1621 Client Onboarding Jobs

Job Title: Business Development Executive / Manager Location: Work From Home (with client meetings virtual or in-person as needed) Company: Hanswahini Recruitment and Business Consultants Salary: 25,000 50,000 per month + Attractive Incentives Experience: 2 - 5 years (preferred in recruitment services) Job Type: Full-Time | Remote About Us: Hanswahini Recruitment and Business Consultants is a trusted talent solutions partner offering high-impact hiring services across sectors. We specialize in recruitment for mid to senior-level roles, ensuring quality hiring with a strong ethical foundation and client-first approach. Key Responsibilities: Build and maintain strong relationships with corporate clients for recruitment partnerships. Successfully close 10 monthly hiring tie-ups with companies for middle to senior-level job roles. Conduct virtual and in-person client meetings to pitch services and understand hiring needs. Coordinate with internal teams to complete documentation, MoUs, and agreement processes smoothly. Identify potential leads via online portals, LinkedIn, referrals, and direct contacts. Track market trends and competitor activity to suggest strategic approaches for business growth. Maintain client data and interaction reports regularly in CRM or Excel. Requirements: Proven experience in business development, B2B sales, or client acquisition (experience in recruitment or HR services preferred). Excellent communication and interpersonal skills. Self-driven with strong negotiation and client relationship-building abilities. Comfortable with remote work but flexible for face-to-face meetings if required. Basic understanding of the recruitment lifecycle and hiring needs is an advantage. Perks & Benefits: Competitive fixed salary + Performance-based incentives. Flexible work-from-home structure. Opportunity to grow into a leadership role based on performance. Exposure to C-level and decision-making professionals. Share your portfolio and resume on hanswahiniconsultant@gmail.com or whatsapp to +91-9625559579

Strategic Focus Provide support in the onboarding of new clients and ensure the effective and timely implementation of client change requests Contribute to project work to improve service quality (e.g., system implementations, automation) Build and maintain effective relationships with internal stakeholders Regularly review processes and procedures with a view to implementing efficiency and accuracy improvements Hold sessions with the team to communicate any changes, issues, or procedure changes Operational Management Accurately prepare and review unit prices for managed investment funds, private equity funds, and listed investment companies Produce and review Gross Asset Value (GAV) and Net Asset Value (NAV), including unit pricing calculation for NAV Reconcile cash records, positions, and trades to the custodian/PB Update portfolio system related to investment trades, settlements, corporate actions, income receipts, and cash movements Prepare periodic reports to fund managers, their clients, and asset consultants Ensure timely delivery of various reporting requirements to the Sydney team Preparation of reconciled month-end portfolios for accountants to complete unit pricing Ensure the team provides accurate and complete information, solving problems and completing transactions in a professional and timely manner to agreed standards Detailed review of distributable income calculations for managed investment funds and liaising with external tax parties People Leadership Partner effectively with cross-functional teams, including offshore counterparts, ensuring clear communication and knowledge sharing Provide support, review, and preparation of Investment Operations daily deliverables Collaborate closely with the team and the broader organisation to achieve shared goals, treating all colleagues and clients as valued partners Manage team resources by ensuring availability and punctuality of team members Governance & Risk Ongoing monitoring and improvement of risk and compliance controls Post-trade compliance monitoring Liaise with financial reporting team to answer audit queries Adopt a risk management culture and effectively limit risk exposure to MUFG Corporate Markets with strategies to mitigate risk Prepare data for monthly reports for clients and internal stakeholders Regularly review work practices/procedures to identify opportunities to improve quality and/or productivity Manage escalations and seek to resolve them to the satisfaction of the customer and client Experience & Personal Attributes Qualifications 7+ years of previous experience within a fund accounting environment, preferably with an administrator, custodian, or fund manager CA/CPA qualified or relevant work experience within the FA space Working knowledge of Invest One application Working knowledge of IRESS, Omgeo CTM/Alert would be an added advantage Willingness to work in rotational shifts starting at 2.00 am IST Knowledge & Skills All-round grasp of accounting standards and taxation affecting the managed funds industry Strong technical knowledge in financial markets, including investment products, markets, and securities Process expert knowledge in the investment process and trading instruments across various asset classes Comprehensive understanding of performance measurement, attribution analysis, and risk assessment models for evaluating investment outcomes Problem-solving and implementing practical solutions Ability to research and analyze legislative requirements and changes, update policy documents, checklists, templates, and procedures Able to implement and complete project work both within teams and autonomously Able to coordinate conflicting deadlines Good communication skills (both written and verbal) Competent in Microsoft Office and ability to learn new software quickly

Strategic Focus Provide support in the onboarding of new clients and ensure the effective and timely implementation of client change requests Contribute to project work to improve service quality (e.g., system implementations, automation) Build and maintain effective relationships with internal stakeholders Regularly review processes and procedures with a view to implementing efficiency and accuracy improvements Hold sessions with the team to communicate any changes, issues, or procedure changes Operational Management Accurately prepare and review unit prices for managed investment funds, private equity funds, and listed investment companies Produce and review Gross Asset Value (GAV) and Net Asset Value (NAV), including unit pricing calculation for NAV Reconcile cash records, positions, and trades to the custodian/PB Update portfolio system related to investment trades, settlements, corporate actions, income receipts, and cash movements Prepare periodic reports to fund managers, their clients, and asset consultants Ensure timely delivery of various reporting requirements to the Sydney team Preparation of reconciled month-end portfolios for accountants to complete unit pricing Ensure the team provides accurate and complete information, solving problems and completing transactions in a professional and timely manner to agreed standards Detailed review of distributable income calculations for managed investment funds and liaising with external tax parties People Leadership Partner effectively with cross-functional teams, including offshore counterparts, ensuring clear communication and knowledge sharing Provide support, review, and preparation of Investment Operations daily deliverables Collaborate closely with the team and the broader organisation to achieve shared goals, treating all colleagues and clients as valued partners Manage team resources by ensuring availability and punctuality of team members Governance & Risk Ongoing monitoring and improvement of risk and compliance controls Post-trade compliance monitoring Liaise with financial reporting team to answer audit queries Adopt a risk management culture and effectively limit risk exposure to MUFG Corporate Markets with strategies to mitigate risk Prepare data for monthly reports for clients and internal stakeholders Regularly review work practices/procedures to identify opportunities to improve quality and/or productivity Manage escalations and seek to resolve them to the satisfaction of the customer and client Experience & Personal Attributes Qualifications 7+ years of previous experience within a fund accounting environment, preferably with an administrator, custodian, or fund manager CA/CPA qualified or relevant work experience within the FA space Working knowledge of Invest One application Working knowledge of IRESS, Omgeo CTM/Alert would be an added advantage Willingness to work in rotational shifts starting at 2.00 am IST Knowledge & Skills All-round grasp of accounting standards and taxation affecting the managed funds industry Strong technical knowledge in financial markets, including investment products, markets, and securities Process expert knowledge in the investment process and trading instruments across various asset classes Comprehensive understanding of performance measurement, attribution analysis, and risk assessment models for evaluating investment outcomes Problem-solving and implementing practical solutions Ability to research and analyze legislative requirements and changes, update policy documents, checklists, templates, and procedures Able to implement and complete project work both within teams and autonomously Able to coordinate conflicting deadlines Good communication skills (both written and verbal) Competent in Microsoft Office and ability to learn new software quickly

