2712 Client Onboarding Jobs - Page 16

Kindly fill the google form - https://forms.gle/bdvvx4bYdwimjVBH9 (copy paste it to the browser) Join our team! We are currently hiring for the role of Client Servicing at Naukri Campus (formerly Firstnaukri.com) If you are ready to make an impact in the fresher hiring space, this is your chance. About Us: Naukri Campus is a distinguished fresher hiring platform that connects employers with prospective entry-level candidates, streamlining the job search process for recent graduates. Naukri Campus https://www.naukri.com/campus Key Responsibilities: Lead hiring initiatives with stakeholders, aligning with their requirements. Promote product adoption by organizing demos, training sessions, and ...

We are looking for a Client Services Manager who can help maintain existing business with current clients, grow business relationships with current clients and assist in bringing new clients on board. The Client Services Manager will help our clients to better understand the full potential of our products and act as liaison between the client and customer service. The successful candidate will also be responsible for collaborating with different work groups and departments to improve customer support programs and enhance customer satisfaction. Client Services Manager responsibilities - Provide regular updates to clients on the progress of customer service projects and campaigns that directly...

Hiring for KYB/KYC Immediate joiners only Min 1 year exp 5 days work 2 weekoff US Rotational shift & Off 1 way cab Bangalore Location Salary- 30 to 40%Decent hike Call HR Gayathri@9538878905 gayathri@thejobfactory.co.in

Sales and Marketing: to West Bengal Board School students - Online Tuition, Foundation course, Mock Test. Tie up with schools, tuition centres, retired teachers across WB for student enrolment. Convert leads from Social media to enrolment. Annual bonus

Key Responsibilities Coordinate end-to-end onboarding and enrolment of employees under group insurance schemes Liaise with corporate HR teams to collect and verify employee and dependent data Ensure timely and accurate data entry into the insurer s and internal systems Manage mid-term additions, deletions, and endorsement requests Conduct awareness sessions or webinars for employees on insurance benefits and claim processes Troubleshoot queries and coordinate with insurance partners to resolve issues Maintain detailed records of enrolments, timelines, and discrepancies Collaborate with the customer success, sales, and tech teams for process improvement Requirements 3+ years of experience in ...

PRIMARY RESPONSIBILITIES The functions listed below are characteristics of the type of work associated with this job title. They are not allinclusive. • Assists team members in finding solutions to administrative needs. • Maintains a professional atmosphere in the office. • Maintains centralized email inbox requests in a timely manner. • Onboards clients into various Aldrich applications and systems. • Prepares client engagement letters. • Assists with electronic tax return filing including transmitting, logging, and tracking. • Updates appointment calendars. • Assists with firm mailings (quarterly newsletters, annual mailings, and others as necessary). • Provides other administrative suppo...

Hiring: KYC Analyst Location: Mumbai & Chennai Experience: 2 to 5 Years Notice Period: Immediate Joiners We are looking for a skilled AML KYC Analyst to join our team in Mumbai. The ideal candidate should have hands-on experience in: Corporate KYC AML (Anti-Money Laundering) Client Onboarding Enhanced Due Diligence (EDD) Customer Due Diligence (CDD) Global KYC If youre ready for your next challenge and meet the criteria, wed love to connect! Share your resume at: sumaiya.p@twsol.com

We are looking for great communicators and detail-oriented candidates to join as an Client Onboarding Specialist as a part of the customer success team at Loop. You will be responsible for planning, executing, and promoting engaging events that update our clients and their employees about our offerings (insurance policy details, health benefits, etc.), drive brand awareness, and improve app installation. Key responsibilities Event Planning Execution Develop and manage a comprehensive onboarding events calendar that aligns with marketing and business objectives Conduct engaging onboarding events both in person and online, that create awareness about company services Take ownership in these ev...

This role outlines a three-year career path focused on client success and leadership within a healthcare technology company. The journey is designed to develop a versatile professional who can handle client relationships from initial onboarding to long-term account management, with the opportunity to specialize in either customer success or sales. Key Responsibilities Year 1: You'll focus on foundations in client onboarding , where you will manage the initial engagement for well-known brands. This involves coordinating with various internal teams, including sales, claims, and medical, and building consultative skills by working directly with HR leaders. Year 2: You get to choose your own pat...

