3735 Client Onboarding Jobs - Page 19

Successful candidate will be joining the ORDS team as part of the Reference Data Accelerator (RDA) project as it moves into the BAU stage. This a key regulatory requirement in providing a single obligor view of authorised data to ensure adherence to BSBS239 compliance and is a Mgmt Board objective Primary responsibility will be to provide cRDS data oversight into the RDA model. Operational Reference Data Services (ORDS) function comprises of Client Data, Tax & Regulatory teams (including Instrument Reference Data). The group provides operational services across the Global Markets and Corporate Investment Banking (CIB) clients globally, which enable client business, regulatory and tax complia...

Role Description The Know Your Client (KYC) Analyst focuses on client onboarding (COB) and exceptions in line with regulatory standards and jurisdictions. The KYC Analyst provides regular communication to senior bank stakeholders on changes in KYC, Anti Money Laundering (AML) and Anti Financial Crime (AFC) areas and ensures any changes required are implemented with minimum disruptions. The KYC Analyst also assists the banks clients, managing all KYC and account opening requirements with appropriate governance and controls. They operate in an environment of strict adherence to Standard Operating procedures (SOPs) and Operation Level Agreements (OLAs) to achieve accurate and timely account ope...

@ Request you to share Resume on kajal.saraswat@indiamart.com Role & responsibilities - 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 ...

As an customer support executive at Astrotalk, your role involves handling customer queries and providing timely support across channels such as email, chat, and calls. You will be responsible for managing and maintaining strong relationships with international clients. Additionally, you will oversee client onboarding processes to ensure a seamless experience for our customers. Collaboration with internal teams to resolve issues and streamline operations is a key aspect of your job. Tracking, monitoring, and improving customer satisfaction levels will also be part of your responsibilities. Furthermore, you will be preparing and maintaining reports related to client interactions and onboardin...

Role Overview: As a Client Data Manager I within the Operations team, your role is crucial in enabling thought leadership and building a risk-aware, empowered team that feels accountable to drive best-in-class service. 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 essential in managing multiple tasks and activities, while leveraging software applications and digital platforms to enhance processes and client experience. Key Responsibilities: - Perform day-to-day management of a team, including co...

Role & responsibilities 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 incentive structures and sales promotions. Gather market feedback and provide insights for strategy and policy decisions. Generate sales opportunities by penetrating targeted accounts. Lead daily sales presentations and product demo...

@ Request you to share Resume on kajal.saraswat@indiamart.com Role & responsibilities - 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 incentive structures and sales promotions. Gather market feedback and provide insights for strategy and policy decisions. Generate sales opportunities by penetrating t...

@ Request you to share Resume on kajal.saraswat@indiamart.com Role & responsibilities - 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 ...

@ Request you to share Resume on kajal.saraswat@indiamart.com Role & responsibilities - 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 ...

@ Request you to share Resume on kajal.saraswat@indiamart.com Role & responsibilities - 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 ...

[{"Salary":"5 lpa" , "Remote_Job":false , "Posting_Title":"Regional Sales Specialist" , "Is_Locked":false , "City":"Pune City","Industry":"IT Services","Job_Description":" Position Title : Regional Sales Specialist Experience: 0-2 Year Budget : 3.5 LPA -5 LPA Location : Pune Skills set : B2B,solution -based sales,sales experience,End to end sale Key Responsibilities Manage and grow sales across Maharashtra and nearby states, focusing on both new client acquisition and existing account management. Plan, schedule, and conduct regular client visits, product presentations, and demos across different cities within the assigned region. Identify and pursue new business opportunities, generate leads...

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 quantitativ...

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 sales reports. R...

We're 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 incen...

I hope youre doing well! Im reaching out from NUCSOFT Ltd. , where were currently expanding our team. As part of our growth, we are actively seeking dynamic professionals to join our team. I came across your profile, and based on your background, I believe you could be a great fit for one of our current openings. Were looking for a Business Development Executive with 4+ years of experience and one 5+ Years in IT sales/business development (BFSI preferred) . The ideal candidate should have strong communication, negotiation, and relationship-building skills , with a proven track record in driving business growth. About Us : Founded in 1994 , Nucsoft Ltd. is an ISO 9001:2015 & ISO 27001:2022 ce...

Cluster Head Chennai Ninjacart - Pioneer. Challenge Yourself. Create Better Lives. Ninjacart is Indias largest agri tech company that's revolutionising the agri ecosystem. By harnessing technology, innovation, and ideas, we are building commerce, finance, and fulfillment solutions that help build better lives for agri citizens. Our role in the agri ecosystem is not to replace, but to uplift its farmers, traders, and retailers, and ultimately, the end consumer. By leveraging our strengths and resources, we innovate for new product categories and customer segments and also solve complex supply chain problems in the soil to sales journey. So far, we have built products that cater to each segmen...

