1627 Client Onboarding Jobs - Page 2

You are an enthusiastic and proactive candidate with at least 2 years of experience in RTA (Registrar and Transfer Agent) activities. Your main responsibility will be overseeing and undertaking various RTA operations and reporting activities. This role offers a great opportunity for you to grow your understanding of securities laws and contribute to real-world transactions. Your key responsibilities will include managing day-to-day operational activities, client onboarding, ensuring efficient documentation and storage of transaction documents and records, preparing MIS and reports for Board and Management insights, intervening for seamless redressal of investor grievances, preparing SOPs/operations manuals for seamless operations and process optimization, and acting as a mediator for reporting to regulatory bodies such as SEBI, FIU, MCA, and market institutions like Exchanges, Depositories, Participants, etc. To qualify for this role, you should have a Bachelor of Commerce or any other equivalent degree. A professional certification such as an MBA, CA, or CS would be preferred. Preferred skills and experience include a minimum of 2 years of work experience with a SEBI Registered RTA, proficiency in MS Office, RTA software, and its IT environment, basic understanding of RTA operations, regulatory environment, and reporting obligations, eagerness to learn and adapt to a fast-paced regulatory environment, as well as good communication and teamwork skills. If you are interested in this opportunity, please share your CV to hr@beacontrustee.co.in.,

The ideal candidate should have 0 - 9+ years of experience in customer support. Your main responsibilities will include mediating between customers to ensure smooth communication, providing linguistic support for KYC related queries and credit operations, collaborating with customers in their native language to facilitate operations, and supporting on migration. Key Skills required for this role include expertise in KYC, Chinese language proficiency, credit operations knowledge, and client onboarding experience. This is a Full Time, Permanent role in the ITES/BPO/Customer Service industry, specifically in the banking sector. The role falls under the category of Outsourcing/Offshoring. If you are interested, the Job Code for this position is GO/JC/20046/2024, and the Recruiter handling this position is Ramya.,

As the Associate Vice President of Managed Services Operations, you will be a vital part of the managed services teams that utilize cutting-edge technology, data, and industry best practices to provide valuable insights for business transformation. Your responsibilities will include overseeing various tasks such as accounting, reconciliations, portfolio valuation, client onboarding, and engaging with clients and third parties. Additionally, you will actively participate in internal discussions focused on process enhancement and the introduction of new services. As a strategic partner within the organization, your primary goal will be to optimize operational efficiency and drive the implementation of key strategies to achieve our ambitious business objectives. Your role will involve leading the process of defining business strategies, developing organizational policies, and overseeing critical projects and initiatives. You will continuously seek opportunities to enhance the effectiveness and efficiency of our operations, while monitoring key performance indicators to ensure the overall health of the organization. Effective communication and collaboration with stakeholders will be essential to manage interdependencies across various projects and ensure the successful delivery of project outcomes. To excel in this role, you should have at least 13 years of experience in leadership roles, along with an MBA or a relevant graduate degree from a top-tier institution. Your strong business acumen, particularly in the investment management industry and trade workflows, will be crucial. You must possess exceptional analytical, decision-making, and problem-solving skills, as well as the ability to communicate effectively with diverse audiences. Building and leading a high-performing managed services team will be a key aspect of your responsibilities, necessitating strong leadership, coaching, and organizational skills. You will be expected to have a proven track record of making data-driven decisions that positively impact the organization, as well as the ability to manage and scale a large global operating team effectively. Your enthusiasm for leading change and your ability to collaborate cross-functionally in a dynamic environment will be vital to your success in this role.,

