4732 Client Onboarding Jobs - Page 25

Role Overview: As a Senior Relationship Manager within the Global Subsidiaries portfolio, your role involves creating and nurturing client relationships with diversified international conglomerates, providing complex banking solutions, and identifying revenue-enhancing opportunities. You will collaborate closely with Global Account Managers to identify prospects, convert leads, and ensure portfolio growth through acquisitions and relationship expansions. Your responsibilities also include negotiating and closing deals with clients, reviewing term sheets, and engaging with senior internal stakeholders for account maintenance and deal negotiation. Key Responsibilities: - Actively engage with c...

Job description Profile -: Senior Associate ( Anti money laundering ) Languages req: Excellent English communication Requirement -: Good Communication Skills Exp-: 3- 6 yrs Shifts: Rotational , Salary : 7.5L fixed + Inc Location : Bangalore Job Overview: The AML Analyst/Officer/Investigator is responsible for supporting the company's efforts in detecting, preventing, and reporting money laundering activities. The role involves monitoring transactions, investigating suspicious activities, ensuring compliance with relevant laws and regulations, and preparing reports for regulatory bodies and senior management. Key Responsibilities: Transaction Monitoring: Monitor daily transactions for signs o...

Strong communication customer handling, problem-solving, basic troubleshooting, multitasking, email/chat support, documentation, teamwork, patience, positive attitude, CRM knowledge, ability to work in a fast-paced environment. Health insurance Provident fund Food allowance

Coordinate and support the sales team with administrative tasks, proposals, and follow-ups • Process and track customer orders, ensuring accuracy and timely delivery • Respond to customer inquiries, resolve issues • Maintain and update CRM databases

Senior Data Engineering Manager / Director will own end-to-end data onboarding function within SaaS platform for self-storage industry. scaling the data eng & migration frameworks that enable properties PMS systems into Hummingbird. Required Candidate profile data migration pipeline from PMS Hummingbird onboarding teams, Product, Engineering and Sales teams to design repeatable onboarding playbooks for PMS migrations.

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...

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...

As a Relationship Manager in the Affluent Priority segment of Business Banking, you will be responsible for acquiring and managing high-net-worth individual (HNI) clients This role demands a deep understanding of client needs, strong ficial acumen, and the ability to offer tailored banking solutions across liabilities, assets, and investment products You will be expected to build long-term relationships, drive revenue growth, and enhance client engagement through personalized service and strategic portfolio management You will work closely with internal stakeholders to ensure seamless service delivery and maintain high standards of compliance and customer satisfaction The role also involves ...

We are looking for a detail-oriented and committed associate to manage day-to-day operational activities in our stock broking firm. The candidate will be responsible for client onboarding, KYC, DP operations, compliance, and reporting. The role requires strong organizational skills, accuracy, and knowledge of capital market operations. Key Responsibilities 1. Client Onboarding & KYC Handle account opening for clients (demat, trading, and combined accounts). Verify and process client KYC as per SEBI, NSE, BSE, and CDSL/NSDL norms. Manage modifications in client details (address, bank, email, nominee, etc.). Ensure proper documentation and audit readiness. 2. Depository Participant (DP) Operat...

Key Responsibilities: Responsible for new client acquisition. Responsible for meeting Business goals on the new Headcount acquisition and Revenue Prospecting through cold calling and other channels Create healthy pipeline Ability to hunt for new and large accounts Demonstrate strong ability to manage multiple Sales opportunities simultaneously Forecasting monthly & quarterly sales targets and executing them in a given time frame. Analyzing latest marketing trends(including competition) Develop high level relationships with CXOs Demonstrate ability to manage internal stakeholders to meet client expectation at a regular basis

Job Role: Client Success Manager (CSM) Exp 6-10 Years Location: Gurugram HR Role Objective : Job Profile seeking to ensure a High-Quality member experience, Foster Engagement and Maximize Retention for HNI and UHNI Members of the Network . This role is the primary relationship point after onboarding and involves curating meaningful connections, exclusive event access, and bespoke services. Key Job Role and Responsibilities Manage a portfolio of Key Accounts, establish productive, professional, and profitable relationships with key personnel and CXO s in assigned customer accounts. Lead, mentor and train a team of account managers. Coordinate with various departments within the organization, ...

Key Responsibilities: Client Acquisition: Identify and target potential clients in various industries by cold calling, networking, and leveraging industry contacts. Sales Strategy: Develop and execute sales strategies to generate leads, nurture existing accounts, and convert prospects into clients. Market Research: Conduct market research to stay up-to-date with industry trends, competitor activity, and emerging opportunities. Client Relationship Management: Build strong, lasting relationships with new and existing clients, ensuring their recruitment needs are met efficiently. Sales Presentations & Proposals: Prepare and deliver compelling sales presentations and proposals to clients, showca...

Responsibilities: * Manage client relationships * Generate leads & revenue growth * Drive business development initiatives * Acquire new clients through networking & marketing efforts * Onboard new clients with ease

Key Responsibilities: Make outbound calls, identify customer needs, offer solutions, follow up on leads, maintain CRM records, achieve sales targets, and respond to customer queries via calls, emails, and social media professionally. Free meal

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...

