2712 Client Onboarding Jobs - Page 22

We are looking for dynamic individuals to join our Mutual Fund Sales team. Direct Responsibilities: Acquire new clients with a minimum benchmark of assets under management (AUM). Grow the SIP (Systematic Investment Plan) book through new and existing clients. Increase AUM by mobilizing funds from existing and prospective investors. Broaden the client portfolio with active AUM. Meet branch-level business targets for AUM, SIPs, and new client acquisition.. Certification: NISM-Series-V-A: Mutual Fund Distributors Certification (Mandatory) Candidates with up to 1 years of experience in mutual funds, broking, or wealth management are also welcome Interested candidates can share CV to amit_ghosh@b...

We are looking for dynamic individuals to join our Mutual Fund Sales team. Direct Responsibilities: Acquire new clients with a minimum benchmark of assets under management (AUM). Grow the SIP (Systematic Investment Plan) book through new and existing clients. Increase AUM by mobilizing funds from existing and prospective investors. Broaden the client portfolio with active AUM. Meet branch-level business targets for AUM, SIPs, and new client acquisition.. Certification: NISM-Series-V-A: Mutual Fund Distributors Certification (Mandatory) Candidates with up to 1 years of experience in mutual funds, broking, or wealth management are also welcome Interested candidates can share CV to amit_ghosh@b...

We are looking for dynamic individuals to join our Mutual Fund Sales team. Direct Responsibilities: Acquire new clients with a minimum benchmark of assets under management (AUM). Grow the SIP (Systematic Investment Plan) book through new and existing clients. Increase AUM by mobilizing funds from existing and prospective investors. Broaden the client portfolio with active AUM. Meet branch-level business targets for AUM, SIPs, and new client acquisition.. Certification: NISM-Series-V-A: Mutual Fund Distributors Certification (Mandatory) Candidates with up to 1 years of experience in mutual funds, broking, or wealth management are also welcome Interested candidates can share CV to amit_ghosh@b...

We are looking for dynamic individuals to join our Mutual Fund Sales team. Direct Responsibilities: Acquire new clients with a minimum benchmark of assets under management (AUM). Grow the SIP (Systematic Investment Plan) book through new and existing clients. Increase AUM by mobilizing funds from existing and prospective investors. Broaden the client portfolio with active AUM. Meet branch-level business targets for AUM, SIPs, and new client acquisition.. Certification: NISM-Series-V-A: Mutual Fund Distributors Certification (Mandatory) Candidates with up to 1 years of experience in mutual funds, broking, or wealth management are also welcome Interested candidates can share CV to amit_ghosh@b...

We are looking for dynamic individuals to join our Mutual Fund Sales team. Direct Responsibilities: Acquire new clients with a minimum benchmark of assets under management (AUM). Grow the SIP (Systematic Investment Plan) book through new and existing clients. Increase AUM by mobilizing funds from existing and prospective investors. Broaden the client portfolio with active AUM. Meet branch-level business targets for AUM, SIPs, and new client acquisition.. Certification: NISM-Series-V-A: Mutual Fund Distributors Certification (Mandatory) Candidates with up to 1 years of experience in mutual funds, broking, or wealth management are also welcome Interested candidates can share CV to amit_ghosh@b...

Identify and pursue new business opportunities and strategic partnerships aligned with ORANTS AIs growth objectives. Build and maintain strong relationships with key stakeholders and potential clients. Conduct market research to identify trends, competitive landscapes, and potential areas for expansion. Develop compelling proposals and presentations to showcase ORANTS AIs solutions. Negotiate and close complex deals, ensuring mutually beneficial outcomes. Collaborate with internal teams (product, sales, marketing) to ensure seamless client onboarding and satisfaction. Requirements: 5+ years of experience in business development, preferably in the SaaS, AI, or Big Data industry. Demonstrated ...

Job Description : Develop and Keeping up-dated an Account Plan, develop business plan for HORECA. Generate the business through visiting Clients personally and meeting them time to time for getting repeat sales. Meeting Chef and Purchase managers, Executives, Owners of Hotels and Restaurants in assigned territory. Maintaining Customer Data. Client Meeting and Client Presentation. Understanding Client needs and suggesting appropriate product and services. Resolving problem and issues in the market and do trouble shooting if there is any complaint in the product. Working with the chefs & Regular meetings and follow-ups with top officials including F&B Manager, Chefs and Purchase decision maker...

