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1.0 - 3.0 years

3 - 5 Lacs

Gurugram

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Drive B2B sales by identifying and onboarding corporate clients for GruBox vending solutions. Build and maintain strong relationships with decision-makers in offices, co-working spaces, and business hubs. Effectively pitch GruBox’s AI-powered vending kiosks, demonstrating their value and ROI. Develop sales strategies, negotiate deals, and achieve revenue targets. Collaborate with marketing and operations teams to ensure seamless client onboarding. Analyze market trends, competitor activity, and customer feedback to refine sales approaches. Requirements Experience: 1-3 years in B2B sales, preferably in the F&B, retail, or tech-driven sector. Excellent communication and negotiation skills. Ability to work in a fast-paced, target-driven environment. Proficiency in CRM tools and sales tracking. A self-motivated and result-oriented mindset. Perks & Benefits

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3.0 - 7.0 years

6 - 9 Lacs

Aurangabad

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Please share your resume on muskan.chaudhary1@indiamart.com or whatsapp on 9034322628. 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.

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1.0 - 3.0 years

1 - 4 Lacs

Bengaluru

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Hiring: AML/KYC Analyst (Immediate Joiners Only) Location: Bangalore (Work from Office) Interview Mode: Virtual Working Days: Monday to Friday Are you ready to make an impact in the financial compliance space? We are urgently looking for experienced AML/KYC Analysts to join a reputed client in Bangalore. This is a Contract to Hire (C2H) role for 6 months, with the potential for full-time conversion based on performance. What Youll Do: Perform end-to-end KYC/AML due diligence (onboarding, periodic & trigger reviews) Investigate suspicious alerts & escalate per compliance standards Work within ODC model on internal tools & third-party databases Ensure adherence to regulatory frameworks and internal compliance policies Collaborate with compliance, risk, and ops teams for case resolution Maintain client records & support audit and remediation tasks What We’re Looking For: 1–3 years of AML/KYC experience in banking or financial services Knowledge of KYC/AML regulations (CDD, EDD, PEP, sanctions, etc.) Familiarity with tools like World-Check, LexisNexis, RDC (preferred) Strong communication skills – written and verbal Proficiency in Excel, MS Word, and internal systems Immediate availability is a must! Must have skill: AML, KYC, CDD, EDD and Client Onboarding Interested can drop their resumes at ramizun.s@twsol.com

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1.0 - 3.0 years

2 - 4 Lacs

Bengaluru

Work from Office

As an AML/KYC Analyst, where you'll play a key role in client onboarding, performing CDD and EDD checks, and ensuring compliance with AML and KYC regulations. You'll ensure all documentation is accurate, investigate potential risks, and support a seamless onboarding process for new clients. Expertise in AML , KYC , CDD , EDD , and Corporate Client Onboarding Attention to detail and strong analytical skills Excellent communication and team collaboration

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6.0 - 11.0 years

18 - 25 Lacs

Noida

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Job Title: Implementation Manager, miFIN Product Location: Delhi/NCR Department: Implementation / Delivery Reports to: Head of Delivery About the Role We are seeking a proactive and detail-oriented Implementation Manager to lead and manage end-to-end product implementation for new customers of our lending and leasing platform, miFIN . This role is critical in ensuring the timely and successful onboarding of clients through structured processes, strong functional understanding, and stakeholder coordination. The focus is on configuring and deploying existing features efficiently and effectively. Key Responsibilities Customer Onboarding: Lead and manage the full lifecycle of new client implementations from project kick-off through UAT to go-live. Functional Product Mastery: Develop a strong functional understanding of the miFIN product, including key modules, workflows, configuration options, and integration points. Implementation Process Setup: Define, document, and refine a standardized implementation process that can be reused across customers to ensure consistent and quick go-lives. Configuration & Setup: Coordinate product setup and configuration tailored to each customer's requirements without custom development. UAT Coordination: Work closely with customers to plan and execute User Acceptance Testing (UAT); manage issue tracking and resolution. Stakeholder Management: Serve as the primary point of contact for internal teams and clients during the implementation phase; facilitate communication and issue resolution. Training & Handover: Support initial user training and ensure smooth transition to Customer Support or Account Management teams post-implementation. Project Management: Maintain timelines, track milestones, and ensure all tasks are completed as per the agreed schedule. Required Qualifications & Skills Bachelor’s degree in Engineering, Information Systems, Business, or a related field. 7+ years of experience in software implementation, ideally with financial services or lending/leasing platforms. Proven ability to understand and interpret business and functional requirements. Strong analytical and problem-solving skills; attention to detail. Excellent project management and organizational abilities. Effective communication and interpersonal skills. Ability to handle multiple projects in parallel with cross-functional teams. Nice to Have Familiarity with lending/leasing systems or core banking platforms. Experience in Agile or hybrid project delivery environments. Exposure to integration scenarios (e.g., with CRMs, core banking systems, payment gateways). What We Offer Opportunity to work with a high-impact product in the fintech domain. A collaborative, performance-driven environment. Ownership of processes that directly impact customer satisfaction and product adoption.