Strategic Focus Provide support in the onboarding of new clients and ensure the effective and timely implementation of client change requests Contribute to project work to improve service quality (e.g., system implementations, automation) Build and maintain effective relationships with internal stakeholders Regularly review processes and procedures with a view to implementing efficiency and accuracy improvements Hold sessions with the team to communicate any changes, issues, or procedure changes Operational Management Accurately prepare and review unit prices for managed investment funds, private equity funds, and listed investment companies Produce and review Gross Asset Value (GAV) and Net Asset Value (NAV), including unit pricing calculation for NAV Reconcile cash records, positions, and trades to the custodian/PB Update portfolio system related to investment trades, settlements, corporate actions, income receipts, and cash movements Prepare periodic reports to fund managers, their clients, and asset consultants Ensure timely delivery of various reporting requirements to the Sydney team Preparation of reconciled month-end portfolios for accountants to complete unit pricing Ensure the team provides accurate and complete information, solving problems and completing transactions in a professional and timely manner to agreed standards Detailed review of distributable income calculations for managed investment funds and liaising with external tax parties People Leadership Partner effectively with cross-functional teams, including offshore counterparts, ensuring clear communication and knowledge sharing Provide support, review, and preparation of Investment Operations daily deliverables Collaborate closely with the team and the broader organisation to achieve shared goals, treating all colleagues and clients as valued partners Manage team resources by ensuring availability and punctuality of team members Governance & Risk Ongoing monitoring and improvement of risk and compliance controls Post-trade compliance monitoring Liaise with financial reporting team to answer audit queries Adopt a risk management culture and effectively limit risk exposure to MUFG Corporate Markets with strategies to mitigate risk Prepare data for monthly reports for clients and internal stakeholders Regularly review work practices/procedures to identify opportunities to improve quality and/or productivity Manage escalations and seek to resolve them to the satisfaction of the customer and client Experience & Personal Attributes Qualifications 7+ years of previous experience within a fund accounting environment, preferably with an administrator, custodian, or fund manager CA/CPA qualified or relevant work experience within the FA space Working knowledge of Invest One application Working knowledge of IRESS, Omgeo CTM/Alert would be an added advantage Willingness to work in rotational shifts starting at 2.00 am IST Knowledge & Skills All-round grasp of accounting standards and taxation affecting the managed funds industry Strong technical knowledge in financial markets, including investment products, markets, and securities Process expert knowledge in the investment process and trading instruments across various asset classes Comprehensive understanding of performance measurement, attribution analysis, and risk assessment models for evaluating investment outcomes Problem-solving and implementing practical solutions Ability to research and analyze legislative requirements and changes, update policy documents, checklists, templates, and procedures Able to implement and complete project work both within teams and autonomously Able to coordinate conflicting deadlines Good communication skills (both written and verbal) Competent in Microsoft Office and ability to learn new software quickly

The KYC Analyst role in Mumbai, India focuses on client onboarding and exceptions in compliance with regulatory standards. You will be responsible for communicating changes in KYC, AML, and AFC areas to senior bank stakeholders and ensuring smooth implementation of any required changes. Additionally, you will assist the bank's clients by managing KYC and account opening requirements with proper governance and controls, following strict adherence to SOPs and OLAs to facilitate accurate and timely account opening for trade execution. As part of our benefits package, you will enjoy perks such as a comprehensive leave policy, gender-neutral parental leaves, childcare assistance benefit, sponsorship for industry certifications, employee assistance program, hospitalization and life insurance, and health screenings for individuals aged 35 and above. Your key responsibilities will include focusing on client onboarding in alignment with regulatory standards, maintaining communication with senior bank stakeholders regarding changes in KYC, AML, and AFC, and managing KYC and account opening requirements with a commitment to SOPs and OLAs for efficient trade execution. To excel in this role, you should possess over 6 months of experience in corporates with strong communication and system knowledge. You will receive support through training, development opportunities, coaching from team experts, a culture of continuous learning, and a range of flexible benefits that can be customized to meet your needs. For further information about our company and teams, please visit our website at https://www.db.com/company/company.htm. We strive to foster a culture that encourages empowerment, responsibility, commercial thinking, initiative, and collaboration. At Deutsche Bank Group, we celebrate our people's successes and promote a positive, fair, and inclusive work environment. We welcome applications from all individuals.,

Are you prepared to have a significant impact on the world of wealth management Join our International Consumer Bank Advisor Support team in India and be part of a dynamic environment where your skills and passion will drive innovation and bolster our global sales organization. We provide unparalleled opportunities for career advancement in a collaborative setting where you can excel and contribute to meaningful projects. As a Solutions Assistant within the International Consumer Bank Advisor Support India team, you will function as an extension of the London-based Wealth Services team. Your role will be pivotal in supporting client advisors throughout the sales life cycle, from prospecting and lead generation to client onboarding and portfolio reviews. Your efforts will align with business priorities and elevate the overall client experience. The International Consumer Bank (GPB) Advisor Support India team plays a crucial role in the global sales organization, collaborating closely with Client Advisors, Investment Specialists, Lending Advisors, Wealth Advisors, and Market/Regional Leadership to drive activities across the client/sales life cycle. We operate in a globally integrated manner, aligning with Advisors of a specific Region/Market to support business objectives. Our focus areas include prospecting, pitchbook creation, marketing materials updating, client onboarding support, and continuous client portfolio reviews and analysis. Responsibilities: - Load potential opportunities into Salesforce and maintain precise records. - Review opportunities and handle administrative tasks related to funding and finance reconciliation. - Conduct competitor analysis to identify market trends and opportunities. - Supervise pension/ISA transfers, including follow-ups with providers and clients. - Prepare client documents and collaborate with the business team to progress them. - Research prospects using databases and search methods, creating bios for Wealth Manager meetings. - Develop materials for prospective client meetings, including background research and portfolio analysis. - Compile business reports, such as monthly and quarterly reviews for the team. Required Qualifications, Capabilities, and Skills: - Minimum of 4 years of professional experience in a similar role. - Strong stakeholder engagement skills; proficiency in English is mandatory. - Proficiency in PowerPoint and Excel; familiarity with tools like Alteryx, Tableau, and LLM is advantageous. - Comprehensive understanding of client management needs and sensitivities; utmost discretion with confidential matters. - Ability to work with minimal to moderate supervision; adaptable to challenging environments. - Inclination to grasp market dynamics and develop expertise. Preferred Qualifications, Capabilities, and Skills: - Solid analytical and problem-solving abilities. - Capability to work collaboratively within a team with high attention to detail and accuracy in work. - Flexibility to work in different shifts and locations as required; presence in the office for all five workdays is mandatory. - University degree holder (preferred MBA/CFA/CA/FRM). - Knowledge of German, Spanish, or Portuguese is an added advantage.,