Role & responsibilities Role Overview We are seeking a passionate, client-focused leader to head our Customer Success function for a a technology-driven healthcare organization . In this role, you will act as the primary advocate and strategic advisor for our enterprise clients, ensuring they achieve their business objectives through our health-tech platform. This position is pivotal in driving smooth onboarding , high user engagement, and 100% contract renewals by building trusted partnerships with mid- to senior-level client stakeholders. The ideal candidate comes from healthcare or adjacent sectors (insurance, wellness, corporate benefits) and brings enterprise-level account management ex...

Key Responsibilities: Lead and manage a team of 56 sales executives. Drive B2B client acquisition and deliver on sales targets. Plan and execute field sales strategies in line with company goals. Conduct regular team reviews, coaching, and performance monitoring. Ensure compliance with sales processes, documentation, and CRM usage. Identify opportunities for revenue growth and implement corrective actions. Candidate Profile: MBA (Marketing/Sales preferred) with min. 50% in Graduation & MBA, and 70% in 10th & 12th. 2–6 years of experience in B2B sales & team management . Strong communication, negotiation, and leadership skills. Age: Up to 32 years.

Key Responsibilities: Lead and manage a team of 56 sales executives. Drive B2B client acquisition and deliver on sales targets. Plan and execute field sales strategies in line with company goals. Conduct regular team reviews, coaching, and performance monitoring. Ensure compliance with sales processes, documentation, and CRM usage. Identify opportunities for revenue growth and implement corrective actions. Candidate Profile: MBA (Marketing/Sales preferred) with min. 50% in Graduation & MBA, and 70% in 10th & 12th. 2–6 years of experience in B2B sales & team management . Strong communication, negotiation, and leadership skills. Age: Up to 32 years.

We are looking for a detail-oriented and proactive Client Relationship Executive to support the sales team by managing administrative tasks, processing customer orders, and ensuring smooth coordination between departments. This role is vital for maintaining efficiency and customer satisfaction throughout the sales cycle. Key Responsibilities: Handle order processing and maintain accurate sales records in CRM/ERP systems Coordinate with internal departments (dispatch, accounts, design) to ensure timely delivery and billing Support sales executives with documentation and customer follow-ups Respond to customer inquiries via phone/email regarding order status, availability, and general informat...

The role focuses on managing channel partners to drive on-ground sales of subscription packages. Key responsibilities include team hiring, training, and performance management, ensuring sales productivity through daily monitoring of KPIs, driving conversions, managing partner payouts, and achieving sales targets. The position also involves implementing incentive structures and ensuring timely reporting as per SOPs. Manage channel partners to drive the sale of paid subscription packages through on-ground sales teams. Oversee end-to-end team operations including hiring, training, performance management, and retention. Conduct daily team meetings to ensure consistent qualitative and quantitativ...

Responsibilities: * Lead gen, client acq., onboarding, revenue growth in Outdoor Advertising sector * Drive business dev, sales, lead gen * Achieve targets through new client acquisitions * Generate leads, close deals, manage clients

Profile Brief We are seeking an Inside Sales Executive with 2-5 years of experience in sales and marketing. The ideal candidate will possess a strong understanding of the sales process and a passion for technology-driven solutions . Job description Engage with potential clients to understand their business needs and present suitable AI solutions. Generate leads through various channels including cold calling, email campaigns, and networking. Manage the sales pipeline, ensuring timely follow-ups and closing of deals. Provide product demonstrations and presentations to prospective clients. Maintain accurate records of sales activities and customer interactions in the CRM. Achieve monthly and q...

The role focuses on managing channel partners to drive on-ground sales of subscription packages. Key responsibilities include team hiring, training, and performance management, ensuring sales productivity through daily monitoring of KPIs, driving conversions, managing partner payouts, and achieving sales targets. The position also involves implementing incentive structures and ensuring timely reporting as per SOPs. Manage channel partners to drive the sale of paid subscription packages through on-ground sales teams. Oversee end-to-end team operations including hiring, training, performance management, and retention. Conduct daily team meetings to ensure consistent qualitative and quantitativ...

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 r...

Key Responsibilities: Lead and manage a team of 56 sales executives. Drive B2B client acquisition and deliver on sales targets. Plan and execute field sales strategies in line with company goals. Conduct regular team reviews, coaching, and performance monitoring. Ensure compliance with sales processes, documentation, and CRM usage. Identify opportunities for revenue growth and implement corrective actions. Candidate Profile: MBA (Marketing/Sales preferred) with min. 50% in Graduation & MBA, and 70% in 10th & 12th. 2–6 years of experience in B2B sales & team management . Strong communication, negotiation, and leadership skills. Age: Up to 32 years.

