4732 Client Onboarding Jobs - Page 27

As a Client On-boarding Operations Analyst within our dynamic Client Operations team, you will play a vital role in ensuring accurate and compliant account opening and KYC maintenance activities. Your responsibilities will include: - Reviewing and validating client KYC documentation to ensure accuracy and completeness. - Collecting and maintaining all required documentation according to regulatory standards. - Monitoring existing client KYC records for ongoing compliance. - Performing enhanced due diligence on high-risk clients and assessing client risk profiles. - Collaborating with Relationship Managers, Compliance teams, and other stakeholders to address KYC-related inquiries. - Maintaini...

You will be working as an intern at Eduonix Learning Solutions Pvt Ltd, supporting and managing daily client interactions. Your role will involve the following responsibilities: - Aligning and scheduling daily meetings with clients with full ownership and priority - Handling client queries via email and phone professionally - Maintaining and updating CRM databases - Supporting client onboarding and regular follow-ups - Coordinating with internal teams for timely task execution Qualifications required for this role include: - Students/freshers with excellent verbal & written communication skills - Strong sense of responsibility and time management - Comfortable with emails, phone calls, and b...

As a candidate for this position, you will be responsible for: - Handling client onboarding processes, including Account Opening Forms (AOF), KYC documentation, and verification. - Managing Demat and Trading Account operations to ensure timely processing of all client service requests. - Supporting front-office teams with trade confirmations, fund/DP transactions, and overall back-office operations. - Coordinating effectively with Compliance, RMS, and Head Office Operations to maintain a smooth workflow. - Maintaining accurate records, reports, MIS, and all internal documentation as required. - Ensuring strict adherence to SEBI and Stock Exchange regulatory/audit requirements at the branch l...

Roles and Responsibilities : Manage client relationships to ensure high levels of satisfaction and retention. Provide after-sales support, including troubleshooting issues and resolving problems promptly. Develop strategies for improving customer focus, resulting in increased loyalty and retention rates. Collaborate with internal teams to identify opportunities for upselling and cross-selling services. Job Requirements : 2-6 years of experience in IT Services & Consulting industry. Strong background in after sales support, client onboarding, post sales support, and customer focus. Proven track record of excellent client retention rates through effective relationship management.

Company Description Yogher is dedicated to transforming the lives of women, empowering them to achieve health, flexibility, and energy through live, interactive online yoga classes tailored to their needs. With certified female instructors and personalized support, Yogher offers sessions designed to help women lose weight, manage PCOS/PCOD, alleviate body pain, and maintain a balanced lifestyle. Classes are conducted via Zoom, with posture correction and flexible timing options to suit busy schedules. Additional services include one-on-one guidance, 24/7 WhatsApp support, and free personalized diet plans. Yogher fosters a supportive community for women from all walks of life to move, grow, a...

Role & responsibilities Identify, approach, and onboard new restaurants in the assigned territory. Build strong, long-term relationships with existing restaurant partners. Coordinate documentation, menu collection, and platform training. Handle partner queries, resolve operational issues, and ensure high satisfaction. Drive monthly onboarding, activation, and revenue targets. Conduct regular field visits to review performance and provide support. Maintain accurate daily reports and logs. Preferred candidate profile Minimum 1 year of experience in field sales / onboarding / account management . Must own a bike and smartphone . Knowledge of Excel / Google Sheets preferred. Strong communication...

Job_Description":" Job Role: Business Development Manager Job Summary: We are looking for a driven Business Development Manager to lead our client acquisition and revenue growth efforts. This role focuses on building strong business relationships, identifying new corporate clients, and driving consistent sales performance. Key Responsibilities: \- Identify and acquire new corporate clients for products such as LED displays, active LED video walls, digital screens, LED modules\/power supplies, and LED signage through direct outreach, networking, and referrals \- Pitch relevant product solutions to senior decision\-makers and close high\-value B2B deals \- Manage the full sales cycle, from lea...

