3735 Client Onboarding Jobs - Page 26

Join our team! We are currently hiring for the role of Client Servicing at Naukri Campus (formerly Firstnaukri.com) If you are ready to make an impact in the fresher hiring space, this is your chance. About Us: Naukri Campus is a distinguished fresher hiring platform that connects employers with prospective entry-level candidates, streamlining the job search process for recent graduates. Naukri Campus https://www.naukri.com/campus Key Responsibilities: Lead hiring initiatives with stakeholders, aligning with their requirements. Promote product adoption by organizing demos, training sessions, and usage monitoring. Proactively identify opportunities to enhance recruitment processes and deliver...

Job Title: Inside Sales HR Location: Goregaon, Mumbai Company: Integrated Personnel Services Ltd (www.ipsgroup.co.in) Qualification: Graduate (Mandatory) Experience: 0 – 2 Years (Preferably in HR / Staffing / Manpower Sales) Role & responsibilities Identify and reach out to potential clients for staffing and HRMS services. Working on our Internal Platform. Conduct cold calls, email campaign and online networking to generate qualified leads. Understand clients core administrative functions of human resources department & customise HRMS solution in line with clients requirements. Maintain and update CRM with daily call reports and client interactions. Collaborate with recruitment and delivery ...

Openings for KYB/KYC Min 1 year exp is mandatory Work from office Bangalore location Immediate Joiners only 5 days work 2 week off 1 way cab US rotational shift&off Call HR Gayathri@9538878905 gayathri@thejobfactory.co.in

Responsibilities: * Manage client relationships through onboarding, upselling, and engagement * Ensure customer satisfaction through proactive support * Coordinate with vendors for smooth operations * Manage vendor relationship and negotiate services

As a member of the Client Account Services team at DTCC, you will play a crucial role in onboarding new members and supporting account lifecycle activities. You will have the opportunity to work on innovative projects and collaborate with a dynamic team. Your responsibilities will include providing professional guidance to applicants, conducting anti-money laundering and know-your-customer validations, and ensuring compliance with established procedures. - Support onboarding of new accounts by handling required risk and legal documentation through DTCC's Membership Application Portal - Review and accept new sales contracts and amendments to ensure compliance with company procedures - Respond...

Role Overview: As an ideal candidate for the role, you should have a solid background in sales with a focus on client onboarding and relationship building. Your responsibilities will include acquiring new clients and maintaining strong relationships with existing ones. Your communication skills, both written and oral, should be excellent to effectively engage with clients. It is essential to possess experience in handling financial products and a good understanding of debt markets. Key Responsibilities: - Originate Rating Business for mid/Large Corporate Group in the specified region - Identify unrated clients and assist in their transition to the rated domain - Develop and execute sales pla...

As a Senior SDR / Account Manager at Quickads, you will be responsible for generating new business, nurturing relationships with existing clients, and ensuring the long-term success of our customer accounts. You will work closely with the sales, marketing, and customer success teams to identify opportunities, deliver tailored solutions, and drive revenue growth. This is a hybrid role combining elements of sales development and account management. The Core Responsibilities For The Job Include The Following Sales Development (SDR) Focus: Lead Generation: Identify and research potential leads using various tools and techniques, including cold calling, social media outreach, and email campaigns....

As the Operations Team Leader, AVP at Deutsche Bank in Jaipur, India, your role involves overseeing day-to-day activities to ensure accurate and timely completion of production duties. You will be responsible for maintaining standards, meeting cut-off times, and upholding processing quality as per SLAs. Additionally, you will respond to queries and escalations promptly, act as a backup for peers, and share best practices with the team. Key Responsibilities: - Review client account opening documentation in compliance with regulatory and internal policies. - Ensure accuracy of data input in the Private Banking system and Account Opening Documents. - Perform simple and complex static amendments...

Role Overview The Business Development Manager will play a pivotal role in driving property sales and ensuring seamless coordination across post-sales functions. This includes managing client relationships beyond booking, aligning with internal departments like Accounts, Compliance, and CRM, and ensuring smooth processing of all post-sales formalities. The role also supports senior leadership in achieving overall sales targets and maintaining high client satisfaction standards. Scope Focus on key micro-markets such as Thane, managing property transactions in the 14 Cr segment. Primarily responsible for Primary Residential Real Estate while catering to high-value Secondary Residential and sel...

