1635 Client Onboarding Jobs - Page 25

KYC Analyst (client onboarding ) Location - Chennai Experience Required: Minimum 2 years in Global KYC, Entity Management, and Client Onboarding Preference: Male candidates preferred Key Responsibilities: Conduct operational and data analysis activities related to client onboarding, transitions, and conversions under guidance. Prepare for and execute onboarding of clients, ensuring accurate account setup and closure as per internal compliance requirements. Review KYC/AML documentation and ensure all due diligence steps are completed before account opening. Utilize Account Opening Checklists to verify accuracy and completeness of client documentation. Perform pre-transition/conversion testing and quality reviews of client data; escalate discrepancies when required. Monitor daily workflows, ensuring all components of transitions/conversions are progressing within defined timelines. Coordinate with internal teams (Compliance, Legal, Operations, Data Teams) to execute tasks and documentation within deadlines. Maintain data integrity and reconcile incoming/outgoing data for accurate platform translation. Assist in the development of transition/conversion plans, resource assessment, and identification of critical paths. Provide updates to internal teams on progress and escalate delays or blockers promptly. Support project management efforts for small or less complex clients, ensuring seamless execution of transitions. Collaborate closely with Transition Consultants, Relationship Managers, and Account Managers to ensure a smooth client experience. Requirements: Education: Bachelor's degree required; advanced or graduate degree preferred. Experience: Minimum 2 years of relevant experience in global KYC, client onboarding, and data operations. Skills: Strong communication and interpersonal skills. Excellent knowledge of MS Excel (pivot tables, vlookups, etc.). Familiarity with KYC, AML regulations, and client data management. Ability to manage tight deadlines and multitask across projects. Strong problem-solving and escalation handling abilities. Interested candidates please mail your updated CVs on sanjana.ghike@kiya.ai

You may have a single role in the organisation or lead a team of staff. Your work will often reach across all areas of the business. Must Haves: Creating and prospecting new sales leads. Writing business and email proposals. Working closely with project execution teams for smooth prospect and client onboarding. Generating reports and updates periodically, as per expectations. Should have experience in the following: Lead Generation Pre-sales Experience on Bidding portals (Upwork, Fiverr, PeoplePerHour, Freelancer, Truelancer) Experience in managing Social Media leads (LinkedIn Navigator, Instagram, Twitter Facebook management) Excellent communication and presentation skills. Develop a growth strategy focused both on financial gain and customer satisfaction Responsibilities: Conduct research to identify new markets and customer needs Arrange business meetings with prospective clients Responsible to Involve in the full life cycle of Project management Prepare sales contracts ensuring adherence to law-established rules and guidelines Keep records of sales, revenue, invoices etc Provide trustworthy feedback and after-sales support Proficiency in MS Office and CRM software (eg Salesforce) Communication and negotiation skills Coordinating with the project manager and Development Teams

Must have skill Communication writing skills command over the english lanuage Good to have skill Sales oriented in B2B Saas Based Industry Key Responsibilities Identify, qualify, and generate new business opportunities in the HRMS/Payroll/HCM domain. Meet and exceed monthly and quarterly sales targets. Engage with CHROs, HR heads, CFOs, and decision-makers to understand pain points and propose Superworks solutions. Deliver product presentations, demos, and customized proposals. Work closely with the pre-sales implementation to ensure seamless client onboarding. Maintain and update CRM with lead status, meeting outcomes, and follow-ups. Requirements 1 to 3 Years of B2B software sales experience, with at least 12 years in HRMS / Payroll / HCM domain. Strong understanding of HR, payroll processes, and compliance requirements. Proven track record of closing Startup- mid scale deals. Excellent communication, negotiation, and relationship-building skills. Ability to work independently and handle an end-to-end sales cycle. Graduation is a must; MBA is a plus. What Youll Get Opportunity to work with a fast-scaling SaaS brand Competitive salary and performance-based incentives Continuous learning and career growth Exposure to the latest HR tech innovations Friendly and collaborative work environment Company Perks: 05 Days Working Familiar Environment Flexible Timings Global Clients Amazing Projects Leave Encashment Health Insurance Employee Engagement Activities Picnic