The ideal candidate for the role of US IT Sales Manager/Executive (Staffing) should possess strong experience in sales and business development within the IT staffing industry, specifically within the region. Your main responsibilities will include identifying new business opportunities, establishing and nurturing relationships with clients, and meeting sales targets by delivering high-quality IT staffing solutions. Your key responsibilities will involve: - Identifying and cultivating new client accounts for IT staffing services. - Generating leads through networking, cold calling/email, and leveraging business connections. - Devising strategies to target potential clients and enter key markets successfully. - Acting as the primary point of contact for client communications, negotiations, and issue resolution. - Developing and implementing strategies for cross-selling and upselling IT staffing services. - Crafting and delivering customized presentations and proposals to cater to client requirements. To excel in this role, you should have a minimum of 2-5 years of experience in IT Staffing Sales or Business Development, with your total experience not exceeding 7 years. It is essential that your recent experience has been in IT Staffing. This is a full-time, permanent position that requires recent hands-on experience in client onboarding (3+ per month) and availability for night shifts. You must have at least 2 years of experience in BDE or Sales and 2 years in IT Staff Augmentation to be considered for this role. This position is based in India. If you meet the specified experience criteria and are passionate about driving sales and business growth in the IT staffing sector, we encourage you to apply for this exciting opportunity.,

Yanolja Cloud Solution Pvt. Ltd. (YCS) is a global hospitality technology provider with a focus on small and medium-sized accommodation businesses. With a dedicated team of 450+ members and over 17 years of experience, YCS serves 33,000+ customers in 170 countries, offering support in 50+ languages and a 24/7 support network spread across 15+ countries. As a Client Onboarding Specialist at YCS, your responsibilities will include coordinating the onboarding process for new clients, conducting needs analysis to tailor solutions, providing training on product usage, offering prompt support services, building strong client relationships, maintaining product knowledge, gathering feedback for continuous improvement, troubleshooting technical issues, and ensuring accurate documentation of client interactions in the CRM system. To qualify for this role, you should hold a Bachelor's degree, with a preference for a Technical Degree. A minimum of 2 years of experience in customer-facing roles like customer support, account management, or client onboarding is required. Strong technical acumen, a passion for exceptional customer service, problem-solving skills, adaptability to changing client needs, effective collaboration with cross-functional teams, and experience in the hospitality industry or related sectors are desirable traits for this position. Join YCS and contribute to our mission of providing innovative hospitality technology solutions to businesses worldwide.,

The Sales Manager position in IT/GPS Sales based in Jaipur, Rajasthan requires a motivated and target-driven individual with a minimum of 3 years of experience in GPS/IT sales, insurance, or banking sector. The ideal candidate should possess strong interpersonal and negotiation skills, the ability to work independently, and a readiness to travel frequently. A personal vehicle is a must for travel purposes. Responsibilities include identifying and approaching potential clients in Jaipur and across India, promoting and selling GPS tracking and IT-based solutions to SMEs, transporters, and other businesses, generating leads, maintaining customer relationships, meeting sales targets, conducting product demos and client on-boarding sessions, coordinating with the technical team, and following up for renewals, upselling, and support requirements. The candidate should have proficiency in communication, both written and verbal. A Bachelor's degree in Business Management, Marketing, IT, or related field is preferred. Exposure to GPS or fleet management products will be an added advantage. The compensation for this role will be as per industry standards.,

J.P. Morgan Chase & Co., headquartered in New York City, is the largest bank in the U.S. and a global leader in investment banking and financial services. The Corporate & Investment Bank division, trusted by top corporations and institutions worldwide, manages nearly $20 trillion in assets and offers strategic advice and liquidity solutions. Within this division, the WKO Banking Middle Office ensures compliance with regulations, safeguarding the bank's reputation and assets while efficiently onboarding client relationships. As a Wholesale KYC Operations Analyst within the WKO Banking Middle Office, you will be responsible for managing the Front Office relationship for business requests in KYC Onboarding, Remediation, and Renewals. Your role will involve facilitating the end-to-end client onboarding process, ensuring all due diligence documentation is sourced and delivered to the KYC Production team to incorporate into the KYC platform. Your responsibilities will include managing new business requests received from the Front Office, acting as an SME and Due Diligence expert to guide clients through the KYC requirements, conducting in-depth analysis on the ownership structure of clients, working closely with the Front Office and clients to obtain necessary supporting evidence, following up with KYC production teams to ensure timely onboarding, liaising with key stakeholders, assisting Relationship Managers with various tasks, managing personal workload and priority items, and identifying and executing process improvements. To excel in this role, you should have knowledge of multiple client types and the financial industry, strong verbal and written communication skills, effective time management and organizational abilities, a quality client focus, a strong controls mindset, customer service skills, experience in adhering to controls and compliance standards, and the ability to grasp concepts and procedures quickly. Preferred qualifications for this role include knowledge of KYC & Client onboarding with a minimum of 2 years of experience, as well as a B.S. Degree or equivalent. Your role as a Wholesale KYC Operations Analyst will be crucial in ensuring smooth client onboarding processes, maintaining compliance standards, and contributing to the overall success of the WKO Banking Middle Office.,