Job Summary The Markets Enablement Officer is responsible for facilitating the account opening process for clients within the Markets sector. This role requires a meticulous approach to compliance, attention to detail, and the capability to manage stakeholder relationships effectively. The Officer will collaborate with various internal teams to ensure a seamless onboarding experience for clients, while adhering to regulatory requirements and company policies. Key Components Of The Role Will Include Manage the account opening process for new and existing clients in the financial markets industry Ensure all necessary documentation is obtained and completed accurately Coordinate with internal teams to ensure a smooth and efficient account opening process Provide excellent customer service to stakeholders throughout the account opening process Respond to client inquiries and resolve any issues related to the account opening process Key Responsibilities Strategy Fostering and maintaining dialogue across the SCB global Markets on-boarding network to contribute to enhancing our global client relationships and responding to client needs. Spot opportunity to take on additional responsibilities. Business Onboarding To be responsible for undertaking Due Diligence requirements to ensure adherence to relevant SCB policies on sub funds of Markets clients working with the Risk Control team to ensure all necessary Compliance risks are properly managed and accurate records diligently maintained. Responsible for supporting Markets Onboarding Manager and internal stakeholders for all Regulatory related onboarding matters in the Markets sector. Ensure efficient and timely opening of Markets client accounts Initiation of Account opening requests to enable trading accounts to be opened in the relevant internal systems Identify and escalate blockages in the on-boarding / maintenance processes. Manage the end-to-end process of the relevant account setups and internal approvals. Processes Working closely with Markets Onboarding Managers including Markets management to ensure requests are prioritised in line with Business demand. Ensure that accounts and data is set up to achieve full operational readiness. Liaise through the value chain to ensure all units engaged in Markets account opening readiness successfully complete. Working closely with our Markets Operations group and other operational and administrative areas to ensure the timely set up of client trading infrastructure. Risk Management Due Diligence required to capture all data for a new sub fund opened under an existing IM Responsibilities Governance Awareness and understanding of the regulatory framework, in which the Group operates, and the regulatory requirements and expectations relevant to the role. Maintain the funds team database. Assist with queries regarding the Static data and Markets Onboarding processes for clients. Ensure that all systems are updated when a request is submitted to the relevant back-office teams. Action relevant static data updates for Markets clients as per instruction from Markets Onboarding Managers. Regulatory & Business Conduct Display exemplary conduct and live by the Groups Values and Code of Conduct. Take personal responsibility for embedding the highest standards of ethics, including regulatory and business conduct, across Standard Chartered Bank. This includes understanding and ensuring compliance with, in letter and spirit, all applicable laws, regulations, guidelines and the Group Code of Conduct. Commit to achieve the outcomes set out in the Banks Conduct Principles: Fair Outcomes for Clients; Effective Financial Markets; Financial Crime Compliance; The Right Environment. Effectively and collaboratively identify, escalate, mitigate, and resolve risk, conduct and compliance matters. Key stakeholders Work in partnership all relevant stakeholders effectively within the end-to-end processes, including: Markets Sales Teams Client Onboarding Management Client Management Risk and CDD teams Operational Risk Audit Risk & Controls Governance functions and relevant regulators FMO CLM DAU Crops Other Responsibilities Perform ad-hoc projects as needed. Support remediation teams Provide regular updates to the Markets Onboarding Managers Train new joiners Process/System changes testing Qualifications Minimum of 2 years of experience in account opening or related field Strong understanding of financial markets and products Excellent communication and interpersonal skills Ability to work independently and as part of a team Attention to detail and ability to manage multiple tasks simultaneously Role Specific Technical Competencies Manage Conduct Manage Risk Manage People Operational Process Management Onboarding (CDD and Regulatory Onboarding) Credit Documentation Enablement (Account Opening & Channels Activation) Servicing (Static Data Maintenance, Offboarding) Data Conversion and Reporting About Standard Chartered We&aposre an international bank, nimble enough to act, big enough for impact. For more than 170 years, we&aposve worked to make a positive difference for our clients, communities, and each other. We question the status quo, love a challenge and enjoy finding new opportunities to grow and do better than before. If you&aposre looking for a career with purpose and you want to work for a bank making a difference, we want to hear from you. You can count on us to celebrate your unique talents and we can&apost wait to see the talents you can bring us. Our purpose, to drive commerce and prosperity through our unique diversity, together with our brand promise, to be here for good are achieved by how we each live our valued behaviours. When you work with us, you&aposll see how we value difference and advocate inclusion. Together We Do the right thing and are assertive, challenge one another, and live with integrity, while putting the client at the heart of what we do Never settle, continuously striving to improve and innovate, keeping things simple and learning from doing well, and not so well Are better together, we can be ourselves, be inclusive, see more good in others, and work collectively to build for the long term What We Offer In line with our Fair Pay Charter, we offer a competitive salary and benefits to support your mental, physical, financial and social wellbeing. Core bank funding for retirement savings, medical and life insurance, with flexible and voluntary benefits available in some locations. Time-off including annual leave, parental/maternity (20 weeks), sabbatical (12 months maximum) and volunteering leave (3 days), along with minimum global standards for annual and public holiday, which is combined to 30 days minimum. Flexible working options based around home and office locations, with flexible working patterns. Proactive wellbeing support through Unmind, a market-leading digital wellbeing platform, development courses for resilience and other human skills, global Employee Assistance Programme, sick leave, mental health first-aiders and all sorts of self-help toolkits A continuous learning culture to support your growth, with opportunities to reskill and upskill and access to physical, virtual and digital learning. Being part of an inclusive and values driven organisation, one that embraces and celebrates our unique diversity, across our teams, business functions and geographies - everyone feels respected and can realise their full potential. Show more Show less