Key Responsibilities: Revenue & Sales Target Achievement Consistently achieve monthly, quarterly, and annual revenue targets Drive new client acquisition and capitalize on upselling and cross-selling opportunities Re-engage dormant or dead accounts and convert cold leads into active prospects Lead Management & Conversion Efficiency Actively qualify, nurture, and convert leads generated through digital marketing channels Maintain high conversion rates for qualified leads to successful sales closures Client Onboarding & Relationship Management Ensure smooth onboarding process for new clients Build and maintain strong relationships with existing clients to drive long-term loyalty Understand cli...

As a Vice President in Client Onboarding & Reference Data Services (CORDS) supporting the KYC CDD Refresh team in Mumbai, you will be responsible for managing the refresh program across global jurisdictions. In this Advanced Specialist position at Vice President level within Core Services, you will perform and manage product-agnostic and centralized operational services across various businesses and products. The Operations division at Morgan Stanley collaborates with business units to support financial transactions, implement effective controls, and develop client relationships. Your role will involve partnering closely with Global Financial Crimes, Legal and Compliance, as well as internal...

The company TRDEZ is a fast-growing Stockbroking and Advisory firm based in Pune, comprising a team of experienced professionals from Financial services and Technology management. The company prides itself on fostering a culture rooted in values, continuous learning, responsiveness, and uniqueness. It is dedicated to offering the best experience to its customers and seeks individuals who are passionate about achieving goals. Trust, transparency, and dedication are core values at TRDEZ. As part of the Management Training Program (MTP), we are looking for a full-time Stockbroking operations Trainee who is eager to learn and contribute across various Back office operations areas. The initial pe...

The primary responsibility of this role is to prepare and review financial statements and regulatory reports, including Balance Sheet, P&L, SOI, and Notes to Financial Statements. You will also need to have a strong understanding of regulatory disclosures such as form PF. Acting as a subject matter expert for the team, you will be required to follow US GAAPs, IFRS, Lux GAAPs, and IRISH GAAPs. Identifying opportunities for process improvement, recommending system enhancements, and efficiency gains will be key aspects of your role. Collaboration with business and onshore teams to ensure alignment with key stakeholders in Business, Ops, and Technology is essential. During Confluence migration, ...

As a Wealth Advisory Services Operations Manager at our financial empowerment platform for women, your primary responsibility will be to oversee and streamline the daily operations of our wealth advisory services. You will play a key role in managing client onboarding, transaction processing, and reporting to ensure a seamless experience for our clients. Working closely with financial advisors and clients, you will be responsible for coordinating efforts to deliver exceptional service and support. This includes handling backend operations related to mutual funds, bonds, insurance, and portfolios to meet the financial needs of our clients effectively. In addition, maintaining accurate client ...

Dear Connections, I am actively #hiring for KYC Maker Position. Do you know who might be interested? Position: KYC Maker Experience: 2-5 Years Notice Period: Immediate Joiners Location: Bangalore (Bagmane Solarium City, Kundalahalli Colony, Brookefield) Interested candidates can apply to the given Email ID: greeshma.t@twsol.com Job Description: 1. To perform KYC due diligence of new relationships for Hong Kong, Singapore, China, Malaysia, Australia, Taiwan and Japan entities as a KYC Maker. 2. To conduct checks and due diligence on these clients primarily looking out for PEP/Adverse news/information that may be detrimental to the reputation of the bank. 3. To liaise and coordinate with Front...

Role & responsibilities We are hiring a Business Development Associate to join our growing team in Mumbai . This role is ideal for freshers or early-career professionals passionate about B2B sales and client relationship management in the logistics industry . Key Responsibilities: Identify and connect with potential clients via calls, emails, and meetings Pitch customized logistics solutions based on client needs Drive revenue growth and ensure smooth client onboarding Build and maintain strong client relationships to ensure retention What Were Looking For: Strong communication and negotiation skills A passion to learn and grow in B2B sales Self-driven and target-oriented mindset

Job Description: Business Development: Sell online Property solutions to clients-Real Estate Developers and Consultants by assessing their business requirements and tailor pitch the solutions. Business Acquisition: Achieve sales targets by growing business through acquiring new clients from assigned territory. Lead Generation: Developing a database of qualified leads through referrals, telephone canvassing and cold calling and establishing relationships. Client Service & Engagement: Actively engage with the customers by monitoring product delivery, demonstrations and trainings. Closure & Collection: Manage prospects, negotiate and freeze on commercials taking them to a logical closure with r...

