2712 Client Onboarding Jobs - Page 23

You will play a crucial role in driving the onboarding of AuthBridge Customers, focusing on identifying areas for improvement in the onboarding processes and features. This position involves collaborating with Sales, Solutioning, and Product teams to ensure all client requirements are effectively configured on the platform. The ideal candidate should possess strong problem-solving and project management skills, along with a deep understanding of the B2B SaaS model and third-party applications to streamline manual processes and enhance the efficiency of the onboarding team. If you excel in a dynamic, innovative, and cross-functional work environment, this opportunity is well-suited for you. Y...

About PropCompany: At PropCompany, you play a vital role as a trusted advisor, assisting HNIs, investors, and corporate clients in making well-informed property decisions. Specializing in high-end residential, commercial, and investment opportunities, we prioritize offering expert guidance and exceptional service. Role Overview: As a proactive and persuasive telecaller at PropCompany, your primary objective is to engage with potential clients and initiate valuable connections. Your key responsibility involves scheduling initial discovery meetings with qualified prospects, comprehending their requirements, and positioning PropCompany as their preferred real estate consultant. Responsibilities...

As an Assistant Director in the Credit Ratings Industry, your primary role will involve driving growth in the business by focusing on client acquisition, relationship management, and revenue generation. You will be responsible for originating rating business for mid/large corporate groups in the assigned region and developing strong relationships with both existing and new clients. Your key tasks will include identifying unrated clients and facilitating their transition to the rated domain for fundraising purposes. Furthermore, you will need to ensure operational efficiency by keeping CRM updates, maintaining sales MIS reporting, and achieving quarterly and annual sales targets to drive reve...

Drive EXIM container volume growth to meet or exceed the target of 1000 TEUs per month. Identify and secure new business opportunities in the Commodities, Technology, E-commerce and Retail sectors. Conduct in-depth market research to analyze customer requirements, market trends and competitor strategies. Build and maintain a strong sales pipeline through cold calling, networking, referrals, and industry events. Create and deliver impactful sales presentations and customized proposals. Collaborate with internal teams (operations, customer service, and finance) to ensure effective client onboarding and service fulfillment. Negotiate contracts and pricing, balancing profitability with client sa...

Drive EXIM container volume growth to meet or exceed the target of 1000 TEUs per month. Identify and secure new business opportunities in the Commodities, Technology, E-commerce and Retail sectors. Conduct in-depth market research to analyze customer requirements, market trends and competitor strategies. Build and maintain a strong sales pipeline through cold calling, networking, referrals, and industry events. Create and deliver impactful sales presentations and customized proposals. Collaborate with internal teams (operations, customer service, and finance) to ensure effective client onboarding and service fulfillment. Negotiate contracts and pricing, balancing profitability with client sa...

Job Description • Job Location: Gurgaon • Completely Work from Office • Fixed Timings: 10 AM to 7 PM • Fixed Off: Every Sunday and Alternate Saturdays. 5.5 Days a week working. • Off-roll • Minimum Graduate • Individual contributor role At MakeMyTrip, our client relationships are our top priority. Were looking for a dedicated and personable account manager to maintain our clients accounts and serve as our main point of contact. Our ideal candidate will have a passion for helping others and a drive to provide exceptional customer service. Applicants should also be comfortable working with spreadsheets, audits, and other organizational software. If this sounds like you, apply today and help us...

Dear Aspirant, Were currently hiring for the position of Business Development Executive, and based on your background, we believe you might be a great fit! About the Role: This is an exciting opportunity to join a fast-growing team where you'll play a crucial role in driving our outbound B2B outreach. If you're confident on the phone, thrive in a target-driven environment, and enjoy connecting with people, wed love to hear from you. Key Responsibilities: Make outbound calls to B2B prospects Introduce and explain our project-based services Qualify potential sales leads based on client needs Log all calls and outcomes in our CRM Coordinate with the sales team to schedule meetings Achieve and e...

