4732 Client Onboarding Jobs - Page 19

Managed end-to-end operations on aggregator dashboards including menu optimization, pricing strategy, platform campaigns, and visibility enhancements Tracked his involves onboarding new partners, ensuring compliance.Merchant Dashboard & Reports Required Candidate profile A business aggregator manager's responsibilities include building and managing relationships with aggregator partners, overseeing their performance, and driving growth. Online Business, Zomato Swiggy

Managed end-to-end operations on aggregator dashboards including menu optimization, pricing strategy, platform campaigns, and visibility enhancements Tracked his involves onboarding new partners, ensuring compliance.Merchant Dashboard & Reports Required Candidate profile A business aggregator manager's responsibilities include building and managing relationships with aggregator partners, overseeing their performance, and driving growth. Online Business, Zomato Swiggy

We are seeking a B2B Lead Generation Specialist responsible for identifying, nurturing, and converting leads through email outreach, cold calling, and LinkedIn prospecting. Required Candidate profile Strong knowledge of LinkedIn Sales Navigator and cold emailing strategies. Proficiency in CRM tools such as Pipedrive and familiarity with lead generation tools such as Lemlist,Apollo.io,mailchimp,etc

Job Role: Transaction Specialist Corporate Trust Location: Pune Shift: Evening/Night (6 PM – 2:30 AM or 7 PM – 3:30 AM) Experience Needed: 4–7 years What the job is about: You will work in the Corporate Trust team handling clients and transactions related to bonds and derivatives. Your main responsibility will be to make sure new clients are properly onboarded and transactions are managed correctly. Day-to-Day Tasks: Help new clients get set up in the company’s systems. Prepare fee letters (documents stating fees clients need to pay) and make sure they are signed and processed. Complete assigned tasks on time and report progress. Escalate any issues to your manager. Follow company rules, reg...

Team Handling Strong convincing skills New client onboarding client aquisition Client Retention Strong Nutritionist skills Prepare personalised Diet chart Excellent communication

Team Handling Strong convincing skills New client onboarding client aquisition Client Retention Strong Nutritionist skills Prepare personalised Diet chart Excellent communication

Acuity is currently looking for for experienced professionals (2-14 years) in KYC/AML and Fraud Operations to join our Lending services team in Bangalore! Location: Bangalore (work from office) Work hours: 6:30 PM to 3:30 AM IST (US Shift) Department: Lending Services Experience Level : 2-14 years Fraud Operations Deposit Risk Review: Approve or escalate deposits based on thresholds and officer approvals. Sentinel Processing: Review suspect transactions within 4 hours using Q2 Sentinel. Verafin Alerts Management: Handle deposit, wire, account takeover, inactive account, and check kiting alerts. Unusual Activity Referral: Triage and case creation for fraud alerts within 1 hour. Fraud Hold Rev...

Role Overview: You will be responsible for making outbound calls to prospective and existing clients, explaining services clearly and professionally, maintaining follow-up calls and tracking lead status, updating records and reports in Excel/CRM, and coordinating with internal teams for client onboarding. Key Responsibilities: - Make outbound calls to prospective and existing clients - Explain services clearly and professionally - Maintain follow-up calls and track lead status - Update records and reports in Excel/CRM - Coordinate with internal teams for client onboarding Qualifications Required: - Excellent communication skills - Proficiency in Excel/CRM - Ability to work collaboratively wi...

As an Executive/Senior Executive in Implementation & Training at our company, you will play a crucial role in the successful deployment of our SaaS product for clients. Your responsibilities will include: - Leading end-to-end SaaS product implementation, ensuring timely deployment by analyzing client requirements and configuring the solution accordingly. - Collaborating with cross-functional teams to resolve implementation challenges and monitor project timelines to ensure milestones are met. - Designing and delivering product training sessions for client stakeholders and end-users, creating user-friendly training materials and conducting internal training sessions. - Acting as a trusted adv...

**Job Description:** As a Digital Marketing Account Manager at Blurbpoint Media, you will be responsible for managing international clients from Australia and the USA. Your main focus will be on client relationship management, including client onboarding, strategy implementation, and ensuring high performance. You will be handling over 25 client accounts with a strong emphasis on client retention and upselling. - Manage international clients from Australia and the USA - Client relationship management including onboarding and strategy implementation - Handle over 25 client accounts with a focus on retention and upselling Your role will involve optimizing and reporting on digital campaigns, pa...

Role Overview: - Manage a portfolio of high-value clients, establish strong relationships, and understand their business needs and objectives. - Ensure client retention and growth through timely renewals, suggesting up-sell/cross-sell opportunities, and recognizing potential within existing accounts. - Analyze client challenges in the import-export industry and propose tailored data and intelligence solutions. - Onboard and train new clients for a smooth transition and optimize product utilization. - Deliver performance reporting, updates, insights, and product analytics to showcase ROI and value. - Gather feedback from clients to represent the voice of the customer and collaborate with prod...

As a Customer Success Executive at Zenatix, you will play a crucial role in ensuring the success and satisfaction of clients. Your responsibilities will include on-boarding and training SPOCs for optimal use of Zenatix solutions, engaging with clients throughout project phases, ensuring timely communication, delivering promised results within communicated time frames, handling customer escalations, and ensuring customer satisfaction. Key Responsibilities: - Actively engage with clients throughout project phases - Ensure timely communication and delivery of promised results - Handle customer escalations and ensure customer satisfaction - Focus on achieving revenue targets and managing key cus...