Roles: * Manage client relationships through CRM App. * Collaborate with the research analyst on new opportunities. * Lead technical sales efforts for client onboarding. * Ensure after-sales support excellence for any queries. Incentives: Rs 15k-50k Accessible workspace Flexi working Work from home Food allowance Travel allowance Health insurance Sales incentives Performance bonus Mobile bill reimbursements Returning mother's program

Direct Responsibilities Perform due diligence on institutional clients across all risks- low, medium and high Exposure on retrieving client documents doing public searches, registries and client websites Interaction with Internal and external clients to explain and source KYC information Perform required KYC screenings on customers documenting the information obtained on the clients as required by global KYC procedure. Leads the team by example and ensures that the team is guided to achieve the stakeholder expectation. Obtain mandatory documents and reports as per KYC requirements Perform necessary checks to identify politically exposed persons, sanctioned, Adverse Information on individuals...

Meeting Details - Meeting ID: 463 615 510 730 1(Kindly download the Microsoft Teams Application) Passcode: 3Wy3x3Ep Date - 8th September 2022 Time - 12PM - 12:30PM Join our team! We are currently hiring for the role of Client Servicing at Naukri Campus (formerly Firstnaukri.com) If you are ready to make an impact in the fresher hiring space, this is your chance. About Us: Naukri Campus is a distinguished fresher hiring platform that connects employers with prospective entry-level candidates, streamlining the job search process for recent graduates. Naukri Campus https://www.naukri.com/campus Key Responsibilities: Lead hiring initiatives with stakeholders, aligning with their requirements. Pr...

Requires F2F Interview KYC Analyst is responsible to ensure efficient identification and monitoring of suspicious activities and transaction in the Bank and ensure timeous reporting of suspicious transactions to the Anti-Money Laundering (AML) Compliance Officer, and regulators. It is further required to analyze information received from Correspondent Banks and to monitor and report on Correspondent Banking activity or required to analyze and address AML and economic sanctions related alerts. Investigate and assess alerts for potential money laundering risks in the Bank. Ensure efficient identification and monitoring of suspicious activities and transactions. Ensure timely, efficient reporti...

We are looking for a Client Services Manager who can help maintain existing business with current clients, grow business relationships with current clients and assist in bringing new clients on board. The Client Services Manager will help our clients to better understand the full potential of our products and act as liaison between the client and customer service. The successful candidate will also be responsible for collaborating with different work groups and departments to improve customer support programs and enhance customer satisfaction. Client Services Manager responsibilities - Provide regular updates to clients on the progress of customer service projects and campaigns that directly...

STARTEK is looking for Senior Executive - Operations to join our dynamic team and embark on a rewarding career journey Leading the full audit cycle by checking tax compliance, verifying financial records, and inspecting accounts. Analyzing the results of the audit and presenting possible solutions for ineffective financial practices to management. Evaluating company accounting procedures, payroll, inventory, and tax statements to guide financial policymaking. Conducting risk assessments to recommend aversion measures and cost savings. Following up with management to ensure remediations are implemented into the company's financial practices. Supervising junior auditing personnel and implement...

Role & responsibilities : 1. Merchant KYC & Compliance Manage the end-to-end KYC and onboarding process for merchants, ensuring full compliance with regulatory standards. Coordinate with merchants to collect and verify necessary documentation in a professional and timely manner, with diligent follow-ups. Validate business documents to mitigate risks related to fraud and financial non-compliance. Collaborate with internal compliance teams to implement policy updates in accordance with RBI guidelines and other applicable financial regulations. 2. Payment Gateway Operations & Issue Resolution Serve as the first point of contact for merchants experiencing issues related to payment gateway integr...

Some careers have more impact than others. If you re looking for a career where you can make a real impression, join HSBC and discover how valued you ll be. HSBC is one of the largest banking and financial services organisations in the world, with operations in 62 countries and territories. We aim to be where the growth is, enabling businesses to thrive and economies to prosper, and, ultimately, helping people to fulfil their hopes and realise their ambitions. We are currently seeking an experienced professional to join our team in the role of Senior Associate Controls Third Party Risk Management Business: Legal Principal responsibilities Perform the due diligence tasks required for external...