J. P. Morgan Chase & Co. , headquartered in New York City, is the largest bank in the U. S. and a global leader in investment banking and financial services. The Corporate & Investment Bank division, trusted by top corporations and institutions worldwide, manages nearly $20 trillion in assets and offers strategic advice and liquidity solutions. Within this division, the WKO Banking Middle Office ensures compliance with regulations, safeguarding the banks reputation and assets while efficiently onboarding client relationships. As a Wholesale KYC Operations Analyst within the WKO Banking Middle Office, you will be responsible for managing the Front Office relationship for business requests in KYC Onboarding, Remediation, and Renewals. You will facilitate the end-to-end client onboarding process, ensuring all due diligence documentation is sourced and delivered to the KYC Production team to incorporate into the KYC platform. Job responsibilities Manage new business requests received from the Front Office and facilitate the KYC process end to end Act as an SME and Due Diligence expert to guide clients through the KYC requirements and variation of documents which may fulfil due diligence requirements Conduct in-depth analysis on the ownership structure of the client on publicly available sources (not limited to company registries) or client documentation, and seek additional confirmation or approvals as required Work closely with the Front O ce and potentially direct with clients as required, to obtain all necessary supporting evidence to full KYC due diligence Follow up with KYC production teams to ensure onboarding is completed within agreed timeframes Liaise regularly with the business to conduct workload planning, review status of key onboardings and prioritize open requests Interact frequently with key stakeholders such as Legal, Compliance, Credit and Operations to develop strong partnerships, eliminate roadblocks and ensure continuity of information ow across the groups Assist Relationship Managers with overnight screening, client exits and any other KYC related tasks as required Manage personal workload and priority items and ensure timely escalation of key risks/issues to management Keep informed of any changes to processes and procedures, regulatory change and ensure open verbal dialogue with colleagues across the region Identify and execute process improvements, provide guidance and support on key process and technology initiatives to the business Required qualifications, capabilities and skills Knowledge of multiple client types (i. e. Corporates, SPV, Trust, F. I. s. etc. ) Knowledge of nancial industry with in-depth expertise in various lines of business (Corporate Investment Bank and heritage lines of business) Strong verbal and written communication skills Strong time management, organizational, relationship building skills Quality client focus, strong controls mind-set and strong customer service skills(e. g. oral and written communication skills) Prior experience of adhering to controls and compliance standards Ability to grasp/learn concepts and procedures quickly Preferred qualifications, capabilities and skills Knowledge of KYC & Client onboarding is preferred with minimum 2 years experience (Audit, Control, Risk, AML, and Research may also be areas of experience) B. S. Degree or equivalent J. P. Morgan Chase & Co. , headquartered in New York City, is the largest bank in the U. S. and a global leader in investment banking and financial services. The Corporate & Investment Bank division, trusted by top corporations and institutions worldwide, manages nearly $20 trillion in assets and offers strategic advice and liquidity solutions. Within this division, the WKO Banking Middle Office ensures compliance with regulations, safeguarding the banks reputation and assets while efficiently onboarding client relationships. As a Wholesale KYC Operations Analyst within the WKO Banking Middle Office, you will be responsible for managing the Front Office relationship for business requests in KYC Onboarding, Remediation, and Renewals. You will facilitate the end-to-end client onboarding process, ensuring all due diligence documentation is sourced and delivered to the KYC Production team to incorporate into the KYC platform. Job responsibilities Manage new business requests received from the Front Office and facilitate the KYC process end to end Act as an SME and Due Diligence expert to guide clients through the KYC requirements and variation of documents which may fulfil due diligence requirements Conduct in-depth analysis on the ownership structure of the client on publicly available sources (not limited to company registries) or client documentation, and seek additional confirmation or approvals as required Work closely with the Front O ce and potentially direct with clients as required, to obtain all necessary supporting evidence to full KYC due diligence Follow up with KYC production teams to ensure onboarding is completed within agreed timeframes Liaise regularly with the business to conduct workload planning, review status of key onboardings and prioritize open requests Interact frequently with key stakeholders such as Legal, Compliance, Credit and Operations to develop strong partnerships, eliminate roadblocks and ensure continuity of information ow across the groups Assist Relationship Managers with overnight screening, client exits and any other KYC related tasks as required Manage personal workload and priority items and ensure timely escalation of key risks/issues to management Keep informed of any changes to processes and procedures, regulatory change and ensure open verbal dialogue with colleagues across the region Identify and execute process improvements, provide guidance and support on key process and technology initiatives to the business Required qualifications, capabilities and skills Knowledge of multiple client types (i. e. Corporates, SPV, Trust, F. I. s. etc. ) Knowledge of nancial industry with in-depth expertise in various lines of business (Corporate Investment Bank and heritage lines of business) Strong verbal and written communication skills Strong time management, organizational, relationship building skills Quality client focus, strong controls mind-set and strong customer service skills(e. g. oral and written communication skills) Prior experience of adhering to controls and compliance standards Ability to grasp/learn concepts and procedures quickly Preferred qualifications, capabilities and skills Knowledge of KYC & Client onboarding is preferred with minimum 2 years experience (Audit, Control, Risk, AML, and Research may also be areas of experience) B. S. Degree or equivalent