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1.0 - 6.0 years

3 - 4 Lacs

Mumbai, Thane, Mumbai (All Areas)

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Trade India pvt ltd We are one of Indias largest and oldest B2B e-commerce platforms that connect buyers and suppliers to create a customer-driven global value chain for MSMEs. Our company boasts a substantial presence across India with a thriving community of over 10 million registered users spanning across 90,000+ product categories. We have firmly established ourselves as a prominent player in the market, and our dedicated team, comprising of 1600+ skilled professionals, is the driving force behind our success. Position - FLS (Executive/ Assistant Manager / Relationship Manager) Minimum Qualification - Graduate (Any Field) Experience Required - (1-5) Years Candidate must have relevant industry experience. Roles and Responsibilities You will be responsible for closing sales deals over the client meeting and maintaining good customer relationships. An effective sale representative must be an excellent communicator and have superior people skills. They must be comfortable presenting products or services Via Client meeting as well as dealing with complaints and doubts. Contact potential or existing customers to inform them about a product or service. Keep records of client visits and sales and note useful information. Ability to learn about products and services and describe/explain them to prospects share CV if interested snaya@tradeindia.com or 7973000171

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0.0 - 1.0 years

2 - 3 Lacs

Bengaluru

Work from Office

Responsibilities: * Manage client onboarding process from application to activation. * Ensure compliance with KYC procedures during new account opening. * Do due diligence of the Operations tasks * Assist the team with ad-hoc tasks

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1.0 - 6.0 years

1 - 4 Lacs

Ludhiana

Work from Office

About Us: We are one of Indias largest and oldest B2B e-commerce platforms that connect buyers and suppliers to create a customer-driven global value chain for MSMEs. Our company boasts a substantial presence across India with a thriving community of over 10 million registered users spanning across 90,000+ product categories. We have rmly established ourselves as a prominent player in the market, and our dedicated team, comprising of 1600+ skilled professionals, is the driving force behind our success. Position - FLS (Executive/ Assistant Manager / Relationship Manager) Minimum Qualification - Graduate (Any Field) Experience Required - (1-5) Years Candidate must have relevant industry experience. Roles and Responsibilities: You will be responsible for closing sales deals over the Client meeting and maintaining good customer relationships. An effective sale representative must be an excellent communicator and have superior people skills. They must be comfortable presenting products or services Via Client meeting as well as dealing with complaints and doubts. Contact potential or existing customers to inform them about a product or service. Keep records of client visits and sales and note useful information. Ability to learn about products and services and describe/explain them to prospects Interested candidates can send their resume on 7973000171 or mail at snaya@tradeindia.com

