2712 Client Onboarding Jobs - Page 18

Job Description: 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 qualitativ...

Sr. BDE / BDM (Business Development) Corporate Sales Position Overview: We are looking for a motivated and dynamic Business Development Manager to join our team and drive growth by acquiring new corporate clients while strengthening relationships with existing customers. This role demands an individual who is proactive, results-driven, and skilled at navigating complex sales processes with senior-level decision-makers. Your work will directly impact our revenue and brand presence in the corporate sector. Key Responsibilities: New Client Acquisition: Identify, target, and onboard new corporate clients across diverse industries to expand our corporate portfolio. Sales Target Achievement: Consi...

Direct Responsibilities: Acquire new clients with a minimum benchmark of assets under management (AUM). Grow the SIP (Systematic Investment Plan) book through new and existing clients. Contributory Responsibilities: Meet branch-level business targets for AUM, SIPs, and new client acquisition. Enhance and maintain strong client relationships. Ensure top-notch service delivery and client satisfaction. Desired Candidate Profile Certification: NISM-Series-V-A: Mutual Fund Distributors Certification (Mandatory) Good verbal and written communication skills Positive attitude with willingness to learn and grow in the financial sector Freshers are encouraged to apply Candidates with minimum 1 year of...

Job Title: SLA Reporting Lead Telecom / Network Services Location: Bangalore Experience: 5-10 years (preferably in Telecom / Network / SLA Reporting) Employment Type: Full-time Shift: US Shift Job Overview The SLA Reporting Lead will be responsible for managing end-to-end Service Level Agreement (SLA) reporting for Client contracted services. This includes ensuring compliance with customer contracts, preparing monthly SLA reports, validating data, and providing insights into network performance and service availability. The role requires strong analytical, reporting, and stakeholder management skills. Key Responsibilities Prepare and deliver monthly SLA reports in line with Customer/Contract...

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 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...

Join our innovative team at JPMorgan Chase & Co., where we leverage cutting-edge technology to revolutionize client documentation and data life-cycle management. Job Summary As a Client Account Documentation Specialist within the Digital Documentation Services (DDS) Operations team, you will coordinate all aspects related to Securities Services client end-to-end account documentation management, including client onboarding, account maintenance, account closure, and other product-related services. You will oversee the lifecycle of documents, ensuring proper classification, maintenance, retrieval, and compliance with organizational policies. Your role supports efficient document workflows and ...

Complete ownership of customer lifecycle management. Responsible for end-to-end client onboarding to relationship management. Training success measurement Responsible to define clear training outcomes, measure it through various metrices & deliver project success. Establish strong contact with key stakeholders for mapping learning outcomes & act as a custodian of driving customer csat. Hold relationship with all clients & also support nurturing relationship. Play key role in driving entire governance for all the projects. Sharing daily/weekly progress report of project deliverables & timelines. Internal collaboration-work closely with BD, Project team & all facilitators towards successfully ...

Lodha Group is looking for Alliances & Operations- Senior Executive 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 personne...

J.P. Morgan Wealth Management is a global leader in investment and wealth management, serving institutions, high-net-worth individuals, and retail investors worldwide. As the Vice President in the Client Onboarding team, you will manage production implementations of new and existing businesses for our top clients. Your role involves collaborating with clients, coverage, and product teams to implement large-scale onboarding projects, focusing on integrating clients payments and receivables systems with the banks processing systems through file-based and API integrations.grations. Job Responsibilities Manage a small team, including HR, development, work allocation, training, and escalations. S...

Expand business in the B2B sector across regions. Build strong customer relationships and ensure satisfaction. Drive up-selling opportunities and convert sales funnel into revenue. Lead and monitor sales team performance to achieve targets. Required Candidate profile Strong communication, negotiation & relationship-building skills. Prepare and share clear, accurate reports. Adhere to organizational systems and processes at all times.

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...

Job Title: Relationship Manager/Business Development Manager/Sales & Marketing Executive. Company: RS Wealth Management Pvt. Ltd. Location: 1. Address: 606, Pearls Best Heights II, Plot No C-9, Netaji Subhash Place, Pitampura, New Delhi-110034. 2. Address: Office No. F22; Express Zone Mall, A-Wing Next to Patel Vanika, W.E Highway, Goregaon, East Mumbai 400063 Responsibilities: Building relationships with prospect clients & educating them about Investments. Acquire new clients. Expand Company Business Demat Account Acquisition/Mutual Fund sales / Unlisted shares Acquire new Business Associates/Introducer Brokerage Generation Qualifications and Experience: Graduate / Post graduate can apply E...