We are seeking a talented and results-driven Business Development Representative who thrives in a fast paced work environment. Designation: Business Development Representative (General Staffing Domestic) Reporting: Business Head Experience: 0-3 year Shift Timings: (9:30AM to 6:30PM IST) Location: Sector-68, Noida, UP, India (On-Site) Key Responsibilities: Conduct cold calls to generate leads and create new business opportunities Identify key decision-makers to initiate the sales process Penetrate client accounts and drive revenue growth Collaborate with the Business Head to define strategic sales approaches Qualify and deliver high-potential opportunities to the Business Head Maintain and up...

Source new clients in/ Large corporate segment, analyze financial data of the prospective clients (hence balance sheet analysis, ratio analysis, CMA preparation etc) and then put up the proposal to the sanctioning authority would be tested. Adding good quality new customers to the company to grow Sourcing deals in debt financing of Startups and Corporates Meeting business targets both by volume and revenue and customer number Handling end-to-end activities from acquisition to analysis to presentation of new business cases, get them approved from Credit/risk/compliance and seamless drawdown Owning the end to end customer relationship from sourcing till renewal, maintaining the portfolio of mo...

R.M (Relationship Manager) - Large MNC/large Corporates Managing large / ultra large corporates debt portfolio through understanding and analysis of their risks parameters. • Sourcing new corporate clients and new deals in existing client– lending new Working capital / Export Finance / Term Loan, ECBs etc. • Structured trade products such as Factoring, Buyers / Suppliers credit, Supply chain finance etc • Increasing wallet share of bank in imports / exports, domestic collections / payments etc. • Targeting new flows – Equity, Parent debt / ECB etc. • Capturing forex deals: Cross currency payments, Spot / Forwards etc. • Engage with credit teams for sanction of new deals • Negotiation and clo...

R.M (Relationship Manager) - Large MNC/large Corporates Managing large / ultra large corporates debt portfolio through understanding and analysis of their risks parameters. • Sourcing new corporate clients and new deals in existing client– lending new Working capital / Export Finance / Term Loan, ECBs etc. • Structured trade products such as Factoring, Buyers / Suppliers credit, Supply chain finance etc • Increasing wallet share of bank in imports / exports, domestic collections / payments etc. • Targeting new flows – Equity, Parent debt / ECB etc. • Capturing forex deals: Cross currency payments, Spot / Forwards etc. • Engage with credit teams for sanction of new deals • Negotiation and clo...

Who we are looking for State Street's Global Markets division (SSGM) is looking for a candidate with 6 to 8 years of experience in Client Onboarding/KYC/Drafting Legal Agreements. Knowledge of OTC Derivatives, Prime Broker and Legal Agreements will be an added advantage. Why this role is important to us The team that you will be joining is a part of SSGM's Client Service Solutions focused on servicing Sales and Trading clients. When owners and managers of institutional assets need research, trading, securities lending and innovative portfolio strategies, they turn to SSGM business unit. As our investment research and trading arm, SSGM's number one goal is to enhance and preserve our clients ...

Who we are looking for State Street's Global Markets division (SSGM) is looking for a candidate with 6 to 8 years of experience in Client Onboarding/KYC/Drafting Legal Agreements. Knowledge of OTC Derivatives, Prime Broker and Legal Agreements will be an added advantage. Why this role is important to us The team that you will be joining is a part of SSGM's Client Service Solutions focused on servicing Sales and Trading clients. When owners and managers of institutional assets need research, trading, securities lending and innovative portfolio strategies, they turn to SSGM business unit. As our investment research and trading arm, SSGM's number one goal is to enhance and preserve our clients ...

The Relationship Manager / Sr. Relationship Manager is responsible for making impactful sales presentations, staying updated on the organization's products and services, and successfully closing deals to meet sales targets. The role involves preparing proposals for potential clients, delivering engaging presentations, addressing customer objections, and maintaining strong client relationships. The manager will also identify new business opportunities and provide support to new members in booking their first holiday, while generating quality referrals.

As an Inside Sales Associate at our company, you will play a crucial role in driving sales through various activities such as cold calling, lead generation, customer follow-ups, deal closures, and client onboarding. Your excellent spoken and written communication skills will be essential in effectively engaging with customers. Key Responsibilities: - Conduct cold calling to generate leads - Follow up with customers to maintain relationships - Close deals to drive sales growth - Onboard clients to ensure a smooth transition Qualifications Required: - 0-1 years of experience in sales - Proficiency in communication skills - Strong understanding of sales processes and techniques If you are passi...

As an intern at WES Consultancy & Services Private Limited, your day-to-day responsibilities will include: - Making outbound calls to prospective and existing clients. - Clearly and professionally explaining services. - Maintaining follow-up calls and tracking lead status. - Updating records and reports in Excel/CRM. - Coordinating with internal teams for client onboarding. WES Consultancy & Services Private Limited (WES) was founded in 2011 with the aim of providing business solutions to entrepreneurs through the integration of management and information technology. We specialize in offering business consulting and automation services to organizations, enhancing business processes and optim...

As a Regulatory Compliance Associate at Accenture, your role will involve working in Client On-boarding, Account Maintenance, Customer Identification Program (CIP), and Know Your Customer (KYC) processes. Your key responsibilities will include: - Conducting PEPs (Politically Exposed Persons) screening and adverse media checks. - Demonstrating proven analytical skills, problem-solving ability, and a control mentality with meticulous attention to detail. - Building relationships and effectively communicating complex issues to internal clients with varying levels of product experience. - Being a self-motivated and proactive team player who takes ownership, accountability, and possesses strong o...