2712 Client Onboarding Jobs - Page 17

We are looking for freshers to join our Data Operations team. The role involves designing, developing, and maintaining data extraction, transformation, and loading processes to ensure efficient data flow and integration. Responsibilities: Perform BAU operational activities for client onboarding as per agreed timelines using Standard Operating Procedures Ensure all operational tickets are kept updated at regular intervals using the ITSM tool Highlight/escalate tasks stuck due to dependencies from other teams (internal/external) to the Team Lead Assist the Team Lead/Operational Lead in explaining problems so that appropriate solutions can be derived Provide timely and accurate updates of times...

We are looking for a proactive Product Owner to lead the growth and evolution of Navigatto product , our .NET-based SaaS product hosted on Azure. This role will bridge the gap between business, technology, and customers by managing product features, researching market opportunities, and supporting client onboarding. Key Responsibilities Own the product roadmap and prioritize features based on business value, customer needs, and technical feasibility. Collaborate with the development team to define user stories, acceptance criteria, and sprint goals. Conduct market and competitor research to identify new opportunities and industry trends. Work closely with stakeholders and clients to gather r...

Loc: Chennai On roll Opportunity!! Salary: 3 - 5 LPA + allo + inc -> On boarding Flats & Apartment association & Builders association Min. 1 yr in BD in any industry, with Two Wheeler & license mandatory musthafa.ashraff@gmail.com Required Candidate profile Min. 1 yr in Business development in any industry, with Two Wheeler & license Good communication and convincing skill Any Degree or diploma Two wheeler must & License Perks and benefits Fixed sal + Daily all. + Incent -best in industry

About The Role Job Role To drive a team of Business and/or Portfolio RMs at Area level To manage a team who can drive New Client Acquisition and/or manage, maintain and enhance assigned portfolio of existing customers To understand client"™s business & provide appropriate working capital and business loan solutions across fund/ non-fund based products like Cash Credit, Demand Loan, BG etc. up to limit of Rs. 100 lacs Drive team for new acquisition through Branch Banking and/or Customer referrals To build relationships with key persons (CFOs/ promoters) in the target segments & build client trust & confidence. Focus to continually increase the Book size, SOH and profitability of the Location ...

About The Role Job Role To drive a team of Business and/or Portfolio RMs at Area level To manage a team who can drive New Client Acquisition and/or manage, maintain and enhance assigned portfolio of existing customers To understand client"™s business & provide appropriate working capital and business loan solutions across fund/ non-fund based products like Cash Credit, Demand Loan, BG etc. up to limit of Rs. 100 lacs Drive team for new acquisition through Branch Banking and/or Customer referrals To build relationships with key persons (CFOs/ promoters) in the target segments & build client trust & confidence. Focus to continually increase the Book size, SOH and profitability of the Location ...

About The Role Job Role To drive a team of Business and/or Portfolio RMs at Area level To manage a team who can drive New Client Acquisition and/or manage, maintain and enhance assigned portfolio of existing customers Drive team for new acquisition through Branch Banking and/or Customer referrals To build relationships with key persons (CFOs/ promoters) in the target segments & build client trust & confidence. Focus to continually increase the Book size, SOH and profitability of the Location To inculcate in team members understanding of client business models, trade related activities, cash flows etc. and drive identification of opportunities and growing client relationships. Grooming and me...

About The Role Job Role To drive a team of Business and/or Portfolio RMs at Area level To manage a team who can drive New Client Acquisition and/or manage, maintain and enhance assigned portfolio of existing customers Drive team for new acquisition through Branch Banking and/or Customer referrals To build relationships with key persons (CFOs/ promoters) in the target segments & build client trust & confidence. Focus to continually increase the Book size, SOH and profitability of the Location To inculcate in team members understanding of client business models, trade related activities, cash flows etc. and drive identification of opportunities and growing client relationships. Grooming and me...