Responsibilities • Drive sales & marketing of RLDs to pharma clients • Manage accounts,payments & reports • Identify new products & market opportunities • Build strong client relations & handle queries • Achieve targets through upselling & networking Required Candidate profile Qualifications & Skills B.Pharm/M.Pharm/MBA(Freshers or 1–6 yrs exp) Strong communication,analytical & negotiation skills Presentable,motivated & willing to travel Proficient in CRM & MS/Google tools

Key Responsibilities: 1. Identify and pursue new business opportunities through research, networking, and outreach. 2. Build and maintain strong relationships with existing and potential clients. 3. Develop and pitch customized recruitment solutions to clients. 4. Meet or exceed sales targets and contribute to the company's revenue growth. 5. Stay updated on industry trends, market conditions, and competitor activity. 6. Collaborate with the recruitment team to ensure seamless delivery of services. 7. Provide feedback to the team on market conditions, client needs, and competitor activity Requirements: 1. 1-3 years of experience in business development, sales, or recruitment. 2. Strong under...

SUMMARY Job Title: L1- Transaction Monitoring Analyst Job Role: Senior Process Executive /Subject Matter Expert Relevant Experience Desired: 2 yr - 8 Yr Location: Chennai 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 regulatory an...

Senior KYC Analyst Key Responsibilities Handle end-to-end KYC documentation for opening and closing bank accounts with multiple banking partners. Coordinate with internal teams and banks to fulfil KYC and AML requirements. Maintain records and ensure timely updates of documentation as per periodic review cycles. Perform KYC/AML checks for investor subscriptions, redemptions, and switches. Skills Required Perform end-to-end KYC onboarding for new accounts in line with regulatory and internal compliance standards. Handle SWIFT payments and transaction monitoring as part of the client due diligence process. Ensure adherence to AML guidelines and internal risk policies. Qualifications Bachelor's...

Your responsibility is to create new international business opportunities, increase our customer base, and generate revenue. Your primary goal is to identify potential customers, establish relationships with key decision-makers, and close deals to guarantee client contentment. The ideal candidate should have a basic understanding of all stages of the Software Development Life Cycle. Skills Requi rements Basic knowledge of Web Development services Basic understanding of Software Sales Knowledge (International) Website Analysis Email writing etiquette Great Team Collaboration skills Excellent verbal and written communication Passion to learn new technologies & latest trends in Market Responsib...

Location: Ahmedabad (Must be willing to travel PAN India) Type: Full Time | Reports to: GM - Sales & Marketing CTC: Industry Best + Performance - Based Incentives 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 p...

Client onboarding Shift : UK Role Senior Analyst Overview of Role/Principle Responsibilities: The primary responsibility of this candidate is to efficiently manage the end-to-end setup, maintenance, and closure of mandates, portfolios, agreements, and related accounts across key systems. The role requires liaison with several internal departments as well as external executing and prime brokers, custodians and fund administrators, therefore good written and oral communication is key. We are looking for someone who likes working as part of a team and is comfortable with a fast-paced operations environment. Key Responsibilities: External Account set up, amendment and closure - Third party entit...

The Team Leader will oversee client onboarding and account management processes, ensuring accuracy, compliance, and efficiency across multiple client touchpoints. The role involves managing a small team, coordinating workload distribution, and acting as the first point of escalation for operational and process-related queries. Key Responsibilities Team Leadership Support team members in achieving departmental goals and act as the first point of escalation. Coordinate workload distribution and provide guidance to ensure smooth operations. Provide feedback to the manager on team members' progress, achievements, and development needs. External Account Setup, Amendment, and Closure Manage third-...

Role Overview We are seeking an experienced Client Onboarding Manager to oversee the end-to-end setup, maintenance, and closure of client mandates, portfolios, and related accounts across multiple systems. The ideal candidate will manage a multiskilled team, ensure operational excellence, and maintain compliance with internal controls and regulatory standards. Key Responsibilities Lead, mentor, and develop a high-performing, multiskilled team to deliver onboarding and account management services. Oversee client and fund mandate setup, ensuring accuracy, efficiency, and regulatory compliance. Manage the full lifecycle of external account setup, amendments, and closures (Custody, FX Broker, Cl...

Roles & Responsibilities Make outbound follow-up calls on customer enquiries received from WhatsApp, Meta, Website, and marketing campaigns . Understand the customers loan requirements (Home Loan / LAP / Personal Loan etc.) and recommend suitable banks/NBFCs as per eligibility. Coordinate regularly with bank Relationship Managers and ensure timely updates on login, sanction, legal/technical, and disbursement. Maintain and update daily MIS reports and ensure 100% accuracy for each case. Meet daily, weekly, and monthly performance targets as set by the management. Preferred Candidate Profile Strong communication and interpersonal skills. Positive attitude, discipline, and willingness to learn ...