Must have skill Communication Good to have skill Communication Key Responsibilities Identify, qualify, and generate new business opportunities in the HRMS/Payroll/HCM domain. Meet and exceed monthly and quarterly sales targets. Engage with CHROs, HR heads, CFOs, and decision-makers to understand pain points and propose Superworks solutions. Deliver product presentations, demos, and customized proposals. Work closely with the pre-sales implementation to ensure seamless client onboarding. Maintain and update CRM with lead status, meeting outcomes, and follow-ups. Requirements 2 to 5 Years of B2B software sales experience, with at least 12 years in HRMS / Payroll / HCM domain. Strong understanding of HR, payroll processes, and compliance requirements. Proven track record of closing Startup- mid scale deals. Excellent communication, negotiation, and relationship-building skills. Ability to work independently and handle an end-to-end sales cycle. Graduation is a must; MBA is a plus. What Youll Get Opportunity to work with a fast-scaling SaaS brand Competitive salary and performance-based incentives Continuous learning and career growth Exposure to the latest HR tech innovations Friendly and collaborative work environment Company Perks: 05 Days Working Familiar Environment Flexible Timings Global Clients Amazing Projects Leave Encashment Health Insurance Employee Engagement Activities Picnic

Department : Large Corporate Group - Ratings-Business Development Roles and Responsibilities Job Responsibilities Business Origination, New client onboarding and relationship Management Knowledge and understanding of Indian Capital & Bank Loans market markets Networking with Lenders & Investors in the market Acquisition of Mid & large corporate clients for their credit rating requirement for products such as Bank loans, Capital market instruments, Securitization, etc Identify unrated clients & competitor rated clients and facilitate them in migrating to CRISIL Contract negotiations, contract closing and manage sales receivables Building MIS & market intelligence about competitors, preparing geography wise and service wise sales plans and achieving them Maintaining a thorough understanding of the client’s industry, including industry trends, industry business processes, industry financial measurements and performance indicators, and key client competitors in their industry Meeting quarterly and annual sales revenue targets Desired Skills: Individual contributor role Excellent interpersonal, presentation and proposal writing skills Market research, Outbound Sales & Inbound Sales Business development Strong negotiation skills Self-starter

, Business Development Executive, Wholesale Distribution. You will drive the expansion of our wholesale network to retail stores, hotels, and franchise outlets by identifying and converting new leads, and negotiating contracts.

Hiring Sr Manager – B2B Client Mgmt | Chembur | Life Insurance Co. Drive business via key partners like Bajaj Finance, L&T Finance, Tata Capital & Aditya Birla Finance Ltd. Required Candidate profile Lead & manage a team of Managers, BSMs & Deputy Managers. Role involves handling strategic partnerships & scaling business through strong client relationships & partner management.

Role & responsibilities New project sourcing & onboarding Identify, evaluate, negotiate & finalize new projects under company's mandate services. Conduct meetings with the developers to explain about our mandate services, present the benefits & advantages of partnering with Wisteria & addressing their queries & concerns regarding the same to build and foster long term relationship with them. Conduct site surveys, & market research to analyze current market trends, competitor activities & customer preferences and thus provide a detailed report on the viability & potential success of the project. Lead generation and successfully converting them to mandate with our organization. Developing & implementing strategies to optimize lead generation campaigns. Nurture & maintain healthy relationships with the existing developers for continuous collaboration , upselling, expanding & enhancing our services. Collaborate with the legal team to ensure that all the legal and contractual obligations are reviewed during the project finalization and onboarding. Working collaboratively with internal teams like sales, marketing, legal and finance for smooth onboarding of the project and hence enhance the overall company performance. Represent the company professionally at various networking event, conferences, industry events for building connections to explore potential collaborations. Preferred candidate profile Should be Fluent in English, Marathi, Hindi Work independently or with limited supervision. High willingness and ability to learn. Ability to lead from the front and a hands-on approach. Should be Confident and Presentable. Should have own vehicle and should be ready to travel as per clients location. Perks and benefits Accidental insurance. Regular training for upskilling and self growth. *Interested candidate can share their resume on WhatsApp on 8600156290.

