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5 Client Database Jobs

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1.0 - 5.0 years

3 - 7 Lacs

Bengaluru, Karnataka, India

On-site

Follow up with clients (domestic and international) via email and phone calls. Maintain client database and address client queries. Compile and submit daily and weekly reports as required. Ensure timely submission of reports to the reporting authority. Proficiency in MS Excel is essential. Possess excellent communication skills.

Posted 1 day ago

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1.0 - 5.0 years

3 - 7 Lacs

Hyderabad, Telangana, India

On-site

Follow up with clients (domestic and international) via email and phone calls. Maintain client database and address client queries. Compile and submit daily and weekly reports as required. Ensure timely submission of reports to the reporting authority. Proficiency in MS Excel is essential. Possess excellent communication skills.

Posted 1 day ago

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1.0 - 5.0 years

3 - 7 Lacs

Mumbai, Maharashtra, India

On-site

Follow up with clients (domestic and international) via email and phone calls. Maintain client database and address client queries. Compile and submit daily and weekly reports as required. Ensure timely submission of reports to the reporting authority. Proficiency in MS Excel is essential. Possess excellent communication skills.

Posted 1 day ago

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2.0 - 7.0 years

2 - 7 Lacs

Kolkata, West Bengal, India

On-site

Responsibilities: Identify, maintain, and pursue a constant pipeline of potential NGO partners Gain access to decision-makers through structured prospecting efforts Deliver persuasive presentations showcasing value-based offerings Maintain updated client database and campaigns in the CRM application Assist in developing and enhancing presentation materials Develop deep understanding of clients business models and challenges Ensure client satisfaction and long-term business retention Conduct persuasive in-person or online business meetings and workshops What You Bring to the Table: Bachelor's degree or equivalent with 1+ years of B2B sales/account management experience (experience with schools is a plus; freshers can apply) Strong time management and multitasking abilities Excellent communication and presentation skills Strategic thinking and process improvement mindset Team player with adaptability in a fast-paced environment Proficient in Excel and PowerPoint for presentations and data analysis Experience using CRM tools such as Zoho or Salesforce

Posted 4 weeks ago

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1.0 - 3.0 years

1 - 3 Lacs

Hyderabad, Telangana, India

On-site

Role & responsibilities Assist in overseeing corporate compliance programme Ensuring documentation and client database is updated Supporting the preparation of different and regular compliance reporting Supporting the preparation of new clients submission to the Global Client Acceptance Committee Assisting in the review of investors KYC Assisting in the various second level control testing Providing guidance on internal policies and procedures Answering specific questions from internal staff on KYC and compliance processes Supporting any other (internal/external) requests Preferred candidate profile You have a University degree in Law, Finance or Economics. You have ideally 1 or 2 years of experience in Fund Administration and/or Corporate Service Compliance You are proficient in Microsoft Office 2013, especially in Excel You are fluent in English. Any other language is considered as an advantage You are results-oriented while being conscious of risk management You are able to multitask and handle key deliverables with challenging deadlines You have a keen eye for details and willing to execute tasks hands-on Having knowledge on AML/KYC regulations of Australia, China, Hong Kong, Japan, Mauritius and/or Singapore will be considered as an advantage

Posted 1 month ago

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