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1.0 - 6.0 years

3 - 7 Lacs

Bengaluru

Work from Office

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

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3.0 - 8.0 years

4 - 6 Lacs

Siliguri

Work from Office

JOB DESCRIPTION BUSINESS DEVELOPMENT MANAGER Self Operated Business (SOB) About OYO OYO is a global platform that aims to empower entrepreneurs and small businesses with hotels and homes by providing full-stack technology products and services that aims to increase revenue and ease operations; bringing easy-to-book, affordable, and trusted accommodation to customers around the world. OYO offers 40+ integrated products and solutions to patrons who operate over 157K hotel and home storefronts in more than 35 countries including India, Europe, and SEA. OYO operates a unique business model that helps its patrons transform fragmented, unbranded and underutilized hospitality assets into branded, digitally-enabled storefronts with higher revenue generation potential and provides its customers with access to a broad range of high-quality storefronts at compelling price points. https://www.oyorooms.com/ Website Link Location Multiple Role Type Field Role (involves daily travel), Mon-Sat What will you be doing • • Responsible for identifying suitable commercial properties for opening new hotels in assigned geography, negotiating commercials, scope of work & finalizing acquisition deals Building join business plans with key partners like property developers, landlords, project consultants, property brokers in order to have a profitable business association for OYO & its stakeholders • • Liaising for legal due diligence and paperwork involved in signing & acquiring SOB portfolio Coordinating with various department internally during the property onboarding process to ensure end-to-end closure on each property launch on ground • • Evaluate operator performance & inventory management to generate contribution margin from SOB portfolio and action as needed Develop and maintain a healthy pipeline of growth opportunities, both organic growth and acquisitions through strong relationships with owners & operators Key Performance Indicators • • Number of Sellable Rooms signed / made live month on month Contribution margin derived from the properties signed Required Skills • • • • Excellent negotiation skills, especially on large portfolio deals Superior analytical, evaluative, and problemsolving abilities Strong networking ability Proof reading of legal contracts

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0.0 - 1.0 years

1 - 2 Lacs

Ernakulam

Work from Office

Responsibilities: * Manage client relationships * Drive market expansion * Generate new leads * Onboard new clients * Manage employees * Stock management

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3.0 - 8.0 years

6 - 10 Lacs

Tiruppur

Work from Office

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 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 mentoring team members so that they achieve their desired performance levels (RM productivity) Resolving/Addressing location level concerns Channel Management viz RL, Privy, Wealth etc Drive adoption of various digital initiatives at location level To ensure right sourcing is being done at the location Deepen our market reach through trade meeting, industry associations, local forums etc. Enhance X-sell opportunities such as KLI, KGI, CMS etc Strengthen and build sustainable trade book with healthy mix of importers and exporters at location level To be alert on competitive elements in the target segments (viz. other banks etc.) & Augment the presence and penetration of the Kotak brand in the target market Drive high caliber client service from the Team Manage TAT for the location within specified levels for all aspects such as client onboarding, processing of customer requests, renewals etc Improve efficiency by monitoring & overseeing continuous improvement of processes. Benchmark and adopt best practices used in the Industry to further build efficiency at the location Constantly share rapport with the operating units to customize and develop solutions Mitigate risks and manage them actively Ensure hygiene parameters such delinquency, churn, utilization etc are met at location Job Requirement Preferably MBA/ CA Experience7-8 years" experience in the local market. Background in Credit & Sales Knowledge is required. Prior experience of driving and managing Teams is required. Good Leadership, Self-motivation and communication skills for driving Teams Relationship Management Skill

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1.0 - 6.0 years

1 - 3 Lacs

Kolkata

Work from Office

About Us: We are one of Indias largest and oldest B2B e-commerce platforms that connect buyers and suppliers to create a customer-driven global value chain for MSMEs. Our company boasts a substantial presence across India with a thriving community of over 10 million registered users spanning across 90,000+ product categories. We have rmly established ourselves as a prominent player in the market, and our dedicated team, comprising of 1600+ skilled professionals, is the driving force behind our success. Position - FLS (Executive/ Assistant Manager / Relationship Manager) Minimum Qualification - Graduate (Any Field) Experience Required - (1-5) Years Candidate must have relevant industry experience. Roles and Responsibilities: You will be responsible for closing sales deals over the Client meeting and maintaining good customer relationships. An effective sale representative must be an excellent communicator and have superior people skills. They must be comfortable presenting products or services Via Client meeting as well as dealing with complaints and doubts. Contact potential or existing customers to inform them about a product or service. Keep records of client visits and sales and note useful information. Ability to learn about products and services and describe/explain them to prospects Interested candidates can send their resume on 7061049272 or shaheen.khan@tradeindia.com