Responsibilities: * Should have knowledge of SMS, WhatsApp Marketing, RCS * Must haven fluency in any language * Meet revenue targets consistently * Manage client relationships from onboarding to renewal * Identify new business opportunities

Manage client on-boarding, support, and on-going relationship development. Coordinate with internal departments (Legal, Compliance, Finance, Operations) to ensure seamless service delivery

Warm Greetings from IndiaMART! Were looking for passionate Sales Professionals to join our growing team in Coimbatore & Madurai! What the Role Offers: This role gives you the opportunity to: Build new client relationships for IndiaMART. Develop rapport and trust with business owners. Drive impactful face-to-face sales presentations. Be an individual contributor managing end-to-end sales activities in your region. Our top sales professionals are driven, dynamic, and integrity-focused, delivering results while creating real value for clients. Key Responsibilities: Generate leads from the given database and identify decision-makers. Penetrate targeted accounts and originate new sales opportunit...

The job responsibilities include conducting research and development to identify new clients in the market industry. You will be responsible for prospecting potential customers through various means such as phone calls, emails, or other marketing platforms. Additionally, you will be selling products or services to these clients and managing the onboarding process for new clients while collaborating with relevant teams. Managing the sales process, acquiring new clients/customers, identifying development channels, following up on sales, and promoting the company and its offerings are also key responsibilities. This position is available in full-time, internship, and fresher job types with a da...

As a proactive Associate at Wint Wealth, you will play a crucial role in the Business team, focusing on client onboarding, investment processes, and financial operations to ensure seamless debt transactions. Your responsibilities will involve onboarding new clients while considering credit and risk parameters, collecting initial data in Wint's format for the Due Diligence Process, and liaising with clients" mid and top management as well as internal teams for various processes related to debt exposure. Additionally, you will be expected to handle any other tasks assigned within the team. Your primary goal in this role is to gain a comprehensive understanding of the lifecycle of NCD and term ...

As a Customer Success Manager (CSM) for Network Integration solution & services, you will be responsible for fostering long-term relationships with clients, ensuring the successful implementation and adoption of proposed solution & services, and maximizing the value clients derive from our services. You will act as the key liaison between customers and internal teams, ensuring customer satisfaction, retention, and growth. Key Responsibilities: Serve as the primary post-sale point of contact for a portfolio of clients. Drive customer onboarding and ensure a seamless implementation of Network Integration solutions & services (e.g. cloud infra, networking, cybersecurity, software platforms). De...

As a Medical Equipment Service Technician, your primary responsibility will be to install and configure medical equipment at hospitals, clinics, and diagnostic centers. You will be required to perform preventive maintenance, diagnose technical issues, and repair faulty equipment. Additionally, you will provide technical assistance and training to healthcare professionals on equipment usage. It will be your duty to maintain service reports, records, and documentation for compliance and audit purposes. You will also ensure the availability of necessary spare parts and coordinate with the procurement team. Adherence to industry regulations, safety guidelines, and company protocols while servici...

Designation: Onboarding Executive Location: Chennai Package : As per company norms (TA will be reimbursed) Payroll (CIEL) 6 months (It maybe extended based upon performance) Position Overview: As an Onboarding Executive (OBE), you will be responsible for driving acquisitions, onboarding outlets, and ensuring the seamless transition of outlets from onboarding to account management. Your role will involve handling escalations effectively, onboarding High CFT (>800,>500,>400) accounts, and ensuring the proper implementation of starter packs with a focus on marketing and hygiene standards. Key Responsibilities: Newly hired on-field agent will be responsible for dedicatedly drive acquisitions bas...

Genpact is a global professional services and solutions firm that is committed to delivering outcomes that shape the future. With over 125,000 employees in more than 30 countries, we are driven by curiosity, entrepreneurial agility, and the desire to create lasting value for our clients. Our purpose, the relentless pursuit of a world that works better for people, empowers us to serve and transform leading enterprises, including the Fortune Global 500. We leverage our deep business and industry knowledge, digital operations services, and expertise in data, technology, and AI to drive innovation and success. We are currently seeking applications for the position of Manager, KYC/AML, as part of...