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3.0 - 6.0 years
8 - 12 Lacs
Bengaluru
Work from Office
What youll do Your core job is to own our customer relationships for our international customers and make them true 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. 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 1+ years of work experience in managing international client onboarding(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.
Posted 1 week ago
4.0 - 6.0 years
8 - 12 Lacs
Nagpur
Work from Office
Benefits Attractive Incentive + Allowances Best in Industry Salary Multiple Openings Key Responsibilities: Lead generation Customer Acquisition AUM Generation (Equity, Mutual Funds, Bonds and Insurance) Revenue Generation Marketing Strategy Product Devlopment/Business Devlopment Team Collaboration Performance Metrics Knowledge up gradation for advising customers Trading / Dealing / Documentation as and when required Required Qualifications : Graduation/Post-Graduation in any Finance/Marketing Field Preferred Experience: 3-5 Years of Experience In Financial Market/Wealth Management Skills: Financial Market Knowledge Sales & Negotiation Strategic Thinking Communication Skills Analytical Skills
Posted 1 week ago
3.0 - 7.0 years
11 - 15 Lacs
Bengaluru
Work from Office
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're 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.
Posted 1 week ago
2.0 - 6.0 years
9 - 13 Lacs
Bengaluru
Work from Office
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 200+ 5-star reviews (which we openly brag about and the envious net negative churn (to the extent where some of our customers pay 5-10X of what they started with). We're 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. Owning customer onboarding & giving customers a delightful onboarding experience. Tracking product adoption for our 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. 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 a genuine interest in conversations with people from different backgrounds to learn about their lives.
Posted 1 week ago
1.0 - 6.0 years
2 - 6 Lacs
Bengaluru
Work from Office
KYC / AML / CDD/ EDD(Non-Voice) Location: Nagavara | US Shifts | Rivera Manpower Services CONTACT DHARSHAN 7996002799 Rivera Manpower Services (Do send me you CV on whatsapp if the line is busy) Dear Candidate, We are excited to invite you to explore a rewarding opportunity with one of our esteemed clients in the banking domain for the position of: KYC / AML Transaction Monitoring & Fraud Analyst CDD & EDD Process (Non-Voice Process | US Shifts | Nagavara) Role Highlights: Domain: Banking & Financial Services Process: Non-Voice Focused on KYC, AML, Transaction Monitoring, CDD, and EDD Shift: US Shifts (Night Shift) Work Days: 5 Days Working | 2 Days Rotational Off Work Location: Nagavara, Bangalore Perks & Compensation: Salary: Up to 6 LPA Incentives: Attractive monthly incentives based on performance Commute: One-way cab facility (up to 20 km radius) Growth: Opportunity to work with a global BFSI leader Interview Process: Candidates will undergo 2 rounds of assessment: Written Assessment Minimum required score: 42 Operations Round Focus: Analytical ability, process knowledge, and domain expertise Your Profile: We're looking for analytical minds with 1 years of experience in KYC, AML, Fraud Analysis, or Transaction Monitoring, ideally from a banking / financial domain. Next Steps: If this sounds like your next career move, please contact: DHARSHAN 7996002799 Rivera Manpower Services
Posted 1 week ago
0.0 - 3.0 years
1 - 2 Lacs
Salem, Chennai, Coimbatore
Work from Office
At SVARA, we specialize in providing accurate and insightful property valuation services. As a Sales Support Executive, you will be the vital link between our clients and our valuation experts, ensuring seamless communication and efficient work flow. Perks and benefits Performance linked incentives would be separate
Posted 1 week ago
3.0 - 8.0 years
3 - 8 Lacs
Mumbai, Maharashtra, India
Remote