Company Name- Supreme Facility Management Limited Location- Hyderabad, Banglore,Gurgaon/Noida/delhi NCR Position name: Cluster Manager- Business Development Experience : 3 to 10 yrs 1. Passion for Creating and implementing the organisation's BD strategy 2. Proven business/sales experience in the facility Industry. 3. Knowledge of Digital marketing and social media strategy and implementation 4. Experience of managing business development processes 5. A desire to build on existing and obtain new business Key Responsibilities Own and develop the BD funnel/pipeline. Increase list of prospective clients/business through Organic growth Developing business growth leads to expanding scope with current clients and building new opportunities In-organic growth Vertical growth Increase our market share in SCM & Warehousing and Transportation businesses Sector growth Develop the market in Healthcare, Malls and retail, Commercial office spaces, Pharma, Auto etc. Geographical growth Generate leads in key markets across Pan India. Top-class Client relationship management Liaising with Bid teams Perform analysis and forecasting Lead the organizational Digital marketing and brand-building functions Experience & Education Proven experience as BD or relevant position having good market knowledge and client networking and connections Well-versed in SCM operations and best practices Excellent verbal and written communication skills Good analytical thinking Preferred graduate in any discipline/IHM/ engineering/ business administration or relevant field. Candidates with relevant competencies skills sets and experience can apply. Conflict Resolution and Stakeholder Management Expertise in influencing business strategies and aligning communications with commercial objectives

We are looking for a proactive, enthusiastic, and driven candidate with a strong foundation in secretarial and compliance functions. The role involves supporting the business on contract management, documentation, compliance coordination, and client onboarding processes. Key Responsibilities: Support the business with client onboarding documentation, sharing compliance documents, internal policies, and other regulatory materials. Ensure checklists are followed, approvals are in place, and documentation (such as NDAs, Service Agreements, Engagement Letters) is executed digitally or via physically. Maintain and organize a repository of physical and/or digital agreements and compliance records. Assist in executing bids (RFE & RFP) or submissions on government portals or other platforms. Coordinate with internal and external stakeholders for client audits or compliance-related requirements.

Join SpaceBasic, Asias leading AI-powered campus automation platform. We’re hiring an Implementation Lead to manage university rollouts, train staff, and ensure successful adoption. Be the bridge between Product, Sales, and our customers. Health insurance Annual bonus

Job Description * Role & Responsibilities: Drive adoption and usage of a digital collections platform among lenders, agencies, and recovery teams. Conduct regular on-site visits for client onboarding, training, and performance reviews. Troubleshoot operational issues and collaborate with product and tech teams to ensure smooth user experience. Ensure high client satisfaction through continuous engagement and metrics-based performance tracking. Support clients in meeting collection targets using platform features like automated workflows, dashboards, and digital communication tools. Monitor agent performance and ensure adherence to DRA compliance, data privacy standards, and audit protocols. Preferred Candidate Profile: 5 to 8 years of experience in collections, recovery management , or customer success in fintech, lending, or SaaS companies. Strong knowledge of collection operations , client handling, and digital tools. Fluent in the local language with excellent field communication and problem-solving skills. Experience in tools like CRM, Excel, dashboards, or workflow systems is a plus. Willingness to travel extensively for client engagement (90% field-focused role). Age below 32 preferred.

Job Description * Role & Responsibilities: Drive adoption and usage of a digital collections platform among lenders, agencies, and recovery teams. Conduct regular on-site visits for client onboarding, training, and performance reviews. Troubleshoot operational issues and collaborate with product and tech teams to ensure smooth user experience. Ensure high client satisfaction through continuous engagement and metrics-based performance tracking. Support clients in meeting collection targets using platform features like automated workflows, dashboards, and digital communication tools. Monitor agent performance and ensure adherence to DRA compliance, data privacy standards, and audit protocols. Preferred Candidate Profile: 5to 8 years of experience in collections, recovery management , or customer success in fintech, lending, or SaaS companies. Strong knowledge of collection operations , client handling, and digital tools. Fluent in the local language with excellent field communication and problem-solving skills. Experience in tools like CRM, Excel, dashboards, or workflow systems is a plus. Willingness to travel extensively for client engagement (90% field-focused role). Age below 32 preferred.

Responsibilities: * Generate leads, close sales, expand business. * Manage client relationships, drive revenue growth. * Identify new opportunities, acquire clients, onboard new ones.