About BiteSpeed Hey there! We are a Sequoia-backed SaaS startup building an AI-native Marketing, Support & Sales suite for e-commerce brands. Were currently working with 3000+ e-commerce brands globally across 50+ countries and are fortunate to have raised $5.5M+ along the journey with marquee investors like Sequoia Capital India, Kunal Shah, Gaurav Munjal & more backing us. Check out more about us here - https://www.bitespeed.co/ and do read through our 200+ odd 5-star reviews to get a sense of what our customers say about us here - https://apps.shopify.com/bitespeed-fb-messenger-chatbot (we openly brag about this ????) Weve had some solid investors back us (making it easier for you to stalk us since youd do this anyway):- BiteSpeed Raises USD 3.5M Funding, Led by Peak XVs Surge- https://www.businesswireindia.com/e-commerce-ai-startup-bitespeed-raises-usd-3-5m-funding-led-by-peak-xvs-surge-92455.html E-commerce AI start-up BiteSpeed raises $3.5 million funding led by Peak XVs Surge- https://www.thehindubusinessline.com/info-tech/e-commerce-ai-start-up-bitespeed-raises-35-million-funding-led-by-peak-xvs-surge/article68863058.ece BiteSpeed Raises $1.9 Million Seed Funding From Sequoia India&aposs Surge- https://www.entrepreneur.com/en-in/business-news/bitespeed-raises-19-million-seed-funding-from-sequoia/418414 About the role We want to keep our customers for life . To do that, customer success is probably going to be our most important function and we want to treat it like that. So far our customer success function has been founder-led, we have a track record of 250+ 5-star reviews and the envious net negative churn (to the extent where some of our customers pay 5-10X of what they started with). We&aposre now at a point where weve scaled 10X in the past year and to do that again next year we want to double down on our existing customers. This role involves owning customer retention and making them true fans of BiteSpeed while also listening to customer feedback to form a pipe of customer insights for our product team. What youll do Your core job is to own our international customer relationships , make them successful and fans of BiteSpeed. Client onboarding, tracking product adoption for our enterprise customers, ensuring they are getting maximum value leading to upsells and expansion revenue. Becoming a trusted product advisor for our international customers, helping them with all the tricks of the trade to get maximum value from BiteSpeed. Managing cross-sells for new products and renewals , owning expansion revenue at an account level. Building the playbook for our international customer success function to scale for the next stage of growth. What makes you a good fit You care about delivering a service experience that parallels a Michelin star Italian restaurant. You genuinely like helping people and making them successful. You have 3+ years of work experience in customer success with technical understanding of the product and 1+ years of experience in managing international customers You have a genuine interest in conversations with people from different backgrounds to learn about their lives. Salary and Location Location: Bangalore Expected CTC: We pay on top of market standards with generous ESOPs for everyone in the team. Our Way Of Life - https://www.notion.so/bitespeed/Way-Of-Life-At-BiteSpeed-44d9b9614d9641419da910189b1e9f8e. Our Purpose At BiteSpeed, work is personal. You could blame this on us being existential, but most of us are spending the best years of our lives doing this and we want to be purposeful about the kind of workplace were trying to create. Our purpose is about why were here and what we care about:- Personal Transformation Wealth Creation Winning Together Our Values Our values are about how we do what we do. Values define the right thing to do. We hire, reward and sometimes have to let go based on our values. We have 5 core values:- Go Above And Beyond Making Things Happen Say It Like It Is Progress Over Perfection Dont Take Yourself Seriously, Take Your Work Seriously Perks & Benefits Small things weve done to ensure we take care of our wellness, learning & keep things fun:- Health Insurance - Health insurance cover and accident coverage for extra cushion and mental peace when rainy days hit us. Quarterly Off-sites - Quarterly off-sites are a core part of the BiteSpeed culture. Our off-sites range from intense quarter planning sessions to crazy mafia nights and competitive cricket matches (with a lot of trash talking). Cult Fitness Membership - All work and no play makes jack a dull boy. Cult Fit and Cult Play passes to make sure we hit the gym more often. Personal Development - We sponsor courses, conference tickets, books on a case to case basis to ensure were constantly growing. Salary In Advance - Trust first, by default. We pay out salaries in the first week of the month. How to apply If this sounds interesting drop a personal note with why you&aposd want to work with us and what makes you a good fit on [HIDDEN TEXT]. Know someone who might be a great fit Refer them to us , if they end up joining we&aposll send you an Apple Airpods Pro as a gesture of thanks! For any queries feel free to write to [HIDDEN TEXT]. Show more Show less

About BiteSpeed Hey there! We are a Sequoia-backed SaaS startup building an AI-native Marketing, Support & Sales suite for e-commerce brands. Were currently working with 3000+ e-commerce brands globally across 50+ countries and are fortunate to have raised $5.5M+ along the journey with marquee investors like Sequoia Capital India, Kunal Shah, Gaurav Munjal & more backing us. Check out more about us here - https://www.bitespeed.co/ and do read through our 200+ odd 5-star reviews to get a sense of what our customers say about us here - https://apps.shopify.com/bitespeed-fb-messenger-chatbot (we openly brag about this ????) Weve had some solid investors back us (making it easier for you to stalk us since youd do this anyway):- BiteSpeed Raises USD 3.5M Funding, Led by Peak XVs Surge- https://www.businesswireindia.com/e-commerce-ai-startup-bitespeed-raises-usd-3-5m-funding-led-by-peak-xvs-surge-92455.html E-commerce AI start-up BiteSpeed raises $3.5 million funding led by Peak XVs Surge- https://www.thehindubusinessline.com/info-tech/e-commerce-ai-start-up-bitespeed-raises-35-million-funding-led-by-peak-xvs-surge/article68863058.ece BiteSpeed Raises $1.9 Million Seed Funding From Sequoia India&aposs Surge- https://www.entrepreneur.com/en-in/business-news/bitespeed-raises-19-million-seed-funding-from-sequoia/418414 About the role We want to keep our customers for life . To do that, customer success is probably going to be our most important function and we want to treat it like that. So far our customer success function has been founder-led, we have a track record of 250+ 5-star reviews and the envious net negative churn (to the extent where some of our customers pay 5-10X of what they started with). We&aposre now at a point where weve scaled 10X in the past year and to do that again next year we want to double down on our existing customers. This role involves owning customer retention and making them true fans of BiteSpeed while also listening to customer feedback to form a pipe of customer insights for our product team. What youll do Your core job is to own our customer relationships , make them successful and fans of BiteSpeed. Client onboarding, tracking product adoption for our enterprise customers, ensuring they are getting maximum value leading to upsells and expansion revenue. Becoming a trusted product advisor for our customers, helping them with all the tricks of the trade to get maximum value from BiteSpeed. Managing cross-sells for new products and renewals , owning expansion revenue at an account level. Building the playbook for our customer success function to scale for the next stage of growth. What makes you a good fit You care about delivering a service experience that parallels a Michelin star Italian restaurant. You genuinely like helping people and making them successful. You have 3+ years of work experience in customer success with technical understanding of the product You have a genuine interest in conversations with people from different backgrounds to learn about their lives. Salary and Location Location: Bangalore Expected CTC: We pay on top of market standards with generous ESOPs for everyone in the team. Our Way Of Life - https://www.notion.so/bitespeed/Way-Of-Life-At-BiteSpeed-44d9b9614d9641419da910189b1e9f8e. Our Purpose At BiteSpeed, work is personal. You could blame this on us being existential, but most of us are spending the best years of our lives doing this and we want to be purposeful about the kind of workplace were trying to create. Our purpose is about why were here and what we care about:- Personal Transformation Wealth Creation Winning Together Our Values Our values are about how we do what we do. Values define the right thing to do. We hire, reward and sometimes have to let go based on our values. We have 5 core values:- Go Above And Beyond Making Things Happen Say It Like It Is Progress Over Perfection Dont Take Yourself Seriously, Take Your Work Seriously Perks & Benefits Small things weve done to ensure we take care of our wellness, learning & keep things fun:- Health Insurance - Health insurance cover and accident coverage for extra cushion and mental peace when rainy days hit us. Quarterly Off-sites - Quarterly off-sites are a core part of the BiteSpeed culture. Our off-sites range from intense quarter planning sessions to crazy mafia nights and competitive cricket matches (with a lot of trash talking). Cult Fitness Membership - All work and no play makes jack a dull boy. Cult Fit and Cult Play passes to make sure we hit the gym more often. Personal Development - We sponsor courses, conference tickets, books on a case to case basis to ensure were constantly growing. Salary In Advance - Trust first, by default. We pay out salaries in the first week of the month. How to apply If this sounds interesting drop a personal note with why you&aposd want to work with us and what makes you a good fit on [HIDDEN TEXT]. Know someone who might be a great fit Refer them to us , if they end up joining we&aposll send you an Apple Airpods Pro as a gesture of thanks! For any queries feel free to write to [HIDDEN TEXT]. Show more Show less

