3735 Client Onboarding Jobs - Page 20

Job summary: To co-ordinate, manage and support the daily sales marketing functions and initiatives within the local area, identifying new customer and business opportunities within local markets. Responsibility: Increase sales through the identification and cultivation of new customers. Develop a detailed data base of potential new customer/clients for the business. Plan and implement sales strategy plan; regularly updating the management team progress. Analysis and feedback of sales performance. Maintain comprehensive records and analysis on all sales marketing activity. Skills: Work closely with the sales management team to ensure a synergy of activity exists across the entire organizatio...

Responsibilities: Engage in recruitment process from sourcing to offer. Manage end to end hiring with efficiency. Opportunity to handle lateral hires. Collaborate on client onboarding initiatives. Must do client acquisition globally / Pan India Annual bonus

Responsibilities: Engage in recruitment process from sourcing to offer. Manage end to end hiring with efficiency. Opportunity to handle lateral hires. Collaborate on client onboarding initiatives. Must do client acquisition globally / Pan India Annual bonus

Operations provides support for all of Deutsche Banks businesses to enable them to deliver transactions and processes to clients. Our people work in established global financial centers such as London, New York, Frankfurt and Singapore, as well as specialist development and service centers in locations including Bucharest, Moscow, Pune, Dublin and Cary. We process payments in excess of a trillion euros across the banks platforms, support thousands of trading desks and enable millions of banking transactions, share trades and emails every day A dynamic and diverse division, our objective is to make sure that all our services are executed in a timely and professional manner, that risk is minim...

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 exec...

Warm Greetings from RIVERA MANPOWER SERVICES!!!! Vijay -9742630123 rivera.vijaygowda@gmail.com Roles and responsibilities: *Use transactional and customer records, external data, publicly- available information, and other information to identify suspicious or unusual activity and Conduct and perform quality control relative to a variety of investigation. *Types including policies, procedures, and reporting record keeping. Research on Suspicious Transaction Reports (STR) on a daily basis while ensuring compliance with federal regulations. *Performing end to end assessment and analysis of customers CASA account and reviewing transaction pattern to determine if transactions are inline with cust...

Position Title: Vertical Lead Innovspace (Coworking) Company: Aeonn Ark Pvt Ltd Location: Coimbatore Employment Type: Full-time Experience Required: 37 years in coworking, facilities, or business operations Annual Pay Range: 401,512.18 420,000.02 Health insurance Provident fund

Requirements Management: Lead the elicitation, analysis, documentation, and validation of functional and non-functional requirements from diverse business stakeholders. Manual Reconciliation of records (project specific requirement) Process Modeling: Analyze and map current (As-Is) and future (To-Be) business processes, identifying gaps and recommending solutions to improve efficiency and performance. Solution Design & Testing: Work closely with development teams to translate requirements into technical specifications, and support the QA team by reviewing test cases and validating the final solution against business needs. Stakeholder Communication: Facilitate meetings, workshops, and negoti...

Designation: Business Development Executive (B2C) Department: Academic Counsellor Location: Chennai, Valasaravakkam, Alwarthirunagar Salary: 2 LPA to 3.5 LPA Experience: Freshers- 3 years experience Senior Executive Business Development (B2C) I. Responsibilities Perform Basic Duties of a BDE Respond promptly to any issues that directly affect sales. Hire, onboard and train new team members in the sales team. Contact potential clients through cold calls, emails, and social media, presenting EduFynd services to generate leads and engagement. Engage and qualify inbound leads generated from organic and inorganic marketing campaigns Nurture leads through timely follow-up, providing relevant infor...

Client Coverage, Associate, Prime Brokerage. We're seeking someone to join our team as Associate who is responsible for overseeing all aspects of the client's accounts including financing, margin, trade clearing and settlement, cash management, and corporate actions. In the Prime Brokerage and Institutional Equity division, we provide our clients around the world with intellectual insights and innovative product solutions and services that help them generate alpha. Since 1935, Morgan Stanley is known as a global leader in financial services, always evolving and innovating to better serve our clients and our communities in more than 40 countries around the world. What You'll Do In The Role Se...

Guidestar India is looking for Analysts for NPO Due Diligence to join our dynamic team and embark on a rewarding career journey Collaborate with cross-functional teams to achieve strategic outcomes Apply subject expertise to support operations, planning, and decision-making Utilize tools, analytics, or platforms relevant to the job domain Ensure compliance with policies while improving efficiency and outcomes Disclaimer: This job description has been sourced from a public domain and may have been modified by Naukri.com to improve clarity for our users. We encourage job seekers to verify all details directly with the employer via their official channels before applying.

Area Business Manager WC Department Working Capital (WC) Location Reporting Relationship Will have team reporting to him. Will report to RBM Position Grade M5/M6 Job Role 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 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 the Location To inculcate in team members understanding of client bus...

Requirements Management: Lead the elicitation, analysis, documentation, and validation of functional and non-functional requirements from diverse business stakeholders. Manual Reconciliation of records (project specific requirement) Process Modeling: Analyze and map current (As-Is) and future (To-Be) business processes, identifying gaps and recommending solutions to improve efficiency and performance. Solution Design & Testing: Work closely with development teams to translate requirements into technical specifications, and support the QA team by reviewing test cases and validating the final solution against business needs. Stakeholder Communication: Facilitate meetings, workshops, and negoti...

