4732 Client Onboarding Jobs - Page 21

Responsibilities: Lead generation through networking & market research Manage existing client relationships Close deals with new clients Communicate effectively with team & stakeholders Business and account management Client communication

Position Purpose To be part of the Client onboarding team based in Mumbai. The purpose of this team is to connect Global clients to the global trading platform for trading in US/EMEA/APAC markets Responsibilities Direct Responsibilities Job Tasks (directly linked to the objectives of the employee) The person will prepare, supervise, coordinate and implement client connectivity with clients or vendor teams The connectivity is based on FIX, the Financial Information exchange Protocol The role requires to build strong relationship with clients IT and infrastructure teams and to liaise closely with various BNPP teams, on IT (infrastructure/production and development) and business side (Client Se...

Role & responsibilities Daily Production Workflow(Subject Matter Expertise on Onboarding & KYC) Coordinates with internal partners such as Front, Middle and Back Office staff to obtain required information and applicable documentation related to client on-boarding and KYC production Initiates and completes high quality KYC files inclusive of data input, research and analysis Identify data anomalies and assist on root cause analysis to minimize errors Maintain detailed tracking of KYC file status and other customer record activities to ensure completion within required timeframes Independently manage multiple simultaneous requests inclusive of customer data maintenance in a high pressure work...

• Conduct market research to identify new business prospects and potential client segments. • Generate leads • 13 years of experience in business development or sales (freshers with good communication skills can apply). Performance bonus

Eligibility Criteria: Two-Wheeler & Laptop is Mandatory. Roles and Responsibilities: Sell the PETPOOJA restaurant billing platform and other VAS. Gather sales lead from the market and approach restaurants actively and get them on board with PETPOOJA as a partner. Maintaining a strong relationship with restaurant owners and advising them on issues related to the market and offering solutions on the same. Sign contracts with restaurants along and handle the inquiries from existing and new clients, Conduct promotional events/marketing activities to develop new contacts and increase the user base. Manage the sales administration function, operational performance reporting, streamlining processes...

Identifying and researching potential clients, generating leads through various channels (cold calling, networking, online research), and qualifying leads to ensure they align with the company's target market.

Manage all Instagram and WhatsApp leads, engage instantly, build rapport, nurture their interest, conduct qualification calls, close clients into paid programs, update CRM accurately, and maintain strong follow-ups to achieve monthly sales targets.

We are looking for a highly skilled and experienced Customer Onboarding Specialist to join our team at QuickReply.ai. The ideal candidate will have a strong background in customer onboarding and excellent communication skills. Roles and Responsibility Develop and implement effective onboarding processes to ensure seamless integration with our products. Collaborate with cross-functional teams to identify and prioritize onboarding requirements. Design and deliver customized onboarding plans for each new customer. Conduct regular check-ins and progress updates to ensure successful onboarding outcomes. Identify and mitigate potential risks or issues during the onboarding process. Analyze custome...

Syfe is APACs largest and fastest-growing digital wealth platform, trusted with over US$10 billion in assets. We are fundamentally changing how hundreds of thousands of people across Asia-Pacific build wealth through a holistic approach to managing money rather than just pushing investment products. Backed by world-class investors and recognised as a leader in wealthtech, we are a team of passionate builders creating the future of wealth management. The Opportunity Reporting to the Senior Compliance Manager in Singapore, you will work closely with key internal stakeholders to ensure the maintenance of Syfes obligations as a licensed entity. Location: Gurgaon What You ll Do Perform anti-money...

Account Manager B2B SaaS Company: Reccopilot - AI recruitment SaaS Location: Remote About Reccopilot Reccopilot is an AI copilot for full-time hiring. We automate sourcing, screening, ranking, candidate comms, and interview scheduling, so Talent teams hire faster with fewer manual steps. We serve SMEs and mid-market companies across the US, UK, and Canada (expanding in India). Role Summary You will own the trial to paid funnel and post-sale outcomes for a named book of prospects/customers. Youll guide 714 day trials to first value, convert to paid, onboard quickly, and drive renewals/expansion. Hours: Customer-aligned; ability to cover US/UK overlaps when needed What Youll Do Own trials to c...

Role & responsibilities It involves identifying company ownership structures, verifying ultimate beneficial owners (UBOs), and assessing risk factors to prevent fraud, money laundering, and financial crimes . Legal entity verification: Confirming the legal existence and registration status of the business. For business verification, financial institutions must collect and validate information such as the business name, address, registration number, and the identities of key executives or beneficial owners. Beneficial ownership and control information: Identifying the ultimate beneficial owners, those who own or control the business. Financial institutions must understand the ownership struct...

Role & responsibilities It involves identifying company ownership structures, verifying ultimate beneficial owners (UBOs), and assessing risk factors to prevent fraud, money laundering, and financial crimes . Legal entity verification: Confirming the legal existence and registration status of the business. For business verification, financial institutions must collect and validate information such as the business name, address, registration number, and the identities of key executives or beneficial owners. Beneficial ownership and control information: Identifying the ultimate beneficial owners, those who own or control the business. Financial institutions must understand the ownership struct...

We are seeking a proactive and results-driven Client Acquisition Specialist to identify, engage, and convert prospective clients. The ideal candidate will be skilled in sales outreach, relationship building, Negotiate and close deals to meet .

Hi We are hiring for the Leading ITES Company for Sr. Associate Dispute Analyst. Key Highlights: a) Grad/UG with Min 1 Year in banking dispute handling or fraud claims b) Knowledge of AML and KYC regulations and best practices. c) Analytical and critical thinking skills. d) Attention to detail and strong organizational abilities. e) Effective communication and teamwork skills. f) 5 Days Work Focuses on investigating financial discrepancies and suspicious activities to prevent money laundering, fraud, and financial crimes . Responsibilities include analyzing data for fraudulent patterns, managing disputes, conducting investigations, collaborating with teams, providing expert advice on mitigat...