You will be joining BondbloX as a Fixed Income Operations AVP based in Hyderabad, India, reporting to the Head of Operations in Singapore. As a part of the global Operations team, which includes KYC and client onboarding, your role will involve ensuring the smooth settlement of bond trades and timely issue resolution. You will be responsible for processing coupons, redemptions, and corporate actions, as well as handling SWIFT instructions and initiating cash transfers. Additionally, you will liaise with Custodian Banks and Market Counterparties for settlement matters and perform eligibility checks to support the timely listing of bonds on the BondbloX Bond Exchange. Your daily tasks will include updating bond reference data, performing cash and bond reconciliations, and providing daily reports to the Business and control functions. You will also be responsible for producing monthly trading activity reports and contributing to new product or feature designs, including performing UAT testing. Furthermore, you will be involved in client Due Diligence/KYC processes on individuals, corporates, and Financial Institutions, as well as assisting in periodic client reviews and transaction monitoring. The ideal candidate for this role should have 5-7 years of progressive Operations experience in a Regulated Financial Institution/Bank/FinTech, with prior experience in Fixed Income Operations preferred. A good understanding of Fixed Income settlement processes and broad experience in Customer Due Diligence/KYC/onboarding is essential. A Bachelors degree in finance/business/economics is required, along with excellent English language written and verbal communication skills. You should possess a meticulous attention to detail, an analytical and data-driven mindset, and a desire to learn within an innovative environment. As a self-driven individual with a proactive can-do attitude, you must be able to prioritize multiple projects under tight timelines. Being a team player with a strong sense of ownership is crucial for success in this role. In return, BondbloX offers a competitive salary, performance bonus/stock options, medical/hospitalization cover, and limitless career development and growth opportunities in a dynamic and fast-paced fintech environment that is revolutionizing the Fixed Income market. If you meet the requirements and are interested in this opportunity, please submit your resume to geoff.logan@bondblox.com.,

As an intern in this role, your primary responsibilities will include: - Utilizing calling, emailing, and social media strategies to generate new leads for the company. - Engaging with potential clients, negotiating deals, and successfully closing new business opportunities. - Ensuring the Customer Relationship Management (CRM) system is updated with accurate information regarding prospects and clients. - Collaborating effectively with the sales team to facilitate a seamless onboarding process and transition for new clients. - Conducting follow-up calls and emails aimed at nurturing leads and ultimately closing sales. - Researching industry trends and potential client profiles to identify avenues for business growth. - Supporting in the creation of sales presentations and marketing materials to be used during client meetings. About the Company: We specialize in optimizing IT solutions while maintaining cost-efficiency for our clients. With a dedicated team of experts and over 24 years of experience in the field, we guarantee the delivery of top-notch solutions at competitive prices.,

The KYC Operations Sr. Supervisor position at Citi involves providing leadership and direction to a team responsible for AML monitoring, governance, oversight, and regulatory reporting services. The primary objective is to develop and manage an internal KYC program. Responsibilities include managing and developing team members, ensuring service level standards are met, collaborating with Compliance department and senior management, overseeing client onboarding, providing MIS reporting, monitoring account refresh activity, conducting quality reviews, maintaining the Book of Work, advising the Compliance and Controls team, completing KYC records accurately and timely, updating KYC forms, following up with clients, performing KYC tasks, and operating with a limited level of supervision. The role also requires exercising independence of judgment, acting as an SME to senior stakeholders, managing teams, assessing risk in business decisions, safeguarding Citigroup's reputation, ensuring compliance with laws and regulations, and supervising others effectively. Qualifications for this position include 9+ years of relevant experience, and a Bachelor's degree or equivalent experience. Citi is an equal opportunity and affirmative action employer, welcoming all qualified applicants to apply for career opportunities. If an applicant requires a reasonable accommodation due to disability, they are encouraged to review the Accessibility at Citi guidelines. This is a full-time position in the Operations - Services job family group, specifically in the Business KYC job family.,