Researching on leads and prospective customers Designing pre-sales/post-sales pitch deck Determining client business needs and preparing detailed project scope documents Creating a right service mix for customer's business needs, post discussion with CEO/CTO Assisting clients on training for new application delivered Excellent selling skills Presentation skills The ability to write reports and proposals The capacity to work well on your own or in a team Negotiating skills Kindly share your updated cv at Seema@4bell.com or contact me via WhatsApp. WhatsApp Message Link: https://wa.me/8287903044 Best regards, Seema Seema@4bell.com Call or WhatsApp: 8287903044

Position Overview Job Title: Know Your Client (KYC) Analyst, NCT Location: Mumbai, India 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 opening to help execute trades, 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 opening to help execute trades, What Well Offer You As part of our flexible scheme, here are just some of the benefits that youll enjoy Best in class leave policy Gender neutral parental leaves 100% reimbursement under childcare assistance benefit (gender neutral) Sponsorship for Industry relevant certifications and education Employee Assistance Program for you and your family members Comprehensive Hospitalization Insurance for you and your dependents Accident and Term life Insurance Complementary Health screening for 35 yrs and above Your Key Responsibilities 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 opening to help execute trades Your Skills And Experience Should have more than 6 months experience in Corporates and with good communication and system knowledge, How Well Support You Training and development to help you excel in your career Coaching and support from experts in your team A culture of continuous learning to aid progression A range of flexible benefits that you can tailor to suit your needs About Us And Our Teams Please visit our company website for further information: https:// db /company/company htm We strive for a culture in which we are empowered to excel together every day This includes acting responsibly, thinking commercially, taking initiative and working collaboratively, Together we share and celebrate the successes of our people Together we are Deutsche Bank Group, We welcome applications from all people and promote a positive, fair and inclusive work environment, Show

