1629 Client Onboarding Jobs - Page 13

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

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.

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 quantitative inputs. Own the sales funnel by driving lead conversion and continuously improving sales productivity. Track and analyze key input metrics (e.g., data quality, hot leads) to enhance team efficiency and output. Ensure timely and accurate partner payouts following thorough due diligence. Boost team performance through structured incentive programs and promotional initiatives. Accountable for achieving daily, weekly, and monthly sales targets as per defined SOPs. Maintain timely and accurate reporting in prescribed formats for performance tracking and compliance. Proven experience in leading large teams across sales acquisition processes with a focus on performance and target achievement. Skilled in building strong team rapport through a consultative and collaborative sales approach. Excellent interpersonal abilities, including active listening, effective questioning, and strategic networking. Proficient in report management, data analysis, and aligning insights with business goals to drive results.2.5 times in a span of 4 years. MBA graduate with strong academics 3+ yrs. of experience in Sales / Acquisition / Retention Preference for candidates with team handling experience of 10+ team members in last 2yrs

We're looking for a results-oriented Branch Manager to oversee branch operations. Key duties include monitoring sales, team performance, productivity, and client progress, while forecasting revenue and developing action plans to meet sales targets. Monitor and analyze key regional data (sales, team performance, client status, receivables). Accurately forecast weekly, monthly, quarterly, and annual revenue. Identify opportunities, address challenges, create action plans, and ensure sales targets are met. Recruit, develop, and retain top talent by providing training, development plans, and regular communication. Track performance metrics and boost team productivity. Drive results through incentive structures and sales promotions. Gather market feedback and provide insights for strategy and policy decisions. Generate sales opportunities by penetrating targeted accounts. Lead daily sales presentations and product demos with the team. Ensure timely follow-ups and closure of sales. Ensure payment collection as per company terms and adherence to sales processes. Conduct regular performance reviews to drive continuous improvement. Strong problem-solving abilities with quick decision-making skills. Exceptional verbal communication and active listening skills. Innovative thinker with the foresight to anticipate market trends and create impactful opportunities for customers. MBA graduate with strong academics 4+ yrs. of experience in Sales / Acquisition / Retention Preference for candidates with team handling experience of 10+ team members in last 3yrs

Responsibility for Client Acquisition & Lead Generation Responsibility for Relationship Management Responsible for sales strategy execution, collaboration & coordination. Responsible for reporting and documentation & for a result-oriented approach

Client service managers act as a bridge between the company and its clients, addressing concerns, resolving issues, and collaborating with internal teams to ensure service delivery Generating New Business Building and Maintaining Relationships

Liaise with Business Lines (BL) and Relationship Managers (RM) for missing KYC requirements and collect other mandatory information as prescribed by AML/ OFAC/ Local regulations (eg., US CIP) and guidelines Review and ensure information collated from BLs and RMs is correct and updated Perform background verification on individuals and entities using appropriate tools (i.e., LexisNexis, World Check, Factiva, Internet tools, etc.) Conduct client due diligence/ enhanced due diligence and enrich review requests for submission to the Quality Check team Maintain a working knowledge of AML/ OFAC/ Local regulations (eg., US CIP) and be able to relate them to SG policies and procedures Profile required Update Daily MIS Report and forwarding the same for Management Review Maintain sound working relationships with the BLs, RMs and other stakeholders Should be up to date with the latest policies, procedures and regulations, including global minimum standards and local requirements based on the location of the client Ability to compile email to compliance or sanctions team (if required) reflecting the potential hits found during screening Sound knowledge of all applications and tools used during the process Ability to prioritize work and individual target and route all additional ad-hoc requests from the onshore team to the Cell Manager before taking any action

