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2656 Client Onboarding Jobs

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0.0 - 1.0 years

2 - 3 Lacs

noida

Work from Office

Responsibilities: * Lead generation through cold calls, emails & networking * Document proposals & presentations * Manage client relationships post-onboarding * Close deals with new clients * Acquire new clients for the business

Posted 16 hours ago

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2.0 - 5.0 years

2 - 6 Lacs

mumbai, navi mumbai, mumbai (all areas)

Hybrid

Company:Kiya.ai Job Title: Client Onboarding (Wealth Management) Location: Mumbai Work Mode:Hybrid About the Role: Wealth Management team to onboard and support high-net-worth clients while ensuring data integrity, compliance, and regulatory adherence. You will work closely with internal stakeholders and provide support across Singapore and Hong Kong regions. Key Responsibilities: Onboard new clients (Individuals, Trusts, Corporates) and maintain accurate client profiles. Collect, verify, and securely store KYC documents. Conduct AML/KYC, CDD/EDD checks and ensure FATCA/CRS compliance. Screen clients against global sanctions & PEP lists. Prepare reports for management review and support audi...

Posted 17 hours ago

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3.0 - 8.0 years

5 - 9 Lacs

kochi

Work from Office

Role & responsibilities Responsible for identifying suitable commercial properties for opening new hotels in assigned geography, negotiating commercials, scope of work & finalizing acquisition deals • Building join business plans with key partners like property developers, landlords, project consultants, property brokers in order to have a profitable business association for OYO & its stakeholders Liaising for legal due diligence and paperwork involved in signing & acquiring SOB portfolio • Coordinating with various department internally during the property onboarding process to ensure end-to-end closure on each property launch on ground • Evaluate operator performance & inventory management...

Posted 17 hours ago

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3.0 - 6.0 years

6 - 12 Lacs

navi mumbai

Work from Office

Hiring Business Development Manager for freight forwarding industry across PAN India.Achieve monthly sales targets by engaging with new and existing customers.Outdoor sales experience with strong client relations & networking skills required.

Posted 18 hours ago

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2.0 - 7.0 years

4 - 8 Lacs

bengaluru

Remote

Position Overview The Operations Associate will be responsible for supporting operational processes, coordinating workflow, and assisting in the implementation of firm-wide initiatives. This is a mid-level role that requires prior experience in operations within a professional services environment. The successful candidate will demonstrate initiative, attention to detail, and the ability to work collaboratively with team members and management to ensure smooth business operations. Key Responsibilities Operational Coordination Support day-to-day business operations and ensure tasks are completed within deadlines. Assist with process improvement initiatives, identifying opportunities to stream...

Posted 20 hours ago

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5.0 - 10.0 years

5 - 10 Lacs

pune, bengaluru

Work from Office

AMPLEEnterprisee Technologies i looking for BD- HR , who can help us in acquiring new clients. Exp: 2-15 Yrs Location: Pune, Bangalore, Work mode: WFO JD: Client Acquisition: Identify and target potential clients in the industry sectors that align with our expertise. Develop and execute strategies to acquire new clients. Market Research: Stay updated on industry trends, market conditions, and competitor activities to identify potential business opportunities and threats. Client Relationship Management: Build and maintain strong relationships with existing clients to ensure client satisfaction and repeat business. Revenue Generation: Achieve and exceed monthly, quarterly, and annual revenue t...

Posted 21 hours ago

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6.0 - 11.0 years

5 - 9 Lacs

pune

Work from Office

Role Overview We are seeking a highly skilled SAP Integration Engineer to join our team in Pune and lead the design and implementation of robust, scalable integration solutions specifically for SAP ecosystems. This role is critical in enabling seamless data flow between SAP systems (ECC, S/4HANA) and our platform, focusing on automated ingestion and transformation of financial data including invoices, purchase orders, vendor masters, and expense management data. The ideal candidate will bring deep SAP technical expertise, strong ABAP programming skills, and extensive experience with SAP integration technologies. You will work closely with our global customers to deliver production-ready SAP ...

Posted 22 hours ago

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5.0 - 8.0 years

10 - 14 Lacs

gurugram

Work from Office

Develop business partnerships with corporates for student placements. Identify requirements, build relationships&place trained students. Drive corporate tie-ups for placements & business development. Strong networking & communication skills required Required Candidate profile Proven B2B relationship manager with existing network in BFSI/Clinical Research.Strong networking skills,excellent comm&partnership building abilities.Experience in corporate tie-up&placements a plus.