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7.0 - 12.0 years

7 - 12 Lacs

Pune

Work from Office

Job Title: Business Development Manager Department: Business Development Location: Pune Experience Required: 8 to 12 years Industry: Architecture / Interior Design / Hospitality Projects / Project Sales Job Summary We are seeking a dynamic and result-oriented Business Development Manager to lead client acquisition and drive revenue growth. This role involves strategic market analysis, relationship building with key decision-makers (Architects, Interior Designers, Project Consultants), and closing deals for high-value interior/hospitality projects. Key Responsibilities 1. Business Strategy Conduct market research to identify new business opportunities and trends. Support management in crafting regional strategies and business forecasts. Prepare annual sales budgets and monitor performance metrics. 2. Lead Generation & Client Engagement Identify and qualify leads via online portals, websites, and referrals. Initiate contact with architects, designers, and project stakeholders. Present company capabilities and completed projects to prospective clients. 3. Sales Conversion & Order Closure Prepare and submit business proposals and quotations. Negotiate rates and scope in coordination with commercial and management teams. Ensure timely deal closure and order finalization with advance payment. Coordinate execution with internal teams and ensure on-time project delivery. 4. Client Relations & Retention Maintain long-term client relationships and ensure regular feedback. Handle client complaints and resolve them effectively. Enhance engagement through updates, follow-ups, and networking. 5. People Management Build and manage a high-performing regional sales team. Recruit, train, and mentor team members. Set targets and review performance periodically. 6. Reporting & Analysis Prepare and submit regular sales reports and performance metrics. Analyze sales data, identify improvement areas, and recommend solutions. 7. Continuous Improvement Stay updated on industry trends and innovations. Enhance personal and team competencies through regular training. Key Competencies Strategic Thinking & Leadership Client Acquisition & Relationship Building Negotiation & Persuasive Communication Sales Forecasting & Reporting People Development & Team Management Educational Qualifications Bachelor's Degree (Engineering/Architecture preferred) MBA in Marketing or Business Development (preferred) Behavioral Skills Leadership & Planning Business Communication Analytical Thinking Presentation & Decision-Making Skills

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3.0 - 8.0 years

6 - 10 Lacs

Mumbai

Work from Office

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 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 mentoring team members so that they achieve their desired performance levels (RM productivity) Resolving/Addressing location level concerns Channel Management viz RL, Privy, Wealth etc Drive adoption of various digital initiatives at location level To ensure right sourcing is being done at the location Deepen our market reach through trade meeting, industry associations, local forums etc. Enhance X-sell opportunities such as KLI, KGI, CMS etc Strengthen and build sustainable trade book with healthy mix of importers and exporters at location level To be alert on competitive elements in the target segments (viz. other banks etc.) & Augment the presence and penetration of the Kotak brand in the target market Drive high caliber client service from the Team Manage TAT for the location within specified levels for all aspects such as client onboarding, processing of customer requests, renewals etc Improve efficiency by monitoring & overseeing continuous improvement of processes. Benchmark and adopt best practices used in the Industry to further build efficiency at the location Constantly share rapport with the operating units to customize and develop solutions Mitigate risks and manage them actively Ensure hygiene parameters such delinquency, churn, utilization etc are met at location Job Requirement Preferably MBA/ CA Experience7-8 years" experience in the local market. Background in Credit & Sales Knowledge is required. Prior experience of driving and managing Teams is required. Good Leadership, Self-motivation and communication skills for driving Teams Relationship Management Skill

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0.0 - 5.0 years

11 - 15 Lacs

Mumbai

Work from Office

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, 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 mentoring team members so that they achieve their desired performance levels (RM productivity) Resolving/Addressing location level concerns Channel Management viz RL, Privy, Wealth etc Drive adoption of various digital initiatives at location level To ensure right sourcing is being done at the location Deepen our market reach through trade meeting, industry associations, local forums etc. Enhance X-sell opportunities such as KLI, KGI, CMS etc Strengthen and build sustainable trade book with healthy mix of importers and exporters at location level To be alert on competitive elements in the target segments (viz. other banks etc.) & Augment the presence and penetration of the Kotak brand in the target market Drive high caliber client service from the Team Manage TAT for the location within specified levels for all aspects such as client onboarding, processing of customer requests, renewals etc Improve efficiency by monitoring & overseeing continuous improvement of processes. Benchmark and adopt best practices used in the Industry to further build efficiency at the location Constantly share rapport with the operating units to customize and develop solutions Mitigate risks and manage them actively Ensure hygiene parameters such delinquency, churn, utilization etc are met at location Job Requirement Preferably MBA/ CA Experience7-8 years" experience in the local market. Background in Credit & Sales Knowledge is required. Prior experience of driving and managing Teams is required. Good Leadership, Self-motivation and communication skills for driving Teams Relationship Management Skill Good influencing skills

