1629 Client Onboarding Jobs - Page 20

KYC Openings Bangalore location No notice Immediate joiners Walkin Interview 5 days work 2 week off US Rotational shift & off Call HR Nivetha-9035369666 Nivetham@thejobfactory.co.in

Role & responsibilities : 1. Ensure smooth processing of Onboarding applications & service requests as per TAT. 2. Ensure compliance as per Internal & regulatory guidelines. 3. Ensure timely response to queries, complaints and grievances. 4. Publish daily MIS/TAT reports 5. Serve as SPOC between central team and other Support functions. 6. Record Maintenance 7. Agent Onboarding and Servicing Key Skills: Hands on experience in Insurance and related domain English & Hindi plus another language would be advantage Must be well versed in MS- Excel Worked on ABS/Digit plus/ GGRL Good Communication, keen on taking ownership and responsibility, Flexible and Self- starter. Educational qualifications: Graduate/ Post Graduate

Role : Growth & Partnerships Intern Employment Type : Internship Work Mode : In-Office About Jobs Territory At Jobs Territory, we help companies hire better, faster, and smarter through innovative hiring models like RAAS (Recruitment-as-a-Service). We are looking for an energetic and ambitious Growth & Partnerships Intern to join our in-office team, supporting client acquisition and onboarding while meeting monthly targets. Key Responsibilities Research and identify potential clients in targeted industries Assist in outreach via calls, emails, and LinkedIn to generate leads Present Jobs Territory services and consultatively pitch to prospects Support in closing agreements and onboarding new clients Coordinate with internal delivery teams for seamless handover Maintain lead and pipeline data in CRM Requirements Pursuing or recently completed Bachelors degree (any stream) Strong verbal & written communication skills Confident, self-motivated, and target-oriented mindset Willingness to work from office and collaborate with the core sales team Interest in business development, sales, or client partnerships Why Join Jobs Territory? Hands-on experience in end-to-end B2B sales Opportunity to convert to a full-time role based on performance. Work directly with senior leadership on high-impact projects Learn how modern hiring models transform businesses Interested Candidate send updated cv on Soumyadeep (8951214950) / Anwesha (8147599261)

As a Sales Manager - Working Capital at FinAGG Technologies Private Limited, your role will involve managing day-to-day sales activities related to working capital solutions. You will be responsible for fostering client relationships, driving business growth, and ensuring the successful implementation of working capital solutions. The position is full-time and located on-site in Noida. To excel in this role, you should have proven experience in sales, particularly within the financial services sector or working capital solutions. You must demonstrate the ability to meet sales targets, drive revenue growth, and possess excellent communication and negotiation skills with a customer-oriented approach. A strong understanding of financial products and services, especially those related to working capital, is essential. Additionally, you should be able to thrive in a fast-paced and dynamic environment. Your responsibilities will include driving sales for invoice discounting and OD loan products, identifying and engaging with trader networks and DSA partners for lead generation, and building and managing a distributor channel to expand leads. You will need to develop a strong sales pipeline through market research, referrals, and direct sourcing, as well as present and explain product features, benefits, and terms of PID and OD. Collaboration with credit, operations, and risk teams for seamless client onboarding is crucial, along with leading customer generation and closure activities in partnership with telecalling and internal teams. Maintaining deep market knowledge, including understanding competition and customer requirements, and focusing on sourcing invoice financing products within the target base are key aspects of your role. In terms of qualifications, we are looking for candidates with a Bachelor's degree in Business, Finance, or a related field (MBA preferred) and at least 5 years of proven experience in sales for financial products like invoice discounting, loans, and overdrafts. You should have a strong knowledge of financial products, especially PID and OD, and possess excellent abilities to work under pressure and meet sales targets. Familiarity with CRM tools and MS Office, a sound understanding of regulatory compliance in the financial sector, and willingness to travel extensively within the territory are also important requirements. Your performance goals will include achieving individual and team sales targets, training and mentoring sales executives to boost performance, and staying updated on product features, industry trends, and regulations. If you are looking to make an impact in the Fin-Tech industry and play a pivotal role in driving the growth of SME/MSME and retailers in India's financial ecosystem, this opportunity at FinAGG Technologies Private Limited is perfect for you.,

