4719 Client Onboarding Jobs - Page 12

Engage and onboard clients via calls/emails, build strong relationships, understand requirements, offer tailored publishing packages, manage CRM data, track leads, ensure timely follow-ups, and collaborate with teams for smooth project delivery. Sales incentives Performance bonus Referral bonus

Client Data management - Client data Distribution - Senior Analyst, NCT Position Overview Job Title: Client Data management - Client data Distribution - Senior Analyst Corporate Title: NCT Location: Bangalore, India Role Description Successful candidate will be joining the of the Adoptions and Distribution team within CDM, performing critical actions to ensure all applications are onboarding through the strategic Channel of distribution. Along with the usual new application adoption, assisting in legacy channels migration to GRPC/ SDP. Primary responsibility will be to provide Downstream consumers/application access to static cRDS - Client Reference Data, ensuring to obtain approval for rele...

Roles and Responsibilities Develop and execute sales strategies to drive business growth, focusing on new client acquisition, retention, and expansion. Identify opportunities for revenue generation through upselling/cross-selling existing clients' needs. Build strong relationships with key decision-makers at target companies to secure meetings and pitches. Collaborate with internal teams (e.g., marketing) to develop effective go-to-market plans. Analyze market trends and competitor activity to inform sales strategy.

Job Description Relationship Manager (Builder Relations & Channel Partnerships) Company: Wealth Clinic Pvt. Ltd. Location: Noida Department: Business Development / Builder Relations Position: Relationship Manager Role Overview The Relationship Manager will be responsible for developing new business opportunities by onboarding new builders and strengthening relationships with existing developer partners. The role includes identifying potential real estate projects, negotiating tie-ups, managing coordination between builders and the internal sales team, and ensuring smooth execution of business partnerships. Key Responsibilities 1. New Business Development Identify and onboard new builders, de...

Identification of the customers through various sources and introduce about complete range of products through catalogue, introductory letters and credentials Develop long-term relationships with clients through managing their requirements Required Candidate profile • 3 – 8+ years of exp in Sales and familiarity of products and line of business- Irrigation / Water Treatment / STP • Hands on Experience on Mechanical Items PUMP/ VALVES/ Electrical Panels Etc.

Responsibilities: 1 TO 2 years in IT services and BPO business development * Lead gen, cold calling, client handling * Meet with clients, generate revenue * Acquire new clients, onboard existing ones * New business dev, B2B sales Provident fund

Cultivating solid relationships with clients through the provision of exceptional after-sales service. Creating a positive onboarding experience for new clients. Regularly interacting with clients through telephone calls, email communications, or face-to-face meetings. Identifying ways to overcome clients initial dislike of company products. Maintaining an accurate record of all existing and potential clients. Responding to client inquiries in a timely and professional manner. Training and providing overall guidance to client service employees. Organizing training seminars to enable clients to fully utilize product features and benefits. Ensuring that the correct terms of sale are entered in...

Description We are seeking a Customer Success Associate for our Motor Insurance team in India. This entry-level role is ideal for candidates who are passionate about customer service and looking to build a career in the insurance industry. The successful candidate will play a vital role in assisting customers with their motor insurance needs and ensuring a positive customer experience. Responsibilities Assist customers with inquiries regarding their motor insurance policies. Provide support in claims processing and follow up with relevant parties. Educate customers about policy features, benefits, and coverage options. Resolve customer complaints and issues in a timely manner. Maintain accur...

As an Associate in the Client Onboarding Regulatory And Data Services department at Morgan Stanley, you will be part of the Client Onboarding & Regulatory Data Services (CORSD) team, responsible for regulatory client onboarding, refresh, and screening. Your role involves partnering with the client-facing teams to collect required documents, acting as a subject matter expert on AML/KYC documents and processes, and managing client due diligence. Key Responsibilities: - Stay current with all regulatory changes and requirements around client KYC, Suitability, and Documentation - Escalate risks identified during the documentation review process - Collect required documents and associated informat...

Responsibilities: Lead gen & client acq through networking events Manage pipeline, close deals, maximize revenue Expand market reach, drive growth strategies Collaborate with sales team on client onboarding

Leading the entire communication chain of client onboarding, starting from project initiation to delivery. The Lead will play a crucial role in client coordination, project management and smooth communication between internal teams and clients. Required Candidate profile Strong verbal and written communication skills in English, with conversational proficiency in Bengali and Hindi.. Proficiency in Microsoft Office and AI tools. Ability to manage deadlines effectively

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...

Join a team that s redefining excellence in client data management and operational efficiency where you ll have the opportunity to innovate, streamline processes, and make a real impact on the client experience. We value forward-thinking individuals who thrive in dynamic environments and are passionate about setting new standards. Your contributions will help shape the future of ficial services. Discover a workplace where your skills and ideas are truly valued. Job Summary As a Client Data Specialist III in Operations, you ll collect, review, and maintain client records to ensure compliance with regulatory standards. You ll support KYC and AML processes, assist with client onboarding, and ve...

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...