About the Role: We are seeking a proactive and detail-oriented Onboarding & Project Coordination Specialist to manage the internal onboarding process for clients. This role involves completing all onboarding steps meticulously, coordinating with key stakeholders including sales representatives and client partners, and maintaining accurate onboarding records. The specialist will also support project communication and coordination during the initial 30 45 days of client engagement, ensuring a smooth transition into our systems and processes. Key Responsibilities: Client Onboarding & Communication: Coordinate and participate in client meetings during the onboarding phase (first 30 45 days). Ensure clients are properly set up in internal systems and data management platforms. Maintain clear and consistent communication between clients and internal teams. Monitor client satisfaction and proactively address concerns or feedback. Maintain accurate records of onboarding activities, including forms and meeting notes. Support project managers, technology leaders and stakeholders with administrative and coordination tasks related to onboarding. Track onboarding milestones and provide regular status updates to leadership. Maintain onboarding schedules and checklists to ensure timely completion of tasks. Collaborate with cross-functional teams (HR, IT, Operations) to streamline onboarding workflows. Role Requirements: Ability to handle sensitive and confidential information with discretion. Proficiency in Microsoft 365. Experience using CRM tools like HubSpot/Microsoft Team Channels (preferred). 3 4 years of experience in client onboarding, project coordination, or customer success. Strong organizational and time management skills with attention to detail. Excellent communication and interpersonal abilities to work effectively with cross-functional teams. A proactive mindset with a problem-solving attitude and willingness to take ownership. Excellent verbal and written English clear, confident, and capable of handling conversations with clients and stakeholders. The person is expected to work every alternate Saturday for a half-day, meaning attendance is required on those Saturdays. The shift runs from 1:00 PM to 10:00 PM , with flexibility based on process needs. Currently, we re looking for someone available to work this full shift. Skills and Knowledge: Excellent verbal and written English.Confident in handling conversations, giving updates, and resolving issues.Ability to communicate clearly with clients, stakeholders, and internal teams.Proactive in identifying gaps or inefficiencies in the process.Ability to think on your feet and make sensible decisionsMaintaining clean and up-to-date records. Apply We Are Looking For Ambitious, Experienced Developers! Glassdoor Have a referral? X

Immediate Joiners required Should be having experience in Educational sales Products/Services Candidate must be willing to travel locally as well as outstation Working with publications company & Teaching Experience will be added advantage Travel allowance Sales incentives Annual bonus Performance bonus Job/soft skill training

B2B Sales – Recruitment (WFH) Seeking pros with 1–3 yrs in client acquisition/sales. Pitch services, convert leads, meet targets. MBA freshers welcome. Strong comms skills needed. Vinod: +91 6364608887 | vinod@onjob.in | Up to 4LPA + Inc

Don't miss out on this opportunity! Join us in shaping the future of Job Hai team at Info Edge India Ltd. It's time to be a part of a dynamic team and make a difference in the industry! Join our team! We are currently hiring for the role of Customer Service Executive for Job Hai vertical | Noida Location. If you are interested, attend your interview in Mega Walk-In drive, we will be happy to meet you :) About InfoEdge Info Edge mission is to create world-class platforms that transform lives by continuously innovating. Our products and services are built keeping our customers in mind. We always delight our customers by delivering superior value through enhanced offerings on the Internet and other platforms. Through our continuous investment across various businesses, especially in cutting-edge technology, machine learning, and artificial intelligence (AI), we have built a robust system that constantly increases our predictive powers on customer behavior, and optimizes and improves our systems. Our various teams tirelessly work together to solve problems, innovate, and create something to empower our customers. At Info Edge, people are our core competitive advantage. About BU - Job Hai Job Hai is new venture by Info Edge. Info Edge is successfully running businesses like Naukri.com, Jeevansathi.com, 99 acres.com etc. Job Hai portal focused on Blue and grey collar hiring. Job Hai is serving jobs for Sales/ Business Development, Marketing, Field Sales, Back Office, Customer Support, Housekeeping, Warehouse etc. Job Hai is in 7 metro cities, Mumbai, Delhi, Noida, Gurgaon, Ghaziabad, Faridabad, Greater Noida. Role Overview: As a Recruiter Onboarding Executive, you will be responsible for reviewing recruiter profiles, validating supporting documents, and conducting verification calls to ensure legitimacy and trustworthiness of recruiters onboarding onto our platform. You will play a critical role in maintaining platform integrity and ensuring only authentic recruiters are allowed to post jobs. Key Responsibilities: Review recruiter profiles submitted through the platform for completeness and accuracy Verify and validate submitted documents (e.g., business proof, ID proofs, email domain) Conduct verification calls to recruiters to cross-check key details such as job role, salary, company background, etc. Identify red flags such as fake profiles, suspicious activity, or inconsistent information Tag and flag recruiters as per SOPs (e.g., blacklist, greylist, red flag, non-repeat verified) Maintain accurate and updated logs of actions taken in CRM or internal tools Collaborate with audit, compliance, and tech teams for escalations or special cases Follow TAT and quality standards set by the onboarding team Key Requirements: Bachelor's degree in any discipline 2 years of experience in customer support, KYC, operations, or verification roles Excellent communication skills (Hindi & English) both written and verbal Ability to handle high volumes while maintaining accuracy Strong attention to detail and process orientation Comfortable with CRM tools and Google Workspace (Sheets, Docs, etc.) Ability to work independently and in a team Preferred: Experience in recruitment tech, BPO/KPO, or background verification processes Familiarity with fraud detection or document verification workflows Please Note - Salary Offered - upto 22k in hand + PF + Medicals + Yearly bonus (10% of CTC) Office Location- Express Trade Tower 2, 9th Floor, Sector 132, Opp. JBM Global School , Noida (Nearest Metro Botanical Garden) | Free shuttle facility from Botanical Garden metro Working Days - 6 days ( 5 days in office, 1day WFH) Ready to launch your career with Info Edge? Connect with VRINDA GUPTA for more insights Email - vrinda.gupta@naukri.com LinkedIn - https://www.linkedin.com/in/vriiindaa/

