3726 Client Onboarding Jobs - Page 2

1) Assisting sales in client acquisition & business growth for leadership programs, workshops, and coaching. If anyone interested or if youd like to refer someone, please send resumes on mgshachi@gmail.com.

Business: 99Acres 99acres.com is Indias leading real estate classified portal (Launched in 2005), is the fastest growing business. Given the fact that real estate was the largest category for advertisements in the print media the potential for online real estate classifieds as a business is immense. Today, with a traffic share of more than 50%, 99acres is the clear leader amongst six major players. Job Description: Selling online property advertisements / branding solutions to clients by assessing their business requirements. Designing email campaigns to spread awareness of new products / Projects launched in the assigned region. Achieving sales targets / Acquisitions through focus on acquir...

Ensure high client satisfaction and product adoption. Provide product training and product demonstrations during the engagement. Take ownership of product adoption and fast value realisation for clients. Enhance the experience of all client users. Create best practices for customer onboarding. Set up best practices to deliver a wow experience to clients. Manage adoption and churn metrics. Manage weekly and monthly cadence with client and internal stakeholders. Complete engagement within deadlines. Collaborate with internal stakeholders effectively. Ensure clarity of actions within different teams within Pando. Ensure smooth transition between different stages of engagement. Requirements Mini...

As a Team Leader at the company, your role will involve overseeing client onboarding and account management processes to ensure accuracy, compliance, and efficiency across various client touchpoints. You will be responsible for managing a small team, coordinating workload distribution, and serving as the primary point of escalation for operational and process-related queries. Key Responsibilities: - Provide team leadership by supporting team members in achieving departmental goals and being the initial point of escalation. - Coordinate workload distribution and offer guidance to ensure smooth operations. - Provide feedback to the manager regarding team members" progress, achievements, and de...

As a member of the Trackier team, you will be contributing to the success of our Customisable Performance Marketing Software used by Ad Networks, Agencies, and Advertisers. You will be involved in various tasks to ensure smooth client onboarding, support, and product optimization. Your role will be crucial in guiding clients through the implementation process and providing technical solutions for their needs. Key Responsibilities: - Serve as primary point of contact during client onboarding - Manage support tickets and resolve technical issues - Conduct client training sessions and product demonstrations - Document solutions and maintain knowledge base - Research and debug client implementat...

Subhag HealthTech Pvt Ltd is an innovative health-tech company that aims to empower hospitals, clinics, and gynecologists with advanced, affordable, and easy-to-use fertility solutions like Androwash and V Conceive. The company is on a mission to make assisted reproductive technology accessible and efficient for every clinic across India. The job location for this position is Remote/Hybrid. **Roles & Responsibilities:** - Make outbound sales calls to prospective clients such as Gynecologists, Hospitals & Andrology labs. - Conduct cold calling and build new lead pipelines. - Perform consistent follow-ups until conversion is achieved. - Understand individual customer requirements and provide p...

As a successful candidate for this role, you will be responsible for managing complex and high-priority client implementations. Your primary focus will be to ensure that software solutions are delivered on time and meet client specifications. You will act as the primary point of contact for key client SPOCs, managing relationships and addressing any issues or concerns that may arise. Key Responsibilities: - Manage complex and high-priority client implementations - Act as the primary point of contact for key client SPOCs - Oversee system configuration, customization, and integration - Ensure successful client onboarding and satisfaction Qualifications Required: - Prior experience in managing ...

Position : Customer Success Swift Location : Jaipur Job Type : Full Time About Company: Axestrack is Indias leading provider of Digital Logistics Solutions for Heavy Commercial Vehicles, and the only Indian company to be ever featured in Gartners Market Guide for Fleet Management. We are proud to hold a dominant position in the Indian market and are actively expanding across Africa, the Middle East, and the US. Our innovative approach and scalable platforms are transforming logistics for the modern world. Website: www.axestrack.com Role Overview: We are looking for a Customer Success Manager (Swift Profile) who will serve as the primary point of contact for our key clients, ensuring seamless...

Job Title: Business Development Executive (BDE) IT Consultancy & Staffing Location: Work from Office – Magarpatta, Pune Experience: Minimum 2 Years Salary: 3 LPA + tOP IN mAKRET Incentives About Gagstek: Gagstek is a global IT consultancy and staffing company that empowers businesses with innovative technology solutions and world-class talent. With a presence across the USA, UK, APAC, and UAE , Gagstek specializes in cloud services, Data, AI solutions, Programing in Project EXECCTION, bUSINESS consulting, and IT staffing . Our mission is to help organizations scale efficiently and stay ahead in a rapidly evolving digital world . We connect the right talent with the right opportunities, deliv...

Job Description CRISIL is a global analytical company providing ratings, research, and risk and policy advisory services. We are India's leading ratings agency. We are also the foremost provider of high-end research to the world's largest banks and leading corporations. With sustainable competitive advantage arising from our strong brand, unmatched credibility, market leadership across businesses, and large customer base, we deliver analysis, opinions, and solutions that make markets function better. Department : Large Corporate Group - Ratings-Business Development Roles and Responsibilities Job Role: Good experience in sales domain of 2 to 4 years. Experience in a client onboarding and rela...