Role & responsibilities Drive off-line sales through rigorous cold calling and meeting potential clients/corporate/organizations to sell OYO's portfolio Identify/ on-board/ develop a strong network of channel partners to drive demand Understand clients requirements and tailor-pitch the product portfolio accordingly to close sales Responsible for end-to-end sales process from onboarding clients, closing revenue deals with them to retaining these clients for repeat sales, in a specified region/market Maintain monthly sales tracker of accounts & ensure collection of accounts receivable/outstanding amounts from clients/accounts Conduct periodic market research for finding different avenues for d...

Responsibilities: * Communicate effectively with clients & stakeholders * Meet revenue targets through sales growth * Generate leads, acquire clients, onboard new ones

Organizational Overview: Yanolja Cloud Solution Pvt. Ltd. (YCS), is a global end-to-end hospitality technology provider specializing in solutions for small and medium-sized accommodation businesses. With more than 480+ Team members and 20+ years of experience, YCS currently has 40,000+ customers in over 170 countries, with 50+ supported languages in our software, and a 24/7 support network to match. We have a Local team in 15+ countries including India, Thailand, Indonesia, Philippines, Sri Lanka, South A ca, Tanzania, Uganda, USA, Mexico, and counting. About the Role: We are expanding our B2B ketplace and looking for a passionate Hotel Sales Executive to onboard, activate, and support hotel...

RESPONSIBILITIES OF BUSINESS DEVELOPMENT MANAGER Creating new business opportunities and driving growth. Generating leads, identifying potential clients, developing relationships, and implementing strategies to expand the customer base Conducting market research to identify target markets, industry trends, and competitor activities Analysing market data and customer insights to identify potential opportunities for growth Qualifying potential clients based on their needs and their business challenges and fit with the organization's offerings by providing solutions to meet their needs and augment revenue potential and ensure clients satisfaction Attending conferences, meetings, and industry ev...

Job Title: Dealer Sales Manager Location:- Jaipur Role Overview: As a Dealer Sales Manager, you will be responsible for driving sales, expanding the dealership network, and managing relationships with car and bike dealerships in your assigned region. This involves generating new business, managing leads, and ensuring customer satisfaction. Key Responsibilities: New Dealer Acquisitions: Onboard new car and bike dealerships in your assigned territories. Lead Management: Manage and follow up on leads, coordinate test drives, and confirm bookings. Business Development: Generate revenue from dealerships and OEMs by selling digital services and media products. Revenue Collection: Ensure timely pay...

Job Title: Dealer Sales Manager Locations:- Surat Role Overview: As a Dealer Sales Manager, you will be responsible for driving sales, expanding the dealership network, and managing relationships with car and bike dealerships in your assigned region. This involves generating new business, managing leads, and ensuring customer satisfaction. Key Responsibilities: New Dealer Acquisitions: Onboard new car and bike dealerships in your assigned territories. Lead Management: Manage and follow up on leads, coordinate test drives, and confirm bookings. Business Development: Generate revenue from dealerships and OEMs by selling digital services and media products. Revenue Collection: Ensure timely pay...

Some Careers Open More Doors Than Others. If you're looking for a career that will unlock new opportunities, join HSBC and experience the possibilities. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further. Business Descriptors Trade has been the foundation of HSBC since 1865, it is evolving fast and so are we. With our network, expertise, and solutions we're placed to help clients make sense of emerging trends, risks, and opportunities by being the global connectors, innovative problem solvers and strategic partners. We connect the world through trade. Our footprin...

About AML RightSource We are AML RightSource, the leading technology-enabled managed services firm focused on fighting financial crime for our clients and the world. Headquartered in Cleveland, Ohio, and operating across the globe, we are a trusted partner to our financial institution, FinTech, money service business, and corporate clients. Using a blend of highly trained anti-financial crime professionals, cutting-edge technology tools, and industry-leading consultants, we help clients with their AML/BSA, transaction monitoring, client onboarding (KYC), enhanced due diligence (EDD), and risk management needs. We support clients in meeting day-to-day compliance tasks, urgent projects, and st...

Job Title: Mandate & Account Setup Operations Analyst (or customize based on your internal title convention) Overview of the Role: The primary responsibility of this role is to manage the end-to-end setup, maintenance, and closure of mandates, portfolios, agreements, and accounts across internal systems. The role involves frequent interaction with internal teams and external parties, such as executing brokers, custodians, and fund administrators. The ideal candidate is a team player who thrives in a fast-paced operations environment , with strong attention to detail and the ability to prioritize and manage a high volume of tasks effectively. Key Responsibilities: External Account Management:...

Role & responsibilities Research, Identify, contact and onboard new direct customers, Tier 1, Prime vendors, MSP's. Extensive market research experience to identify prospective clients and maintain a target client list Arrange business/client meetings with prospective clients and effectively present/communicate our services. Build long-term relationships with new and existing customers Manage end to end Business Development Activities. Coordinate and manage off-shore Recruitment/Delivery Teams Achieve staffing services Objectives and reach Gross Revenue/Margin goals Prepare reports for all activity on a daily, weekly and monthly basis. Qualification: 8+ years of US IT Staffing sales experien...

Identify and drive new business opportunities Manage end-to-end client onboarding and integration Lead strategic initiatives ensure seamless delivery with internal teams Build strong client relationships support advocacy and industry initiatives Required Candidate profile Min 6–10 yrs exp in Client Service/Strategy/Product/BD roles Strong communication and stakeholder skills Sound capital markets and post-trade knowledge Quick learner MBA/CA preferred