Responsible for lead generation, client acquisition, and relationship management. Pitch digital marketing to restaurants, maintain CRM, meet targets, and provide insights while staying updated on trends and competitor activities.

Hiring for AML/KYC (SPE / SME ) Location: Hyderabad Experience: 2-5 years Shift : Night Shift(WFO) Notice period: Immediate to 30days preferred Education: Bachelors degree in commerce or accounting/ Any other Degree with relevant experience. Roles Hiring For: Senior Process Executive (SPE) Min 2Years Subject Matter Expert (SME) – Min 5Years Key Responsibilities: Minimum 3 years – 14 yrs Exposure and Experience in working on complex 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 etc. Coordinate with counterparts on customer/client onboarding and approvals across multiple functions/Units For eg: Front office, compliance team, AML middle office, Operations, Legal and Tax in a high pressure /time – sensitive environment Undertake renewal of due diligence on existing clients/counter parties to ensure identifications of changes in risk profile, including reputation and operational risk factors Monitor implementation of AML related audit recommendations which can be from internal/External auditors, regulators. Participate in design and testing of enhancement to client due diligence database, Reports and systems. Interacting with Onsite controllers on various operational issues. Setting up new AML/KYC Procedures, operationalizing with the Business, providing quality assurance and Establishing a Transparent Metrics Process Provide Ongoing KYC Due Diligence Support for Periodic Reviews and Event Based Reviews Help optimize the Client Onboarding Experience with a Focus on Minimal Touch Points while Satisfying Regulatory Requirements and Internal AML/KYC Procedures Help to gather metrics from various business partners and share regular, transparent MI Reporting to all Stakeholder Understanding of the applicable regulatory landscape and regulatory bodies across geographies Excellent leadership and organizational skills with a proficiency in managing the time in an efficient manner Highly motivated and active individual who will be able to encourage other members Sound at MS Office Suite (Word, Excel and PowerPoint) Good oral and written communication skills Interested candidates contact HR Ananya - 9167757169 / ananyacareerguideline.com

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

Companys primary interface with the client Responsible for lead management and lead conversion - Pitch Healthysures employee health benefit products to prospect clients. - Understand prospects needs and generate quotes from placements team. - Draft client proposals. - Negotiate and nudge clients to make the right decision. - Hand over to client success team upon conversion for client onboarding. Responsible for customer growth, acquisition, retention and up-selling Identify process and product gaps & recommend improvements Collaborate with core team to drive the companys mission Sales/Confident/Good Written and Verbal communication Good at Mental calculation/interested into Insurance/WFO

Dear Candidates, Huge Opening for Fraud investigation/ Risk investigator Sal up to 7.5lpa For More Details CALL : HR Sameera-9900975043 ( call or whatsapp) EMAIL : sameera@thejobfactory.co.in 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 . For More Details CALL : HR Sameera-9900975043 ( call or whatsapp) EMAIL : sameera@thejobfactory.co.in

Identify and research potential clients in target industries and regions to develop a robust pipeline of business opportunities. Build and maintain strong, long-lasting client relationships through effective communication, regular follow-ups, and exceptional customer service. Understand client staffing needs and align our services to address their workforce requirements effectively. Collaborate with internal teams, including recruitment and operations, to ensure successful execution of staffing projects and client satisfaction. Develop and execute strategic plans to expand the company's client base and market presence. Prepare and deliver persuasive presentations and proposals that showcase the company's services and value proposition to potential clients. Monitor industry trends, market dynamics, and competitor activities to identify opportunities for differentiation and innovation. Attend networking events, conferences, and trade shows to represent the company and establish new connections. Negotiate contracts, terms, and pricing in line with company guidelines and profitability targets. Track and report sales performance metrics regularly, providing insights and recommendations to improve business development strategies. Stay informed about changes in the staffing and employment landscape and adapt strategies accordingly.