As a Compliance Officer at Syfe in Gurgaon, you will be reporting to the Senior Compliance Manager in Singapore. Your primary responsibility will be to ensure the maintenance of Syfe's obligations as a licensed entity. **Key Responsibilities:** - Perform anti-money laundering (AML), combating the financing of terrorism (CFT), and know-your-client (KYC) activities, including Client Due Diligence (CDD), Enhanced Due Diligence (EDD), ongoing name screening, periodic CDD reviews, and transaction monitoring for potential suspicious activities. - Prepare Suspicious Transaction Reports (STRs) as required, ensuring timely escalation and documentation. - Collaborate with internal stakeholders, such a...

Role Overview: As a Client Success Manager at Codilar, you will play a crucial role in ensuring the success and satisfaction of our clients. Your primary responsibilities will include serving as the main point of contact between clients and internal teams, driving client onboarding and adoption processes, maintaining long-term relationships, managing client expectations, and identifying growth opportunities. Key Responsibilities: - Serve as the main liaison between clients and internal teams, ensuring seamless communication and satisfaction. - Drive client onboarding, training, and adoption processes to ensure quick time-to-value. - Maintain long-term relationships with clients, understandin...

This role builds skills in Business Development, Client Acquisition and Digital Marketing Sales. Gain experience in client communication, lead generation and market research. Includes a 3-month probation with full-time based on performance.

We are hiring a Manager Client Acquisition to onboard new companies for our recruitment and HR solutions. The role involves generating leads, pitching services, building corporate relationships, and driving business growth. Key Responsibilities Identify and acquire new clients for recruitment services. Generate leads through cold calling, LinkedIn outreach, and networking. Conduct client meetings and understand hiring requirements. Maintain sales pipeline, follow-ups, and closures. Coordinate with the recruitment team for smooth service delivery. Prepare weekly reports on business development activities. Required Skills 2- 5 years ( or more) in client acquisition/BD (preferably in recruitmen...

Responsibilities: * Manage pipeline, close deals. * Generate leads, cold call prospects. * Drive revenue growth through new biz dev. * Acquire clients, onboard & retain them. * Collaborate with sales team on strategy. Flexi working Annual bonus Sales incentives Performance bonus

SUMMARY Job Title: L1- Transaction Monitoring Analyst Job Role: Senior Process Executive /Subject Matter Expert Relevant Experience Desired: 1.5 yr - 8 Yr Location: Hyderabad Shift: US Shift Education: Bachelor’s degree in commerce or accounting/ Any other Degree with relevant experience. Responsibilities: Conducting initial review of customer account activity flagged by the Bank’s automated monitoring system. Identifying potential unusual activities in the account. Writing comprehensive analysis/risk assessment of the account activity and providing detailed disposition for alert closure or escalation. Ensuring all procedural and guidance documents remain current and compliant with regulator...

About Us Quantanite is a global customer experience and digital solutions partner that blends cutting-edge AI with the human touch. Headquartered in London and operating across four continents, our 2,000-strong team helps some of the worlds fastest-growing brands scale smarter, work faster, and deliver better serviceevery time. Were not your typical outsourcing company. We believe great service is built on two things: smart tech and even smarter people. From our proprietary AI tools like MBIUS to our collaborative, people-first culture, we give our teams the tools, training, and trust they need to make an impact. If you’re passionate about leading teams, driving performance, and shaping exce...

Role & responsibilities Job Responsibilities: It involves identifying company ownership structures, verifying ultimate beneficial owners (UBOs), and assessing risk factors to prevent fraud, money laundering, and financial crimes . Legal entity verification: Confirming the legal existence and registration status of the business. For business verification, financial institutions must collect and validate information such as the business name, address, registration number, and the identities of key executives or beneficial owners. Beneficial ownership and control information: Identifying the ultimate beneficial owners, those who own or control the business. Financial institutions must understan...

As a Sales Executive, your role involves identifying and onboarding new B2B clients, including manufacturers, distributors, SMEs, and corporates. You will be responsible for generating qualified leads through outbound calls, meetings, and networking. Understanding client requirements and proposing suitable transport solutions is crucial for success in this position. Additionally, you will prepare, share, and negotiate quotations/contracts with business clients to secure deals. Key Responsibilities: - Identify and onboard new B2B clients (manufacturers, distributors, SMEs, corporates) - Generate qualified leads through outbound calls, meetings, and networking - Understand client requirements ...

Job Description: You will be responsible for driving B2B and B2C sales for coworking memberships and private offices. Your key responsibilities will include conducting workspace tours and converting leads into clients. Additionally, you will be managing client onboarding to ensure an excellent member experience. Qualification Required: - No specific qualifications mentioned, but prior sales or customer service experience would be beneficial. About Company: Cowerkz is a co-working space based out of Pune, Maharashtra. The company owns and operates 2 centers in Pune, providing fully furnished and well-equipped office spaces on a managed or shared basis. Cowerkz caters to solopreneurs, entrepre...

Role Overview: As a Compliance Officer, your primary responsibility will be to ensure adherence to regulatory frameworks set by BSE, NSE, INX, IFSC, and SEBI. You will be required to monitor and implement internal control systems to meet statutory and exchange guidelines. Additionally, you will prepare and submit periodic compliance reports, returns, and disclosures to exchanges and regulators. Your role will also involve liaising with exchanges, depositories, and regulatory bodies for all compliance-related matters. Conducting internal audits and inspections to identify compliance gaps and suggest corrective actions will be part of your routine tasks. Moreover, you will be responsible for m...