3 B2B Onboarding Jobs

Job Description: As a Sales Intern at our organization located in Pune, you will have the opportunity to be part of a dynamic team focused on promoting a diverse range of organic and natural products. Your main responsibility will involve collaborating with the Business Development and Sales departments to gain insights into the market, establish connections with distributors and retailers, and actively contribute to enhancing our brand's visibility both offline and online. Your key tasks will include visiting retail outlets, distributors, and stockists to showcase our product portfolio, assisting in setting up product displays, in-store promotions, and sampling events, conducting market surveys to gather competitor information, facilitating B2B onboarding and sample coordination, updating sales records in the CRM system, and liaising with the design and digital teams for marketing collateral creation. The ideal candidate for this role would be a student or recent graduate specializing in fields such as BBA, MBA, Food Technology, Agri-Business, or Marketing, with a genuine interest in sales, fieldwork, and food-related products. Strong communication and presentation skills are essential, while owning a two-wheeler is preferred though not mandatory. We are seeking individuals who are eager to learn, enthusiastic, and possess a target-oriented mindset. During your internship, you will gain valuable experience in on-ground sales and distribution strategies within the FMCG sector, working closely with natural and organic food brands, developing B2B and retail channels, understanding the basics of CRM and inventory systems, and participating in campaigns, sampling activities, and offline marketing initiatives. If you are excited about this opportunity and meet the qualifications mentioned above, please submit your resume to hiring@dfinitventures.com or contact +91-9420001142 for further information.,

As an Investor Onboarding Specialist, you will be responsible for efficiently managing the end-to-end onboarding process for Retail, HNI, and NRI investors. This includes conducting thorough checks on CKYC/KRA, PAN, UBO/PEP, AML, FATCA/CRS requirements, and verifying eligibility and documentation. You will also oversee subscription workflows such as e-signatures, mandates, declarations, cut-offs, and allotment confirmations. Ensuring accurate investor profiles are maintained in the CRM/application while enforcing data privacy and access controls will be a key aspect of your role. In the Cash & Unit Operations domain, you will coordinate capital calls, subscriptions, distributions, redemptions, and fee setups as necessary. Additionally, your responsibilities will extend to enabling and training B2B partners (Wealth Managers) on product information, processes, cut-offs, and documentation standards. You will provide SLA-driven support, including MIS reporting, pipeline status updates, rejection analysis, and campaign performance monitoring. Developing playbooks, FAQs, and explanatory materials for scalability and repeatability will also be part of your duties. In the realm of Investor Relations & Servicing, you will be tasked with disseminating periodic updates, factsheets, and in-app notifications. Organizing webinars, AMAs, and AGMs will also fall under your purview. It will be crucial to maintain the data room and help center content within the app/portal, ensuring it remains current and easily accessible. Your role will involve handling Product & Offer Launch Ops, where you will translate product/offer terms into operational workflows, including forms, app flows, checklists, and timelines. Tracking allotments, refunds, and escalations while managing internal and partner commissions will be essential. Compliance, Controls & Reporting will be a significant focus area, requiring adherence to SEBI AIF guidelines and internal SOPs. You will support audits, valuations, regulatory/investor reporting, and maintain detailed issue logs for resolution. Driving continuous improvement in SOPs related to onboarding, reconciliations, reporting, and grievance redressal will be part of your responsibilities. As a specialist in Data & Tooling, you will oversee dashboards monitoring onboarding TAT, drop-off funnel, SLA adherence, cash breaks, and NPS. Administering CRM/portal configurations and templates, and collaborating with product/engineering teams on enhancements and fixes will be crucial for operational efficiency.,

About the Role: We are looking for a dynamic and results-driven Key Account Manager to lead our API Banking Partnership initiatives. The ideal candidate will be responsible for identifying, onboarding, and managing strategic API partners, primarily focusing on Cash Management Services (CMS) products. This role combines relationship management, business development, and coordination with cross-functional teams to ensure seamless integration and business growth. Key Responsibilities: Identify and acquire new API channel partners to drive business growth in the CMS domain. Manage end-to-end partner onboarding , including documentation, legal agreements (NDAs, contracts), and compliance, in coordination with the legal team. Act as the first point of contact for all partner-related queries, ensuring timely support and smooth communication. Oversee partner integration with the banks systems and ensure successful go-live of API services. Maintain and nurture existing partner relationships drive account farming, increase wallet share, and identify cross-selling opportunities. Track partner performance, conduct trend analysis , build dashboards , and present actionable insights to internal stakeholders. Collaborate closely with product, legal, tech, and operations teams to ensure a high-quality partner experience. Key Requirements: 58 years of relevant experience in API banking , digital partnerships , or key account management within BFSI, fintech, or enterprise SaaS. Strong understanding of cash management products , API integration processes , and digital banking trends. Demonstrated ability to manage both strategic and operational aspects of partner relationships. Excellent communication, negotiation, and problem-solving skills. Strong analytical mindset with experience in dashboarding , reporting , and performance monitoring tools . Ability to work cross-functionally and influence internal stakeholders to achieve business goals. If interested, kindly share your updated CV on riya@beanhr.com Thanks & Regards, Riya Choudhary Bean HR Consulting-"Ahead Your Search" https://beanhr.com Locations:- Ghaziabad (Delhi-NCR) / Dehradun