As a part of this role, you will be responsible for various key activities related to sales and client management on the IndiaMART platform. Your primary responsibilities will include: Lead Generation & Client Acquisition: You will be tasked with identifying and approaching new businesses such as SMEs, manufacturers, and suppliers to encourage them to sign up on the IndiaMART platform. Sales Strategy Execution: Implementing sales strategies to maximize opportunities for expanding product and service offerings to potential clients. Relationship Building: Developing and maintaining long-term relationships with clients to ensure repeat business and foster trust and loyalty. Market Research: Conducting in-depth research on industry trends, competitor analysis, and identifying potential markets to enhance sales efforts and stay ahead of the competition. Consultative Selling: Understanding the unique needs of clients and providing tailored solutions to help them grow their businesses effectively on IndiaMART. Demonstration & Presentation: Conducting product demonstrations and presentations to showcase the platform's capabilities and benefits to prospective clients. Revenue Growth: Meeting and exceeding monthly/quarterly sales targets to contribute to the overall growth and success of the organization. Client Onboarding: Assisting clients in the onboarding process to ensure a seamless transition and setup on the IndiaMART platform for a positive user experience. Follow-Up & Negotiation: Handling negotiations, closing deals, and following up with clients to ensure their satisfaction and build long-lasting relationships. Reporting: Maintaining accurate records of sales activities, client interactions, and opportunities using CRM tools to track progress and performance effectively. This job is a full-time, permanent position suitable for fresher candidates with at least 1 year of total work experience. The work location is in person, and the schedule includes day shift, evening shift, fixed shift, and weekend availability. If you are interested in this opportunity, please reach out to the employer at +91 9909829291 for further discussions.,

As a member of the Corporate and Investment Banking team at DBS, your role will involve providing a full range of commercial banking products and services to corporate customers. This includes managing cash flow, time deposits, trade finance, working capital finance, term loans, and foreign exchange transactions. By maintaining strong relationships with customers in the region, you will play a key role in account management, service differentiation, product development, and adherence to rigorous credit standards. Your primary responsibility will be to support Relationship Management teams by assisting in various activities such as preparing and submitting Credit Memos, completing documentation formalities, assisting in client onboarding and KYC reviews, and following up on overdue accounts. You will also be required to provide client servicing, identify early warning signs in the portfolio, manage existing client portfolios, and explore cross-selling opportunities for other banking products. Key responsibilities will include preparing accurate credit proposals, maintaining close relationships with the Business Unit to ensure deliverables are met, conducting need-based customer meetings to understand business risks, cross-selling additional banking products, monitoring portfolio irregularities, ensuring regulatory compliance, managing customer satisfaction levels, controlling portfolio quality, and communicating key messages to customers. To excel in this role, you should possess good written and oral communication skills, a strong academic background, self-motivation, adaptability, a creative mindset, and strategic thinking abilities. Your ability to collaborate with internal teams, adhere to risk management guidelines, and maintain high standards of customer service will be crucial in achieving success in this position.,

You are currently looking for a Private Fund Administration Analyst with 4-8 years of experience to join the team in Pune. In this role, you will be responsible for developing expertise in the processes, with a focus on enhancing client experience and operational efficiencies. Collaborating with cross-functional teams is essential to execute fund administration processes and improve client servicing activities. You will also be involved in assessing and improving workflows to ensure efficiency and consistency. Database maintenance, compilation of business metrics, and ensuring data accuracy are key aspects of this role. To excel in this position, you must be able to work US working hours and demonstrate a client-focused mindset. Attention to detail, willingness to learn new systems, effective communication skills, accuracy, flexibility, and proactive approach are essential qualities for this role. You should have the ability to organize and prioritize tasks effectively to meet deadlines. Proficiency in Excel, PowerPoint, and Word is a must, along with a quick grasp of various data systems such as Investment Cafe, eFront, etc. Previous experience in interacting professionally with different business areas and clients is preferred. Having a strong knowledge of private, retail, and/or institutional investment business, as well as investment strategies/products, would be advantageous. Experience in client onboarding and servicing activities will also be a valuable asset for this role.,

The Corporate and Investment Banking division offers corporate clients a wide range of commercial banking products and services, including cash management, current accounts, time deposits, trade finance, working capital finance, term loans, and foreign exchange. DBS has built enduring relationships with its customers in the region through account relationship management, service differentiation, product innovation, and strict credit standards. As a member of the team supporting Relationship Managers, your responsibilities will include preparing and submitting Credit Memos to CCG, handling documentation formalities in collaboration with clients and CCU, assisting with client onboarding and KYC reviews, managing overdues, coordinating client servicing with internal units, identifying early warning signs in portfolios, managing existing client portfolios, and exploring cross-selling opportunities for banking products. Key responsibilities also entail crafting accurate credit proposals, maintaining close relationships with Business Units to ensure IBG deliverables are achieved, conducting need-based customer meetings to understand business risks, cross-selling various products, monitoring portfolios for irregularities, ensuring regulatory compliance, assisting with recoveries and minimizing bad debts, enhancing customer satisfaction levels through detailed MIS and complaint tracking, controlling portfolio quality in line with risk management guidelines, monitoring complaint levels and quality of handling, and effectively communicating key messages to customers. The ideal candidate will possess strong written and oral communication skills, a solid academic background, self-motivation, adaptability, creativity, and strategic thinking abilities.,

You are an enthusiastic and proactive candidate with at least 2 years of experience in RTA (Registrar and Transfer Agent) activities. Your main responsibility will be overseeing and undertaking various RTA operations and reporting activities. This role offers a great opportunity for you to grow your understanding of securities laws and contribute to real-world transactions. Your key responsibilities will include managing day-to-day operational activities, client onboarding, ensuring efficient documentation and storage of transaction documents and records, preparing MIS and reports for Board and Management insights, intervening for seamless redressal of investor grievances, preparing SOPs/operations manuals for seamless operations and process optimization, and acting as a mediator for reporting to regulatory bodies such as SEBI, FIU, MCA, and market institutions like Exchanges, Depositories, Participants, etc. To qualify for this role, you should have a Bachelor of Commerce or any other equivalent degree. A professional certification such as an MBA, CA, or CS would be preferred. Preferred skills and experience include a minimum of 2 years of work experience with a SEBI Registered RTA, proficiency in MS Office, RTA software, and its IT environment, basic understanding of RTA operations, regulatory environment, and reporting obligations, eagerness to learn and adapt to a fast-paced regulatory environment, as well as good communication and teamwork skills. If you are interested in this opportunity, please share your CV to hr@beacontrustee.co.in.,

The ideal candidate should have 0 - 9+ years of experience in customer support. Your main responsibilities will include mediating between customers to ensure smooth communication, providing linguistic support for KYC related queries and credit operations, collaborating with customers in their native language to facilitate operations, and supporting on migration. Key Skills required for this role include expertise in KYC, Chinese language proficiency, credit operations knowledge, and client onboarding experience. This is a Full Time, Permanent role in the ITES/BPO/Customer Service industry, specifically in the banking sector. The role falls under the category of Outsourcing/Offshoring. If you are interested, the Job Code for this position is GO/JC/20046/2024, and the Recruiter handling this position is Ramya.,