Manage requirements elaboration milestones for implementation and adoption of new KYC Standards Collaborate with KYC Operations Users and Senior managers across LOBs and work streams to ensure consistency for cross-platform workflow functional design Partner with KYC Operations, Business Users and Process Reengineering teams to ensure alignment of processes to the system functionality Conduct interviews to gather customer requirements via workshops, questionnaires, surveys, workflow storyboards, use cases, scenarios and other methods Ensure timely completion of requirements gathering milestones and story writing Effectively translate business requirements into value-added, comprehensive solutions that will feed into test plans using appropriate processes, procedures and technology Translate conceptual customer requirements into functional requirements in a clear manner that is to developers / project team Ensure JIRA backlog is consistently being built, allowing to fill at least a sprint worth of capacity at any given time Maintain/enhance requirements gathering model that enables smooth adoption of the system by KYC Operations Engage strongly at all levels of the cross-functional stakeholder team and technology team. Align system design to operating model Escalate and resolve impediments. Also Manage the implementation of new functionality through training sessions, demos, that will contribute to training material development Required qualifications, capabilities and skills Minimum 8years experience in a business analysis role program and/or project management in the banking/ financial industry Advanced Business Process Modelling and analysis techniques including production of Use Case Models, detailed Use Cases, Activity Diagrams, State Diagrams and Logical design Models Experience on global / multi-site projects including facilitation of workshops with remote participants and rationalization of regional requirements, Software Development methodologies, especially Agile and advanced knowledge of Microsoft Office, i.e., Excel, Word, Visio, Powerpoint, etc. Have an open attitude towards sharing ideas and knowledge A proactive approach to problem solving, taking ownership of issues and having the determination to follow things through Excellent listening, written and verbal communication skills, including facilitation, presentation and production of documentation appropriate to an audience The ability to shift perspective from high level Big Picture to low-level detail , to multi-task, work under tight deadlines, and quickly adjust to changing priorities Present and absorb complex ideas quickly and accurately The ability to work within a large team and work independently as well as part of a team Role: Business Analyst Industry Type: Financial Services Department: Data Science & Analytics Employment Type: Full Time, Permanent Role Category: Business Intelligence & Analytics Education UG: Any Graduate PG: Any Postgraduate
Posted 1 week ago
7.0 - 8.0 years
15 - 25 Lacs
Hyderabad
Work from Office
Education/ Experience / Expectations Bachelors in Commerce Masters in Business Administration/ M.Com Certifications – Any FinCrime Preferable Open for Night shifts (6PM IST to 4AM IST) – No rotational or Day Shift Location –Hyderabad Minimum 8+ years Exposure and Experience in working on complex AML/ KYC cases – Customer Due – Diligence, Account activity reviews, KYC On-boarding for individuals and entities, suspicious activity monitoring and surveillance, economic sanctions, politically exposed person monitoring etc. Job Description: Coordinate with counterparts on customer/client onboarding and approvals across multiple functions/Units For eg: Front office, compliance team, AML middle office, Operations, Legal and Tax in a high pressure /time – sensitive environment Undertake renewal of due diligence on existing clients/counter parties to ensure identifications of changes in risk profile, including reputation and operational risk factors Monitor implementation of AML related audit recommendations which can be from internal/External auditors, regulators. Participate in design and testing of enhancement to client due diligence database, Reports and systems. Interacting with Onsite controllers on various operational issues. Setting up new AML/KYC Procedures, operationalizing with the Business, providing quality assurance and Establishing a Transparent Metrics Process Provide Ongoing KYC Due Diligence Support for Periodic Reviews and Event Based Reviews Help optimize the Client Onboarding Experience with a Focus on Minimal Touch Points while Satisfying Regulatory Requirements and Internal AML/KYC Procedures Help to gather metrics from various business partners and share regular, transparent MI Reporting to all Stakeholders
Posted 1 week ago
1.0 - 6.0 years
3 - 7 Lacs
Bengaluru
Work from Office