Posted 22 hours ago

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3.0 - 5.0 years

5 - 7 Lacs

mathura, moradabad, muzaffarnagar

Work from Office

The role focuses on managing channel partners to drive on-ground sales of subscription packages. Key responsibilities include team hiring, training, and performance management, ensuring sales productivity through daily monitoring of KPIs, driving conversions, managing partner payouts, and achieving sales targets. The position also involves implementing incentive structures and ensuring timely reporting as per SOPs. Manage channel partners to drive the sale of paid subscription packages through on-ground sales teams. Oversee end-to-end team operations including hiring, training, performance management, and retention. Conduct daily team meetings to ensure consistent qualitative and quantitativ...

Posted 22 hours ago

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2.0 - 5.0 years

4 - 6 Lacs

mathura, moradabad, firozabad

Work from Office

The role focuses on managing channel partners to drive on-ground sales of subscription packages. Key responsibilities include team hiring, training, and performance management, ensuring sales productivity through daily monitoring of KPIs, driving conversions, managing partner payouts, and achieving sales targets. The position also involves implementing incentive structures and ensuring timely reporting as per SOPs. Job Responsibilities: Manage channel partners to drive the sale of paid subscription packages through on-ground sales teams. Oversee end-to-end team operations including hiring, training, performance management, and retention. Conduct daily team meetings to ensure consistent quali...

Posted 22 hours ago

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2.0 - 5.0 years

5 - 6 Lacs

panipat, rohtak, amritsar

Work from Office

The role focuses on managing channel partners to drive on-ground sales of subscription packages. Key responsibilities include team hiring, training, and performance management, ensuring sales productivity through daily monitoring of KPIs, driving conversions, managing partner payouts, and achieving sales targets. The position also involves implementing incentive structures and ensuring timely reporting as per SOPs. Job Responsibilities: Manage channel partners to drive the sale of paid subscription packages through on-ground sales teams. Oversee end-to-end team operations including hiring, training, performance management, and retention. Conduct daily team meetings to ensure consistent quali...

Posted 22 hours ago

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10.0 - 20.0 years

70 - 150 Lacs

chennai, bengaluru, mumbai (all areas)

Work from Office

Identifying and researching potential clients, generating leads through various channels (cold calling, networking, online research), and qualifying leads to ensure they align with the company's target market.

Posted 22 hours ago

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1.0 - 3.0 years

2 - 4 Lacs

mumbai suburban, navi mumbai, mumbai (all areas)

Work from Office

This position allows you to build new clients for the organization, build rapport and trust in both yourself and the company. Our top sales professionals are passionate and driven in order to produce top results, all the while maintaining integrity. Our sales professionals focus on face-to-face sales presentations as they provide our clients an opportunity to know India MART & value addition India MART can bring to their respective business. Position holder will be an individual contributor, responsible to drive sales activities within assigned region. Key Responsibilities: To generate leads from given database & Identify decision makers within targeted leads and initiate the sales process. ...

Posted 23 hours ago

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2.0 - 6.0 years

5 - 7 Lacs

mumbai suburban, navi mumbai, mumbai (all areas)

Work from Office

About the Role: As a Manager Client Acquisition at IndiaMART, you will lead a team of high-performing sales professionals focused on direct B2B client acquisition. This role is ideal for someone passionate about consultative sales, with a strong understanding of building long-term client relationships. You will play a pivotal role in expanding IndiaMARTs reach by acquiring new clients, driving team performance, and delivering consistent business growth. Key Responsibilities: Lead and manage a team of 56 sales executives, driving productivity and efficiency. Plan and execute strategies to acquire new clients in alignment with company goals and sales processes. Conduct regular performance revi...

Posted 23 hours ago

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0.0 years

0 Lacs

mumbai, maharashtra, india

On-site

Who are you You are the rainmaker for TITO Films spotting, chasing, and sealing opportunities across ad films, branded content, digital films, and long-format storytelling. You know how to open doors with brands, agencies, production houses, referrals, and inbound leads. You own the pitch room from cracking briefs to treatments, decks, budgets, and closing with impact. You negotiate commercials with confidence, seal the deal, and make onboarding look effortless. You act as a true strategic partner aligning creative vision with production execution so every project shines. You treat onboarded projects like your own keeping a sharp eye on pre-production, production, and post. You thrive on col...

Posted 1 day ago

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0.0 years

0 Lacs

bengaluru, karnataka, india

On-site

Were seeking someone to join our team as an Analyst in the Client Onboarding team within Asia Wealth Management (AWM) Operations primarily responsible for Account Opening, Account Maintenance and Account Closure of PWM clients. In the Operations division, we partner with business units across the Firm to support financial transactions, devise and implement effective controls and develop client relationships. This is an Analyst level within Product Support & Services, which is responsible for providing transaction support and managing post execution processes. Since 1935, Morgan Stanley is known as a global leader in financial services, always evolving and innovating to better serve our clien...