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1.0 - 6.0 years

1 - 4 Lacs

Siliguri

Work from Office

We are hiring for field sales Job where candidates need to visit on leads, cold call etc on the Siliguri market. Daily followup by giving It products like Website Digital Marketing services etc presentation & onboard new clients to generate sales. Sales incentives Travel allowance

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5.0 - 9.0 years

0 Lacs

maharashtra

On-site

As the Head - Key Relationships - GCC, your main responsibilities include conducting market research to identify potential GCC clients and key decision-makers within these organizations. It is essential to build a network of connections to initiate and develop relationships with prospective corporate clients and expand the client coverage by onboarding new GCCs to enhance the bank's market share. You will be leading the onboarding process for new GCC clients, ensuring a smooth transition and providing a high-quality client experience. Regularly engaging with clients to understand their banking needs is crucial, and liaising with product, proposition, and fulfillment teams to provide tailored solutions is key to success. Creating opportunities with GCCs to cross-sell and upsell the bank's products and services, with a specific focus on wallet share expansion, is an important aspect of the role. Collaborating with product and proposition teams to develop and present customized solutions, including salary accounts, benefits, and exclusive banking products that meet the needs of GCC employees, is also part of your responsibilities. Managing any issues or challenges faced by strategic stakeholders and working closely with fulfillment teams to ensure quick and effective resolutions is essential. Tracking performance metrics, preparing reports on new client acquisition, engagement levels, and revenue contribution, and analyzing data to refine strategies are also crucial tasks that you will be responsible for in this role.,

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1.0 - 5.0 years

0 Lacs

pune, maharashtra

On-site

Landytech is dedicated to transforming how investment managers, asset owners, and their advisors access asset information, with a focus on providing insights faster through the Sesame investment reporting platform. With a presence in over 15 countries, Landytech has experienced significant growth, securing $12M in Series B funding in January 2023. The company, which started with two co-founders, now boasts a team of nearly 100 employees across offices in London and Paris. Embracing diversity as a key asset, Landytech's team represents over 15 countries and speaks 14 languages. As part of Landytech, you will be instrumental in offering clients a comprehensive view of their investment portfolios encompassing various asset classes sourced from multiple data outlets. The Client Delivery and Professional Services Teams focus on understanding clients" portfolios, data, and reporting requirements to develop solutions that enhance their investment management and reporting workflows. In the role of Client Delivery Associate (Onboarding), your responsibilities will include guiding clients through the onboarding process, ensuring smooth collaboration, organizing processes, and facilitating data connectivity. Effective communication, organizational skills, problem-solving abilities, and a fundamental understanding of investment data and technology are essential for this hands-on role. Key Responsibilities: - Manage client communication and coordination related to onboarding and data feed setup, ensuring timely responses and addressing delays. - Guide clients on integrating accounts into managed data feeds from their custodians and banks. - Collect and document initial scope details, including private assets, bank/custodian accounts, and ownership structures. - Assist in the setup of new data feeds by gathering required information and supporting technical integrations. - Monitor onboarding pipelines, identify delays, and contribute to process improvements for scalability. - Collaborate with cross-functional teams to ensure seamless onboarding experiences for clients. Requirements: - 1-3 years of experience in client onboarding, operations, or project coordination in Financial Services, fintech, or SaaS environments. - Strong organizational skills, attention to detail, and ability to manage multiple client interactions and data tasks simultaneously. - Proficient in client communication, with technical skills in SFTP, API integrations, and data transfer protocols. - Interest in developing a career in client operations, client delivery management, or product specialization within financial technology. - Fluency in English; additional European languages are a plus. Benefits: - Join a fast-growing fintech company revolutionizing investment reporting. - Work in a hybrid style, with 2 days in the Pune office and opportunities for social interactions. - Private medical insurance for you and your family. If you are seeking a dynamic role in a diverse and innovative environment, we look forward to receiving your application. Join Landytech on its mission to redefine the future of investment information access.,