Dear Candidates, Huge Opening for Fraud investigation/ Risk investigator Sal up to 7.5lpa Job Responsibilities: Monitor fraud queues to eliminate the fraud risk from the customer accounts and ensure risky transactions are stopped Conduct thorough investigations using internal tools to detect fraudulent activity Review chargeback data to identify meaningful patterns Provide insights on fraud trends for different Toast fintech products Discuss and work on the escalations to provide best solutions for customers Suggest and implement improvements to existing fraud SOPs and methodologies Provide insights to Data Analyst, Product and Engineering Teams to improve the existing fraud tools and procedures. Roles : Risk Assessment & Management. Fraud and Financial Crime Prevention. Internal Controls and Monitoring. Reporting and Documentation. Fraud and Financial Crime Prevention. Liaison with Regulators and Auditors. Risk Mitigation Strategy Development SAR/ATO/MONEY MULE Desired Candidate Profile: Possess good analytical skills - detail oriented Possess good communication skills, both oral and written With min 1 years Exp and above Mandatory Have a good attitude - should be committed to the work Work Location Bangalore Looking for International Banking Experience Qualifications & Experience: Education: Graduate with Exp can apply Experience: 1-4years of experience in risk management, compliance, or internal audit. Experience in financial services, banking, or the relevant industry is a plus . Call HR Sameera-9900975043(Whatsapp OR Call) Email ID sameera @thejobfactory.co.in
Posted 1 week ago
1.0 - 3.0 years
3 - 4 Lacs
Pune, Karvenagar
Work from Office
Serve as the central and single point of contact for assigned brand accounts, ensuring clear and consistent communication. Build and nurture strong, long-lasting client relationships, fostering trust and satisfaction. Develop a thorough understanding of each clients business goals, objectives, target audience, market plans, and competitors. Proactively gather and document detailed client requirements for various branding and marketing initiatives. Collaborate with internal teams (including creative, strategy, digital marketing, and project management) to develop and implement effective marketing and digital marketing strategies that align with client objectives. Contribute to account planning processes, including the development of marketing plans, budgets, and timelines. Provide strategic insights and recommendations to clients based on market understanding, consumer research, and digital marketing trends. Consult clients on various marketing fronts, including traditional and digital approaches, brand building, and communication strategies. Develop and maintain digital campaigns to increase web traffic and achieve other online marketing goals, working closely with digital teams (SMM, SEO, Content, Paid Media). Oversee the day-to-day operations of client accounts, ensuring projects are executed on time, within budget, and to the highest quality standards. Prepare and present high-quality client presentations, reports, and insights on campaign performance and strategic recommendations. Track and measure marketing outcomes, including activities, response, leads, sales, retention, and ROI, providing regular updates to clients. Stay informed about emerging trends, technologies, and best practices in digital marketing and the broader marketing landscape to provide cutting-edge solutions to clients. Identify and capitalize on growth opportunities within the client portfolio to drive revenue and business expansion. Address client concerns and resolve issues in a timely and effective manner, ensuring a high level of client satisfaction. Provide key-value additions and strategic inputs to clients to help them achieve their growth objectives. Ensure brand alignment across all marketing activities to increase brand awareness and equity. Requirements: Bachelors degree in Marketing, Business Administration, or a related field. An MBA in Marketing is preferred. Minimum of 1-2 years of experience in account servicing, client servicing, marketing, or agency-related roles. Proven ability to build and maintain strong client relationships. Solid understanding of marketing principles and strategies, including both online and offline approaches. Familiarity with digital marketing strategies and tools, including SMM, SEO, SEM, content marketing, and email marketing. Strong business acumen and an understanding of how marketing activities contribute to overall business goals. Excellent communication (both written and verbal), presentation, and interpersonal skills, including the ability to lead client meetings. Strong organizational skills and the ability to manage multiple accounts and projects simultaneously. Proactive, analytical, and detail-oriented approach to problem-solving. Ability to work effectively both independently and as part of a collaborative team. Proficiency in using presentation tools such as PowerPoint and Keynote.
Posted 1 week ago
3.0 - 8.0 years
8 - 12 Lacs
Bengaluru
Work from Office
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.
