3735 Client Onboarding Jobs - Page 17

Please share your updated resume on priyanshi.kaushik@indiamart.com 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 ...

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...

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...

Responsibilities: * Generate leads through cold calling, email campaigns & prospecting * Prepare proposals, quotes and Negotiate with Client * Close sales through effective communication * Manage client relationships with CRM tools and meetings

we Looking for AML / KYC Analyst Walkin Date : 25th - October - 2025 venue : Hyderabad Time: 10am to 1 pm Experience : Minimum 2 years in AML/KYC Level - SME/TL Location - Hyderabad ( No Relocation ) & Walkin drive. Timings - US Night shift Mode - Work From Office Notice Period - Immediate to 30 Days SPE (2 Yrs)- Upto 6.5 Lpa SME (4 Yrs)- Upto 8.9 LPA TL (7 Yrs) - Upto 12 LPA Skills set : Skill set: 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. Interested Candidates contact HR Dinesh@ Mobile : 8655512320 (Whatsapp) Mail :...

Role Overview: Our client, a leading fintech platform revolutionizing financial management for Indians, is seeking a dynamic Lead Corporate Sales professional to spearhead the regional strategy for their expanding B2B2C business in Gurugram. In this pivotal role, you will be instrumental in acquiring and nurturing corporate partnerships, serving as a trusted advisor to key stakeholders in HR, Finance, and Rewards, and empowering organizations to provide impactful financial solutions to their employees. Your success in this role will hinge on your adept enterprise sales expertise, business acumen, and holistic relationship management skills, all aimed at enhancing employee engagement, fosteri...

As a Junior Compliance Officer at Tetra Consultants, a management consulting firm based in Singapore, your role will involve conducting thorough KYC due diligence checks for new and existing clients. Your responsibilities will include verifying client identification and documentation for client onboarding, assessing client risk profiles, and researching and escalating potential issues to senior compliance management. You will also be required to perform regular background checks for existing clients, identify compliance issues for follow-up or investigation, and advise clients on economic substance, UBO, and other compliance requirements. Additionally, you will need to conduct enhanced due d...

Role Overview: As a Business Development Executive, your main responsibility will be to drive company growth by identifying new business opportunities, building relationships, and supporting the sales process. This will involve prospecting, lead generation, and assisting with client onboarding and account management. Key Responsibilities: - Identify and pursue new business opportunities through research, cold calling, and networking. - Qualify leads and schedule meetings or product demos with prospective clients. - Maintain and update customer databases and CRM systems. - Assist in preparing proposals, presentations, and sales materials. - Collaborate with the marketing team to support lead ...

Role Overview: You will be responsible for overseeing day-to-day financial, mutual fund, and insurance transactions. Additionally, you will manage and organize client documents systematically, record comprehensive client details using MS Office tools, and facilitate the seamless onboarding process for new clients. Your role will also involve corresponding with clients through emails and other communication channels, crafting professional and informative PowerPoint presentations, and ensuring effective communication channels within the organization. Proactively following up with clients to maintain strong relationships and promptly address concerns will also be a part of your responsibilities...

Role & responsibilities : Lead Generation & Research: Conduct thorough market research to identify potential property management companies (residential and commercial) within the target service area. Utilize online resources, industry directories, and networking events to build a comprehensive prospect list. Analyze property management company portfolios and identify key decision-makers. Outreach & Engagement: Initiate outbound calls, emails, and other communication to introduce [Your Home Maintenance Company Name]'s services and value proposition. Develop and deliver compelling presentations and proposals tailored to the specific needs of property management clients. Schedule and conduct me...

Step into the role where you will process CDD for new clients and on-going KYC review for existing legal entities, branches and ensure that review is completed on a timely basis. You may be assessed on key critical skills relevant for success in role such as: The Candidate should have core CDD/KYC/AML Knowledge and its policies related to sanctions. Should have experience in KYC/TM/CDD process. Should have complete corporate client Onboarding and its review. Desirable Skills Sets Any AML stream related experience, preferably CDD (Client Onboarding). Should have interacted with Front office and RM teams via Phone on a daily basis. Should be flexible for any shifts. Should have worked on all R...

Research analysis, client interactions, business development . Salary - 3-month training 7,500 Post-training up to 5 LPA. 5.5 days/week [Sat Half Day, Sunday Off] 10 AM–7 PM Interested Connnect On WhatsApp 8769521604 [Only Whatsapp]. Required Candidate profile Excellent english communication skills Should be smart with good interpersonal skills to communicate with international clients Should have good insight into cooperate market to make analysis

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...

We're looking for a dynamic professional to manage a P&L role focused on delivering a world-class service experience to existing customers. The position emphasizes upselling premium packages, driving client retention, and ensuring customer satisfaction through a needs-driven service team. Additionally, you will execute strategic marketing initiatives to enhance client engagement and service outcomes. Drive business growth for both topline and bottom-line in the Zone. Develop and execute the annual operating plan, including revenue and cost forecasting. Achieve monthly, quarterly, and annual sales targets by generating revenue from existing paid members. Ensure timely delivery of services, ma...