As the Associate Vice President of Managed Services Operations, you will be a vital part of the managed services teams that utilize cutting-edge technology, data, and industry best practices to provide valuable insights for business transformation. Your responsibilities will include overseeing various tasks such as accounting, reconciliations, portfolio valuation, client onboarding, and engaging with clients and third parties. Additionally, you will actively participate in internal discussions focused on process enhancement and the introduction of new services. As a strategic partner within the organization, your primary goal will be to optimize operational efficiency and drive the implementation of key strategies to achieve our ambitious business objectives. Your role will involve leading the process of defining business strategies, developing organizational policies, and overseeing critical projects and initiatives. You will continuously seek opportunities to enhance the effectiveness and efficiency of our operations, while monitoring key performance indicators to ensure the overall health of the organization. Effective communication and collaboration with stakeholders will be essential to manage interdependencies across various projects and ensure the successful delivery of project outcomes. To excel in this role, you should have at least 13 years of experience in leadership roles, along with an MBA or a relevant graduate degree from a top-tier institution. Your strong business acumen, particularly in the investment management industry and trade workflows, will be crucial. You must possess exceptional analytical, decision-making, and problem-solving skills, as well as the ability to communicate effectively with diverse audiences. Building and leading a high-performing managed services team will be a key aspect of your responsibilities, necessitating strong leadership, coaching, and organizational skills. You will be expected to have a proven track record of making data-driven decisions that positively impact the organization, as well as the ability to manage and scale a large global operating team effectively. Your enthusiasm for leading change and your ability to collaborate cross-functionally in a dynamic environment will be vital to your success in this role.,

Job Summary The Markets Enablement Officer is responsible for facilitating the account opening process for clients within the Markets sector. This role requires a meticulous approach to compliance, attention to detail, and the capability to manage stakeholder relationships effectively. The Officer will collaborate with various internal teams to ensure a seamless onboarding experience for clients, while adhering to regulatory requirements and company policies. Key Components Of The Role Will Include Manage the account opening process for new and existing clients in the financial markets industry Ensure all necessary documentation is obtained and completed accurately Coordinate with internal teams to ensure a smooth and efficient account opening process Provide excellent customer service to stakeholders throughout the account opening process Respond to client inquiries and resolve any issues related to the account opening process Key Responsibilities Strategy Fostering and maintaining dialogue across the SCB global Markets on-boarding network to contribute to enhancing our global client relationships and responding to client needs. Spot opportunity to take on additional responsibilities. Business Onboarding To be responsible for undertaking Due Diligence requirements to ensure adherence to relevant SCB policies on sub funds of Markets clients working with the Risk Control team to ensure all necessary Compliance risks are properly managed and accurate records diligently maintained. Responsible for supporting Markets Onboarding Manager and internal stakeholders for all Regulatory related onboarding matters in the Markets sector. Ensure efficient and timely opening of Markets client accounts Initiation of Account opening requests to enable trading accounts to be opened in the relevant internal systems Identify and escalate blockages in the on-boarding / maintenance processes. Manage the end-to-end process of the relevant account setups and internal approvals. Processes Working closely with Markets Onboarding Managers including Markets management to ensure requests are prioritised in line with Business demand. Ensure that accounts and data is set up to achieve full operational readiness. Liaise through the value chain to ensure all units engaged in Markets account opening readiness successfully complete. Working closely with our Markets Operations group and other operational and administrative areas to ensure the timely set up of client trading infrastructure. Risk Management Due Diligence required to capture all data for a new sub fund opened under an existing IM Responsibilities Governance Awareness and understanding of the regulatory framework, in which the Group operates, and the regulatory requirements and expectations relevant to the role. Maintain the funds team database. Assist with queries regarding the Static data and Markets Onboarding processes for clients. Ensure that all systems are updated when a request is submitted to the relevant back-office teams. Action relevant static data updates for Markets clients as per instruction from Markets Onboarding Managers. Regulatory & Business Conduct Display exemplary conduct and live by the Groups Values and Code of Conduct. Take personal responsibility for embedding the highest standards of ethics, including regulatory and business conduct, across Standard Chartered Bank. This includes understanding and ensuring compliance with, in letter and spirit, all applicable laws, regulations, guidelines and the Group Code of Conduct. Commit to achieve the outcomes set out in the Banks Conduct Principles: Fair Outcomes for Clients; Effective Financial Markets; Financial Crime Compliance; The Right Environment. Effectively and collaboratively identify, escalate, mitigate, and resolve risk, conduct and compliance matters. Key stakeholders Work in partnership all relevant stakeholders effectively within the end-to-end processes, including: Markets Sales Teams Client Onboarding Management Client Management Risk and CDD teams Operational Risk Audit Risk & Controls Governance functions and relevant regulators FMO CLM DAU Crops Other Responsibilities Perform ad-hoc projects as needed. Support remediation teams Provide regular updates to the Markets Onboarding Managers Train new joiners Process/System changes testing Qualifications Minimum of 2 years of experience in account opening or related field Strong understanding of financial markets and products Excellent communication and interpersonal skills Ability to work independently and as part of a team Attention to detail and ability to manage multiple tasks simultaneously Role Specific Technical Competencies Manage Conduct Manage Risk Manage People Operational Process Management Onboarding (CDD and Regulatory Onboarding) Credit Documentation Enablement (Account Opening & Channels Activation) Servicing (Static Data Maintenance, Offboarding) Data Conversion and Reporting About Standard Chartered We&aposre an international bank, nimble enough to act, big enough for impact. For more than 170 years, we&aposve worked to make a positive difference for our clients, communities, and each other. We question the status quo, love a challenge and enjoy finding new opportunities to grow and do better than before. If you&aposre looking for a career with purpose and you want to work for a bank making a difference, we want to hear from you. You can count on us to celebrate your unique talents and we can&apost wait to see the talents you can bring us. Our purpose, to drive commerce and prosperity through our unique diversity, together with our brand promise, to be here for good are achieved by how we each live our valued behaviours. When you work with us, you&aposll see how we value difference and advocate inclusion. Together We Do the right thing and are assertive, challenge one another, and live with integrity, while putting the client at the heart of what we do Never settle, continuously striving to improve and innovate, keeping things simple and learning from doing well, and not so well Are better together, we can be ourselves, be inclusive, see more good in others, and work collectively to build for the long term What We Offer In line with our Fair Pay Charter, we offer a competitive salary and benefits to support your mental, physical, financial and social wellbeing. Core bank funding for retirement savings, medical and life insurance, with flexible and voluntary benefits available in some locations. Time-off including annual leave, parental/maternity (20 weeks), sabbatical (12 months maximum) and volunteering leave (3 days), along with minimum global standards for annual and public holiday, which is combined to 30 days minimum. Flexible working options based around home and office locations, with flexible working patterns. Proactive wellbeing support through Unmind, a market-leading digital wellbeing platform, development courses for resilience and other human skills, global Employee Assistance Programme, sick leave, mental health first-aiders and all sorts of self-help toolkits A continuous learning culture to support your growth, with opportunities to reskill and upskill and access to physical, virtual and digital learning. Being part of an inclusive and values driven organisation, one that embraces and celebrates our unique diversity, across our teams, business functions and geographies - everyone feels respected and can realise their full potential. Show more Show less

