3735 Client Onboarding Jobs - Page 16

Work Description We are seeking a proactive and results-driven Business Development Representative (BDR) to drive growth by identifying, engaging, and onboarding healthcare clients, specifically targeting doctors and medical professionals across the USA. Key Responsibilities: Lead Generation: Identify and qualify potential leads within the healthcare industry, focusing on doctors and medical practices. Direct Presentations: Conduct virtual or in-person presentations and demos to explain products, services, and value propositions to potential clients. Follow-ups: Manage and nurture leads through consistent follow-up calls, emails, and CRM updates to convert prospects into clients. Client Onbo...

As a Client Data Analyst 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 evalu...

As a Client Data Analyst 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 evalu...

Job Description:- KYC and AML reviews in line with regulatory standards and internal policies. -Perform Customer Due Diligence (CDD) and Enhanced Due Diligence (EDD) for both individual and corporate clients. -Ensure accurate and timely processing of KYC information and client data verification. -Stay up-to-date with current AML/KYC regulations and emerging risks to ensure compliance. -Use AML/KYC tools and systems effectively to investigate and mitigate risks. -Collaborate with other departments to address compliance-related issues and ensure a smooth onboarding process. Requirements: -Bachelors degree in Finance, Accounting, Business Administration, or a related field. -Minimum 1 year to 4...

CRISIL is a global analytical company providing ratings, research, and risk and policy advisory services. We are India's leading ratings agency. We are also the foremost provider of high-end research to the world's largest banks and leading corporations. With sustainable competitive advantage arising from our strong brand, unmatched credibility, market leadership across businesses, and large customer base, we deliver analysis, opinions, and solutions that make markets function better. Department : Mid Corporate Group - Ratings-Business Development Roles and Responsibilities Job Role : Good experience in sales domain. Experience in a client onboarding and relationship building role Acquiring ...

CRISIL is a global analytical company providing ratings, research, and risk and policy advisory services. We are India's leading ratings agency. We are also the foremost provider of high-end research to the world's largest banks and leading corporations. With sustainable competitive advantage arising from our strong brand, unmatched credibility, market leadership across businesses, and large customer base, we deliver analysis, opinions, and solutions that make markets function better. Department : Mid Corporate Group - Ratings-Business Development Roles and Responsibilities Job Role : Good experience in sales domain. Experience in a client onboarding and relationship building role Acquiring ...

We are India's leading ratings agency. We are also the foremost provider of high-end research to the world's largest banks and leading corporations. With sustainable competitive advantage arising from our strong brand, unmatched credibility, market leadership across businesses, and large customer base, we deliver analysis, opinions, and solutions that make markets function better. Department : Large Corporate Group - Ratings-Business Development Roles and Responsibilities Roles & Responsibilities Job Role: Good experience in sales domain. Experience in a client onboarding and relationship building role Acquiring new clients. Excellent interpersonal and presentation skills Excellent English c...

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 Specialist 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...

We are looking for a reliable and detail-oriented Operations Executive to support our on-ground operational activities, particularly in the area of KYC and document verification . The ideal candidate will have prior experience in financial institutions such as banks, NBFCs, or ARCs , and must be comfortable managing field visits and documentation with a high degree of accuracy and confidentiality. Key Responsibilities Conduct on-site KYC (Know Your Customer) verifications in line with regulatory and internal compliance standards. Visit client premises to collect and verify documentation and ensure timely submission. Perform thorough checks on KYC, loan, and other financial documents for accu...

Candidate should handle customer relations and ensure client satisfaction in real estate projects. The role involves managing client communication, resolving queries, coordinating with internal teams, and maintaining long-term business relationships.

To Apply, Fill the Google Application Form(Copy Paste this link in the browser) : https://forms.gle/ekMVtpDxCaoc72xu9 Educational Qualification - Graduate - Any Stream Experience Required - Recruitment Consultancy Business developer Work Location - WFH / WFO/Hybrid/ Noida (Any) 2-15 years of experience in HR operations, business partnering, or recruitment consultancy background. Develop new business opportunities through strategic partnerships, client engagement, and relationship building. Manage existing clients' needs by providing exceptional service delivery and ensuring high levels of satisfaction. Collaborate with internal teams to develop innovative solutions for clients' talent acquis...

To Apply, Fill the Google Application Form(Copy Paste this link in the browser) : https://forms.gle/ekMVtpDxCaoc72xu9 Educational Qualification - Graduate - Any Stream Experience Required - Recruitment Consultancy Business developer Work Location - WFH / WFO/Hybrid/ Noida (Any) 2-15 years of experience in HR operations, business partnering, or recruitment consultancy background. Develop new business opportunities through strategic partnerships, client engagement, and relationship building. Manage existing clients' needs by providing exceptional service delivery and ensuring high levels of satisfaction. Collaborate with internal teams to develop innovative solutions for clients' talent acquis...