Selling HDFCBank's products to new customers Onboarding of customers Handling customer queries and resolving complaints Achieving daily/monthly sales targets Ensuring KYC/AML compliance UpGrad is the official recruitment partner for HDFC Bank. Annual bonus Provident fund

Design Cafe is hiring a Sales Manager for Mumbai (Andheri Center) Address: Ground Floor, Vicino Mall, Shop no 18, 18A, Off New Link Rd, Oshiwara, Andheri West, Mumbai, Maharashtra 400102 Minimum Experience - 3 plus years in inside sales or similar Role - Individual Contributor Roles & Responsibilities: Make outgoing calls to potential customers to schedule high quality leads for sales. Identify customers needs, clarify information, research every issue, and provide solutions and/or alternatives. Seize opportunities to upsell services when they arise. Follow up with potential customers in a timely manner if necessary. Manage a large number of outbound calls in a timely manner. Document all ca...

As a Client Data Specialist 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 reviewe'd 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 a team including coaching and providing ongoing performance feedback. Track performance of individual team members over time to e...

Enables thought leadership and a team who are risk aware, empowe'red, 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 reviewe'd 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 ...

Engage with clients for all hiring & assessments related activities Develop high-quality client relationships, strategize and build effective plan for each client Systematic execution of delivery processes to meet requirements

Requirements Management: Lead the elicitation, analysis, documentation, and validation of functional and non-functional requirements from diverse business stakeholders. Manual Reconciliation of records (project specific requirement) Process Modeling: Analyze and map current (As-Is) and future (To-Be) business processes, identifying gaps and recommending solutions to improve efficiency and performance. Solution Design & Testing: Work closely with development teams to translate requirements into technical specifications, and support the QA team by reviewing test cases and validating the final solution against business needs. Stakeholder Communication: Facilitate meetings, workshops, and negoti...

Identify, acquire, and maintain relationships with small business clients to drive revenue growth and achieve sales targets. Provide ficial solutions including working capital loans, term loans, trade fice, and business accounts to meet client needs. Evaluate business performance, analyze creditworthiness, and prepare proposals for loan approvals. Collaborate with internal credit, operations, and risk teams to ensure smooth transaction processing and client onboarding. Regularly visit clients to assess business progress, address pain points, and offer advisory support for business expansion. Stay updated with market trends and competitors offerings to devise effective sales strategies and re...

Perform day to day management of a team including coaching and providing ongoing performance feedback. Track performance of individual team members over time to evaluate performance, learning and capability. Effectively address any service issues that might be escalated by either internal or external customers. Act independently and move forward without clear instruction or close supervision. Make decisions that are effective and well-grounded based on data, insight, and experience. Create an effective and efficient team through continuous communication, timely feedback, and appropriate supervisory practices. Organize workflow and distribute work appropriately. Support all aspects of client ...

Provide application support for JIRA and Confluence to IT the rest of the business Understanding of JIRA APIs and webhooks Support JIRA and Confluence users Work with business users to evaluate JIRA and Confluence plug-ins, determine licensing needs, and perform testing, installation and configuration of the plug-ins Utilizes design skills to define JIRA workflows and the related screen schemes for complex and high impact projects Implement custom xml based JIRA gadgets Support and configure JIRA plugins as required Generate documentation on workflows and processes implemented in JIRA to support runbooks Create JIRA projects, queries and reports as required

The opportunity Our global team of tax, operations and technology professionals provide services to financial institutions to meet their customer related regulatory obligations to tax authorities across global tax regimes. The primary role of a Tax Senior in CTORS is to support EYs clients in reviewing, analysing and updating client tax compliance information in clients system of records, review any changes from time to time, provide necessary support to related teams like tax reporting, with-holding, client onboarding, KYC, etc. Tax Seniors are required to ensure highest quality of tax deliverables, supervise, develop and mentor staff. They are also required to help managers strengthen rela...

Requisition Id 1626743 As a global leader in assurance, tax, transaction and advisory services, we hire and develop the most passionate people in their field to help build a better working world. This starts with a culture that believes in giving you the training, opportunities and creative freedom. At EY, we don't just focus on who you are now, but who you can become. We believe that its your career and Its yours to build which means potential here is limitless and we'll provide you with motivating and fulfilling experiences throughout your career to help you on the path to becoming your best professional self. The opportunity Director-National-SaT-SaT - TCF - Capital and Debt Advisory - Mu...

Requisition Id 1628085 As a global leader in assurance, tax, transaction and advisory services, we hire and develop the most passionate people in their field to help build a better working world. This starts with a culture that believes in giving you the training, opportunities and creative freedom. At EY, we don't just focus on who you are now, but who you can become. We believe that its your career and Its yours to build which means potential here is limitless and we'll provide you with motivating and fulfilling experiences throughout your career to help you on the path to becoming your best professional self. The opportunity Associate Vice President-AMI-SaT-SaT - TCF - M&A Advisory - Hyde...