As a Business Development Manager specializing in Upwork, you will be responsible for actively sourcing, bidding, and closing high-value IT projects on the Upwork platform. Your main tasks will include optimizing Upwork profiles, service offerings, proposals, and bidding strategies to increase visibility and client engagement. You will need to engage with clients through proactive and professional communication to convert leads into long-term business relationships. Collaboration with delivery, pre-sales, and marketing teams is crucial to ensure smooth client onboarding and project execution. Monitoring Upwork marketplace dynamics, trends, competitor strategies, and adjusting business development tactics accordingly will be part of your regular responsibilities. It will also be important to provide detailed performance analytics, tracking success rates, deal size, conversion rates, and revenue growth from the Upwork channel. To excel in this role, we are looking for candidates with at least 5 years of experience in securing high-value IT outsourcing projects exclusively through Upwork. A proven track record of winning enterprise-level deals, securing repeat business, and expanding revenue streams through Upwork is essential. Exceptional skills in proposal writing, negotiation, and client relationship management are required. Deep knowledge of Upwork's platform dynamics, bidding algorithms, and compliance standards is crucial. Existing relationships with Upwork clients and a history of successful project completions will be advantageous. A comprehensive understanding of IT outsourcing service models, pricing strategies, and project delivery requirements is necessary. Strong proficiency with CRM systems and the Microsoft Office suite will also be beneficial for this role.,

Responsibilities: * Manage client onboarding and maintenance * Ensure operational excellence through process management * Oversee SaaS product implementations and maintenance Flexi working Travel allowance Health insurance Employee state insurance Accidental insurance Annual bonus Performance bonus Sales incentives Course reimbursements

Seeking dynamic sales professionals for an exciting global sales role working with US-based clients and vendors. This position offers the chance to build a career in international markets while working from India in a US time zone (6 PM – 3 AM IST).

Seeking dynamic sales professionals for an exciting global sales role working with US-based clients and vendors. This position offers the chance to build a career in international markets while working from India in a US time zone (6 PM – 3 AM IST).

Profile to be hired for: Sales Executive Department: Sales & Business Development Location : BKC, Mumbai What are we looking to hire? We are looking for a Sales Executive to support our business development team. This role will involve lead generation, market research, and assisting in outreach activities. If you're a proactive individual eager to gain hands-on experience in sales within the startup ecosystem, this role is for you! Key Responsibilities: Lead Generation & Research: Identify and research potential clients (startups, founders, investors) through various channels and events. Outreach & Communication: Initiate outreach through calls, emails, and LinkedIn to generate interest and schedule meetings. CRM Management: Update and maintain records of leads, interactions, and sales progress. Market Insights: Stay updated on startup ecosystem trends, competitors, and potential business opportunities. Sales Support: Assist in drafting proposals, presentations, and pitch decks tailored to client needs. Event & Networking Support: Assist in setting up and managing Treelifes presence at startup events, webinars, and networking sessions. Key Requirements: 6 months to 1 year of experience in B2B Saas Sales MBA Students or recent graduates in Business, Marketing, Finance, or related fields. Strong communication and interpersonal skills. Interest in the startup ecosystem, financial & legal advisory services. Self-starter with a proactive approach to sales and client engagement.

KYC Openings Bangalore location No notice Immediate joiners Walkin Interview 5 days work 2 week off US Rotational shift & off Call HR Raksha@9900969073 raksha@thejobfactory.co.in

Execute client onboarding and periodic KYC reviews in accordance with regulatory standards and internal policies. vPerform due diligence checks including identity verification, ownership structure analysis, and risk assessment. Ensure accurate documentation and timely escalation of high-risk cases or exceptions. Collaborate with internal stakeholders to resolve data gaps and compliance issues

Execute client onboarding and periodic KYC reviews in accordance with regulatory standards and internal policies. vPerform due diligence checks including identity verification, ownership structure analysis, and risk assessment. Ensure accurate documentation and timely escalation of high-risk cases or exceptions. Collaborate with internal stakeholders to resolve data gaps and compliance issues

Execute client onboarding and periodic KYC reviews in accordance with regulatory standards and internal policies. vPerform due diligence checks including identity verification, ownership structure analysis, and risk assessment. Ensure accurate documentation and timely escalation of high-risk cases or exceptions. Collaborate with internal stakeholders to resolve data gaps and compliance issues

Execute client onboarding and periodic KYC reviews in accordance with regulatory standards and internal policies. vPerform due diligence checks including identity verification, ownership structure analysis, and risk assessment. Ensure accurate documentation and timely escalation of high-risk cases or exceptions. Collaborate with internal stakeholders to resolve data gaps and compliance issues