Responsibilities: * Develop growth strategies for clients * Conduct market research & analysis * Conduct survey for competitor landscape * Onboard and Manage client relationships * Acquire new clients via digital/offline channels Health insurance Work from home Travel allowance Food allowance Sales incentives Annual bonus Prevention of sexual harrassment policy Mobile bill reimbursements Performance bonus Returning mother's program

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...

What youll tackle Serve as the main point of contact for client inquiries, requests, and issue resolution. Develop and maintain strong, long-lasting relationships with new and existing clients. Understand client needs and business objectives to effectively manage expectations and deliverables. Onboard new clients, providing them with comprehensive information about our products and services. Coordinate with internal teams (e.g., technical support, sales, product development) to ensure client requirements are addressed promptly and effectively. Proactively communicate updates, new features, and relevant information to clients. Gather client feedback and insights to share with internal teams f...

What youll do Your core job is to own our customer relationships , make them successful and fans of BiteSpeed. Client onboarding, tracking product adoption for our enterprise customers, ensuring they are getting maximum value leading to upsells and expansion revenue. Becoming a trusted product advisor for our customers, helping them with all the tricks of the trade to get maximum value from BiteSpeed. Managing cross-sells for new products and renewals , owning expansion revenue at an account level. Building the playbook for our customer success function to scale for the next stage of growth. What makes you a good fit You care about delivering a service experience that parallels a Michelin st...

Responsibilities - Your core job is to own our customer relationships, make them successful, and fans of BiteSpeed. Client onboarding, tracking product adoption for our enterprise customers, ensuring they are getting maximum value, leading to upsells and expansion revenue. Becoming a trusted product advisor for our customers, helping them with all the tricks of the trade to get maximum value from BiteSpeed. Managing cross-sells for new products and renewals, owning expansion revenue at an account level. Building the playbook for our customer success function to scale for the next stage of growth. Requirements - You care about delivering a service experience that parallels a Michelin-starred ...

Overview: As a Mutual Fund Operations professional, your responsibility will be to oversee the operational aspects of mutual funds, ensuring seamless execution and compliance with industry regulations. You will handle all key functions such as client onboarding, trade processing, reconciliations, compliance management, and client servicing. Your role is crucial in maintaining efficiency, accuracy, and regulatory adherence in mutual fund operations. Key Responsibilities: Client Onboarding: Facilitate end-to-end client onboarding, ensuring smooth account setup and documentation completion. Maintain accurate records of client onboarding processes for audit and compliance purposes. Trade Process...

Job Details: Customer Success Manager - AWS Solution In-Office Bengaluru, Karnataka, India About Nimesa: Why Nimesa? The next war would be cyberwar and all the critical digital infra of the world is under attack. Nimesa is at the forefront of helping businesses and the government protect themselves from attacks and recover them without any downtime and data loss. Your code will be deployed and protect many leading brands of the world. If you connect with our mission, we are looking for you to join our team and mission. Position Overview: We are seeking a dedicated and results-driven Customer Success Manager- AWS Solution with 3-7 years of experience to join our team. In this role, you will b...

Job Title: Dealer Sales Manager Location:- Pune Role Overview: As a Dealer Sales Manager, you will be responsible for driving sales, expanding the dealership network, and managing relationships with car and bike dealerships in your assigned region. This involves generating new business, managing leads, and ensuring customer satisfaction. Key Responsibilities: New Dealer Acquisitions: Onboard new car and bike dealerships in your assigned territories. Lead Management: Manage and follow up on leads, coordinate test drives, and confirm bookings. Business Development: Generate revenue from dealerships and OEMs by selling digital services and media products. Revenue Collection: Ensure timely payme...

Job Title: Dealer Sales Manager Location:- Surat Role Overview: As a Dealer Sales Manager, you will be responsible for driving sales, expanding the dealership network, and managing relationships with car and bike dealerships in your assigned region. This involves generating new business, managing leads, and ensuring customer satisfaction. Key Responsibilities: New Dealer Acquisitions: Onboard new car and bike dealerships in your assigned territories. Lead Management: Manage and follow up on leads, coordinate test drives, and confirm bookings. Business Development: Generate revenue from dealerships and OEMs by selling digital services and media products. Revenue Collection: Ensure timely paym...

