3735 Client Onboarding Jobs - Page 27

As a Sales Manager, your role involves developing and growing the supply chain finance portfolio by prospecting and nurturing anchor corporates for invoice discounting and distribution finance products. You will play a key role in building and scaling a robust sales funnel of enterprise clients, ensuring client conversions to meet key performance indicators (KPIs), and collaborating with internal teams for seamless client onboarding. Your key responsibilities will include: - Portfolio Development: Developing and growing the supply chain finance portfolio through prospecting and nurturing anchor corporates for invoice discounting and distribution finance products. - Sales Funnel Management: B...

Role Overview: As a financial planner at the fast-growing personal investment company, your primary responsibility will be interacting with clients, planning their investments, reviewing portfolios regularly, and managing other operational requirements. Your role plays a crucial part in managing the day-to-day operations of the firm, ensuring smooth workflow, and maintaining high-quality service standards. Key Responsibilities: - Operations Management: - Oversee and manage the daily operations, including client onboarding and account maintenance. - Develop and implement efficient procedures and workflows to streamline operational processes. - Client Service: - Provide exceptional client serv...

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. - Oversee and streamline daily operations for wealth advisory services. - Manage client onboarding, transaction processing, and reporting. - Coordinate with financial advisors and clients to ensure exceptional service. - Handle backe...

As a Client Onboarding Analyst/Associate in the US Wealth Advisory team located in Mumbai, Maharashtra, you will be an integral part of the Client Operations team. Your main responsibility will be to facilitate the onboarding process for new clients, ensuring a seamless and efficient experience. - Gather client information - Conduct due diligence checks - Coordinate with internal departments to set up client accounts - Ensure compliance with regulatory requirements and internal policies throughout the onboarding process - Build and maintain strong relationships with clients - Provide exceptional service and address any inquiries or concerns clients may have - Proactive and detail-oriented in...

**Job Description:** As a Sales Executive at our company, you will play a crucial role in driving B2B sales of SaaS products. Your primary responsibilities will include conducting online product demos, ensuring smooth client onboarding, and identifying new business opportunities. By developing strategic sales plans and collaborating with internal teams, you will contribute to customer satisfaction and retention. **Key Responsibilities:** - Develop and execute strategic sales plans to achieve company goals. - Deliver engaging online product demonstrations to prospective clients. - Onboard new clients, ensuring seamless adoption and usage of SaaS products. - Identify and capitalize on new busi...

Key Responsibilities Webinars & Demos: Conduct webinars and live product demonstrations tailored to the client's specific use case. Lead & CRM Management: Log, update, and track all prospect interactions in the CRM for clear sales pipeline visibility. Client Communication: Conduct outreach and follow-ups via calls, WhatsApp, and email during all phases of the sales cycle. Proposal Preparation: Draft and send customized proposals aligned to client requirements. Client Onboarding: Set up user accounts and configure platform features to suit operational workflows. Post-Sales Support: Offer onboarding assistance and responsive technical support post-purchase. Training Delivery: Train users to en...

Preferred candidate profile Hiring ,Business Development Manager- US Staffing for our team. If you have 6+ years of experience building client relationships, developing new business, and understanding IT hiring trends this could be a great fit We're looking for someone who thrives on cold calling, LinkedIn prospecting, and hitting those revenue targets.

As a product specialist, you will be responsible for successfully onboarding new clients for API integrations. You will be responsible for bridging the gap between technical and non-technical stakeholders, providing expertise in API integrations, and guiding clients through the setup of trials using our sandbox environment. Key responsibilities: API Proficiency Demonstrate a deep understanding of existing APIs and their functionality, enabling proactive problem-solving and optimization Work with the product team to see if the client requirements can be solved Technical Sales Support Own the sales pipeline of clients interested in the API offering Work closely with the prospects to understand...