Posted 1 week ago
2.0 - 6.0 years
4 - 5 Lacs
Mumbai Suburban
Work from Office
• Strong communication • Experience in Direct Sales • Travel across the cities to engage directly with clients • Relationship management and market expansion strategies • strong understanding of B2C and B2B sales • Negotiation • Market research
Posted 1 week ago
2.0 - 7.0 years
2 - 7 Lacs
Bengaluru, Karnataka, India
On-site
Role Responsibilities: Manage and onboard new customers to Google Ads Achieve customer growth goals through strategic consultation Collaborate with internal teams for smooth customer handovers Enhance customer relationships through tailored insights Job Requirements: Bachelor's degree or equivalent experience 2+ years in sales, media, or account management Strong communication and negotiation skills Experience with digital or media agencies preferred
Posted 1 week ago
2.0 - 6.0 years
0 Lacs
haryana
On-site
You will be responsible for identifying and generating leads for our ERP & point of sale platforms targeting manufacturing and retail industries. This includes conducting cold calls, leveraging referrals, and working with channel partners to build a strong pipeline. Your role will involve scheduling and planning meetings with potential clients through phone and email communication. You will also conduct on-site client visits to provide product demonstrations and understand their specific requirements. As a key member of the team, you will need to propose tailored solutions based on client needs and budgets. This will require you to pitch commercials, share quotations, follow up on proposals, and address any client concerns promptly. Once an order is confirmed, you will be tasked with ensuring a smooth transition to the onboarding team for implementation. Building and maintaining strong relationships with clients is essential to drive renewals and upsell opportunities. Acting as a trusted advisor, you will provide insights and solutions to clients to maximize the value they receive from our platforms. Collaboration with internal teams such as implementation, customer success, and support will be crucial to ensure seamless onboarding and successful go-live for clients. Your success in this role will be measured by your ability to generate leads, secure orders, and maintain high levels of client satisfaction through proactive communication and support.,
Posted 1 week ago
1.0 - 5.0 years
0 Lacs
bareilly, uttar pradesh
On-site
You will be responsible for driving mortgage business in the Bareilly region. Building strong relationships with customers, builders, and channel partners will be a key part of your role. Your main tasks will include generating leads and converting them into disbursals, as well as coordinating with banks/NBFCs for client onboarding and sanction. It is essential to maintain a high standard of customer service and compliance throughout. We are looking for professionals with a minimum of 1 year of experience in Mortgage Loans who possess strong local market knowledge and network in Bareilly. The ideal candidate should be ready for immediate joining and must be a self-motivated individual with an entrepreneurial mindset.,
Posted 1 week ago
2.0 - 6.0 years
0 Lacs
thiruvananthapuram, kerala
On-site
You are a motivated and client-focused Wealth Management Associate / Advisor who is interested in joining a financial advisory team in Trivandrum, Kerala. You should have 2 to 5 years of experience in wealth management, investment advisory, or financial planning, and possess a strong understanding of financial markets, portfolio strategies, and client relationship management. Your responsibilities will include assisting clients in managing and growing their investment portfolios based on their financial goals and risk appetite, providing personalized wealth management solutions such as mutual funds, insurance, bonds, equities, and other financial products, conducting periodic portfolio reviews, staying up-to-date with market trends and regulatory guidelines, collaborating with internal teams for client onboarding and compliance checks, building and maintaining long-term client relationships, achieving business targets, and organizing client meetings, webinars, and financial literacy sessions. To excel in this role, you should have 2 to 5 years of experience in wealth management, financial planning, or investment advisory, along with certification in NISM (Investment Adviser / Mutual Fund Distributor). Knowledge of investment products, taxation, insurance, and risk assessment tools is essential, as well as strong interpersonal, communication, and relationship-building skills. Proficiency in CRM tools, MS Office, and financial planning software is required, along with high integrity, ethical standards, and a client-centric mindset. Having certifications such as CFP, CFA (Level 1), or other financial planning credentials would be advantageous, along with exposure to HNI/UHNI client management and experience with digital wealth platforms and tools. If you are ready to shape the financial future of clients and meet the qualifications mentioned above, please apply now by sending your CV to: fawas.m@ixiligence.com. This is a full-time position that requires in-person work in Trivandrum, Kerala.,
Posted 1 week ago
5.0 - 9.0 years
0 Lacs
karnataka
On-site