Job Title: Business Development Manager Location: Chennai Employment Type: Full-time Experience Required: 8+ years Languages: Proficiency in English is a must; Hindi & Telugu speaking will be an added advantage Role Summary: We are looking for an experienced and driven Business Development Manager with a strong background in the staffing and recruitment industry . The ideal candidate will be responsible for expanding our client base, forging long-term relationships, and driving revenue growth through strategic acquisition of new clients and accounts. Key Responsibilities: Identify and develop new business opportunities in the recruitment/staffing sector across domestic markets. Build and maintain strong relationships with decision-makers (HR Heads, Hiring Managers, Procurement Teams) in client organizations. Generate leads through cold calling, referrals, networking, and online research. Present and promote recruitment services through compelling pitches, proposals, and client presentations. Prepare and negotiate business contracts and service-level agreements. Stay up to date on industry trends, competitor activities, and client needs. Collaborate with internal recruitment teams to align business development efforts with delivery capacity. Regularly report on sales pipelines, forecasts, and business growth metrics to senior management. Attend client meetings (onsite/virtual) and recruitment industry events to strengthen partnerships. Competencies & Skills Required: Proven track record in business development/sales within the staffing or recruitment industry. Excellent verbal and written communication skills in English. Ability to communicate fluently in Hindi and Telugu will be a strong advantage. Strong negotiation, presentation, and interpersonal skills. Experience in drafting commercial proposals and managing the end-to-end sales cycle. Detail-oriented with excellent listening and analytical skills. Self-motivated, target-driven, and capable of working independently.

Work Potato is looking for a Client Partnership & Business Development Executive to support client acquisition and drive growth for our HR consultancy services. This role focuses on expanding our client base and building long-term partnerships in the recruitment, staffing, and HR solutions space. Roles and Responsibilities: Generate leads through cold calling, networking, and referrals Pitch HR consultancy services including recruitment, staffing, and compliance solutions Prepare and deliver client proposals, service decks, and pricing Convert prospects into long-term clients and maintain client relationships Coordinate with HR delivery teams for seamless service execution Meet individual business development targets and contribute to team revenue goals Desired Candidate Profile: 3-5 years of B2B sales/business development experience in recruitment, staffing, or HR consultancy Strong understanding of HR outsourcing, recruitment processes, and workforce solutions Excellent verbal and written communication skills Self-driven with a consistent record of meeting or exceeding sales targets Education: UG: Any Graduate Immediate Joiners preferred In case of any query, kindly connect on 9330198008 or email on hrdesk@workpotato.in

Designation: Business Development Executive Exp: 3-6 years Hyderabad (on-site) Responsibilities: * Generate leads through cold calling & emails campaigns * Close deals with clients * Manage international client relationships * Drive B2B sales growth Health insurance Annual bonus

