emphasizing enhancing sales team performance rather than technical troubleshooting. - Providing assistance, resolving issues, and offering guidance through email, chat, or phone interactions while maintaining a positive attitude. - Conducting engaging product demonstrations and training sessions to empower users to become proficient. - Monitoring user engagement using metrics tools to identify areas of improvement, gather insights, and advocate for customers to enhance the MetroLeads experience. - Serving as the company's advocate by motivating, persuading, and supporting customers in realizing the full potential of our product. - Collaborating with various teams (product, sales, support) to ensure prompt responses to customer inquiries. - Embracing a growth mindset by continuously learning about our product, customers, and discovering innovative ways to deliver exceptional service. Qualifications: - 2+ years of experience in customer success, support, or a related customer-centric role (SaaS experience is advantageous). - Proficiency in technology: adept at navigating various tools and quick to adapt to new technologies, with no coding skills required. - Exceptional communication skills: ability to communicate clearly, warmly, and empathetically in both written and verbal interactions. - Strong problem-solving abilities: enjoy uncovering root causes and devising creative solutions. - Passion for helping individuals achieve success and adept at building strong relationships. - Strong organizational skills and attention to detail, with a robust follow-up process. - Bonus points for experience in startups or a keen interest in SaaS solutions.,

Key Responsibility :- 1) Setting up Accounts 2) Trusty Account 3) Loan Accounting 4) Exposure in multiple kind of US loan

As a Social Media Advertising Specialist, you will be responsible for managing and executing multiple ad campaigns across various platforms such as Facebook and Instagram. Your duties will include audience research, account setup, campaign configuration, and implementation. You should have a strong familiarity with Facebook and Instagram services, including Ad Manager, Business Manager, Audience Insights, Facebook Analytics, and Facebook Pixels. An essential aspect of your role will be deploying effective lead nurturing campaign strategies to drive engagement and conversions. You will need to conduct post-campaign analysis to evaluate performance and return on investment (ROI). Regular reporting on client ad performance to the project management team and senior management will be required to ensure transparency and accountability. Furthermore, you will be tasked with developing and optimizing ad creative, ad copy, and landing pages continuously. Your expertise will be leveraged in all aspects of Social Media advertising, covering automation, ad scheduling, conversion tracking, offers, video ads, e-commerce, and bidding optimization. This position is based in Noida, Sector 63. Interested candidates can contact 8851813993 for further information. Kindly note that only face-to-face interviews will be conducted for this role. Job Types: Full-time, Permanent Benefits: - Provident Fund Experience: - Minimum 1 year of experience in META ADS is required Work Location: In person,

As a Sales Representative at our company, you will be responsible for conducting regular visits to merchants in the open market to promote and educate them about our Flipkart platform. Your primary focus will be guiding merchants through the onboarding process, assisting them with account setup, and ensuring their profiles are created accurately. You will play a crucial role in helping merchants upload and manage their products on Flipkart, guaranteeing that all information is complete and precise. Additionally, you will be presenting advertising opportunities to merchants, emphasizing the benefits of promoting their products or services through our platform. Building and maintaining long-term relationships with merchants is key to this role. You will proactively engage with merchants to renew their subscriptions, address any concerns they may have, and cross-sell other relevant products as per the company's requirements. Utilizing your own vehicle for daily travel to visit merchants within the assigned sales territory is essential. Furthermore, maintaining an active presence on social media platforms to engage with potential and existing clients, share relevant content, and foster relationships is part of your responsibilities. If you are a motivated individual with excellent communication skills and a passion for sales, we encourage you to apply for this position and be a valuable asset in onboarding merchants and promoting our services effectively.,