As a motivated and client-focused Wealth Management Associate / Advisor interested in joining a financial advisory team in Trivandrum, Kerala, you should have 2 to 5 years of experience in wealth management, investment advisory, or financial planning. You must possess a strong understanding of financial markets, portfolio strategies, and client relationship management. **Key Responsibilities:** - Assist clients in managing and growing their investment portfolios based on their financial goals and risk appetite - Provide personalized wealth management solutions such as mutual funds, insurance, bonds, equities, and other financial products - Conduct periodic portfolio reviews - Stay up-to-date...

As a Client Coordinator, you will play a crucial role in managing client relationships, ensuring satisfaction, and facilitating service delivery. Your professionalism and interpersonal skills will be essential for success in this position. Key Responsibilities: - Act as the main point of contact for assigned clients. - Assist with client onboarding procedures, including collecting necessary documentation and scheduling meetings. - Maintain regular communication with clients to understand their requirements and expectations effectively. - Collaborate with internal teams to ensure prompt and successful delivery of solutions aligned with client objectives. - Address client inquiries, resolve is...

You will be responsible for coordinating and executing day-to-day administrative and corporate secretarial support for the Lux Fund CS & Cosec team (FCS) at IQ-EQ. This includes ensuring compliance with company law and contractual requirements to maintain the good standing of client companies. You will handle various administration processes for complex clients in accordance with IQ-EQ India and IQ-EQ Group policies. Additionally, you will establish and maintain partnerships with Operation teams in Luxembourg and assist in reviewing core processes, complex ad hoc works, and other client requirements as necessary. - Provide corporate secretarial support to the Lux Fund CS & Cosec team - Serve...

Role Overview: You will be the Operation Manager at Mumbai, India, responsible for completing day-to-day activities with accuracy and timeliness. Your key responsibilities will include monitoring CKYC activities, managing a team, performing quality checks, ensuring uploads on CERSAI portal, coordinating with stakeholders, and handling audit queries. Key Responsibilities: - Monitor daily system reports for eligible customers requiring CKYC processing - Manage a team responsible for preparing client static data and related KYC images - Perform quality checks on client data and KYC images, convert into prescribed format - Upload KYC data into CERSAI portal as per regulator timelines - Ensure al...

As a member of the Wealth Management Operations team at Goldman Sachs, you will be instrumental in assisting clients and customers worldwide in achieving their financial objectives. The wealth management businesses, led by advisors, provide a diverse array of financial services, including financial planning, investment management, banking, and comprehensive advice to a range of clients such as ultra-high net worth individuals, family offices, and corporations. Moreover, the consumer business delivers digital solutions for effective financial management. The growth within Wealth Management is centered on a strong commitment to people, clients, cutting-edge technology, data, and design. Your r...

As a New Business Development Executive at Jebelz, your primary responsibility will be to identify and target potential B2B clients for coffee machine sales. This includes offices, hotels, restaurants, cafes, corporate canteens, and educational institutions. You will be expected to generate leads through various methods such as cold calling, networking, referrals, and market research. Additionally, conducting on-site visits and product demonstrations to showcase the features and benefits of Jebelz's coffee machine solutions will be crucial in your role. It is essential to develop and maintain a robust pipeline of sales opportunities. - Understand client needs and provide tailored solutions, ...

Streamline Customer Onboarding Flows Maintain Data Integrity Build Operational Systems Be the Bridge Between Teams Drive Product Insights Optimize Processes Continuously Contribute to Product Strategy

Aayug Media Creation: AI-Powered Media Careers This established, 20+ year-old New Delhi firm is positioned as an AI-powered and automation advertising powerhouse. Aayug specialies in high-impact corporate filmmaking, branding and motion graphics. Join a stable firm that embraces cutting-edge technology and build a future-proof, versatile portfolio in creative media and automation! The Ideal Fit: A solid entry point for ambitious professionals seeking stability and innovation in creative media.

Qualify leads and schedule product demos Follow up and close sales Meet targets and report on pipeline improve outreach strategies Collaborate on GTM and share insights Managing Sales Team

Job Description: Onboarding Executive Position Overview The Onboarding Executive is responsible for ensuring a smooth and positive onboarding experience for new employees. This role involves coordinating documentation, communicating company policies, assisting new hires during their initial days, and ensuring all processes are completed efficiently. The ideal candidate is organized, people-friendly, and detail-oriented. Key Responsibilities 1. New Hire Coordination Welcome new employees and guide them through the onboarding process. Communicate joining instructions, schedules, and required documentation. Coordinate with departments (IT, HR, Admin, Payroll) for onboarding readiness. 2. Docume...

Role & responsibilities: Outline the day-to-day responsibilities for this role. client communication ERP software friendly having knowledge of branding & advertising Preferred candidate profile: Specify required role expertise, previous job experience, or relevant certifications.

Responsibilities: * Excellent verbal and written communication skills for presentations and client interactions * Drive business growth through strategic planning * Manage existing accounts * Generate new business opportunities Accessible workspace Sales incentives

Role Description: We are seeking a dynamic and results-oriented Business Manager to lead our Core Sales function. This role will be pivotal in driving net sales and generating new revenue by acquiring and managing corporate clients. The ideal candidate will bring extensive experience in field sales, client acquisition, and management, with a proven track record of supporting business objectives through effective sales strategies and client relationships. Role & responsibilities Client Acquisition & Retention : Focus on acquiring new corporate clients and retaining existing ones within the specified region or market. Develop and execute strategies to achieve and exceed sales and revenue targe...