About The Role Skill required: Retirement Solutions - Customer Service Designation: Customer Service Analyst Qualifications: Any Graduation Years of Experience: 3 to 5 years About Accenture Combining unmatched experience and specialized skills across more than 40 industries, we offer Strategy and Consulting, Technology and Operations services, and Accenture Song all powered by the worlds largest network of Advanced Technology and Intelligent Operations centers. Our 699,000 people deliver on the promise of technology and human ingenuity every day, serving clients in more than 120 countries. Visit us at www.accenture.com What would you do The Client Services Analyst provides day-to-day support for retirement plan clients. Working under close supervision, this job supports clients during the onboarding process, maintains day-to-day contact with clients, and writes and issues client communications.Services clients, drives best practices, and improves client outcomes through excellent customer service and operational excellence.Respond to client service needs and own end to end identified tasks through a centralized service model.Provides operational and administrative support including but not limited to online remittance support, file exchange, involuntary distributions, lost earnings calculations, plan document and plan design support, plan remediations,Builds institutional knowledge and relationships while enhancing functional understanding of our clients services and products.Submits and tracks service request work items appropriately in partnership with business partners. US Retirement services:- 401k, 403B, Defined contribution, Client Service Management, Plan Management Services, Plan document, Plan Implementation etc Review specific client requirements and artifacts for completeness and accuracy and notify Implementation TeamReview and updates configuration fields.Review Air Traffic Control report for Plan Merger and Bulk Cross Contract Transfer projectReview artifacts and timeline, ask clarifying questions, answer any questions regarding Client Requirement to Implementation Team.Perform large set of RRMD/MDO payment within deadline for impacted participants What are we looking for Performs research, analyzes data and follows up with other functional departments to answer ad-hoc client queries on Fund Transfer and Investment Line up checkEnsures that all individual trades and accounts have been reviewed and verified before performing Fund Transfer and RRMD/MDO payoutPrepares and delivers Impacted participant list to Implementation team before performing RRMD/MDO payouts during Plan Merger and Bulk Cross Contract TransferDeletion of recurring RRMD payment after payoutRRMD Re-establishment for future payment after participant fund transfer to New PlanReview client requirement and impacted participant list with implementation team for projects before execution or Fund TransferUnderstanding of Required Minimum Distribution calculation and OMNI systemReview updated and policy change regarding RMD payoutSystematic Withdrawal Payment and US Taxation updatation in system Roles and Responsibilities: Experience in the US retirement industry mandatoryUnderstanding of Require Minimum Distribution and US Tax calculationKnowledge Management Review and update the process documents to maintain updated repository of the process(es) docs.Training & Certification Completes trainings on time and provides inputs on the training/ certification methodology to the transition team to ensure right skilling on engagement.Proficient in Excel formulaes, running queries in databases, exception handling, and execution.Flexile to work in Night shifts.Open to working in core Night shifts based on business requirementsGood verbal & written communication skillsGood typing skills and attention to detail.Good time management skillsAbility to work independently or with minimal supervision3+ years of experience preferred Qualification Any Graduation

Execute client onboarding and periodic KYC reviews in accordance with regulatory standards and internal policies. Perform due diligence checks including identity verification, ownership structure analysis, and risk assessment. Ensure accurate documentation and timely escalation of high-risk cases or exceptions. Collaborate with internal stakeholders to resolve data gaps and compliance issues

Execute client onboarding and periodic KYC reviews in accordance with regulatory standards and internal policies. Perform due diligence checks including identity verification, ownership structure analysis, and risk assessment. Ensure accurate documentation and timely escalation of high-risk cases or exceptions. Collaborate with internal stakeholders to resolve data gaps and compliance issues

Execute client onboarding and periodic KYC reviews in accordance with regulatory standards and internal policies. Perform due diligence checks including identity verification, ownership structure analysis, and risk assessment. Ensure accurate documentation and timely escalation of high-risk cases or exceptions. Collaborate with internal stakeholders to resolve data gaps and compliance issues

Execute client onboarding and periodic KYC reviews in accordance with regulatory standards and internal policies. Perform due diligence checks including identity verification, ownership structure analysis, and risk assessment. Ensure accurate documentation and timely escalation of high-risk cases or exceptions. Collaborate with internal stakeholders to resolve data gaps and compliance issues

Ample is Hiring for Business Developer (BD) Location - Pune Experience Level - 3+ Work Mode - WFO Job Description Client Acquisition : Identify and target potential clients in the industry sectors that align with our expertise. Develop and execute strategies to acquire new clients. Market Research : Stay updated on industry trends, market conditions, and competitor activities to identify potential business opportunities and threats. Client Relationship Management: Build and maintain strong relationships with existing clients to ensure client satisfaction and repeat business. Revenue Generation: Achieve and exceed monthly, quarterly, and annual revenue targets through client acquisition, upselling, and cross-selling of our services. Networking : Attend industry events, conferences, and networking opportunities to establish and strengthen the company's presence within the market. If anyone is interested, share your updated resume to Ashok.naik@ampleint.com