About The Role Area Business Manager Small Business Job Role To drive a team of Business and/or Portfolio RMs at Area level To manage a team who can drive New Client Acquisition and/or manage, maintain and enhance assigned portfolio of existing customers To understand client"™s business & provide appropriate working capital and business loan solutions across fund/ non-fund based products like Cash Credit, Demand Loan, BG etc. up to limit of Rs. 100 lacs Drive team for new acquisition through Branch Banking and/or Customer referrals To build relationships with key persons (CFOs/ promoters) in the target segments & build client trust & confidence. Focus to continually increase the Book size, S...

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...

Identify and develop new business opportunities in the recruitment and staffing sector. Generate leads through cold calls, emails, networking, LinkedIn, and client referrals. Pitch recruitment services to corporate clients, SMEs, and HR managers. Required Candidate profile Schedule and attend client meetings (virtual) to understand hiring needs. Close deals and onboard new clients by negotiating and finalizing terms. Maintain long-term client relationships. Perks and benefits Incentive Bonus

Business Development Executive (BDE/Senior BDE) Type: Full-Time | B2B Logistics About the Role At Cogoport, Business Development Executives (BDEs) are the first point of contact for businesses moving goods globally. As a BDE, you own the customer relationship from lead qualification to freight booking. You are not just selling; you are helping businesses navigate international logistics with better prices, faster solutions, and trusted service. This is a high-impact, high-reward role where your negotiation, consultative skills, and hustle will define your success.If you enjoy closing high-ticket deals, building trusted relationships, and redefining freight solutions, you will thrive here. Wh...

Key Account Management Serve as the primary point of contact for major FTL clients across verticals like FMCG, Automotive, E- commerce, Pharma, and Industrial Goods. Ensure high service levels, timely execution, and quick resolution of client concerns or escalations. Conduct regular business reviews with clients and suggest operational or service improvements. Account Growth & Retention Identify growth opportunities within existing accounts (cross-sell and up-sell). Drive account profitability through strategic engagement and effective contract management. Monitor credit performance and ensure timely collections in coordination with finance. Operations & Execution Coordination Work closely w...

Lead the business development strategy for PMS and AIF products across B2B, B2B2C, and D2C channels. Drive high-volume AUM generation from HNI, UHNI, Family Office, and Institutional clients. Create customized sales pitches and onboarding journeys for different client segments. Lead omnichannel marketing initiatives including digital, media, events, and partnerships. Develop campaigns and collaterals for awareness and product engagement. Build and position the Deven Choksey brand as a leading research-based advisory and fund platform. Oversee the client onboarding to retention journey through digital tools and RM networks. Implement segmentation-based servicing strategies and define personal...

Responsible for joint calls with sales team, KYC completion, MIS reporting, client onboarding support, account servicing, insurance proposal building, trading software demo, query resolution, support sales team in client coordination ,documentation Required Candidate profile 1–3 years experience in mutual funds, insurance, or financial services. Strong in client servicing, documentation, and operations support for sales team, excellent communication skills, open to travel Perks and benefits Rravel expense, Mobile expense, Accident cover EPF

Hiring for Fraud/TRMS/KYC Min 1 year exp 5 days work 2 week off 1 way transport US Rotational shift & off Immediate Joiners only Bangalore Location Call HR Sameera@9900975043 sameera@thejobfactory.co.in

Manages a small team of AML/KYC/Prevention staff assigned to research, prepare, and review basic and complex client profiles for clients that vary in risk and complexity. Manages small team of staff involved in preparing and reviewing client profiles for clients and monitoring global issues, risks and events to determine impact on clients' risk level. Ensures adherence to the review framework. May provide recommendations to help ensure that the process, from preparation to approval, is equipped with the appropriate checks and balances to ensure accuracy. Serves as the escalation point for issues regarding client profiles, keeping leadership apprised of potential areas of concern. Collaborate...

Were 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 incent...