Are you seeking an exciting opportunity to become part of a dynamic and expanding team in a fast-paced and challenging environment This unique opening invites you to join the Client Advisor Support team to collaborate closely with the Business. As a Client Advisor Support Analyst within the U.S. Private Bank (USPB) team, your role will be pivotal in providing support to Private Bank Advisors and serving as an extension of the global team. Your responsibilities will encompass the entire sales lifecycle, starting from lead generation to client onboarding and engagement. By offering comprehensive intelligence, you will connect all touchpoints throughout the client lifecycle to facilitate new client acquisition and enhance relationships with existing clients. Your adept knowledge of Asset Classes and suites of Funds available through JPM will be instrumental in aligning with the investment needs of Clients. Your key responsibilities will include: - Supporting Private Bank Advisors and collaborating with the global team within the J.P. Morgan Private Bank as a Client Advisor Support Analyst. - Overseeing the sales lifecycle, from lead generation to client onboarding and engagement. - Providing integrated intelligence to enhance client acquisition and deepen relationships with existing clients. - Demonstrating expertise in Asset Classes and JPM's suite of Funds to align with Clients" Investment needs. - Working closely with Advisors throughout the sales lifecycle, including Banker Support, Lead Generation, Client Onboarding, Client Engagement, and Management/Operational Support. - Creating customized Client presentations for Investment Specialists review meetings. - Possessing a fundamental understanding of quantitative and qualitative data. - Developing processes to stay updated on market trends through internal meetings and publications to identify new opportunities and monitor client portfolios for growth possibilities. - Mastering Goals Based Analysis and Portfolio Insights. - Understanding the bank's credit documentation, terms, conditions, structure, and their relevance to transactions. - Resolving exceptions, open items, and transactional issues proactively, assisting in the preparation of presentations and marketing materials, and contributing to various team initiatives. Required qualifications, capabilities, and skills: - Hold a University degree, MBA/CFA/CFP certification, or have 5+ years of professional experience in a similar role. - Possess strong knowledge of Private Bank product offerings and asset classes, with a keen interest in market dynamics and developing expertise. - Exhibit excellent communication (written and verbal), analytical, and organizational skills. - Demonstrate exceptional stakeholder engagement abilities, strong team management experience, and the capacity to navigate a matrix organization. - Proficiency in PowerPoint and Excel is essential. Understand the needs and sensitivities of client management. - Exercise absolute discretion when handling confidential matters and work effectively with minimal supervision in a demanding environment. - Be detail-oriented, results-focused, and have outstanding follow-up and follow-through skills. Flexibility with EMEA/LATAM shifts is required.,
Posted 1 week ago
1.0 - 5.0 years
0 Lacs
pune, maharashtra
On-site
Landytech is dedicated to transforming the landscape of how investment managers, asset owners, and their advisors access asset information. By utilizing Sesame, a cutting-edge investment reporting platform, we are empowering clients across 15 countries to make well-informed investment decisions and gain insights swiftly. With a recent attainment of $12M in Series B funding in January 2023, Landytech is experiencing rapid growth, presenting an exciting opportunity to become a part of our journey. In just four years, we have expanded from two co-founders to a nearly 100-member team, with offices situated in London and Paris. At Landytech, we view diversity as a cornerstone of our strength, boasting a multicultural team representing over 15 countries and proficient in 14 languages. **Team & Role:** At Landytech, we offer our clients a comprehensive perspective of their investment portfolios spanning various asset classes and aggregated from multiple data origins. Our Client Delivery and Professional Services Teams are tasked with grasping our clients" portfolios, their data, and their analytical and reporting requirements. Our objective is to utilize this comprehension and our technological prowess to construct a solution that enhances our clients" investment management and client reporting processes. The Client Delivery Associate (Onboarding) holds a pivotal position in guiding clients through the initial onboarding phase, ensuring the gathering of requirements, establishing data connectivity, organizing processes, and facilitating seamless collaboration with clients and internal teams. This role demands adept communication, organizational skills, collaboration, problem-solving abilities, and a foundational knowledge of investment data and technology. **What We Are Looking For:** *Client Communication & Coordination:* - Manage onboarding and data feed setup inboxes, ensuring prompt responses and escalating delays when necessary. - Assist clients in collaborating with their custodians and banks to