Responsibilities: * Manage existing client relationships * Report on sales performance and insights * Achieve revenue targets through strategic planning * Drive business growth through new client acquisition

Are you eager to make a significant impact in client onboarding? As a Technical Implementation Analyst, youll work closely with business partners and clients to coordinate comprehensive product implementation setups. Join our team to manage high-volume requests and achieve operational excellence in a fast-paced environment. Job Summary As a Technical Implementation Analyst within the Client Onboarding and Services (COS) group, you will oversee all aspects of product implementation setups. You will collaborate with onshore and client tech teams to execute product setups in both testing and production environments. You will engage with clients to understand their requirements and ensure successful implementation outcomes. Job Responsibilities Ensure client satisfaction through ownership and accountability. Establish clear timelines to manage expectations effectively. Provide status updates to partners and clients consistently. Solve problems creatively and make sound decisions. Comply with policies and exceed established SLAs. Address and resolve issues in a timely manner. Document observations and escalate when needed. Identify and propose solutions for gaps and exceptions. Manage multiple requests with effective project management. Resolve conflicts and mobilize resources independently. Support product setup according to client specifications Required qualifications, capabilities, and skills Communicate proficiently in both verbal and written forms. Apply logical and analytical skills with attention to detail. Handle multiple work requests with strong time management. Experience in mainframe or transmission file testing. Understand system, regression, or UAT testing processes. Familiarity with UI Path Tool for workflow automation. Possess an engineering degree with minimum 2 years in banking or financial services. Preferred qualifications, capabilities, and skills Operate independently with a strong technical background. Adapt to flexible working hours, including evening/night shifts. Knowledge of US and Canada treasury products. Collaborate effectively with diverse tech teams. Lead client discussions to gather and understand requirements. Exhibit strong project management capabilities. Innovate in problem-solving and decision-making processes. Are you eager to make a significant impact in client onboarding? As a Technical Implementation Analyst, youll work closely with business partners and clients to coordinate comprehensive product implementation setups. Join our team to manage high-volume requests and achieve operational excellence in a fast-paced environment. Job Summary As a Technical Implementation Analyst within the Client Onboarding and Services (COS) group, you will oversee all aspects of product implementation setups. You will collaborate with onshore and client tech teams to execute product setups in both testing and production environments. You will engage with clients to understand their requirements and ensure successful implementation outcomes. Job Responsibilities Ensure client satisfaction through ownership and accountability. Establish clear timelines to manage expectations effectively. Provide status updates to partners and clients consistently. Solve problems creatively and make sound decisions. Comply with policies and exceed established SLAs. Address and resolve issues in a timely manner. Document observations and escalate when needed. Identify and propose solutions for gaps and exceptions. Manage multiple requests with effective project management. Resolve conflicts and mobilize resources independently. Support product setup according to client specifications Required qualifications, capabilities, and skills Communicate proficiently in both verbal and written forms. Apply logical and analytical skills with attention to detail. Handle multiple work requests with strong time management. Experience in mainframe or transmission file testing. Understand system, regression, or UAT testing processes. Familiarity with UI Path Tool for workflow automation. Possess an engineering degree with minimum 2 years in banking or financial services. Preferred qualifications, capabilities, and skills Operate independently with a strong technical background. Adapt to flexible working hours, including evening/night shifts. Knowledge of US and Canada treasury products. Collaborate effectively with diverse tech teams. Lead client discussions to gather and understand requirements. Exhibit strong project management capabilities. Innovate in problem-solving and decision-making processes.

Only Incentive Based Jobs Incentive- Depends on Billing Identify and develop new business opportunities in the recruitment and staffing sector. Generate leads through cold calls, emails, networking, LinkedIn, and client referrals. Required Candidate profile Schedule and attend client meetings (virtual) to understand hiring needs. Close deals and onboard new clients. Languages - Hindi and English both . Ready Carefully before apply