You are a strategic thinker passionate about driving solutions using Client Management. You have found the right team. As a Client Advisor within our Private Banking team, you will be responsible for defining, refining, and achieving the set goals for our firm on a daily basis. Your responsibilities will include preparing presentations and materials for client and prospective client meetings, being aware of Asset Classes and characteristics, and the ability to work on Investment Proposals, Goal Based Analysis, and Investment Reviews. You will be coordinating with global investment specialists, wealth advisors, and capital advisors on client needs, meeting agendas, and managing client follow-...

About the Role: This is a full-time position suitable for individuals with at least 1 to 3 years of experience. The role is based in Bangalore, Karnataka, and is a requirement for one of the Workassist Hiring Partners. Role & Responsibilities: As part of this role, you will be responsible for client onboarding and providing exceptional customer service. Your tasks will include but are not limited to: - Bachelor's degree in Business Administration, Management, or a related field. - Demonstrated experience in client onboarding or customer service positions. - Proficiency in organizational and multitasking skills. - Excellent communication and interpersonal abilities. - Ability to collaborate e...

As a Sales and Business Development professional, you will be responsible for identifying new business opportunities within the supply chain finance sector, focusing on PID, SID, vendor financing, and dealer financing. Your role will involve developing and nurturing relationships with key clients, suppliers, and third-party financial institutions. By generating new leads and showcasing the value of trade finance products, you will be instrumental in converting prospects into sales. You will be expected to create customized financial solutions for clients, aiming to optimize their working capital requirements. Promoting supply chain financing offerings will be a key aspect of your responsibil...

Marketing & Lead Generation Operations Manager Location : Hyderabad, Pune, India Work From Office Job Type : Full-time About Neodrafts Neodrafts is a leading B2B lead generation and digital marketing company that helps brands grow through high-quality campaigns and data-driven strategies. We deliver measurable results by connecting businesses with the right audience at the right time. Were building a fast-paced, performance-driven culture where innovation and execution come together. If you want to play a key role in scaling one of the top lead generation firms, this is the place. Position Summary We are seeking a Marketing & Lead Generation Operations Manager (WFO) who will take full owners...

Greetings from R2R Consults Job Title: Business Development & Client Acquisition Company Name: R2R Consultants LLP Website: www.r2rconsults.com Location: Vidyavihar East. (2 mins walking from station) Working Days: Alternate Saturday Off Job Description: We are looking for a highly motivated B2B Sales & Business Development Executive with 1+ years of experience to join our team. The ideal candidate will have strong connections with HR professionals and co-founders, a proven aggressive sales approach, and exceptional communication skills. Experience in business development, client acquisition, and working with consultancies is essential. The candidate should have a solid understanding of dive...

Hiring for Senior Business Development Manager / Individual Role / B2B Sales / Field Sales / Location :- Bangalore Rajaji Nagar Position - Business Development Manager / Sr. Business Development Manager IC Role - Sales Business Development Location - Bangalore Rajaji Nagar Industry - Software product Experience - Must have experience in B2B Sales, Field Sales, Saas Based, Business Development, Lead generation, Cold Calling, Revenue Generation. Brief of JD- Job Description We are looking for a competitive Business Development Manager to develop new sales strategies and attract new clients. The successful salesperson will source new sales opportunities and close sales to achieve quotas. The su...

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...

Job Description: Were looking for a dynamic professional to monitor regional sales data, forecast revenue, and develop action plans. Recruit, train, and manage teams. Track performance metrics, drive sales via incentives, and gather market feedback. Secure opportunities, conduct presentations, and ensure timely closures. Oversee payment collection and process adherence, with regular performance reviews. Monitor and analyze key regional data, including sales figures, personnel productivity, client status, and receivables. Accurately forecast weekly, monthly, quarterly, and yearly revenue streams. Identify opportunities and challenges, develop action plans to achieve sales targets, and present...