incorporate accounts into our managed data feeds. - Collect and document initial scope details, encompassing private assets, bank/custodian accounts, and ownership structures. - Maintain client accountability by keeping them informed about their responsibilities and timelines. - Proactively identify and resolve potential delays or bottlenecks in the onboarding process. *Data Feed Setup & Technical Support:* - Aid in the initial connection of new data feeds, ensuring comprehensive information gathering and documentation. - Provide technical support for SFTP, API, and other integration methods, guaranteeing smooth data flow between systems. - Keep records of managed feeds, including communication channels, signature requisites, and integration specifics. - Enhance scalability and efficiency by continuously refining documentation and record-keeping processes. *Process Monitoring & Improvement:* - Monitor onboarding pipelines to ensure all crucial information is collected and shared with teams responsible for subsequent implementation phases. - Contribute to identifying and implementing process enhancements that optimize the scalability of client onboarding operations. - Collaborate with and oversee cross-functional teams, such as data, product, and implementation teams, to ensure seamless onboarding experiences. **Your Skills & Expertise:** - 1-3 years of experience in client onboarding, operations, or project coordination within Financial Services, fintech, or SaaS environments. - Strong organizational skills enabling the management of multiple client interactions and data collection tasks concurrently. - Meticulous attention to detail and a dedication to upholding data accuracy, security, and compliance standards. - Proficient and professional communication skills, capable of providing clear instructions and guidance to clients and internal teams. - Working knowledge of investment data, portfolio management, and financial instruments is advantageous. - Technical proficiency in SFTP, API integrations, and data transfer protocols. - Analytical mindset with the ability to summarize and synthesize complex information. - Ambition to develop a career in client operations, client delivery management, or product specialization. - Proficiency in Excel and a willingness to learn data tools and platforms pertinent to financial technology. - Professional fluency in English; additional European languages are a bonus. **Our Benefits:** - An opportunity to be part of a rapidly growing fintech innovating investment reporting. - Regular social events and inclusion in an international team headquartered in London, UK, with an office in Paris, France. - Hybrid work style with 2 days working from our office in Pune, India. - Private medical insurance coverage for you and your family members. If this resonates with you, we eagerly anticipate receiving your application!,
Posted 1 week ago
0.0 - 4.0 years
0 Lacs
maharashtra
On-site
As a Client Onboarding Analyst/Associate in the US Wealth Advisory team located in Mumbai, Maharashtra, you will be an integral part of the Client Operations team. Your main responsibility will be to facilitate the onboarding process for new clients, ensuring a seamless and efficient experience. Key responsibilities include gathering client information, conducting due diligence checks, and coordinating with internal departments to set up client accounts. You will also be responsible for ensuring compliance with regulatory requirements and internal policies throughout the onboarding process. Additionally, you will play a key role in building and maintaining strong relationships with clients, providing exceptional service and addressing any inquiries or concerns they may have. Strong communication skills and attention to detail are essential for success in this role. If you are a proactive and detail-oriented individual with a passion for client service and a strong understanding of regulatory requirements, we encourage you to apply for this exciting opportunity. Join our team and be a part of our mission to deliver exceptional wealth advisory services to our clients.,
Posted 1 week ago
5.0 - 9.0 years
0 Lacs
maharashtra
On-site
As the Head of Key Relationships with a focus on GCC, your responsibilities will include conducting market research to identify potential clients and key decision-makers within GCC organizations. You will be responsible for building a strong network of connections to establish and nurture relationships with prospective corporate clients. Your goal will be to expand client coverage by onboarding new GCCs and increasing the bank's market share. You will lead the onboarding process for new GCC clients, ensuring a seamless transition and providing a high-quality client experience. Regular engagement with clients will be essential to understand their banking needs, and you will collaborate with product, proposition, and fulfillment teams to deliver tailored solutions. Creating opportunities for cross-selling and upselling bank products and services to GCCs will be a key focus, with an emphasis on expanding wallet share. Working closely with product and proposition teams, you will develop and present customized solutions such as salary accounts, benefits, and exclusive banking products to meet the needs of GCC employees. Managing any issues or challenges faced by strategic stakeholders will be part of your role, requiring close collaboration with fulfillment teams to ensure prompt and effective resolutions. Additionally, you will be responsible for tracking performance metrics, generating reports on new client acquisition, engagement levels, and revenue contribution, and analyzing data to refine strategies for continued success.,
