4732 Client Onboarding Jobs - Page 26

- Daily interaction and follow up with existing clients, generate new leads, set appointments, meet clients and gather new business. - Ensure all communication and client coordination as SPOC Required Candidate profile - Any Individual with passion for meeting and interacting with Clients for business development, and comfortable traveling. - Must be fluent in Hindi & English; Gujarati & Marathi advantage.

Greetings from Job Factory !! Salary: Up to 6.LPA Location: Bangalore Shift: Rotational Shift Immediate Joiners Preferred ! For More Details Call : HR Smitha@ 9880964847 (Call or whatsapp ) Call / Message has to be done between ( 10 AM-7 PM) ONLY CANDIDATE WITH KYB EXPERIENCE CAN APPLY 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 informa...

OPENINSG FOR KYC PROCESS FOR NON VOICE CRETERIA: GRADS OR UNDERGRADS WITH 1 YEAR EXP IN KYC SUPPORT NEED CANDIDATE ONLY IN INTERNATIONAL PROCESS SALALRY:- 6 LAC AND INCENTIVES IF INETERESTED CALL SUDEEP- 8050834580- AIMAN- 9945631003 Required Candidate profile LOOKING MIN 1 YEAR EXP IN KYC PROCESS, SALARY- 6 LAC PLEASE CALL SUDEEP Perks and benefits INCENTIVES NON VOICE PROCESS

Role & responsibilities • Hands on experience calendar management - scheduling all weekly, monthly meetings, one on one meetings, external meetings • Assist with new hire orientation and IT setup/coordination. • Coordinate with vendors for processing monthly invoices • Coordinate with IT and CS staff on technology related issues and special projects. • Manage repositories of information in electronic and physical form. • Prepare and circulate minutes of meetings. • Schedule interviews with candidates, including video conferences, etc. and coordinate with selected candidates. • Coordinate video conferences/audio calls. • Maintain personnel records of the department pertaining to leave and hol...

Key Responsibilities 1. Process client transactions accurately, including subscriptions, redemptions, transfers, and switches for various wealth products like Mutual Funds, AIFs (Alternative Investment Funds), PMS (Portfolio Management Services), and Bonds. 2. Reconcile portfolios, holdings, and Net Asset Values (NAVs) using portfolio management systems (e.g., MoneyWare Integra). Generate and review reports (MIS, dashboards) for clients and management. 3. Manage client onboarding documentation, including KYC (Know Your Customer) and AML (Anti-Money Laundering) checks, to ensure all paperwork is in order and compliant. 4. Coordinate with custodians, fund houses, and internal teams to resolve ...

Total Experience: 6-12 Years Location: Mumbai and Bangalore Role & Responsibilities: Manage end-to-end implementation of travel products for clients. Document and track projects using client-specific tools and processes. Act as the single point of contact for the project team during implementation. Ensure adherence to client onboarding processes from pre-assessment to post-implementation. Lead Joint Planning meetings and weekly conference calls; prepare agendas and detailed notes. Monitor project progress, update tracking tools (One Form, Task List), and maintain accurate RAG status. Proactively identify and manage risks, escalate and resolve issues as needed. Coordinate technical setups and...

Responsibilities: * Manage key accounts through effective communication & relationship building * Drive new business growth through strategic partnerships * Lead client acquisition & onboarding processes Annual bonus Sales incentives

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

SUMMARY Client Onboarding Operations - Pune Position Type: Permanent On-Role Location: Pune Hinjewadi Shift: US Shift (6:30 PM 4:30 AM) Working Days: 5 Days (Work From Office) Cab: Two-Way Cab Provided Notice Period: Immediate to 30 Days Open Positions & CTC SPE SME Experience Required SPE: Minimum 2+ Years SME: Minimum 4+ Years Roles & Responsibilities Manage Treasury Client Onboarding activities, including collection, validation, and verification of client documents. Coordinate with internal teams to ensure timely account setup, maintenance, modifications, and activation. Handle requests for account updates, modifications, and closures in line with regulatory and compliance standards. Supp...

As a Customer Success Manager, you will build strong relationships with C-level leaders, understand their challenges, and deliver tailored solutions. Work with internal teams to drive innovation and help customers achieve success in the BFSI sector.

About the Role: We are seeking a detail-oriented and proactive Customer Success Executive to support our US payroll clients through seamless onboarding, data setup, and post-implementation support. The ideal candidate will combine strong communication skills, analytical ability, and hands-on experience in US payroll processes to ensure every client has a smooth and accurate payroll experience. Key Responsibilities: Manage client onboarding processes from requirement gathering to workflow setup — ensuring timely and accurate implementation of payroll solutions. Collect, validate, and reconcile payroll data, ensuring compliance with US payroll standards and accuracy in every cycle. Coordinate ...

Role & responsibilities Process Automation: Identify manual processes that can be automated; collaborate with tech teams to design and implement automation solutions. Operational Oversight: Monitor daily workflows, allocate tasks, and resolve bottlenecks to maintain seamless operations. Data Management: Oversee the maintenance of operational databases, reports, and documentation; ensure accuracy and timely updates. Cross-Functional Coordination: Work closely with sales, customer support, logistics, finance, and compliance teams to ensure smooth execution of deliverables. Performance Monitoring: Track KPIs, prepare performance dashboards, and present improvement plans to senior management. Is...