The KYC Due Diligence team in ISPL is responsible for the Preparation of files due for periodic reviews (Recertification) for existing customers and (Onboarding) for new clients of BNP Paribas across multiple countries across APAC, EMEA and America. It is extended team working with onshore counterpart to support completion of KYC on all existing and new clients of BNP Paribas. Responsibilities Direct Responsibilities Perform due diligence on Institutional clients across all risks for SDD, CDD & EDD files (low, medium and high) Exposure on retrieving client documents doing public searches, registries and client websites Have minimum of 3 to 4 years of end-to-end KYC experience on Corporate/Financial Institutions. Interaction with Internal and external clients to explain and source KYC information Perform required KYC screenings on customers documenting the information obtained on the clients as required by global KYC procedure. Obtain mandatory documents and reports as per KYC requirements Perform necessary checks to identify politically exposed persons, sanctioned, Adverse Information on individuals and entities and mitigate risks associated with financial crimes. Implement additional steps, validating KYC risk compliance bases on research of customer records Constant and regular review of processes and areas to be in line with the new developments and gain efficiency. Ensure data and documents are entered (scanned and archived) into systems properly Ensure the files pass all quality and control reviews. Escalate concerns / issues as needed as company guidelines and local requirements. Communicate within the team, Compliance, the business and IT. Contributing Responsibilities Contribute to the implementation of Permanent Control policies and procedures in day-to-day business activities Ensure all requests received are assigned within the team and drives the team to achieve the expectation set by onshore Active participation in regular review of operational procedural changes /requirements during processing functions / staff meetings Technical & Behavioral Competencies 1.1 Good communication skills is a pre-requisite 1.2 Accuracy and rigor 1.3 Team player 1.4 Fluent in English; Knowledge of French or a foreign language would be a plus 1.5 Adaptable flexible approach to the working environment 1.6 Ability to work on multiple IT systems 1.7 IT literate and familiar with Microsoft Office (Excel to macro level), PowerPoint 1.8 Flexibility to work in shifts Specific Qualifications (if required) 2.1 University Graduate 2.4 Sound knowledge of the on boarding/ KYC recertification process 2.5 Knowledge of the global and local regulations related to banking and financial services. Skills Referential Behavioural Skills : (Please select up to 4 skills) Decision Making Attention to detail / rigor Communication skills - oral & written Client focused Transversal Skills: Ability to develop others & improve their skills Ability to understand, explain and support change Ability to develop and adapt a process Education Level: Bachelor Degree or equivalent Experience Level (differ by position) At least 3 years

The Global Macro Rates Sales Assistant is responsible for assisting the front office (Sales) in their day-to-day activity through, but not limited to, proper deal capture flow, life cycle events, queries and controls of trades post execution. Responsibilities o Work closely with various internal parties i.e. Sales, Trading, Business Managers, RMs, Operation, IT, Risk, Client Services, Compliance, Legal etc Assist FO to book simulation tickets in internal systems for unwind / re-coupon / package pricing purposes o Contribute to the implementation of operational permanent control policies and procedures in day-to-day business activities. o Coordinate with client onboarding team to ensure account opening requests are actively followed, and ensure client information is accurately captured into management reporting system o Ensure sales credits are accurate/input sales credit on traded tickets o Input trades into the various FO systems such as Markitwire, APEX and STAR accurately and on a timely manner o Liaise with ETRADING team on electronic trading matters (discussions, bugs, enhancements) o Liaise with internal MO/BO and external counterparties to ensure smooth operations and resolve issues that may arise o Maintain good working relationships and open communication channels with all control functions o Monitor and affirm novation tickets on Markitwire o Monitor various control reports o Participate in process improvements or project discussions o Response to FO queries on trades issues/client accounts o Support Rates Sales based in locations like Singapore, Australia, Hong Kong Contribute to SA procedures and BCP plans Contribute in the implementation of internal and external audit recommendations related to the Global Macro business where SAs are involved. Direct contribution to BNPP operational permanent control framework When required, a point of contact for internal departments (market risk, collateral, credit, back office, middle office, IT) within each local location. Also participate in continuous improving of work flow and product developments, including system migrations and system enhancements Specific Qualifications (if required) Degree in Finance, Business or Banking Minimum 2-5 years of experience working in a related role (middle-office or front office assistant) Strong product knowledge Good understanding of market conventions, workflows and transaction life cycles to ensure a successful and smooth process Good interpersonal skills Ability to thrive under pressure and in a fast-paced environment Ability to work independently as well as a strong team player Effective communication skills - written and verbal Excellent attention to details and good problem solving skills Risk awareness and understands its impact to Front Office and Operational risk Strong programming or computer skills is an advantage (VBA, Python) Knowledge of BNPP systems would be a plus Skills Referential Behavioural Skills : (Please select up to 4 skills) Ability to collaborate / Teamwork Critical thinking Communication skills - oral written Attention to detail / rigor; Ability to work under pressure Transversal Skills: Good Analytical MindsetGood IT Knowledge (e.g., excel, VBA, SQL, data-analysis) Education Level: Bachelor Degree or equivalent