Hi, We are seeking an experienced and dynamic Information Technology Staffing Service Sales Manager to join our team. The ideal candidate will have a proven track record in IT staffing services sales, with 5 to 10 years of experience. The Sales Manager will be responsible for driving sales growth, building and maintaining client relationships, and achieving revenue targets. Key Responsibilities: Sales Strategy and Planning: Creating new business opportunities, partnerships and expanding Crowns market reach Develop and implement effective sales strategies to achieve revenue goals. Identify and target potential clients, including large Information Services System Integrators and GCCs. Assistin...

Role & responsibilities We are hiring a Business Development Associate to join our growing team in Mumbai . This role is ideal for freshers or early-career professionals passionate about B2B sales and client relationship management in the logistics industry . Key Responsibilities: Identify and connect with potential clients via calls, emails, and meetings Pitch customized logistics solutions based on client needs Drive revenue growth and ensure smooth client onboarding Build and maintain strong client relationships to ensure retention What Were Looking For: Strong communication and negotiation skills A passion to learn and grow in B2B sales Self-driven and target-oriented mindset

Role & responsibilities Responsible for identifying suitable commercial properties for opening new hotels in assigned geography, negotiating commercials, scope of work & finalizing acquisition deals • Building join business plans with key partners like property developers, landlords, project consultants, property brokers in order to have a profitable business association for OYO & its stakeholders Liaising for legal due diligence and paperwork involved in signing & acquiring SOB portfolio • Coordinating with various department internally during the property onboarding process to ensure end-to-end closure on each property launch on ground • Evaluate operator performance & inventory management...

Leading Ecommerce company is looking for an experienced Business Development Executive Position : Business Development Executive Work Mode : Hybrid (90% WFH) Remuneration : Upto 6.0 LPA Contact: email shayne.honeybeezconsultancy@gmail.com

Role Overview: We are looking for a dynamic and experienced professional with a proven track record in client acquisition and B2B business development, especially with startups. This role is pivotal in driving company growth by identifying and securing new business opportunities within the recruitment and payroll services domain. The candidate will develop and execute strategic plans, build strong client relationships, and collaborate with internal teams to deliver exceptional service and achieve revenue targets. Key Responsibilities: Lead business development efforts to acquire new clients, focusing on startups and emerging businesses. Develop and execute go-to-market strategies tailored fo...

Account Manager Full-time Department: Emerging Business Level: Assistant Manager Company Description Bharti Airtel Limited is a leading global telecommunications company with operations in 18 countries across Asia and Africa. Headquartered in New Delhi, India. In India, the company's product offerings include 2G, 3G, 4G and now 5G wireless services, mobile commerce, fixed line services, high speed home broadband, DTH, enterprise services including national & international long-distance services to carriers. In the rest of the geographies, it offers 2G, 3G, 4G wireless services and mobile commerce. We are always looking for people who are thinkers & doers. People with passion, curiosity & con...

Account Manager Full-time Department: Emerging Business Level: Assistant Manager Company Description Bharti Airtel Limited is a leading global telecommunications company with operations in 18 countries across Asia and Africa. Headquartered in New Delhi, India. In India, the company's product offerings include 2G, 3G, 4G and now 5G wireless services, mobile commerce, fixed line services, high speed home broadband, DTH, enterprise services including national & international long-distance services to carriers. In the rest of the geographies, it offers 2G, 3G, 4G wireless services and mobile commerce. We are always looking for people who are thinkers & doers. People with passion, curiosity & con...

Domain/Product/Process Knowledge The objective of this role is to manage day-to-day work which encompasses delivery of production in the turnaround time and meet daily capacity. Maintain effective communication & coordination within the team. Ensure healthy working relations. Manage overall performance of the team assigned/shift in charge off. ROLE RESPONSIBILITIES Developing and sustaining long-standing relationships with company-approved vendors. Meeting with suitable vendors to assess their products, inquire about their services, negotiate pricing, and communicate any product or service-related concerns. Conducting research on available vendors to determine which vendors offer the best pr...