As a US HR Executive - Client Onboarding, you will play a vital role in ensuring the seamless onboarding process for consultants and clients in the US region. Your attention to detail and proactive approach will be crucial in maintaining compliance with US HR standards and documentation. Key Responsibilities: - Manage the end-to-end onboarding process, overseeing the coordination between internal teams, clients, and consultants. - Collect, verify, and process all onboarding documents including I-9, W4, offer letters, and background checks. - Coordinate with clients, vendors, and internal teams to ensure timely onboarding and compliance with regulations. - Maintain accurate data and updates i...

Role Overview: You will be responsible for coordinating and executing day-to-day administrative and corporate secretarial support to the Lux Fund CS & Cosec team (FCS), ensuring compliance with company law and contractual requirements. Your role will involve handling various administration processes for complex clients, maintaining partnerships with Operation teams in Luxembourg, and assisting in reviewing core processes and client requirements. Key Responsibilities: - Provide corporate secretarial support to the Lux Fund CS & Cosec team in accordance with the Service Level Agreement - Act as a point of contact for daily operations on complex clients - Assist with the audit process and atten...

Hello Candidates, Greetings from Hungry Bird IT Consulting Services Pvt. Ltd.! We are hiring a Business Development Executive for our client. Qualification: Graduate (Business Administration, Commerce or Science) Location: Hyderabad Experience: 0 to 5 Years Work Type: Work from Office Notice Period: Looking for immediate joiners We are looking to expand our professional team and hire enthusiastic individuals with entrepreneurial abilities to join our winning team for the role mentioned below. Required Skills and Qualifications: We are seeking enthusiastic individuals to provide our HNI and NRI clients with world-class service, consistently maintaining high standards of care. The responsibili...

As an Assistant Manager in B2C Sales within the Logistics Industry, your role will involve various key responsibilities and qualifications: **Role Overview:** You will be responsible for developing and executing B2C sales strategies for logistics services such as courier, last-mile delivery, warehousing, and freight solutions. Your primary focus will be on achieving individual and team sales targets on a monthly and quarterly basis. Monitoring KPIs like lead conversion, order volumes, and revenue generation will be crucial to ensure target completion. **Key Responsibilities:** - Develop and execute B2C sales strategies for logistics services - Achieve individual and team sales targets consis...

Responsibilities: Manage client relationships & onboarding Identify new business opportunities Meet revenue targets through strategic planning Collaborate with sales team for successful closures Drive client acquisitions

Role Overview: As a Compliance Manager, you will be a crucial part of the Compliance team, working closely with the Global Head of Compliance to ensure the firm meets its regulatory obligations and maintains robust systems and controls. Your role will involve supporting various compliance and anti-money laundering matters across multiple jurisdictions. Key Responsibilities: - Coordinate with internal stakeholders to prepare and submit all required filings and notifications accurately and on time. - Maintain the Global Regulatory Licensing and Global Regulatory Reporting registers. - Assist in the review and implementation of compliance policies, procedures, and WSPs. - Administer the Conflic...

As a Project Manager at J.P. Morgan, your role is crucial in driving and managing the implementation of new business into the company. You will be responsible for overseeing the execution and onboarding of deals to maximize revenue opportunities. Your primary responsibilities will include: - Providing a Best in Class Implementation client experience - Implementing deals responsibly from start to completion - Managing Projects of virtual teams comprised of representatives from various organizational disciplines - Acting as the face to the client, agreeing on structure, requirements, and operating models - Partnering with the sales and account management teams to provide support and consultanc...

You will work with the Client Onboarding team to support the coordination of onboarding and offboarding for EMEA Institutional clients supported by Client Change, Product and Client Services Ops. Your responsibilities will include: - Attending activity pipeline meetings with Client Onboarding, Client Change, Client Services, and Client Management teams to understand upcoming client activity - Working with Client Management to fully understand the clients" requirements - Identifying and coordinating all internal stakeholders and external suppliers involved in each event - Monitoring and processing onboarding Pooled LDI and/or OEIC Institutional clients, or termination of these clients, coordi...

You have over 10 years of experience in working on complex AML/ KYC cases including Customer Due Diligence, Account activity reviews, KYC On-boarding, Sanction Screening for individuals and entities, suspicious activity monitoring and surveillance, economic sanctions, politically exposed person monitoring, etc. Your relevant experience involves coordinating with counterparts on customer/client onboarding and approvals across multiple functions/Units such as Front office, compliance team, AML middle office, Operations, Legal, and Tax in a high-pressure / time-sensitive environment. You also undertake renewal of due diligence on existing clients/counterparties, monitor implementation of AML re...

As a sales professional, your role will focus on driving mutual fund sales, building long-term partnerships, and ensuring high levels of client satisfaction through a strategic approach. Key Responsibilities: - Identify, generate, and convert leads to build a robust network of distributors. - Conduct cold calls and field visits to engage potential clients. - Support the client onboarding process, optimizing funnel conversion rates. - Develop and implement innovative sales and marketing strategies to increase client acquisition. - Offer continuous support for query resolution and client calls to maintain strong distributor relationships. - Provide hand holding to new partners and support busi...

We’re looking for a Female BDM with experience in the recruitment/staffing industry to drive client acquisition and build long-term partnerships. Required Candidate profile The ideal candidate should have a proven track record in generating leads, closing deals, and onboarding clients for recruitment services (IT & Non-IT).