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

Good experience in sales domain. Experience in a client onboarding and relationship building role Acquiring new clients. Excellent interpersonal and presentation skills Excellent English communication skills: both written and oral Need to have good exposure or experience in handling financial products Good understanding of debt markets. Responsible for the origination of Rating Business for the Large Corporate Group in the given region. Responsible for maintaining and enhancing strong relationship with existing and new client acquisition. Identify unrated clients and facilitate them in migrating from unrated domain to rated domain and also help them leverage rating for fund raising Building MIS & market intelligence about competitors, preparing geography wise and service wise sales plans and achieving them Maintaining a thorough understanding of the clients industry, including industry trends, industry business processes, industry financial measurements and performance indicators, and key client competitors in their industry Meeting quarterly and annual sales revenue targets.

Job Overview: We are seeking a proactive and results-driven Business Development Executive with 2 to 3 years of experience in promoting BIM , Scan to BIM , PDF & CAD to BIM . The ideal candidate will have a solid understanding of the AEC industry.

Role- KYC Analyst(TeamLead/Senior Analyst) Experience:-5-12 Years Location:- Bangalore(Bellandur) WorkMode:- 5 Days(WFO) Shift:- 11AM -8 PM Notice Period:- Only Immediate Joiner Domain:-BFSI Interested candidates reach out to Priya.k@firstmeridianglobal.com.

As a Business Development Executive at CredenTek Software & Consultancy Pvt. Ltd., your primary responsibility will be to drive business growth through client acquisition and relationship nurturing. You will play a pivotal role in identifying new market opportunities, enhancing revenue streams, and ensuring client satisfaction. Your efforts will be instrumental in representing the company and forging strategic partnerships for long-term success. Your key responsibilities will include: - Generating business opportunities by acquiring new clients in the Banking & Finance sector and expanding services with existing clients. - Conducting comprehensive market research to pinpoint potential target markets, industries, and clients. - Articulating the company's IT products and services effectively, highlighting competitive advantages. - Identifying and pursuing new leads through activities like cold calling, networking, and lead generation. - Developing and executing a strategic growth plan centered on financial gain and customer contentment. - Actively engaging in bidding processes and preparing/submission of client proposals. - Showcasing company offerings through presentations, meetings, and marketing endeavors. Additionally, you will be tasked with: - Cultivating and maintaining strong relationships with key clients, stakeholders, and partners. - Holding regular meetings, negotiations, and presentations to comprehend and address client requirements. - Ensuring lasting client retention and satisfaction by providing tailored solutions. - Scheduling appointments with potential clients and managing a robust sales pipeline. You will also be involved in: - Negotiating pricing, contract terms, and conditions to achieve profitability while upholding client satisfaction. - Collaborating with cross-functional teams such as Marketing and Product Development to align with company objectives. - Identifying opportunities for upselling and recommending new products/services based on customer demands. Qualifications & Skills: - MBA in Business Administration, Marketing, or a related field (mandatory). - Minimum 3 years of experience in Business Development, Sales, or a similar client-facing role. - Demonstrated experience in IT Sales, Banking & Finance domain, Lead Generation, or Pre-Sales. - Strong sales acumen with a history of meeting or surpassing targets. - Proficiency in bidding, proposal drafting, and client onboarding. - Excellent negotiation and communication skills. - Social media marketing experience or knowledge is advantageous. - Proficient in MS Office Suite and other productivity tools. - Strong analytical thinking and project comprehension abilities. - Capable of managing multiple priorities, meeting deadlines, and working autonomously. What We Offer: - Competitive compensation and incentive structure. - Vibrant and collaborative work environment. - Career advancement prospects in a rapidly expanding company. - Exposure to state-of-the-art technologies and prominent industry clients. Job Type: Full-time Benefits: - Health insurance - Provident Fund Schedule: - Day shift Performance bonus Application Question(s): - How many years of experience do you have in Business Development - Do you have experience with high-value sales Work Location: In person Application Deadline: 18/07/2025 Expected Start Date: 20/07/2025,