J. P. Morgan Chase & Co. , headquartered in New York City, is the largest bank in the U. S. and a global leader in investment banking and financial services. The Corporate & Investment Bank division, trusted by top corporations and institutions worldwide, manages nearly $20 trillion in assets and offers strategic advice and liquidity solutions. Within this division, the WKO Banking Middle Office ensures compliance with regulations, safeguarding the banks reputation and assets while efficiently onboarding client relationships. As a Wholesale KYC Operations Analyst within the WKO Banking Middle Office, you will be responsible for managing the Front Office relationship for business requests in KYC Onboarding, Remediation, and Renewals. You will facilitate the end-to-end client onboarding process, ensuring all due diligence documentation is sourced and delivered to the KYC Production team to incorporate into the KYC platform. Job responsibilities Manage new business requests received from the Front Office and facilitate the KYC process end to end Act as an SME and Due Diligence expert to guide clients through the KYC requirements and variation of documents which may fulfil due diligence requirements Conduct in-depth analysis on the ownership structure of the client on publicly available sources (not limited to company registries) or client documentation, and seek additional confirmation or approvals as required Work closely with the Front O ce and potentially direct with clients as required, to obtain all necessary supporting evidence to full KYC due diligence Follow up with KYC production teams to ensure onboarding is completed within agreed timeframes Liaise regularly with the business to conduct workload planning, review status of key onboardings and prioritize open requests Interact frequently with key stakeholders such as Legal, Compliance, Credit and Operations to develop strong partnerships, eliminate roadblocks and ensure continuity of information ow across the groups Assist Relationship Managers with overnight screening, client exits and any other KYC related tasks as required Manage personal workload and priority items and ensure timely escalation of key risks/issues to management Keep informed of any changes to processes and procedures, regulatory change and ensure open verbal dialogue with colleagues across the region Identify and execute process improvements, provide guidance and support on key process and technology initiatives to the business Required qualifications, capabilities and skills Knowledge of multiple client types (i. e. Corporates, SPV, Trust, F. I. s. etc. ) Knowledge of nancial industry with in-depth expertise in various lines of business (Corporate Investment Bank and heritage lines of business) Strong verbal and written communication skills Strong time management, organizational, relationship building skills Quality client focus, strong controls mind-set and strong customer service skills(e. g. oral and written communication skills) Prior experience of adhering to controls and compliance standards Ability to grasp/learn concepts and procedures quickly Preferred qualifications, capabilities and skills Knowledge of KYC & Client onboarding is preferred with minimum 2 years experience (Audit, Control, Risk, AML, and Research may also be areas of experience) B. S. Degree or equivalent J. P. Morgan Chase & Co. , headquartered in New York City, is the largest bank in the U. S. and a global leader in investment banking and financial services. The Corporate & Investment Bank division, trusted by top corporations and institutions worldwide, manages nearly $20 trillion in assets and offers strategic advice and liquidity solutions. Within this division, the WKO Banking Middle Office ensures compliance with regulations, safeguarding the banks reputation and assets while efficiently onboarding client relationships. As a Wholesale KYC Operations Analyst within the WKO Banking Middle Office, you will be responsible for managing the Front Office relationship for business requests in KYC Onboarding, Remediation, and Renewals. You will facilitate the end-to-end client onboarding process, ensuring all due diligence documentation is sourced and delivered to the KYC Production team to incorporate into the KYC platform. Job responsibilities Manage new business requests received from the Front Office and facilitate the KYC process end to end Act as an SME and Due Diligence expert to guide clients through the KYC requirements and variation of documents which may fulfil due diligence requirements Conduct in-depth analysis on the ownership structure of the client on publicly available sources (not limited to company registries) or client documentation, and seek additional confirmation or approvals as required Work closely with the Front O ce and potentially direct with clients as required, to obtain all necessary supporting evidence to full KYC due diligence Follow up with KYC production teams to ensure onboarding is completed within agreed timeframes Liaise regularly with the business to conduct workload planning, review status of key onboardings and prioritize open requests Interact frequently with key stakeholders such as Legal, Compliance, Credit and Operations to develop strong partnerships, eliminate roadblocks and ensure continuity of information ow across the groups Assist Relationship Managers with overnight screening, client exits and any other KYC related tasks as required Manage personal workload and priority items and ensure timely escalation of key risks/issues to management Keep informed of any changes to processes and procedures, regulatory change and ensure open verbal dialogue with colleagues across the region Identify and execute process improvements, provide guidance and support on key process and technology initiatives to the business Required qualifications, capabilities and skills Knowledge of multiple client types (i. e. Corporates, SPV, Trust, F. I. s. etc. ) Knowledge of nancial industry with in-depth expertise in various lines of business (Corporate Investment Bank and heritage lines of business) Strong verbal and written communication skills Strong time management, organizational, relationship building skills Quality client focus, strong controls mind-set and strong customer service skills(e. g. oral and written communication skills) Prior experience of adhering to controls and compliance standards Ability to grasp/learn concepts and procedures quickly Preferred qualifications, capabilities and skills Knowledge of KYC & Client onboarding is preferred with minimum 2 years experience (Audit, Control, Risk, AML, and Research may also be areas of experience) B. S. Degree or equivalent

Researching on leads and prospective customers Designing pre-sales/post-sales pitch deck Determining client business needs and preparing detailed project scope documents Creating a right service mix for customer's business needs, post discussion with CEO/CTO Assisting clients on training for new application delivered Excellent selling skills Presentation skills The ability to write reports and proposals The capacity to work well on your own or in a team Negotiating skills Kindly share your updated cv at Seema@4bell.com or contact me via WhatsApp. WhatsApp Message Link: https://wa.me/8287903044 Best regards, Seema Seema@4bell.com Call or WhatsApp: 8287903044