Completion of all KYC formalities according to guidelines and specified timelines Work closely with the Legal, Compliance and Credit teams to obtain relevant information / approvals to facilitate client onboarding and documentation. Support in Legal documentation and transaction closing. Run simulation for profitability calculation. Track NBI in C-profit platform Maintain client data and update Client meetings into the system Acquire and develop specific industry knowledge and sectorial understanding in relation to the clients the bank is working with. Act as a back-up in absence of the Relationship Manager as and when required. Academic Background (degree and major): Graduate / Post-graduate / MBA / CA Relevant Working Experience in number of years: 0-3 Years of work experience Knowledge of Corporate banking Relevant experience with a private sector or MNC Bank Skills Competencies required: Credit, Product and sector knowledge Client-: Ability to listen, adapt to and anticipate client / internal partners needs Building and nurturing long term relationships with clients / internal partners Ability to satisfy client needs while taking into account all possible risks for the company Team spirit-: Ability to listen and share ones views and expertise in an open mode Ability to deal with conflicts proactively and in a positive mode Ability to build synergy within and outside of the team Responsibility-: Ability to express ones convictions and act with courage Ability to make decisions within the scope of ones responsibilities Having a risk mindset Striving for high performance Commitment-: Honoring commitments, fostering a climate of mutual trust and ability to work with colleagues from different background and culture Striving to continuously develop ones competencies and knowledge Innovation-: Ability to propose new ideas and solutions Ability to make ideas and solutions simple ; demonstrating common sense Language Skills: English Computer Skill: MS 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.

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.

Immediate Joining for KYC profile Client Onboarding /Payments /Investigations Sal 6lpa Bangalore location 5 days work 2 week off 1 way cab Rotational shift & off No Notice CALL : HR Nivetha -9035369666 EMAIL : Nivetham@thejobfactory.co.in

Responsibilities: * Manage client relationships from onboarding to retention * Ensure timely delivery of services with high quality * Identify new business opportunities through networking & market research Health insurance Annual bonus

Immediate Joining for KYC profile Bangalore location 5 days work 2 week off 1 way cab Rotational shift & off No Notice Permanent Role CALL : HR Nivetha -90353 69666 EMAIL : Nivetham@thejobfactory.co.in

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

Don't miss out on this opportunity! Join us in shaping the future of Job Hai team at Info Edge India Ltd. It's time to be a part of a dynamic team and make a difference in the industry! Join our team! We are currently hiring for the role of Customer Service Executive for Job Hai vertical | Noida Location. If you are interested, attend your interview in Mega Walk-In drive, we will be happy to meet you :) Interview Date - 24th July 2025 (Thursday) Interview Time - 10:00AM - 2:00PM Venue - Express Trade Tower 2, 3rd Floor, Sector 132, Opp. JBM Global School , Noida ( Nearest Metro Botanical Garden) Google Map - https://maps.app.goo.gl/RKjfU3kS8UxT3ugS9 Contact Person - Vrinda Gupta Documents Required - Updated Resume in hard copy About InfoEdge Info Edge mission is to create world-class platforms that transform lives by continuously innovating. Our products and services are built keeping our customers in mind. We always delight our customers by delivering superior value through enhanced offerings on the Internet and other platforms. Through our continuous investment across various businesses, especially in cutting-edge technology, machine learning, and artificial intelligence (AI), we have built a robust system that constantly increases our predictive powers on customer behavior, and optimizes and improves our systems. Our various teams tirelessly work together to solve problems, innovate, and create something to empower our customers. At Info Edge, people are our core competitive advantage. About BU - Job Hai Job Hai is new venture by Info Edge. Info Edge is successfully running businesses like Naukri.com, Jeevansathi.com, 99 acres.com etc. Job Hai portal focused on Blue and grey collar hiring. Job Hai is serving jobs for Sales/ Business Development, Marketing, Field Sales, Back Office, Customer Support, Housekeeping, Warehouse etc. Job Hai is in 7 metro cities, Mumbai, Delhi, Noida, Gurgaon, Ghaziabad, Faridabad, Greater Noida. Role Overview: As a Recruiter Onboarding Executive, you will be responsible for reviewing recruiter profiles, validating supporting documents, and conducting verification calls to ensure legitimacy and trustworthiness of recruiters onboarding onto our platform. You will play a critical role in maintaining platform integrity and ensuring only authentic recruiters are allowed to post jobs. Key Responsibilities: Review recruiter profiles submitted through the platform for completeness and accuracy Verify and validate submitted documents (e.g., business proof, ID proofs, email domain) Conduct verification calls to recruiters to cross-check key details such as job role, salary, company background, etc. Identify red flags such as fake profiles, suspicious activity, or inconsistent information Tag and flag recruiters as per SOPs (e.g., blacklist, greylist, red flag, non-repeat verified) Maintain accurate and updated logs of actions taken in CRM or internal tools Collaborate with audit, compliance, and tech teams for escalations or special cases Follow TAT and quality standards set by the onboarding team Key Requirements: Bachelor's degree in any discipline 1- 2 years of experience in customer support, KYC, operations, or verification roles Excellent communication skills (Hindi & English) both written and verbal Ability to handle high volumes while maintaining accuracy Strong attention to detail and process orientation Comfortable with CRM tools and Google Workspace (Sheets, Docs, etc.) Ability to work independently and in a team Preferred: Experience in recruitment tech, BPO/KPO, or background verification processes Familiarity with fraud detection or document verification workflows Please Note - Salary Offered - upto 22k in hand + PF + Medicals + Yearly bonus(10% of ctc) Ready to launch your career with Info Edge? Connect with VRINDA GUPTA for more insights Email - vrinda.gupta@naukri.com LinkedIn - https://www.linkedin.com/in/vriiindaa/