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0.0 - 4.0 years

0 Lacs

maharashtra

On-site

As an Analyst/Associate in Client Onboarding within the Client Operations team of US Wealth Advisory, located in Mumbai, Maharashtra, your primary responsibility will be to facilitate the seamless onboarding of new clients. This role plays a crucial part in ensuring that clients receive a positive and efficient experience when joining our wealth management services. Key responsibilities include conducting thorough client due diligence, complying with all regulatory requirements, and working closely with internal stakeholders to gather necessary documentation. Additionally, you will be responsible for coordinating with various teams to set up client accounts, manage the transfer of assets, and ensure all onboarding procedures are carried out accurately and in a timely manner. The ideal candidate for this role should possess a strong attention to detail, excellent communication skills, and the ability to multitask effectively. A background in finance, banking, or related fields is preferred, along with a solid understanding of wealth management practices and regulatory guidelines. If you are looking to join a dynamic team in the financial services industry and have a passion for delivering exceptional client service, we encourage you to apply for the Analyst/Associate position in Client Onboarding with US Wealth Advisory.,

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2.0 - 4.0 years

5 - 6 Lacs

Bengaluru

Work from Office

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 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.

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8.0 - 11.0 years

14 - 15 Lacs

Bengaluru

Work from Office

As a Technical Implementation Analyst, youll collaborate closely with business partners and clients, ensuring seamless product implementation. Your expertise will drive success in a dynamic environment. Job Summary As a Technical Implementation Analyst within the COS group, you will coordinate all aspects of product implementation setups. You will work closely with onshore tech teams and client technology teams to perform product setup, testing, and production migration. Your role involves facilitating discussions with clients to understand their requirements. Job Responsibilities Exhibit ownership and client satisfaction Manage clear expectations and timelines Own internal communication and status updates Demonstrate creative problem-solving Adhere to policy and procedures Escalate and resolve issues timely Record observations and escalate as needed Identify gaps and recommend solutions Handle multiple requests simultaneously Manage conflict and mobilize resources Assist in product setup per requirements Required qualifications, capabilities, and skills Communicate effectively verbally and in writing Analyze logically with attention to detail Manage multiple work requests efficiently Test mainframe or file systems proficiently Understand system, regression, or UAT testing Utilize UI Path or RPA tools for automation Hold an engineering degree with minimum 3 years in finance Preferred qualifications, capabilities, and skills Demonstrate adaptability in dynamic environments Collaborate effectively with diverse teams Innovate solutions for complex challenges Lead projects with strategic vision Mentor peers and junior team members Optimize processes for efficiency Engage proactively in continuous learning

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0.0 - 1.0 years

1 - 2 Lacs

Bengaluru

Work from Office

Role : Growth & Partnerships Employment Type : Full time Work Mode : In-Office About Jobs Territory At Jobs Territory, we help companies hire better, faster, and smarter through innovative hiring models like RAAS (Recruitment-as-a-Service). We are looking for an energetic and ambitious Growth & Partnerships Intern to join our in-office team, supporting client acquisition and onboarding while meeting monthly targets. Key Responsibilities Research and identify potential clients in targeted industries Assist in outreach via calls, emails, and LinkedIn to generate leads Present Jobs Territory services and consultatively pitch to prospects Support in closing agreements and onboarding new clients Coordinate with internal delivery teams for seamless handover Maintain lead and pipeline data in CRM Requirements Pursuing or recently completed Bachelors degree (any stream) Strong verbal & written communication skills Confident, self-motivated, and target-oriented mindset Willingness to work from office and collaborate with the core sales team Interest in business development, sales, or client partnerships Why Join Jobs Territory? Hands-on experience in end-to-end B2B sales Work directly with senior leadership on high-impact projects Learn how modern hiring models transform businesses Interested Candidate send updated cv on Anwesha (8147599261)

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0.0 - 5.0 years

3 - 4 Lacs

Chennai

Work from Office

We seek a dynamic Business Development Executive to identify new opportunities, build client relationships, and drive revenue growth through effective sales strategies.

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1.0 - 6.0 years

7 - 10 Lacs

Bengaluru

Work from Office

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 required documentation and ensure timely collection. Process Compliance: Partner with other departments (i.e. Legal, Finance, product) to ensure process compliance and adherence to guidelines. Role Expectation Candidate should have their own convenience Willingness for client meeting and New Acquisition/ onboarding Should be open to work as a team player Should work Independently and self-motivated to work as individual

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