Selling HDFCBank's products to new customers Onboarding of customers Handling customer queries and resolving complaints Achieving daily/monthly sales targets Ensuring KYC/AML compliance 2050 Playbook is the recruitment partner for HDFC Bank. Annual bonus Provident fund

About the Role We are looking for a Customer Success Executive to drive end-to-end engagement, onboarding, and support for our Assure App customers. This role focuses on ensuring a seamless user journeyfrom onboarding to the first successful transaction—while building long-term trust and driving adoption. Key Responsibilities Customer Engagement & Onboarding Handle end-to-end VAM support queries with accuracy and empathy. Conduct outbound engagement for: OB Drop-off leads: Users who started onboarding but did not complete. Cart Drop-off leads: Users who added items to the cart but didn’t checkout. Onboarded but inactive users: Handhold until the first order is placed. Provide personalized on...

Role & responsibilities Will be responsible to drive New to Business and Existing to Business Acquisition across open market. Will be accountable for trade activation of sourced accounts. Responsible for visibility on offerings across assigned geography. Driving Revenue through various in-house & distribution products To achieve revenue and maintain productivity. Assist in opening Demat accounts. Explain the features and benefits of Demat accounts to potential customers. Identify and acquire new clients. Promote and guide mutual fund investments. Maintain strong relationships with clients. Educate clients about investment products. Preferred candidate profile Graduate in any stream Basic kno...

Their primary focus will be to ensure that their team delivers exceptional service, fulfilling the needs and expectations of affluent clients. They will guide their team in offering personalized banking solutions, ensuring client satisfaction, and achieving KPI metrics. Their role will also involve mentoring and developing the team, ensuring adherence to compliance standards, and driving strategic initiatives to enhance the overall client experience Role & Responsibilities: Strategy and Planning Use Program & Channel enablers for: Seamless onboarding of NTB clients through Welcome calling and Channel activation Migrate mapped customers to self-help channels for seamless transactions Increase...

Responsibilities: * Manage travel processes from booking to execution * Maintain client relationships through exceptional service * Handle GDS queries via Amadeus, Galileo & Sabre Health insurance

Lead US staffing initiatives by identifying opportunities, building client partnerships, generating leads, pitching services, closing deals, and coordinating with recruitment teams to deliver talent and meet business development targets Perks and benefits Performance rewards, paid leaves, insurance, perks

As a Relationship Manager in the Affluent Priority segment of Business Banking, you will be responsible for acquiring and managing high-net-worth individual (HNI) clients This role demands a deep understanding of client needs, strong ficial acumen, and the ability to offer tailored banking solutions across liabilities, assets, and investment products You will be expected to build long-term relationships, drive revenue growth, and enhance client engagement through personalized service and strategic portfolio management You will work closely with internal stakeholders to ensure seamless service delivery and maintain high standards of compliance and customer satisfaction The role also involves ...

Regency Technologies is looking for Senior Associate to join our dynamic team and embark on a rewarding career journey Assist in project execution and client interactions Conduct research and data analysis for business solutions Provide support in decision making processes Collaborate with teams to improve efficiency Disclaimer: This job description has been sourced from a public domain and may have been modified by Naukri.com to improve clarity for our users. We encourage job seekers to verify all details directly with the employer via their official channels before applying.

As a Relationship Manager in the Affluent Priority segment of Business Banking, you will be responsible for acquiring and managing high-net-worth individual (HNI) clients. This role demands a deep understanding of client needs, strong ficial acumen, and the ability to offer tailored banking solutions across liabilities, assets, and investment products. You will be expected to build long-term relationships, drive revenue growth, and enhance client engagement through personalized service and strategic portfolio management. You will work closely with internal stakeholders to ensure seamless service delivery and maintain high standards of compliance and customer satisfaction. The role also invol...

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

KYC Analyst US Market Location: Pune Shift: Night Shift (6:00 PM 3:00 AM IST) Work Mode: Hybrid (3 days WFO) Holidays: Follows US Holiday Calendar Experience: 4–5 years Domain: US Market Key Responsibilities: Prepare and maintain client profiles for new and existing clients as per regulatory and internal standards. Conduct periodic KYC reviews and due diligence for existing client relationships. Perform due diligence checks and screenings using tools such as QSS and ChoicePoint . Gather and validate information through independent research , public sources, and collaboration with internal stakeholders. Review and amend existing client information to ensure ongoing accuracy and compliance. As...

Acquire schools; drive engagement Demos, onboarding, playbooks POC; track KPIs; upsell/renew Advise on EG app; monitor usage Collect feedback; evangelize EdTech/school sales; strong communication Cities: Lucknow, Delhi, Noida, Agra, Dehradun

At Iron Mountain we know that work, when done well, makes a positive impact for our customers, our employees, and our planet. That s why we need smart, committed people to join us. Whether you re looking to start your career or make a change, talk to us and see how you can elevate the power of your work at Iron Mountain. We provide expert, sustainable solutions in records and information management, digital transformation services, data centers, asset lifecycle management, and fine art storage, handling, and logistics. We proudly partner every day with our 225,000 customers around the world to preserve their invaluable artifacts, extract more from their inventory, and protect their data priv...