What the Role offers: 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 IndiaMART & value addition IndiaMART 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. • To penetrate all targeted accounts and originate sales opportunities for the company's products and services. • To set up and deliver sales presentations, product/service demonstrations on daily basis. • To ensure systematic follow-up with the client organizations to take the sales pitch to time-bound closure. • To ensure that all payments are collected as per the company's payment terms. Critical Skills of a Suitable Candidates: • Quick thinking and problem-solving skills • Excellent verbal communication skills • Excellent active listening skills • Innovative vision and foresight to anticipate and create new opportunities that resonate with your customer. You Can Apply if you possess: • At least 9 months of relevant sales experience. • Should have a laptop and bike (with valid RC and DL) • MBA or any Equivalent Degree (at least 60% throughout)

We're Hiring: Business Development Manager Non-IT Staffing Location: Gurugram Experience: 2+ years in B2B sales, staffing/recruitment, or portal sales Key Responsibilities: -Acquire & manage clients for non-IT staffing services -Handle end-to-end sales: lead gen, proposals, negotiations -Build strong client relationships & deliver tailored solutions Requirements: -Experience in staffing/recruitment or portal/B2B sales -Strong communication & negotiation skills -Graduate (MBA preferred), CRM & MS Office proficiency -Willing to travel for client meetings Apply at: Priyanshi.srivastava@getwork.org Contact: 8573079300

Identify and meet RWAs, preschools, corporates for partnerships. Attend local meetings/events in Sarjapur/HSR/Whitefield. Must be fluent in Kannada & English, presentable, confident, with own commute. BD/event experience is a plus.

Hi We are hiring for the Leading ITES Company for Sr. Associate KYC Onboarding Role. Key Highlights: a) Any Graduate / Under Grad with Min 1 Year Experience in KYC Onboarding b) Knowledge of AML and KYC regulations and best practices. c) Analytical and critical thinking skills. d) Attention to detail and strong organizational abilities. e) Effective communication and teamwork skills. f) 5 Days Work A KYC Onboarding job typically involves ensuring new clients adhere to Know Your Customer (KYC) regulations and policies by verifying their identity and assessing potential risks. This includes collecting, reviewing, and verifying documents, conducting due diligence, and flagging any suspicious activity. Daily Walkin @ Outpace Consulting, C-29, Sec 2 Noida (Nearest Metro Noida Sec 15, Exit Gate 3) Landmark : Near Hotel Nirulas Walkin Time : 11 am to 3 Pm Shadiya @ 7898822545 Whatsapp Your CV @ 9721919721 Responsibilities: Data Collection and Verification: Gathering, reviewing, and verifying customer documentation like proof of identity and address. Due Diligence: Conducting thorough due diligence on new clients, including individuals, corporations, and institutional clients. Risk Assessment: Assessing client risk profiles, including screening for politically exposed persons (PEPs), sanctions, and adverse media. Compliance: Ensuring all KYC procedures comply with regulatory requirements and internal policies. Documentation: Maintaining accurate records of KYC procedures and client information. Communication: Liaising with internal teams and clients to address any KYC-related issues and ensure compliance. Continuous Improvement: Staying informed about changes in regulations and implementing improvements in KYC processes