-Handle day-to-day back-office operations for MF / equity / trading -Execute transactions & verify client documentation -Coordinate with exchanges, RTA, and internal teams -Support account opening, settlements, payouts, reconciliations Required Candidate profile -Experience in broking or capital market operations -Knowledge of KYC, transaction processing & settlement cycles -Attention to detail and ability to work with deadlines

We are looking for a Client Services Manager who can help maintain existing business with current clients, grow business relationships with current clients and assist in bringing new clients on board. The Client Services Manager will help our clients to better understand the full potential of our products and act as liaison between the client and customer service. The successful candidate will also be responsible for collaborating with different work groups and departments to improve customer support programs and enhance customer satisfaction. Client Services Manager responsibilities - Provide regular updates to clients on the progress of customer service projects and campaigns that directly...

Key Responsibilities Serve as a B2B Techno-Commercial Specialist in the Specialty Food Ingredients sector. Demonstrate strong experience in sales, marketing, and customer account management . Provide comprehensive technical support , including product application guidance and solution development. Drive client acquisition and retention through a consultative and solution-selling approach. Skills & Qualifications Expertise in B2B sales , lead generation, and client relationship management. Proficient in solution selling and key account management . Knowledgeable in food safety and regulatory compliance , including FSSAI, HACCP, and GMP standards. Academic background includes B.Tech, MBA, B.Sc...

Responsibilities: * Cold call potential clients * Meet revenue targets through new biz acquisitions * Generate leads & close deals * Manage client onboarding process * Drive new business growth

Connect with potential clients via chat and voice Explain services and onboard new customers Generate leads and drive business growth Ensure a smooth customer onboarding experience Support sales and client engagement efforts Hindi Knowledge will be an added advantage

Responsibilities: * Manage client relationships & onboarding * Generate leads through sales strategies * Acquire new clients for revenue growth Share your resume on hr@psrcompliance.com Leave encashment Mobile bill reimbursements Sales incentives

Warm Greetings from RIVERA MANPOWER SERVICES!!!! CHETHANA - 7829336034 rivera.chethana@gmail.com Roles and responsibilities: *Use transactional and customer records, external data, publicly- available information, and other information to identify suspicious or unusual activity and Conduct and perform quality control relative to a variety of investigation. *Types including policies, procedures, and reporting record keeping. Research on Suspicious Transaction Reports (STR) on a daily basis while ensuring compliance with federal regulations. *Performing end to end assessment and analysis of customers CASA account and reviewing transaction pattern to determine if transactions are inline with cu...

Serve as the central and single point of contact for assigned brand accounts, ensuring clear and consistent communication. Build and nurture strong, long-lasting client relationships, fostering trust and satisfaction. Develop a thorough understanding of each clients business goals, objectives, target audience, market plans, and competitors. Proactively gather and document detailed client requirements for various branding and marketing initiatives. Collaborate with internal teams (including creative, strategy, digital marketing, and project management) to develop and implement effective marketing and digital marketing strategies that align with client objectives. Contribute to account plannin...

Duration: 3 Months Stipend: Paid Start Date: Immediate Eduonix is looking to onboard 3 proactive and client-focused interns to support and manage daily client interactions. If you have strong communication skills and enjoy handling respon sibilities, this role is for you! Align and schedule daily meetings with clients with full ownership and priority Handle client queries via email and phone professionally Maintain and update CRM databases Support client onboarding and regular follow-ups Coordinate with internal teams for timely task execution Students/freshers with excellent verbal & written communication skills Strong sense of responsibility and time management Comfortable with emails, pho...

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...

Onboarding buyer on platform by through cold calls, reference meeting, direct meeting Training and guiding buyers to raise buying requirement (RFQ) Coordinating with supply team for quotes and ensure maximum conversion of RFQ Cross selling platform Required Candidate profile Male Candidates only Good Communication skills with B2B sales experience Qualification: Graduation/ Post Graduation/Diploma Experience: Minimum 4 + years in B2B Sales (Industrial Sales/Banking/NBFC) Perks and benefits TADA and Unlimited Incentives

Completing the DP BOD process on a daily basis Importing all the other master files from Exchanges in the Techexcel system before the BOD process. Verification of all the client's details received in the Dpulse system before starting the onboarding process. Uploading the client details to Exchanges/ CDSL/KRA's after the verification process. Verification and activation of additional segments as per the client's request on a daily basis. Handling the complete onboarding procedure of BSE Star MF clients (Individual and Non-Individual) Follow up with the customer for the activation of the F&O segment (Rejected cases) Handling the tickets related to the BSE Onboarding of Non-Individual / Individ...

Role Overview: As a Lead Generation Specialist, your main role will involve identifying and sourcing potential clients. You will be responsible for researching and building lists of qualified leads, executing outbound campaigns through various channels, and maintaining CRM records with accurate lead data. Collaboration with the marketing team to refine audience targeting will also be a key aspect of your role. Key Responsibilities: - Research and build lists of qualified leads through databases, social platforms, and industry events. - Execute outbound campaigns via email, calls, and messages. - Maintain CRM records with accurate lead data. - Collaborate with the marketing team to refine aud...