Completing the DP BOD process on a daily basis Importing all the other master files from Exchanges in the Techexcel system before the BOD process. Verification of all the client's details received in the Dpulse system before starting the onboarding process. Uploading the client details to Exchanges/ CDSL/KRA's after the verification process. Verification and activation of additional segments as per the client's request on a daily basis. Handling the complete onboarding procedure of BSE Star MF clients (Individual and Non-Individual) Follow up with the customer for the activation of the F&O segment (Rejected cases) Handling the tickets related to the BSE Onboarding of Non-Individual / Individual / Minor Accounts. Skills and Qualifications Education: Bachelors Degree Previous experience in the Broking industry is required. Good verbal and written communication skills Microsoft Office prowess/ Excel/MS Basic knowledge of document verification Ability to work independently and a desire to learn. Self-motivated and a strong team player.

You will be joining Cache Labs as a Junior Client Success Manager, where you will play a vital role in ensuring that our clients achieve their desired outcomes by using our products/services. This role requires individuals who are enthusiastic about customer satisfaction, possess excellent communication skills, and are eager to advance their careers in a client-facing position. As a Junior CSM, you will collaborate closely with clients to comprehend their needs, offer customized solutions, and guarantee the smooth adoption and continuous utilization of our offerings. Your responsibilities will include: Client Onboarding: - Assisting in the onboarding process for new clients to set them up for success. - Conducting training sessions to educate clients on product features and best practices. - Creating and maintaining onboarding materials and documentation. Relationship Management: - Establishing and sustaining strong, long-term relationships with clients. - Serving as the primary point of contact for a portfolio of clients, addressing their inquiries and concerns promptly. - Scheduling regular check-ins to monitor client satisfaction and pinpoint areas for enhancement. Client Advocacy: - Advocating for client needs within the company to ensure their feedback is acknowledged and acted upon. - Collaborating with internal teams (e.g., Sales, Product, Support) to address client issues and enhance their experience. - Providing clients with updates on product enhancements and new features. Performance Monitoring: - Tracking client usage and engagement metrics to identify trends and potential issues. - Analyzing client data to offer insights and recommendations for maximizing the value they receive from our products/services. - Preparing and presenting performance reports to clients and internal stakeholders. Problem Resolution: - Identifying, troubleshooting, and resolving client issues in a timely and effective manner. - Escalating complex problems to senior team members or other departments as required. - Ensuring follow-through on issues until resolution and maintaining clear communication with clients throughout the process. Retention and Growth: - Working to diminish client churn and promote retention through proactive engagement and support. - Identifying opportunities for upselling and cross-selling additional products/services. - Assisting in the renewal process by providing clients with the necessary information and support. To be successful in this role, you should have a Bachelor's degree in Business, Marketing, Communications, or a related field, along with 1-2 years of experience in a customer-facing role, preferably in client success, account management, or customer support. Excellent communication and interpersonal skills, strong problem-solving abilities, familiarity with CRM software and customer success platforms, ability to manage multiple clients and projects simultaneously, high level of empathy, and a client-first mindset are essential qualities for this position. Additionally, a basic understanding of the industry and the company's products/services will be beneficial.,

As a Business Development Manager and Sales Specialist at Ambe Healthcare Staffing, your primary responsibility will be to onboard new clients and maintain strong relationships with existing clients. You should have a proven track record of onboarding clients for a US company, particularly in the pharmaceutical, healthcare, and BFSI sectors. Your role will involve developing and implementing strategies to acquire new clients within the healthcare staffing industry. You will be required to identify client needs, establish and nurture relationships to improve service delivery and client satisfaction. Leveraging your existing professional network, you will explore new business opportunities and act as the main point of contact for securing new job orders for the recruitment teams. Regular interaction with management, functional leads, and other staff will be essential to understand their requirements and provide customized staffing solutions. Your presentation skills will be crucial as you will be expected to deliver effective presentations in consultative settings, engaging with compliance teams, hiring managers, and business owners. You will be responsible for presenting Ambe Healthcare Staffing services persuasively to both new and existing clients, ensuring alignment with their objectives and preferences. This full-time role based in Mumbai/Nashik offers an exciting opportunity to contribute to the growth and success of our organization.,