JOB OVERVIEW: The Customer Success Manager will be responsible for building strong relationships with our customers, ensuring their satisfaction, and helping them achieve their desired outcomes with our products or services. This role requires a deep understanding of our customer's needs and a commitment to delivering exceptional customer service. CSM's main goal will be to renew customer contracts and monitor invoices/payments. RESPONSIBILITIES: Issue Resolution and Support: Address customer inquiries and issues promptly and effectively. Work closely with the support team to ensure timely issue resolution. Document and track customer issues and resolutions. Customer Feedback and Advocacy: Gather and analyze customer feedback to identify areas for improvement. Encourage satisfied customers to become advocates and provide testimonials and referrals. Reporting and Data Analysis: Maintain accurate customer records and account information. Use data and analytics to assess customer health and product usage. Prepare and deliver regular reports on customer engagement and satisfaction. Customer Success Planning: Develop and implement customer success plans for key accounts. Set clear goals and objectives for customer success, and regularly assess progress. Customer Testimonials Collect customer testimonials Product updates Conduct webinars/meetings to update them about product updates and collect feedback for new features Customer Training Conduct customer training related to the product Coordination with Team Coordinate with the product development team and support team to monitor customer request status REQUIREMENTS: Proven experience in a Customer Success role or similar customer-facing role. Strong communication and interpersonal skills. Excellent problem-solving and analytical abilities. Understanding of the industry and market trends. Ability to work collaboratively with cross-functional teams, including sales, support, and product development. Experience within US or UK market. IT product experience (SaaS based). QUALIFICATIONS: Bachelor's degree in a related field (IT, Business, or similar).

Project description We are seeking a skilled Fenergo Developer to design and implement KYC and client onboarding solutions. The ideal candidate will excel in configuring Fenergo UI, workflows, and integrations, with strong expertise in C#, Web API, and SQL databases. Excellent communication and collaboration skills are essential to deliver high-quality solutions in a dynamic, Agile environment. Fenergo is a leading provider of Client Lifecycle Management, AML/KYC Compliance, and Client Data Management solutions for investment, corporate, commercial, and private banks. Responsibilities Configure and customize Fenergo UI, BRE rules, and workflows to streamline KYC and client onboarding processes. Collaborate with Business Analysts to translate business requirements into scalable technical solutions. Develop and integrate Fenergo solutions with APIs and technologies like Elastic Search, JSON, XML, and SQL databases. Conduct code reviews, mentor junior developers, and ensure adherence to coding standards. Troubleshoot and resolve technical issues to meet project deadlines and quality expectations. Contribute to the continuous improvement of development processes and tools. SkillsMust have A minimum of 5 years of overall experience, with at least 3 years specifically working with Fenergo. Proficiency in C#, ASP.NET (MVC or Core), Web API, Entity Framework, and LINQ. Strong expertise in SQL databases (e.g., MSSQL, Oracle, PostgreSQL), including schema design, queries, and optimization. Experience with JSON, XML, Elastic Search, and modern UI frameworks (e.g., Angular, React, or Vue.js). Familiarity with front-end technologies like HTML, CSS, JavaScript, and Bootstrap. Knowledge of Fenergo-specific featuresUI configuration, BRE, API utilization, FDIM integration. Proficiency with development tools such as Visual Studio, Git, and CI/CD pipelines. Deep understanding of KYC and client onboarding processes in financial services or banking. Familiarity with regulatory compliance requirements related to KYC/AML. Nice to have Strong communication and collaboration skills to work effectively with cross-functional teams. Agile mindset with a focus on delivering high-quality, scalable solutions. Locations-PUNE,BANGALORE,HYDERABAD,CHENNAI,NOIDA

Reach out to potential leads via calls, messages, or emails Educate clients about our offerings and convert them into qualified sales Schedule and conduct product/service demos or consultations Maintain records of interactions and update CRM Required Candidate profile 0-2 years of experience in Sales/Business Development from fitness,health and wellness industry(for experienced) Excellent communication skills Looking for Immediate or Less than 1 month Notice

Business: 99Acres 99acres.com is Indias leading real estate classified portal (Launched in 2005), is the fastest growing business. Given the fact that real estate was the largest category for advertisements in the print media the potential for online real estate classifieds as a business is immense. Today, with a traffic share of more than 50%, 99acres is the clear leader amongst six major players. Job Description:Field Sales role Selling online property advertisements / branding solutions to clients by assessing their business requirements. Designing email campaigns to spread awareness of new products / Projects launched in the assigned region. chieving sales targets / Acquisitions through focus on acquiring new client base in the assigned territory. Making proposals and presentations to clients with a precise display of their visibility when placed in the online space. Handling complete sales cycle ensuring committed deliveries and campaigns focus on renewals. Building and managing strong relationships with clients and helping product with continuous feedback. Achieving sales targets through new client acquisition in the assigned territory. Making presentations in-front of a client to ensure deliveries on active campaigns. Other Details: Reach out to the below contact to confirm your availability for the interview