Job Title: Senior Associate Client Onboarding / Contract Administration Location: Pune Shift Timing: 6:30 PM 2:30 AM IST Senior Associate, Client Onboarding / Contract Admin Client Onboarding Contract Management The Markets Contract Management team is responsible for contract facilitation and document management functions including, but not limited to, contract acquisition, facilitation of contract execution, contract scanning, client and document data capture, contract upload and fund reconciliation, query management and associated controls of such activities, supporting the Markets business. The team partners closely with internal stakeholders including Legal, Credit, Transition and Sales ...

Sales Conversion Drive business growth by converting qualified leads into customers for door-to-door shipment services targeting Indian exporters. Client Education & Onboarding Educate potential clients about service offerings, clarify queries, and ensure a seamless onboarding experience. CRM Management Maintain accurate and up-to-date records in the CRM system to track lead status, interactions, and follow-ups. Target Achievement Consistently meet or exceed assigned sales targets through proactive outreach and client engagement. Field & Remote Interaction Conduct client meetings (in-person or virtual) to present solutions tailored to client needs. Cross-functional Coordination Collaborate w...

As a Wealth Manager at Floatr in Bangalore, you will leverage your 5+ years of experience to provide expert guidance on Mutual Funds, Bonds, and Life & Health Insurance products. Your role will involve assessing client profiles to recommend tailored solutions for both HNI and retail clients. You will acquire new clients through various channels and deliver personalized investment and insurance advice based on their financial goals. Your responsibilities will include overseeing the onboarding process primarily through the Floatr platform, maintaining strong client relationships through regular follow-ups and portfolio reviews, and staying updated on market trends and regulatory changes. Meeti...

You are a dynamic and Business Development Executive (Field Sales Executive) seeking an opportunity to join QUYNT Solution Private Limited, a trusted channel partner of Alibaba.com, in Bangalore, India. Your primary responsibility will involve identifying new business opportunities, onboarding clients, and promoting Alibaba.com's services. This is a full-time, on-site role specifically focused on B2B Business Development in Bangalore. Your key responsibilities include generating leads, engaging potential clients, educating businesses on setting up accounts on the B2B marketplace, analyzing market trends for expanding QUYNT's presence in the e-commerce sector, delivering sales presentations a...

The Senior Business Analyst role supports the business/product owner in translating customer insights into actionable User Stories for development teams to implement in short sprints. This role collaborates with stakeholders to complete required artefacts, aligns the team, and supports developers, analysts, and quality engineers in understanding product needs to ensure successful delivery. Responsibilities: Collaborate with Product Owners to define and document business requirements, translating customer insights into clear Stories with Acceptance Criteria. Support backlog prioritization and ensure value delivery. Partner with stakeholders to define product vision and desired outcomes. Refin...

Assistant Vice President, Client Onboarding Who we are looking for Client Onboarding Organization is the operational infrastructure for State Steet Markets and consists of Client Service and Operations and we are looking for a seasoned strong leader for our Client Onboarding team in India. Due to the role requirements this job needs to be performed primarily in the office with some flex work opportunities available Why this role is important to us The team you will be joining is a part of State Street Markets. As a leading provider of trading and lending solutions to the world's institutional investors, we deliver the industry's most innovative platforms, financing and portfolio solutions. O...

Who we are looking for State Street's Global Markets division (SSGM) is looking for a candidate with 3 to 5 years of experience in Client Onboarding. Knowledge of KYC, ISDA, CSA, EBC, Swap Doc, Port Rec, Variation Margin, Initial Margin & ISDA Stay Requirements would be an added advantage. Why this role is important to us The team you will be joining is a part of State Street Markets. As a leading provider of trading and lending solutions to the world's institutional investors, we deliver the industry's most innovative platforms, financing and portfolio solutions. Our capabilities are backed by proprietary, high-value research, insights and indicators that power clients investment decisions,...

You will be responsible for supporting the requirements of Accounts for Sterlite by providing end-to-end support to the Account Manager. Your key accountabilities will include maintaining customer education materials/documents related to customized offerings of the business unit, updating and managing a repository of customer points of contact for business development opportunities, creating documentation/presentations for new business pitches and client onboarding, introducing new engagement methods for existing key accounts, offering on-ground support for special programs for key accounts, and contacting existing customers to provide recommendations on how specific products or services can...