Posted 1 week ago
8.0 - 13.0 years
3 - 5 Lacs
Hyderabad
Remote
We are hiring Client Acquisition Leader who can join our company, with multiple options. Option 1 : Completely Remote Opportunity. Basic Salary with attractive commission basis. Option 2 : Completely Remote Opportunity Invest and be a partial partner
Posted 1 week ago
16.0 - 20.0 years
20 - 30 Lacs
Noida
Work from Office
Min 16 Years+ Exp. in (Corporate KYC) - Mandatory (Team Size - 120+) Graduate/MBA Budget - Upto 38 LPA 5 Days/Cabs Shift time: 02:00 AM to 12 PM. (Au/AZ shift) Please Call - 9999869475 Required Candidate profile Excellent Communication Skills - Required Experience leading and managing large teams involved in on-boarding of clients according to relevant AML/KYC legislations across NA, EU & APAC jurisdictions
Posted 1 week ago
0.0 - 1.0 years
1 - 3 Lacs
Coimbatore
Work from Office
Responsibilities: * Explain product/service offerings to leads and prospects. * Identify new business opportunities through market research. * Develop sales strategies and execute plans. *Maintain relationships with clients and follow up regularly. Provident fund Sales incentives Employee state insurance Travel allowance Accessible workspace
Posted 1 week ago
2.0 - 7.0 years
3 - 8 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 targets through client acquisition, upselling, and cross-selling of our services. Networking : Attend industry events, conferences, and networking opportunities to establish and strengthen the company's presence within the market. INTERESTED Candidates can Revert with below details CTC: ECTC: NP: Regards AMPLE HR
Posted 1 week ago
1.0 - 8.0 years
12 - 17 Lacs
Hyderabad
Work from Office
Enables thought leadership and a team who are risk aware, empowered, and feel accountable to drive best in class service Job Summary As a Client Data Manager I within the Operations team, you will be responsible for reviewing and improving data collection and verification processes, ensuring the accuracy and completeness of KYC records before they are reviewed by the client-facing team. Your advanced organizational skills will be crucial in managing multiple tasks and activities, while your proficiency in digital and tech literacy will help you leverage software applications and digital platforms to enhance processes and client experience. Job responsibilities 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 onboarding to include the fulfillment of AML and KYC requirement. Required qualifications, capabilities, and skills Demonstrated ability to develop, manage, coach, and motivate teams. Must be flexible and adaptable to manage interim projects and processes based on the business requirements. Knowledge of banking products. Proven leader of process and organizational change. Demonstrated ability to identify, analyze, plan, prioritize, and solve problems, by providing viable solutions and executing. Strong communication and presentation skills. Ability to cope with change; comfort with ambiguity. Preferred qualifications, capabilities, and skills Previous experience in AML, Compliance, Fraud, KYC, or Operational Risk an advantage. Competent in mainframe and PC based systems, with a strong proficiency in MS Office. Previous people manager experience of high performing team. Enables thought leadership and a team who are risk aware, empowered, and feel accountable to drive best in class service Job Summary As a Client Data Manager I within the Operations team, you will be responsible for reviewing and improving data collection and verification processes, ensuring the accuracy and completeness of KYC records before they are reviewed by the client-facing team. Your advanced organizational skills will be crucial in managing multiple tasks and activities, while your proficiency in digital and tech literacy will help you leverage software applications and digital platforms to enhance processes and client experience. Job responsibilities 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 onboarding to include the fulfillment of AML and KYC requirement. Required qualifications, capabilities, and skills Demonstrated ability to develop, manage, coach, and motivate teams. Must be flexible and adaptable to manage interim projects and processes based on the business requirements. Knowledge of banking products. Proven leader of process and organizational change. Demonstrated ability to identify, analyze, plan, prioritize, and solve problems, by providing viable solutions and executing. Strong communication and presentation skills. Ability to cope with change; comfort with ambiguity. Preferred qualifications, capabilities, and skills Previous experience in AML, Compliance, Fraud, KYC, or Operational Risk an advantage. Competent in mainframe and PC based systems, with a strong proficiency in MS Office. Previous people manager experience of high performing team.
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