Designation: Area Manager - Enterprise Sales Roles and responsibilities: To relentlessly chase, achieve, and exceed sales targets To identify Hospitals and Doctors within with considerable demand and execute partnership discussions. To meet Hospital Owners and sell Practo's vision of providing high-quality treatments To take ownership of and responsibility for customer acquisition within a specific zone while maintaining the highest levels of customer satisfaction To strategize, launch, and scale up business operations in new markets To be actively involved in lead generation to identify providers that can be acquired to do business with Practo To liaise with key stakeholders - Doctors, Practo's Product, Marketing, and Operations teams across all stages from lead generation to each Doctor going live To periodically review the SLAs signed off with the doctors To resolve issues arising between the doctor, Product & Operations Team. To ensure good team play and maintain high levels of motivation across the team - with positivity in thoughts, words, and actions. To conduct market research to understand competitors and market trends. To effectively manage all opportunities while managing a sales pipeline to achieve targets on a monthly and quarterly basis Develop the sales strategy to achieve monthly, and quarterly targets and implement long-term and short-term action plans to achieve business objectives Engage with the key establishments, carry out intensive field visits & collect feedback on all aspects of the business. Understand the challenges faced by the team and provide structural long-term solutions, leverage cross-functional relationships with various functions such as product, analytics, marketing, and sales excellence to ensure key goals are met. Manage and exceed the effort, efficiency, and productivity metric benchmarks across the team. Account Management Maintaining relationships with existing customers for repeat business. Responsible for Sales Targets, Sales Forecasting, managing competitors, and market analysis. Desired Skill Set Tech-savvy, highly motivated, self-starter, team player Exceptional verbal and communication skills An Unquenchable thirst to learn and grow Should be honest, trustworthy, and assertive Whom We're Looking For? A communicator, problem solver with relationship building expertise Someone who loves to travel, meet people and has excellent presentation skills Proven experience in Concept selling for 2-3 years Proven experience in delivering upwards of 7 Cr in annualized margins Minimum 4-8 years of enterprise sales experience in the recent past Someone who looks forward to challenges and figuring out ways to overcome them Someone who wants to make an impact on the healthcare space in India Strictly an Individual contributor Role with Monthly Individual Targets Ad Sales / Direct Sales / B2B Industry Media/ E-Commerce (Ad Sales) Banking/Healthcare (Direct Sales/B2B) BTech, BBM, BCom, BA, and MBA Compensation Salary Conveyance Incentives Must have: Street smartness Go-getter and never give-up attitude Sales enthusiast Excellent with Excel and data presentation Excellent time-management & Decision making skills Creative thinking skills Proficiency in MS Office and Data Analytics Benefits: 1. Eligible for paid leaves and casual leaves(sick leaves)+National holidays2. Medical benefits3. Insurance and accidental coverage benefits4. Better work life balance5. Awesome team and work culture6. Eligible for performance based incentives which is paid out monthly