Posted 1 day ago

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3.0 - 7.0 years

0 Lacs

navi mumbai, maharashtra

On-site

Role Overview: As a Manager of Private Markets Implementations and Consulting at SS&C Technologies Holdings, Inc., you will be responsible for overseeing the onboarding of private equity clients, managing system configuration, data migration, and client-specific requirement fulfillment. Working closely with internal stakeholders, you will ensure efficient and accurate implementations that align with operational and technology best practices. This hands-on role is ideal for individuals with experience in private markets fund structures and accounting platforms, who thrive in a dynamic, client-focused environment. Key Responsibilities: - Lead and support the onboarding of new private equity cl...

Posted 1 day ago

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2.0 - 6.0 years

0 Lacs

hyderabad, telangana

On-site

Job Description: You will be responsible for conducting regular visits to schools to generate leads and showcase EduTinkers platform. Additionally, you will play a key role in converting prospects, assisting in onboarding, and ensuring a smooth client experience. Key Responsibilities: - Conduct regular visits to schools to generate leads and showcase EduTinkers platform - Convert prospects, assist in onboarding, and ensure a smooth client experience Qualification Required: - Strong communication and interpersonal skills - Prior experience in sales or client management roles will be an advantage About Company: Edutinker is an ed-tech analytics platform that provides insights on various educat...

Posted 1 day ago

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2.0 - 7.0 years

5 - 15 Lacs

hyderabad, rajkot, surat

Work from Office

Assistant Manager / Manager Channel Sales Our Client: A leading full-service investment firm offering tailored financial solutions backed by deep market research, strong ethical values, and a client-first approach. The firm specializes in equity strategies through PMS and AIF platforms, focusing on long-term wealth creation with an emphasis on discipline, transparency, and simplicity. Its investment philosophy is rooted in insightful analysis, aiming to preserve and grow clients’ wealth through consistent and well-researched strategies. Job Title: Assistant Manager / Manager – Channel Sales Department: Asset Management Experience: Minimum 2 years Education: Graduation / PGDM / MMS Best in in...

Posted 1 day ago

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0.0 years

0 Lacs

mumbai, maharashtra, india

On-site

Who are you You are the rainmaker for TITO Films spotting, chasing, and sealing opportunities across ad films, branded content, digital films, and long-format storytelling. You know how to open doors with brands, agencies, production houses, referrals, and inbound leads. You own the pitch room from cracking briefs to treatments, decks, budgets, and closing with impact. You negotiate commercials with confidence, seal the deal, and make onboarding look effortless. You act as a true strategic partner aligning creative vision with production execution so every project shines. You treat onboarded projects like your own keeping a sharp eye on pre-production, production, and post. You thrive on col...

Posted 1 day ago

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4.0 - 9.0 years

3 - 5 Lacs

chennai

Work from Office

We are currently seeking a skilled and professional to join our team. As a Branch Manager at Vecura, you will play a major role in the administration and efficient daily operation of the branch office. Your responsibilities will include: Roles and Responsibilities: The Branch Manager/Center Manager is responsible for the administration and efficient daily operation of the branch office, including operations, product sales, customer service, and security. Manage and optimise the branch's daily operations, including workflow, sales, customer service, and administrative functions. Ensure high levels of customer satisfaction by maintaining excellent service standards, addressing customer concern...

Posted 1 day ago

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1.0 - 3.0 years

1 - 5 Lacs

bengaluru

Work from Office

About The Role Skill required: Retirement Solutions - Data Entry Services Designation: Customer Service Associate Qualifications: Any Graduation Years of Experience: 1 to 3 years What would you do? The Client Services Manager I (CSM I) is responsible for ensuring institutional client satisfaction across markets by managing specific daily administrative, operational and record keeping functions of institutional clients through tactical day-to-day support for client service and business development.Key Responsibilities and Duties Services clients, drives best practices, and improves client outcomes through excellent customer service and operational excellence. Respond to client service needs a...

Posted 1 day ago

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10.0 - 20.0 years

12 - 14 Lacs

coimbatore

Work from Office

Project Role : Application Developer Project Role Description : Design, build and configure applications to meet business process and application requirements. Must have skills : SAP FI CO Finance Good to have skills : SAP FI S/4HANA Accounting, SAP CO Product Cost Controlling Minimum 10+ year(s) of experience is required Educational Qualification : 1 Bachelor / Masters degree in Finance/Accounting, or equivalent discipline Project Role :Application Developer Project Role Description :Design, build and configure applications to meet business process and application requirements. Must have Skills :SAP FI CO Finance, SSI:NON SSI:Good to Have Skills :SSI:SAP FI S/4HANA Accounting, SAP CO Produc...