Responsibilities: * Visit clients in assigned territory * Build and maintain client relationships * Generate leads through cold calling * Manage territory, achieve sales targets * Maintain excel sheet of contacts * Collaborate with marketing team Performance bonus

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,...

About Us: Integra Ventures is a leading project management consultancy firm specializing in the healthcare sector. With a strong presence across India, we provide end-to-end solutions including healthcare planning, infrastructure development, operations advisory, and strategic consulting. Our mission is to drive measurable impact in healthcare delivery through innovation, technical excellence, and local insight. Role Summary The Marketing Executive will be responsible for executing marketing strategies to enhance the hospitals visibility, reputation, and patient engagement within the sports community. The role will focus on building relationships with athletes, sports associations, coaches, ...

The key areas of responsibilities for this position include performing timely Periodic Reviews for international accounts managed from HK/SG/AU region. You will be responsible for coordinating with clients across various functions such as Front Office, Compliance, AML, Operations, and FATCA under business/client urgency. It is essential to collect all relevant constitutional documents, involving liaising with external clients and internal teams. Proficiency in Chinese language is highly recommended for this role. You should have a strong understanding of KYC requirements and conduct client due diligence on existing clients to identify changes in risk profile, including reputational and opera...

The role requires you to lead large complex engagements or multiple mid-sized engagements in a financial services operations environment. You will be responsible for running and managing engagements, ensuring the delivery of objectives agreed with the client and onshore stakeholders in the banking operation, focusing on both the asset side and liability side of the business. It is preferred that you have sound knowledge and experience in KYC CDD review/refresh and new client onboarding for individual and institutional clients. You will manage a team of approximately 200+ people in the delivery of services. Effective engagement and communication with onshore stakeholders, engagement teams, KG...

The position of KYC - NCT based in Mumbai, India, requires a Know Your Client (KYC) Analyst who will focus on client onboarding (COB) and exceptions in accordance with regulatory standards and jurisdictions. The Analyst will be responsible for providing regular updates to senior bank stakeholders regarding changes in KYC, Anti Money Laundering (AML), and Anti Financial Crime (AFC) areas, ensuring seamless implementation of any required changes. Additionally, the KYC Analyst will assist the bank's clients by managing all KYC and account opening requirements with proper governance and controls, while strictly adhering to Standard Operating Procedures (SOPs) and Operation Level Agreements (OLAs...

As a Manager/Senior Manager in the PTL Business at Prozos, your primary responsibility will be to oversee the expansion and management of the Prozos PTL freight network, specifically focusing on distribution/milk-run logistics. Your role will involve ensuring seamless vendor onboarding, maintaining high client serviceability standards, and optimizing operational efficiency. Collaboration with internal teams and external partners will be essential to enhance PTL logistics, improve delivery performance, and ensure process adherence. It is important to note that this role falls under the Prozo Logistics Network (PLN) umbrella, which covers various freight types. Your key responsibilities will i...

Job description Some careers open more doors than others. If you're looking for a career that will unlock new opportunities, join HSBC and experience the possibilities. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further. Job Descriptors International Wealth and Premier Banking (IWPB) provides a leading premium proposition through Premier Banking and, together with our Global Private Bank, are present across the world's most important markets, booking centres, and corridors most valued by our clients. Our wealth offering is further enhanced through our best-in-clas...

Role & responsibilities Develop and maintain strong relationships with existing and potential clients across multiple industries. Identify and pursue new business opportunities in air, ocean, and land freight forwarding services. Prepare and deliver compelling sales presentations, proposals, and quotations tailored to customer needs. Negotiate rates and terms with clients in coordination with pricing and operations teams. Collaborate with operations, customer service, and documentation teams to ensure successful execution of services. Track and analyze sales performance metrics and contribute to monthly, quarterly, and annual targets. Attend client meetings, industry events, and trade shows ...