Account Manager Full-time Department: Emerging Business Level: Assistant Manager Company Description Bharti Airtel Limited is a leading global telecommunications company with operations in 18 countries across Asia and Africa. Headquartered in New Delhi, India. In India, the company's product offerings include 2G, 3G, 4G and now 5G wireless services, mobile commerce, fixed line services, high speed home broadband, DTH, enterprise services including national & international long-distance services to carriers. In the rest of the geographies, it offers 2G, 3G, 4G wireless services and mobile commerce. We are always looking for people who are thinkers & doers. People with passion, curiosity & con...

Account Manager Full-time Department: Emerging Business Level: Assistant Manager Company Description Bharti Airtel Limited is a leading global telecommunications company with operations in 18 countries across Asia and Africa. Headquartered in New Delhi, India. In India, the company's product offerings include 2G, 3G, 4G and now 5G wireless services, mobile commerce, fixed line services, high speed home broadband, DTH, enterprise services including national & international long-distance services to carriers. In the rest of the geographies, it offers 2G, 3G, 4G wireless services and mobile commerce. We are always looking for people who are thinkers & doers. People with passion, curiosity & con...

Business Development: Sell online Property solutions to clients-Real Estate Developers and Consultants by assessing their business requirements and tailor pitch the solutions. Business Acquisition: Achieve sales targets by growing business through acquiring new clients from assigned territory. Lead Generation: Developing a database of qualified leads through referrals, telephone canvassing and cold calling and establishing relationships. Client Service & Engagement: Actively engage with the customers by monitoring product delivery, demonstrations and trainings.

Responsibilities: * Generate leads through outreach and networking * Close sales with new clients * Manage client onboarding process * Acquire new business opportunities * Meet revenue targets

Social Media Client Engagement Lead Qualification: . Relationship Building: Build relationships with potential clients and establish a rapport to increase the chances of conversion. Sales incentives

Key Skills : Strong client communication skills required, including the ability to clearly articulate concepts, gather requirements, and manage expectations Experience: Candidates must have 35 years of relevant experience. Domain Expertise: Only candidates with Front Office experience will be considered. This includes exposure to: Cashing New account setup KYC processes Money movement Onboarding Paperwork and non-paper experience Experience Required 2 to 3 years of experience in US Wealth Management or Capital Markets operations, preferably within the Banking or Financial Services industry. Hands-on experience in Cash Management and New Account is highly desirable. Technical & Soft Skills Pr...

The role focuses on managing channel partners to drive on-ground sales of subscription packages. Key responsibilities include team hiring, training, and performance management, ensuring sales productivity through daily monitoring of KPIs, driving conversions, managing partner payouts, and achieving sales targets. The position also involves implementing incentive structures and ensuring timely reporting as per SOPs. Manage channel partners to drive the sale of paid subscription packages through on-ground sales teams. Oversee end-to-end team operations including hiring, training, performance management, and retention. Conduct daily team meetings to ensure consistent qualitative and quantitativ...

Job Title: Customer Success Executive Location : Bangalore - Next to Kudlu Metro Station, Hosur Road. Shift Timings: 2-11 PM Experience: Freshers (Internship-cum-FTE) to 1 year experience About Us: Cubic Logics is a fast-growing SaaS company specializing in workplace productivity and HR solutions with our flagship platforms, HR365 and Apps 365 , built for Microsoft 365. We serve a global customer base with a sharp focus on user experience, scalable solutions, and measurable value. We're on a mission to simplify enterprise workflows and amplify impact one customer at a time. Role Overview: We are looking for dynamic, self-motivated and driven Customer Success Executive to join our Inside Sale...

About The company: NoBrokerHood is a smart visitor, society and accounting management system. It makes life more convenient and secure for residents of housing societies and townships. NoBrokerHood also helps manage all your residential complex needs such as complaint management, amenities management, payments, billing, accounting and more. Job Description: A Business Executive will be meeting existing clients in their locations and increase the app download in that society. Approaching the residents through door knocks and increasing the app download in that society. Meeting existing client Increase the app download in that society Door to door knocks and approach the residents Prospect, ed...