3726 Client Onboarding Jobs

Role & responsibilities Data Entry & Reporting Enter and maintain accurate records of sales figures, performance metrics, and other key business data. Ensure timely updates and reporting for internal stakeholders. Client Onboarding Create and manage new customer code setups in the system. Coordinate with relevant departments to ensure smooth onboarding of new customers. Sample Request Coordination Handling sample requests from customers. Ensuring timely dispatch, tracking and delivery of samples within timelines. Open Order Status Management Monitor and update open order statuses based on inputs from Account Managers, Customers, and Customer Development (CD) teams. Tracking and ensuring mate...

Responsibilities: * Manage front desk operations: reception, guest relations, phone handling * Oversee administrative tasks: document management, compliance * Coordinate meetings & couriers: logistics, mail distribution

Responsibilities: * Manage client relationships through effective communication and issue resolution * Oversee onboarding process from initial contact to project start Food allowance

Job Title: Senior Business Development - Executive Contractual Clients (Remote) Location: South Delhi(REMOTE-PWFH) Company: WikiLabs Indian Pvt Ltd (Permanent And Direct Payroll) Position Overview: We are seeking a dynamic and well-connected Senior Business Development Executive with a strong background in Contractual Staffing / Contractual Client Acquisition . The ideal candidate will have in-hand clients in the contractual staffing domain and proven experience in acquiring, managing, and growing contractual client portfolios. The candidate will primarily focus on onboarding new contractual clients while managing a minimal mix of permanent staffing requirements. Key Responsibilities: Identi...

Position Title : Wealth Manager ( Family Office ) Key Responsibilities This role is responsible for onboarding new clients and managing relationships with high-net-worth families Anticipate client needs and provide tailored solutions aligned with family goals and values. Collaborate with investment managers, finance, and legal teams to deliver integrated wealth solutions. Support families in decision-making around investments, estate planning, and governance. Facilitate family meetings, reviews, and strategic discussions. Ensure timely delivery of financial reports, investment updates, and performance reviews. Oversee client onboarding, documentation, and compliance processes. Monitor servic...

Customer Onboarding / Implementation Chennai | IIT | Full-time Are you a true customer advocate and their trusted advisor? Are you obsessed about ensuring customers get the best out of the technology? Do you enjoy helping customers to optimally use the product? If so, this is an opportunity for you to join a high-functioning team and make your mark on our organization! The Impact you will create in the Job: Responsible to onboard the customer by understanding the requirements and providing optimum solutions. Collaborate with upstream teams to understand the high-level client requirements Conduct detailed discovery sessions with the clients/partners to explain the product features and map aga...

Role:- Assistant Manager Onboarding Role & Responsibilities 8+ years of experience i n data operations, client onboarding , or data management roles. Minimum 2+ years of team/people management experience. Proficiency in SQL including data manipulation, joins, subqueries, and troubleshooting. Experience in handling large and complex datasets. Strong communication and client management skills. Strong organizational, analytical, and problem-solving skills Prior experience in healthcare, fintech, SaaS, or enterprise solutions onboarding (preferred).

- Identify and develop new business opportunities in target markets (Industrial, OEMs, EPCs, Distributors, etc.). - Understand and effectively communicate technical specifications of cables, wires, and PVC ducts to clients. Required Candidate profile - Conduct market research to identify trends, competitor activities, and potential customers. - Prepare and deliver business presentations, proposals, and quotations to clients. Perks and benefits - Travel Allowance

Company Description Acult Software is a leading digital financial services platform, recognized for its reliability, independence, and convenience. The company specializes in reducing customer acquisition and service challenges through innovative solutions. Acult Software is a unique provider of continuous service in the Bharat Bill Payment System (BBPS) and Utility bill payment industries. With a commitment to financial accessibility, the company supports customers with their financial needs. Role Description This is a full-time hybrid role for an Onboarding Specialist, based in Chennai, with flexibility for some work from home. The Onboarding Specialist will oversee the customer and client...

SUMMARY Job Title: L1- Transaction Monitoring Analyst Job Role: Senior Process Executive /Subject Matter Expert Relevant Experience Desired: 2 yr - 8 Yr Location: Chennai Shift: US Shift Education: Bachelor’s degree in commerce or accounting/ Any other Degree with relevant experience. Responsibilities: Conducting initial review of customer account activity flagged by the Bank’s automated monitoring system. Identifying potential unusual activities in the account. Writing comprehensive analysis/risk assessment of the account activity and providing detailed disposition for alert closure or escalation. Ensuring all procedural and guidance documents remain current and compliant with regulatory an...

Generate qualified leads via online channels. Optimize funnels using analytics and CRM insights. Conduct client meetings and draft proposals. Maintain CRM data and automate workflows. Collaborate with teams to ensure business growth. Provident fund

Delhivery i s Indias leading fulfillment platform for digital commerce. With its nationwide network extending beyond 18,000 pin codes and 2,500 cities, the company provides a full suite of logistics services such as express parcel transportation, LTL and FTL freight, reverse logistics, cross-border, B2B & B2C warehousing and technology services. Delhivery has successfully fulfilled over 550 million transactions since inception and today works with over 10,000 direct customers, which includes large & small e-commerce participants, SMEs, and over 350 leading enterprises & brands. Vision- Since its inception in 2011, Delhivery has become Indias leading supply chain services company. Our vision ...