As an Associate Director - Ad Operations at a renowned Media and Marketing Company in Pune, your role involves leading high-performing teams, setting strategic goals, and driving performance towards achieving agency-wide objectives. You will be responsible for developing and implementing strategic plans for the Ad Operations department, adapting strategies to changing market conditions, client needs, and industry trends. Your focus will be on driving operational excellence, maintaining strong client relationships, and ensuring efficient campaign execution. Key Responsibilities: - Inspire and lead high-performing teams, fostering a positive and collaborative team culture - Develop and impleme...

Role & responsibilities : Were Hiring: Business Development and Client Services Representative Property Management Partnerships Location: Bangalore | Market: US The Role We’re looking for a proactive Client Services Representative to build and grow partnerships with residential and commercial property management companies in the US market. This role is perfect for someone who thrives in research, lead generation, and client relationship building. What You’ll Do Identify and research property management companies in target markets Generate leads and build strong connections with potential partners Onboard new property management clients and ensure smooth collaboration Drive business growth by...

Identify and pursue growth opportunities, execute strategic plans, manage the sales cycle, build client relationships, analyze markets, present solutions, maintain CRM data, track KPIs, represent the company, and mentor junior staff.

Role Over View : As a Sales & Business Development Executive you will be responsible for acquiring and managing High Net Worth Individual (HNI) and corporate clients for investment and wealth management products. The role involves proactive client acquisition through cold calling, field visits, and relationship management, with a focus on delivering customized investment solutions and driving business growth. Key Responsibilities : Identify and acquire new clients through lead generation, networking, and field sales activities. Present and promote Jones Asset Managements wealth and logistic investment products to HNI clients. Conduct client meetings, portfolio discussions, and financial plan...

Role Summary: As Business Head - SuvarnaSetu, you will take charge of both sales acceleration and client success, driving deep market penetration and adoption. This role is ideal for someone who understands retail business mindset, believes in digital enablement, and can lead with both numbers and empathy. Key Responsibilities: Sales & Growth: - Own and execute the GTM strategy to onboard 1000+ jewellers in 24 months. - Identify and convert family jewellers across India via direct sales, referrals, and channel networks. - Conduct product demos, close deals, and ensure active platform usage. - Track performance through CRM, define KPIs, and optimize sales funnels. Customer Success: - Drive pl...

Responsibilities: * Generate leads through networking & market research * Close deals with clients * Manage client relationships post-onboarding * Report on sales performance regularly

Key Skills: L1, Client Onboarding, Deployment, Training Roles and Responsibilities: Provide Level 1 functional support for the DOC4A application, including ticket logging, initial diagnosis, and resolution or escalation. Perform tool deployment and configuration tasks for new users or departments. Manage user onboarding, including account creation, access provisioning, and profile setup. Conduct user training sessions (virtual or in-person) and create user guides and documentation. Assist users in navigating the tool, understanding workflows, and troubleshooting common issues. Collaborate with L2/L3 technical support or development teams for issue escalation and resolution. Monitor applicati...

Swa Artisanal Syrups is a homegrown brand crafting high-quality, preservative-free, and natural syrups using real fruits, herbs, and spices. We serve a wide range of cafs, bars, restaurants, and retail customers across India, and are expanding rapidly into new territories. Join us in reshaping how India drinksone syrup at a time! Key Responsibilities: Drive sales and consistently meet or exceed monthly and quarterly targets in the assigned territory (Ahmedabad and surrounding regions). Identify, pitch to, and onboard new B2B customers including cafs, bars, restaurants, and distributors . Build and nurture long-term relationships with existing clients to maximize repeat sales and upselling op...