As a Digital Marketing Account Manager at Blurbpoint Media, you will be responsible for managing international clients from Australia and the USA. Your main focus will be on client relationship management, including client onboarding, strategy implementation, and ensuring high performance. You will be handling over 25 client accounts with a strong emphasis on client retention and upselling. Your role will involve optimizing and reporting on digital campaigns, particularly in Facebook Ads, Google Ads, SEO, and Web Development. You will collaborate closely with internal teams to ensure seamless delivery and meet client expectations. To succeed in this role, you should have at least 3 years of experience in client management within a digital agency, with a proven track record in handling US and Australian clients. Strong English communication skills are essential, along with expertise in Facebook Ads, Google Ads, SEO, and Web Development. This is a full-time onsite position based in Ahmedabad, with a mandatory requirement for relocation. The working hours are from 6:00 PM to 2:00 AM IST, making it a night shift role. Blurbpoint Media offers a competitive salary, a 5-day workweek, and a fast-growth environment. If you are passionate about client relationship management and have the necessary skills and experience, we encourage you to apply for this exciting opportunity by sending your resume to career@blurbpoint.com.,

As a Client Data Associate within the Operations team, you will play a critical role in enhancing data collection and verification processes to ensure the accuracy and completeness of KYC records. Your advanced organizational skills will be essential in managing multiple tasks efficiently, while your digital and tech literacy will help you leverage software applications to improve processes and enhance client experience. You will be responsible for day-to-day management of a team, including coaching and providing feedback to drive performance improvements. Tracking and evaluating individual team members" performance over time will help in identifying learning opportunities and capabilities enhancement. Additionally, you will need to address any service issues that may arise, whether internally or from external customers, demonstrating independence and effective decision-making based on data and experience. Creating an efficient team through continuous communication, timely feedback, and appropriate supervisory practices will be a key aspect of your role. You will also be involved in organizing workflow, distributing work effectively, and supporting client onboarding processes, including meeting AML and KYC requirements. To excel in this role, you must possess strong leadership skills in team development, management, and motivation. Flexibility and adaptability to manage projects based on business needs, knowledge of banking products, and a track record of driving organizational change are crucial qualifications. Proficiency in problem-solving, communication, and the ability to cope with change and ambiguity are also essential skills for success in this position. Preferred qualifications include previous experience in AML, Compliance, Fraud, KYC, or Operational Risk, as well as proficiency in mainframe and PC-based systems, with a strong command of MS Office. Previous experience in managing high-performing teams would be advantageous in this role.,

As an Equity Sales Manager, your primary responsibility will be to develop and implement sales strategies focused on equities to achieve and surpass business objectives. You will be required to establish your own team and manage the Profit and Loss (P&L) of the department. Building and cultivating relationships with institutional clients, High Net-Worth Individuals (HNIs), and retail investors will be crucial to your role. Your duties will include promoting and selling various equity and financial products such as stocks, ETFs, and derivatives. Remaining informed about market trends, economic indicators, and equity research will be essential for providing clients with timely insights and recommendations. Identifying and onboarding new clients while expanding and retaining the existing client base will be part of your daily tasks. Collaboration with research teams to deliver customized investment solutions and managing, mentoring, and motivating a team of equity sales professionals to achieve individual and team goals will be expected. Ensuring compliance with regulatory requirements and company policies in all client interactions, monitoring market conditions and competitor activities to make necessary adjustments to strategies, and preparing and presenting regular performance reports and forecasts to senior management are also key aspects of your role. To be successful in this position, you should have a minimum of 2 years of experience in equity markets, wealth management, or a similar field. Your ability to analyze market trends and offer actionable investment insights will be critical. Proficiency in utilizing trading and Customer Relationship Management (CRM) tools will also be beneficial for effectively carrying out your responsibilities.,