ASSISTANT ACCOUNT MANAGER Job Title - Assistant Account Manager, only from R2R, GL background. Location: Pune (India) Reports to- Account Manager Shift: Primarily Evening shift or Flexible. Experience: 10 to 12 years Job Type: Full-time The Assistant Account Manager will support the Account Manager in client management, financial analysis, and reporting while ensuring operational excellence, team development, and process adherence. This role requires a strong background in Record-to-Report (R2R) and General Ledger (GL). A key responsibility is managing work assignments, balancing team workload based on individual capacity and skill levels, and optimizing productivity. The AAM will drive the ...

Area Business Manager Small Business 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 t...

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...

About The Role : Job TitleKYC Associate LocationBangalore, 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 L...

About The Role : Job Title Regulatory & Cross Product Operations - Associate LocationBangalore, India Role Description As part of the Regulatory & Cross Product Ops (RCP) team, you will be responsible for understanding and monitoring various US Regulations as well as tactical and strategic analysis and remediation of Regulatory accounts impacting clients eligible for specific US Regulations. Youll support and contribute to daily monitoring and control reporting for various US Regulations along with being part of a team that works in close partnership with various stakeholders such as Compliance, Legal and the Client Lifecycle Management (CLM) on-boarding teams. What well offer you As part of...

Job Description: Identify new business opportunities in the solar and industrial sector. Develop relationships with potential clients and generate leads. Present company services and prepare business proposals. Coordinate with internal teams to meet client needs. Achieve monthly and quarterly sales targets. Skills Preference: Excellent communication and presentation skills. Strong client relationship and networking ability. Goal-oriented and proactive attitude.

Were 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 incent...

ABOUT THE ROLE We are seeking a highly driven and result - oriented Sales Professional with proven experience in IT Staffing Sales. The ideal candidate should be a closer " someone who thrives on targets, new client acquisition and revenue generation" . This role is not for business development support or relationship nurturing; it's for an aggressive salesperson who can bring in business, convert leads and build long-term profitable partnerships with clients in the IT Staffing Industry. KEY RESPONSIBILITIES Generate new business by identifying, prospecting and closing staffing sales opportunities across IT clients ( Domestic ). Own the entire sales cycle from lead generation to deal closure...

About The Role Project Role : Application Lead Project Role Description : Lead the effort to design, build and configure applications, acting as the primary point of contact. Must have skills : Oracle Financial Consolidation and Close (FCC) Good to have skills : NA Minimum 3 year(s) of experience is required Educational Qualification : 15 years full time education Summary :As an Application Lead, you will lead the effort to design, build, and configure applications, acting as the primary point of contact. Your typical day will involve collaborating with various stakeholders to gather requirements, overseeing the development process, and ensuring that the applications meet the specified needs...

About The Role Project Role : Application Lead Project Role Description : Lead the effort to design, build and configure applications, acting as the primary point of contact. Must have skills : Oracle Financial Consolidation and Close (FCC) Good to have skills : NA Minimum 5 year(s) of experience is required Educational Qualification : 15 years full time education Summary :As an Application Lead, you will lead the effort to design, build, and configure applications, acting as the primary point of contact. Your typical day will involve collaborating with various teams to ensure that application development aligns with business objectives, overseeing project timelines, and facilitating communi...

Role & responsibilities Periodic review Client onboarding - UK & Luxemburg Experience with Entity or individual KYC , Trust , Corporate Fund. Excellent communication - Written / Verbal required Immediate joiners preferred Candidates must be form Chennai location only Must have global banking exposure ***Do not apply candidate with experience of transaction monitoring exp *** Prepares for and onboards clients, opens and closes accounts and/or analyzes, reconciles and reviews incoming or outgoing data for accurate translation to platform. Determines the best set-up for client accounts and establishes or makes updates to client accounts. Prepares for the opening of new accounts once due diligen...

Business: 99Acres 99acres.com is India’s leading real estate classified portal (Launched in 2005), is the fastest growing business. Given the fact that real estate was the largest category for advertisements in the print media the potential for online real estate classifieds as a business is immense. Today, with a traffic share of more than 50%, 99acres is the clear leader amongst six major players. Job Description: Selling online property advertisements / branding solutions to clients by assessing their business requirements. Designing email campaigns to spread awareness of new products / Projects launched in the assigned region. Achieving sales targets / Acquisitions through focus on acqui...

Business: 99Acres 99acres.com is India’s leading real estate classified portal (Launched in 2005), is the fastest growing business. Given the fact that real estate was the largest category for advertisements in the print media the potential for online real estate classifieds as a business is immense. Today, with a traffic share of more than 50%, 99acres is the clear leader amongst six major players. Job Description: Selling online property advertisements / branding solutions to clients by assessing their business requirements. Designing email campaigns to spread awareness of new products / Projects launched in the assigned region. Achieving sales targets / Acquisitions through focus on acqui...

Responsibilities: * Manage mutual fund operations from A-Z * Ensure compliance with BSE guidelines * Oversee client onboarding process * Lead & develop team handling responsibilities * Collaborate with sales & marketing departments

Responsibilities: * Generate leads through cold calling & networking * Close sales with persuasive communication * Manage existing client relationships * Meet revenue targets consistently * Acquire new clients through business dev