About roles and responsibilities : M11 Industries Pvt. Ltd is an Aggregator Cum Manufacturer of Bio Diesel. The Raw Material required for Manufacturing Bio Diesel is UCO (Used Cooking Oil) *From Where We Will Get Raw Material (UCO)* As per the RUCO initiative Program of FSSAI the FBOs (Food Business Operators Like Restaurants, Hotels, Caterers, Snacks Corner, Cafs etc.) should not be reusing the Cooking Oil more than 2 to 3 times. Thereafter its a compulsion for the FBOs to dispose of the UCO (Used Cooking Oil) *Present Situation Of UCO* Presently the FBOs (Food Business Operators) are disposing off the UCO (Used Cooking Oil) as a waste. *How we are Helping the FBO* Business Development Exec...

About the Role: We are seeking a highly motivated and customer-focused individual to join our Customer Success Team. With 3+ years of experience in this role, you will be responsible for providing excellent customer support to our clients for our SaaS product. You will be the primary point of contact for customer inquiries and will work closely with the product and technical teams to resolve customer issues. You will also be required to handle inbound inquiries, provide demos to potential customers, on-board them to the system & follow-up on due renewal payments. Responsibilities: Respond to customer inquiries via phone, email and chat in a timely and professional manner Troubleshoot custome...

Customer Onboarding & Documentation Payment Tracking & Collection Customer Communication & Query Handling Agreement & Registration Process Construction & Project Updates Handover & Possession Process Customer Satisfaction & Retention Required Candidate profile Coordination with Other Departments Reporting & Data Management Handling customisations Good knowledge in real-estate

Job Summary: We are looking for a proactive and customer-focused Customer Success Manager (CSM) to join our growing team. In this role, you will serve as the primary point of contact for our clients post-sale, ensuring a smooth onboarding, driving product adoption, and fostering long-term customer satisfaction and retention. You will work closely with sales, product, support, and marketing teams to ensure customer goals are met and value is continuously delivered. Key Responsibilities: Customer Onboarding: Lead new customer onboarding processes, ensuring smooth handoffs from sales and setting clear expectations. Relationship Management: Build and maintain strong, long-lasting customer relati...

As a Vice President- Client Account and Settlement Instructions Maintenance Lead at Barclays, your role entails managing day-to-day business operations related to Product onboarding and Standard Settlement Instruction setup in various systems. You will be leading a team to ensure comprehensive, timely, and accurate operational delivery, providing oversight for senior leadership, service buyers, audit activity, and regulators. **Key Responsibilities:** - Manage day-to-day business operations related to Product onboarding and Standard Settlement Instruction setup - Lead a team using a range of products and utilities to ensure comprehensive, timely, and accurate operational delivery - Provide o...

As a Wealth Advisory Operations Manager at this financial empowerment platform specifically designed for women, you will be responsible for overseeing and streamlining daily operations for wealth advisory services. This includes managing client onboarding, transaction processing, and reporting. You will need to coordinate with financial advisors and clients to ensure exceptional service. Additionally, you will handle backend support for mutual funds, bonds, insurance, and portfolios. It is crucial to maintain accurate client records and ensure adherence to SEBI standards. Key Responsibilities: - Oversee and streamline daily operations for wealth advisory services. - Manage client onboarding,...

Project Manager Primary Skills Revenue Forecasting, SOW creation and scope tracking, P&L Management, Program Management, People Management, Project Analytics, Escalation Management Job requirements Transition Manager (TPM) Role Overview We are looking for an experienced Transition Manager to lead and execute end-to-end service and project transitions, ensuring smooth knowledge transfer, minimal disruption, and successful handover into steady-state operations. The role requires strong planning, stakeholder management, and governance skills to manage complex transitions across global, multi-vendor environments. Key Responsibilities Plan, lead, and execute end-to-end transitions for small to mi...

As a member of the Large Corporate Group - Ratings-Business Development department at CRISIL, you will play a crucial role in expanding the company's client base and maintaining strong relationships with existing clients. Your responsibilities will include: - Having a good experience in the sales domain and client onboarding - Acquiring new clients and building lasting relationships with them - Demonstrating excellent interpersonal and presentation skills - Possessing strong English communication skills, both written and oral - Utilizing your exposure or experience in handling financial products - Understanding debt markets thoroughly - Origination of Rating Business for the mid/Large Corpor...