Tech Lead Java Full Stack(Client Onboarding) Client Onboarding,Data Ops,Java,React.js,information technology,multi-paradigm programming,programming,software development,technology,web application,web application frameworks,web applications development,web development

About The Role Skill required: Retirement Solutions - Data Entry Services Designation: Customer Service Associate Qualifications: Any Graduation Years of Experience: 1 to 3 years What would you do? The Client Services Manager I (CSM I) is responsible for ensuring institutional client satisfaction across markets by managing specific daily administrative, operational and record keeping functions of institutional clients through tactical day-to-day support for client service and business development.NAGraduate (mandatory), preferably from commerce backgroundExperience in the US retirement industry.Flexible to work in US Shifts (Across time zones based on business requirement) is a must.Good ver...

Job Title: Client Service Analyst Positive Impact. Its what drives us. More than a claim, this describes the way we do business. Our purpose as a business is to enable economic growth and societal progress. We want to be a bank that creates a positive impact for clients, employees, investors and society. Were committed to being the best financial services provider in the world, balancing positive impact with precision to deliver superior solutions for our clients. This is made possible by our people: agile minds, able to see beyond the obvious and act effectively in an ever-changing global business landscape. As youll discover, our culture supports this. Diverse, international and shaped by ...

Job Title- Transaction Monitoring Investigations Officer Role Description The position is located in Mumbai and report to the Head of Transaction monitoring, India and head of Transaction Monitoring Investigations or his delegate in the region and undertaking transaction reviews to identify suspicious transactions and preparation of report thereof. Your key responsibilities Depending on the experience of the candidate, some or all of the following responsibilities will be assigned: Perform AML monitoring of assigned businesses or jurisdictions. Perform or support autonomous reviews and investigations. Coordinate and/or prepare the required management information reporting data for local, reg...

Job Title: KYC Associate Role Description The Know Your Client (KYC) Analyst focuses on client onboarding (COB) and exceptions in line with regulatory standards and jurisdictions. The KYC Analyst provides regular communication to senior bank stakeholders on changes in KYC, Anti Money Laundering (AML) and Anti Financial Crime (AFC) areas and ensures any changes required are implemented with minimum disruptions. The KYC Analyst also assists the banks clients, managing all KYC and account opening requirements with appropriate governance and controls. They operate in an environment of strict adherence to Standard Operating procedures (SOPs) and Operation Level Agreements (OLAs) to achieve accura...

Job Title: KYC Associate Role Description The Know Your Client (KYC) Analyst focuses on client onboarding (COB) and exceptions in line with regulatory standards and jurisdictions. The KYC Analyst provides regular communication to senior bank stakeholders on changes in KYC, Anti Money Laundering (AML) and Anti Financial Crime (AFC) areas and ensures any changes required are implemented with minimum disruptions. The KYC Analyst also assists the banks clients, managing all KYC and account opening requirements with appropriate governance and controls. They operate in an environment of strict adherence to Standard Operating procedures (SOPs) and Operation Level Agreements (OLAs) to achieve accura...

Job Summary: We are seeking a detail-oriented and experienced Wealth Operations professional to support back-office and middle-office activities within our Wealth Management division. The ideal candidate will have hands-on experience with MoneyWare Integra, Miles Software, and other portfolio management systems, ensuring seamless operational support, regulatory compliance, and excellent client service delivery. Role & responsibilities Oversee daily operational activities for wealth management products (Mutual Funds, PMS, AIFs, Bonds, etc.) Process client transactions including subscriptions, redemptions, transfers, and switches Reconcile portfolios, holdings, and NAVs using MoneyWare Integra...

Role Description The position is located in Mumbai and report to the Head of Transaction monitoring, India and head of Transaction Monitoring Investigations or his delegate in the region and undertaking transaction reviews to identify suspicious transactions and preparation of report thereof. Your key responsibilities Depending on the experience of the candidate, some or all of the following responsibilities will be assigned: Perform AML monitoring of assigned businesses or jurisdictions. Perform or support autonomous reviews and investigations. Coordinate and/or prepare the required management information reporting data for local, regional or global submission as applicable. Involvement in ...

Role Description The Know Your Client (KYC) Analyst focuses on client onboarding (COB) and exceptions in line with regulatory standards and jurisdictions. The KYC Analyst provides regular communication to senior bank stakeholders on changes in KYC, Anti Money Laundering (AML) and Anti Financial Crime (AFC) areas and ensures any changes required are implemented with minimum disruptions. The KYC Analyst also assists the banks clients, managing all KYC and account opening requirements with appropriate governance and controls. They operate in an environment of strict adherence to Standard Operating procedures (SOPs) and Operation Level Agreements (OLAs) to achieve accurate and timely account ope...