Job Description Sales Counsellor / Academic Counsellor The Sales Counsellor / Academic Counsellor is responsible for supporting prospective students through the admissions process by offering program guidance and converting inquiries into successful enrollments. This role requires strong communication, customer service orientation, and sales expertise to help students make informed academic and career decisions. The counsellor will engage with students and parents through phone calls, counselling sessions, emails, and digital platforms, ensuring a professional and supportive experience. Key Responsibilities Handle inbound and outbound inquiries related to academic programs and admissions. Co...

Senior KYC Analyst Key Responsibilities Handle end-to-end KYC documentation for opening and closing bank accounts with multiple banking partners. Coordinate with internal teams and banks to fulfil KYC and AML requirements. Maintain records and ensure timely updates of documentation as per periodic review cycles. Perform KYC/AML checks for investor subscriptions, redemptions, and switches. Skills Required Perform end-to-end KYC onboarding for new accounts in line with regulatory and internal compliance standards. Handle SWIFT payments and transaction monitoring as part of the client due diligence process. Ensure adherence to AML guidelines and internal risk policies. Qualifications Bachelor's...

Senior KYC Analyst Key Responsibilities Handle end-to-end KYC documentation for opening and closing bank accounts with multiple banking partners. Coordinate with internal teams and banks to fulfil KYC and AML requirements. Maintain records and ensure timely updates of documentation as per periodic review cycles. Perform KYC/AML checks for investor subscriptions, redemptions, and switches. Skills Required Perform end-to-end KYC onboarding for new accounts in line with regulatory and internal compliance standards. Handle SWIFT payments and transaction monitoring as part of the client due diligence process. Ensure adherence to AML guidelines and internal risk policies. Qualifications Bachelor's...

Senior KYC Analyst Key Responsibilities Handle end-to-end KYC documentation for opening and closing bank accounts with multiple banking partners. Coordinate with internal teams and banks to fulfil KYC and AML requirements. Maintain records and ensure timely updates of documentation as per periodic review cycles. Perform KYC/AML checks for investor subscriptions, redemptions, and switches. Skills Required Perform end-to-end KYC onboarding for new accounts in line with regulatory and internal compliance standards. Handle SWIFT payments and transaction monitoring as part of the client due diligence process. Ensure adherence to AML guidelines and internal risk policies. Qualifications Bachelor's...

Sales Manager Location: Mumbai Role Description: Develop and drive sales initiatives to achieve set goals by mentoring and motivating the sales team. Develop, enhance, and implement comprehensive sales strategies and other promotional activities for various projects to create new markets and achieve targeted sales. Aggressively drive sales planning, forecasting, and manage sales and customer service. Devise new and innovative selling and promotional techniques and schemes. Monitor competitor trends and benchmark competitors to effectively balance priorities and fulfill customer expectations, staying updated with competitor property offerings, pricing, location, and quality. Educate clients o...

Sales Manager Location: Mumbai Role Description: Develop and drive sales initiatives to achieve set goals by mentoring and motivating the sales team. Develop, enhance, and implement comprehensive sales strategies and other promotional activities for various projects to create new markets and achieve targeted sales. Aggressively drive sales planning, forecasting, and manage sales and customer service. Devise new and innovative selling and promotional techniques and schemes. Monitor competitor trends and benchmark competitors to effectively balance priorities and fulfill customer expectations, staying updated with competitor property offerings, pricing, location, and quality. Educate clients o...

Sales Manager Location: Mumbai Role Description: Develop and drive sales initiatives to achieve set goals by mentoring and motivating the sales team. Develop, enhance, and implement comprehensive sales strategies and other promotional activities for various projects to create new markets and achieve targeted sales. Aggressively drive sales planning, forecasting, and manage sales and customer service. Devise new and innovative selling and promotional techniques and schemes. Monitor competitor trends and benchmark competitors to effectively balance priorities and fulfill customer expectations, staying updated with competitor property offerings, pricing, location, and quality. Educate clients o...

Sales Manager Location: Mumbai Role Description: Develop and drive sales initiatives to achieve set goals by mentoring and motivating the sales team. Develop, enhance, and implement comprehensive sales strategies and other promotional activities for various projects to create new markets and achieve targeted sales. Aggressively drive sales planning, forecasting, and manage sales and customer service. Devise new and innovative selling and promotional techniques and schemes. Monitor competitor trends and benchmark competitors to effectively balance priorities and fulfill customer expectations, staying updated with competitor property offerings, pricing, location, and quality. Educate clients o...