Posted 1 day ago

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1.0 - 5.0 years

1 - 6 Lacs

bengaluru

Work from Office

-Independently manage end to end recruiting process. -Responsible for Business Hiring & Stakeholder Management. -Hands on experience and in-depth understanding of Sales/Non-Tech hiring. -Review requisitions, understand hiring needs and conduct search to identify suitable candidates. Must be able to understand how to recruit passive candidates and possess the mentality to "profile people and gauge chemistry of candidates for fit and understand their motivation" rather than sell a role. -Build and maintain a network of potential candidates through proactive market research and on-going relationship management; conduct in-depth interviews of potential candidates, demonstrating ability to antici...

Posted 1 day ago

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1.0 - 6.0 years

2 - 4 Lacs

patna, gorakhpur, lucknow

Work from Office

Job Title: Sales Manager, Travel Location: Patna ,Lucknow, Gorakhpur, Varansi ,Kaimur Paschimi singbum and Dhanbad Job Overview: As a Sales Manager (Travel) you will be responsible for onboarding new retail partners to our platform and driving growth within our existing retailer network. You ll play a pivotal role in helping our partners leverage travel services, improving their offerings, and growing their revenue. This is an exciting opportunity to be at the forefront expansion into the travel industry. Key Responsibilities: * Onboard New Retailers: Actively identify and engage with potential retail partners, demonstrating the benefits and value of travel services and onboarding them onto ...

Posted 1 day ago

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Exploring Client Onboarding Jobs in India

Client onboarding is an essential process in the financial services industry where new clients are integrated into the organization's systems and services. In India, the client onboarding job market is growing rapidly as companies focus on enhancing customer experience and streamlining operations. Job seekers looking to specialize in client onboarding can find exciting opportunities across various industries in India.

Top Hiring Locations in India

  1. Mumbai
  2. Bangalore
  3. Delhi
  4. Pune
  5. Hyderabad

These cities are known for their bustling financial and technology sectors, making them hotspots for client onboarding job opportunities.

Average Salary Range

The average salary range for client onboarding professionals in India varies based on experience levels. Entry-level positions may start at around INR 3-5 lakhs per annum, while experienced professionals can earn upwards of INR 10-15 lakhs per annum.

Career Path

In the field of client onboarding, a typical career path may involve starting as a Client Service Associate, progressing to a Client Onboarding Specialist, and then advancing to roles such as Client Onboarding Manager or Relationship Manager.

Related Skills

In addition to client onboarding expertise, professionals in this field are often expected to have skills such as communication, problem-solving, attention to detail, time management, and proficiency in CRM systems.

Interview Questions

  • What is client onboarding, and why is it important? (basic)
  • Can you walk me through your experience with onboarding new clients? (medium)
  • How do you ensure compliance with regulatory requirements during the onboarding process? (medium)
  • Have you ever dealt with a difficult client during onboarding? How did you handle the situation? (medium)
  • What tools or software do you use for managing client onboarding processes? (basic)
  • How do you prioritize tasks when onboarding multiple clients simultaneously? (medium)
  • How do you measure the success of a client onboarding process? (medium)
  • Can you explain the Know Your Customer (KYC) process and its importance in client onboarding? (medium)
  • What steps do you take to build strong relationships with clients during the onboarding process? (medium)
  • How do you handle sensitive client information during the onboarding process? (medium)
  • Have you ever identified areas for improvement in the client onboarding process? How did you address them? (medium)
  • How do you stay updated on industry regulations and best practices related to client onboarding? (medium)
  • Can you provide an example of a successful client onboarding experience you were involved in? (medium)
  • How do you ensure smooth communication between different teams involved in the client onboarding process? (medium)
  • What do you think are the key challenges faced in client onboarding, and how do you overcome them? (medium)
  • How do you customize the onboarding process based on the specific needs of each client? (medium)
  • Can you explain the role of technology in streamlining client onboarding processes? (medium)
  • How do you handle discrepancies or errors in client information during onboarding? (medium)
  • How do you handle client objections or concerns during the onboarding process? (medium)
  • What strategies do you use to ensure a seamless transition for clients from onboarding to regular operations? (medium)
  • How do you ensure data security and confidentiality during the onboarding process? (medium)
  • Can you share an experience where you had to resolve a conflict between client expectations and company policies during onboarding? (medium)
  • How do you handle time-sensitive onboarding requests from clients? (medium)
  • What do you think sets you apart as a client onboarding professional? (basic)

Closing Remark

As you explore opportunities in client onboarding in India, remember to showcase your expertise, skills, and passion for delivering exceptional customer experiences. Prepare thoroughly for interviews by familiarizing yourself with industry best practices and regulations, and apply with confidence to secure a rewarding career in client onboarding. Good luck!

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