Eligibility Criteria: Two-Wheeler & Laptop is Mandatory. Roles and Responsibilities: Sell the PETPOOJA restaurant billing platform and other VAS. Gather sales lead from the market and approach restaurants actively and get them on board with PETPOOJA as a partner. Maintaining a strong relationship with restaurant owners and advising them on issues related to the market and offering solutions on the same. Sign contracts with restaurants along and handle the inquiries from existing and new clients, Conduct promotional events/marketing activities to develop new contacts and increase the user base. Manage the sales administration function, operational performance reporting, streamlining processes...

Position Overview: We are seeking a proactive and empathetic Client Relationship Manager to manage and enhance the experience of our existing clients. You will serve as the main point of contact for key accounts, ensuring satisfaction, engagement, retention, and long-term value generation. Key Responsibilities: • Build and maintain strong relationships with existing clients • Act as the primary liaison between the client and internal teams • Onboard new clients and ensure smooth transition • Address client queries, resolve issues promptly, and ensure client satisfaction • Monitor client engagement and usage metrics to identify risks and opportunities • Regularly conduct check-ins, feedback s...

As a Relationship Manager in the Affluent Priority segment of Business Banking, you will be responsible for acquiring and managing high-net-worth individual (HNI) clients. This role demands a deep understanding of client needs, strong ficial acumen, and the ability to offer tailored banking solutions across liabilities, assets, and investment products. You will be expected to build long-term relationships, drive revenue growth, and enhance client engagement through personalized service and strategic portfolio management. You will work closely with internal stakeholders to ensure seamless service delivery and maintain high standards of compliance and customer satisfaction. The role also invol...

As a Relationship Manager in the Affluent Priority segment of Business Banking, you will be responsible for acquiring and managing high-net-worth individual (HNI) clients. This role demands a deep understanding of client needs, strong ficial acumen, and the ability to offer tailored banking solutions across liabilities, assets, and investment products. You will be expected to build long-term relationships, drive revenue growth, and enhance client engagement through personalized service and strategic portfolio management. You will work closely with internal stakeholders to ensure seamless service delivery and maintain high standards of compliance and customer satisfaction. The role also invol...

Seeking a Customer Success & Adoption Manager (6+ yrs exp) to drive BIM/CAD software adoption in the AEC industry Lead onboarding, training, and retention, ensuring clients gain full value from design tools like Revit, AutoCAD, or Procore. The ideal candidate will act as a trusted advisor, building strong relationships with customers, understanding their business needs, and driving adoption and satisfaction.

Responsibilities: Manage end to end international operations, travel & holiday packages Oversee vendor management & client handling, new client acquisition Ensure timely closure of deals worldwide Lead international marketing efforts in Europe

Senior Business Development Manager/Manager Sales (International Sales - Only) Company: Cadeploy Engineering Private Limited Job Location: Hyderabad OR Delhi, India Target Regions: USA & Canada | Australia & New Zealand & Singapore | UK & Europe About Cadeploy: Cadeploy Engineering Private Limited/Cadeploy, Inc. is a global engineering and structural steel services company with a strong presence in the USA, Canada, India, and expanding rapidly into Australia and Europe. We specialize in Structural Steel Detailing, BIM, and Engineering solutions, serving top-tier clients across industries. With innovation at our core, we are building a global footprint and strengthening our international busi...

You will be responsible for the hands-on implementation of HubSpot, configuring the platform to align with client needs and business goals as defined by process mapping and roadmaps.

PLATFORM SOLUTIONS In Platform Solutions (PS), we power clients with innovative and customer-centered financial products. We bring the best qualities of a technology player and combine that with the best attributes of a large bank. PS is comprised of four main businesses, underpinned by engineering, operations, and risk management: Transaction Banking , a cash management and payments platform for clients building a corporate treasury system Enterprise Partnerships , consumer financial products that companies embed directly within their ecosystems to better serve their end customers Merchant Point-of-Sale Lending , a platform that provides custom credit financing for home improvement merchant...

Perform day to day management of a team including coaching and providing ongoing performance feedback. Track performance of individual team members over time to evaluate performance, learning and capability. Effectively address any service issues that might be escalated by either internal or external customers. Act independently and move forward without clear instruction or close supervision. Make decisions that are effective and well-grounded based on data, insight, and experience. Create an effective and efficient team through continuous communication, timely feedback, and appropriate supervisory practices. Organize workflow and distribute work appropriately. Support all aspects of client ...

Role & responsibilities • Generate leads through networking, outbound campaigns, and referrals. • Identify and convert B2B prospects into long-term clients. • Prepare and deliver proposals, pricing, and service presentations. • Maintain relationships with existing clients and ensure high satisfaction. • Collaborate with HR delivery teams to ensure successful execution of services. • Achieve monthly and quarterly revenue targets. Preferred candidate profile

Company Name- Supreme Facility Management Limited Location- Banglore,Pune, Gujrat Region Position name: Cluster Manager- Business Development Experience : 3 to 10 yrs 1. Passion for Creating and implementing the organisation's BD strategy 2. Proven business/sales experience in the facility Industry. 3. Knowledge of Digital marketing and social media strategy and implementation 4. Experience of managing business development processes 5. A desire to build on existing and obtain new business Key Responsibilities Own and develop the BD funnel/pipeline. Increase list of prospective clients/business through Organic growth Developing business growth leads to expanding scope with current clients and...

Identify and prospect potential clients through field visits, cold calls, referrals, and market research. Selling online recruitment solutions to corporate/consultant clients by assessing their business requirements. Achieving sales targets through acquisition of new clients and growing business from upsell and cross sell. Developing a database of qualified leads through Field visits, cold calling, referrals, telephone canvassing, social media, and other channels. Area Mapping, prospecting, negotiation, freezing on commercials, and closing deals with the necessary documentation. Prospect relentlessly to build a pipeline and strong personal relationships with prospect Build and maintain a str...