The Accounting Deep Dive Specialist plays a critical role in the client onboarding process within the Client Onboarding department. You will act as a forensic accountant and system configurator to ensure the accuracy, completeness, and readiness of a client's accounting environment. Your responsibilities include conducting a comprehensive review of historical accounting, identifying clean-up and catch-up needs, and establishing best-practice processes for the future. The work you do sets the foundation for long-term client success with the firm. Lead the Accounting Deep Dive for newly onboarded clients by investigating historical entries and accounting practices to identify discrepancies, errors, or unusual entries. Assess and document the client's historical accounting processes and systems to determine the clean-up and catch-up period required for accurate financial reporting. Prepare and maintain internal and client-facing Deep Dive files such as Action Tracker, CLM, and SOPs. Create detailed action items with specific ownership and deadlines for both internal teams and clients. Additionally, prepare and revise the Chart of Accounts, including exports, trial balances, and suggestions for account changes. Produce high-quality documentation using provided templates to ensure brand consistency and clarity. Participate in client calls to review findings, clarify discrepancies, and finalize agreed-upon processes. Translate technical accounting insights into clear, client-friendly documentation and tasks. Collaborate closely with clients to gather missing information, resolve issues, and confirm next steps. Configure elements of the client's accounting ecosystem, including Sales tax modules, bank and credit card account integrations, and rules in tools like Dext, Plooto, or Hubdoc. Ensure proper categorization, default settings, and user permissions per SOP standards. Finalize and document future-state accounting processes in the client's SOP and KYC files. Ensure a smooth transition to the ongoing bookkeeping or finance team by clearly documenting all decisions, workflows, and tool configurations. Qualifications & Skills: - 3-5 years of experience in accounting, bookkeeping, or financial operations - Strong understanding of GAAP and cloud-based accounting software (QBO/Xero) - Experience in client onboarding, process documentation, and systems configuration is a major plus - Ability to interpret and assess financial statements, trial balances, and general ledger transactions - Strong attention to detail with excellent analytical and problem-solving skills - Clear, concise, and professional written and verbal communication - Proficiency in Google Workspace, Excel/Sheets, and task/project management tools (Karbon, Asana, ClickUp, etc.) Bonus Points: - Experience working in an accounting firm or client services environment - Familiarity with Dext, Plooto, Hubdoc, Ignition, or similar client tech stacks - Prior experience designing or reviewing a Chart of Accounts - Understanding of tax modules and compliance requirements across provinces/states,

Key Responsibilities: Manage Customer Onboarding and related activities. Assist in Customer Onboarding and provide solution in case of issues Manage Customer Onboarding communication to internal or external partners Coordinate with the cross functional teams to enable required systems and processes Maintain Customer Onboarding trackers and dashboards Must Haves: Graduate/ Post Graduate from any college Must have 0-1 years of work experience in / Ops support / Onboarding Excellent written and verbal communication skills in English is necessary Communication In Kannada is Mandatory Hands-on with Microsoft Office & Google Suite tools including Excel,PowerPoints. Language proficiency :Fluency in English and Kannada is a must. Shifts :Candidates should be willing to work in rotational shifts;8 am to 5 pm & 11 am to 8 pm. Joining :We are looking for immediate joiners Interested candidates can reach us immediately syed.cb@cielhr.com | 9394368397 Thanks & Regards, Chan Basha Syed, 9394368397, syed.cb@cielhr.com

JD MUST BE WOKRING IN INVESTMENT BANKING OPERATIONS Leading team Account maintenance Client onboarding Min 2 years people management exp on papers Exl 8 - 15 years Sal 7 - 10 LPA