You are a strategic thinker passionate about driving solutions. You have found the right team. As a Reference Data Analyst within our team team, you will efficiently manage and maintain client reference data across multiple business lines and locations, ensuring timely and authorized data actions. In this role, you will be responsible for managing and maintaining client reference data within the Party Central applications. You will liaise with requestors and business partners, conduct data analysis, and maintain MIS reports. Strong analytical skills and teamwork are highly valued in this position. Job Responsibilities Lead daily operations related to Party Central, focusing on setup, maintenance, and updates on client accounts. Validate and diligently review documentation Ensure requests are authorized and clearly understood before actioning. Ensure the procedural guidelines are followed without any misses Proactively resolve open issues and escalations, keeping Management in the loop Act as a primary contact for internal stakeholders, ensuring effective communication. Should manage training needs of the team along with ensuring completion of the mandatory targets Provide expertise on client hierarchies, ownership structures, and regulatory obligations. Support audit requirements with timely and accurate data retrieval and documentation. Develop and maintain standard operating procedures and control frameworks. Required Qualifications, Skills, and Capabilities You must hold a Bachelors degree Must have 3+ years of experience in financial services or related industries. Fluency in written and spoken English with strong communication skills. Proficiency in party reference data, client onboarding, and KYC processes. Proficient in advanced Excel and PowerPoint, with strong analytical skills and attention to detail. You are a strategic thinker passionate about driving solutions. You have found the right team. As a Reference Data Analyst within our team team, you will efficiently manage and maintain client reference data across multiple business lines and locations, ensuring timely and authorized data actions. In this role, you will be responsible for managing and maintaining client reference data within the Party Central applications. You will liaise with requestors and business partners, conduct data analysis, and maintain MIS reports. Strong analytical skills and teamwork are highly valued in this position. Job Responsibilities Lead daily operations related to Party Central, focusing on setup, maintenance, and updates on client accounts. Validate and diligently review documentation Ensure requests are authorized and clearly understood before actioning. Ensure the procedural guidelines are followed without any misses Proactively resolve open issues and escalations, keeping Management in the loop Act as a primary contact for internal stakeholders, ensuring effective communication. Should manage training needs of the team along with ensuring completion of the mandatory targets Provide expertise on client hierarchies, ownership structures, and regulatory obligations. Support audit requirements with timely and accurate data retrieval and documentation. Develop and maintain standard operating procedures and control frameworks. Required Qualifications, Skills, and Capabilities You must hold a Bachelors degree Must have 3+ years of experience in financial services or related industries. Fluency in written and spoken English with strong communication skills. Proficiency in party reference data, client onboarding, and KYC processes. Proficient in advanced Excel and PowerPoint, with strong analytical skills and attention to detail.

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 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 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 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 onboarding to include the fulfillment of AML and KYC requirement. Required qualifications, capabilities, and skills Demonstrated ability to develop, manage, coach, and motivate teams. Must be flexible and adaptable to manage interim projects and processes based on the business requirements. Knowledge of banking products. Proven leader of process and organizational change. Demonstrated ability to identify, analyze, plan, prioritize, and solve problems, by providing viable solutions and executing. Strong communication and presentation skills. Ability to cope with change; comfort with ambiguity. Preferred qualifications, capabilities, and skills Previous experience in AML, Compliance, Fraud, KYC, or Operational Risk an advantage. Competent in mainframe and PC based systems, with a strong proficiency in MS Office. Previous people manager experience of high performing team. 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 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 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 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 onboarding to include the fulfillment of AML and KYC requirement. Required qualifications, capabilities, and skills Demonstrated ability to develop, manage, coach, and motivate teams. Must be flexible and adaptable to manage interim projects and processes based on the business requirements. Knowledge of banking products. Proven leader of process and organizational change. Demonstrated ability to identify, analyze, plan, prioritize, and solve problems, by providing viable solutions and executing. Strong communication and presentation skills. Ability to cope with change; comfort with ambiguity. Preferred qualifications, capabilities, and skills Previous experience in AML, Compliance, Fraud, KYC, or Operational Risk an advantage. Competent in mainframe and PC based systems, with a strong proficiency in MS Office. Previous people manager experience of high performing team.

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 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 onboarding to include the fulfillment of AML and KYC requirement. Required qualifications, capabilities, and skills Demonstrated ability to develop, manage, coach, and motivate teams. Must be flexible and adaptable to manage interim projects and processes based on the business requirements. Knowledge of banking products. Proven leader of process and organizational change. Demonstrated ability to identify, analyze, plan, prioritize, and solve problems, by providing viable solutions and executing. Strong communication and presentation skills. Ability to cope with change; comfort with ambiguity. Preferred qualifications, capabilities, and skills Previous experience in AML, Compliance, Fraud, KYC, or Operational Risk an advantage. Competent in mainframe and PC based systems, with a strong proficiency in MS Office. Previous people manager experience of high performing team. 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 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 onboarding to include the fulfillment of AML and KYC requirement. Required qualifications, capabilities, and skills Demonstrated ability to develop, manage, coach, and motivate teams. Must be flexible and adaptable to manage interim projects and processes based on the business requirements. Knowledge of banking products. Proven leader of process and organizational change. Demonstrated ability to identify, analyze, plan, prioritize, and solve problems, by providing viable solutions and executing. Strong communication and presentation skills. Ability to cope with change; comfort with ambiguity. Preferred qualifications, capabilities, and skills Previous experience in AML, Compliance, Fraud, KYC, or Operational Risk an advantage. Competent in mainframe and PC based systems, with a strong proficiency in MS Office. Previous people manager experience of high performing team.