4732 Client Onboarding Jobs - Page 29

About ShopDeck At ShopDeck, you help e-commerce merchants set up and manage their D2C storefronts profitably. You offer a unique, all-in-one software solution combined with a services layer that optimizes profitability for merchants. The focus is on making D2C selling as easy as selling on e-commerce marketplaces. The mission is to democratize the art of selling on your own website, which today is largely limited to venture-funded D2C brands. Team And Scale ShopDeck is currently at ~$4.5M ARR and became profitable earlier this year. The recent Series-B funding round was led by Bessemer Venture Partners, with participation from Elevation Capital, General Catalyst (formerly Venture Highway), a...

As a Lead Corporate Sales at our client's innovative fintech platform, you will play a crucial role in driving the regional charter for the growing B2B2C business. Your responsibilities will include acquiring and managing corporate partnerships, serving as a trusted advisor to senior HR, Finance, and Rewards stakeholders, and enabling organizations to provide impactful financial solutions to employees. Your strong enterprise sales skills, business acumen, and end-to-end relationship ownership will be key in fostering employee engagement, adoption, and sustained business growth. Key Responsibilities: - Corporate Acquisition & Onboarding: - Identify, reach out to, and onboard new accounts. - P...

**Job Description** NoBrokerHood is a comprehensive visitor, community, and finance management system designed to enhance security and convenience for gated societies. As a Central Sales Associate at NoBrokerHood, your role will involve driving sales through effective communication, converting leads into clients, and nurturing strong relationships with customers. You will need to understand customer needs, provide customized solutions, and achieve sales targets. Collaboration with cross-functional teams is essential to ensure a seamless experience for clients and optimize community management services. **Key Responsibilities** - Drive sales through effective communication strategies - Conver...

About the Role We are looking for a dynamic and result-oriented professional who can drive new business opportunities while ensuring high-quality delivery for our permanent hiring services. The ideal candidate combines strong relationship-building skills with proven experience in recruitment execution and client success. Key Responsibilities Business Development Identify and acquire new clients in the permanent hiring domain Build and maintain strong relationships with decision-makers (HR Heads, CXOs, Hiring Managers) Understand client needs and propose tailored recruitment solutions Develop winning proposals and negotiate business terms Achieve revenue & profitability targets Delivery & Ope...

As a Sales Executive at the company, you will be responsible for advancing the sales process, closing new business, and achieving/assisting in sales targets. Your role will involve actively participating in the planning and execution of the company's marketing activities, providing vital inputs based on interactions with prospects. Additionally, you will support and service existing customers by addressing their queries and resolving issues. Key Responsibilities: - Work on sales leads received through platform transactions, on-ground sales personnel, and digital marketing sources. - Establish connections with potential clients, explain product/service capabilities, and finalize sales present...

As a Meta Ads Executive at HealthPioneers, you will be responsible for managing Meta ads campaigns tailored specifically for the healthcare industry, with a focus on IVF, aesthetics, and related medical services. Your key roles and responsibilities include: - **Campaign Management:** Develop, execute, and manage Meta ads campaigns for healthcare industry, emphasizing IVF, aesthetics, and related services. - **Ad Copy and Conceptualization:** Craft compelling ad copy and creative ad formats, including video ads, tailored to the healthcare market. - **Video Script Creation:** Write engaging scripts for video ads that effectively communicate unique selling propositions of healthcare services. -...

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...

Amex GBT is a place where colleagues find inspiration in travel as a force for good and - through their work - can make an impact on our industry. We re here to help our colleagues achieve success and offer an inclusive and collaborative culture where your voice is valued. We are looking for an impactful Product Manager to join our product team and helps us accelerate new client onboarding and migration on the Egencia platform. What youll do: Be the expert for your products, combining industry analysis, end-user feedback and development knowledge to contribute to the product vision and strategy Build and communicate a vision and roadmap for your product Set priorities and define requirements...

Step into a role of IB KYC Refresh Senior Analyst, where you ll take responsibility for client service and operational execution task. You must take responsibility for controlling risk and enhancing controls in connection to your job and areas of responsibility in accordance with rules and regulations. To thrive in this role, you ll need some previous experience in: Good knowledge and Experience of KYC. End-to-end KYC (E2E KYC), CDD and EDD, entity types like Corporates, Fund, trust, SPV and FI. Client onboarding, periodic reviews, renewals/refresh, remediation etc. Basics of Financial crime. Desirable skills sets: Any AML stream related experience, preferably CDD (Client Onboarding). Should...

Client onboarding for joint retail lending, including credit due diligence on NBFCs/Fintechs, business model evaluation, field diligence, program feasibility assessment, portfolio monitoring, regulatory impact review and credit updates.

The role involves preparing proposals, negotiating contracts, and maintaining strong client relationships. The manager will also cross-sell sustainability solutions, track competitors, and provide market insights to support strategic decisions. Required Candidate profile B2B opportunities across hotels, hospitals, and institutions. Key duties include lead generation, pipeline management, site assessments, and presenting Quick Clean’s OPL model

Overview As a Technical Customer Success Intern at PartApp , you will play a key role in supporting our clients, understanding their needs, and helping them get the most out of our platform. You will work closely with our customer support, technical, and business development teams to ensure customer satisfaction, assist in troubleshooting, and contribute to improving our service experience. This internship provides an excellent opportunity to develop communication, technical, and client management skills in a real-world SaaS environment. Key Responsibilities Customer Support & Engagement Deliver excellent support through phone, email, and chat while ensuring accuracy and timeliness. Assist i...

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...

As a Solutions Delivery Specialist - Supply Chain, you will be at the heart of client success. You ll lead end-to-end implementation projects, ensuring smooth onboarding, timely delivery, and stakeholder alignment across teams. You ll also drive internal initiatives and cross-functional feature rollouts. : Lead client onboarding and implementation projects from start to finish Collaborate with product, engineering, and customer success teams to ensure timely and high-quality delivery Manage project timelines, risks, dependencies, and documentation Drive internal rollouts for new features, integrations, and process improvements Build visibility and alignment across all internal and external s...

Join our dynamic Client Operations team and be at the forefront of innovation in the banking industry. This role offers an exciting opportunity to engage with clients, address inquiries, and optimize service operations, all while contributing to our culture of excellence and efficiency. As a Client On-boarding Operations Analyst within the Client On-boarding Operations team, you will partner with business-facing teams to ensure all account opening and KYC maintece activities are completed accurately and in compliance with regulatory standards. You will validate documentation for new and existing clients, conduct risk assessments, and maintain detailed records to support audit readiness. Your...

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...

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...

Location - Navi Mumbai, Ghansoli Designation - Sr. Analyst / SME Job Responsibilities: 1. Manage the client onboarding, account opening and asset transfer processes. 2. Manage the client onboarding, account opening and asset transfer processes. 3. Ensure that account opening and service requests are processed efficiently, while providing timely follow-up to clients. 4. Assist with client updates, reports, and mailings (1099s, etc) 5. Ensure efficient timelines are associated with tasks and the timelines are met. 6. Prepare summary and handover to advisor for moving money in and out of client accounts on request. 7. Follow up with custodians to ensure changes are implemented in a timely manne...

Roles and Responsibilities Drive revenue growth by achieving assigned individual sales targets. Identify, prospect, and acquire new clients within the allocated region/segment. Reach out to potential customers via emails and in-person meetings. Remain adaptable to both tele-sales and field-sales modes, depending on business needs. Understand client needs and recommend solutions tailored to their business requirements. Prepare customized proposals and deliver impactful presentations to decision-makers. Maintain healthy and long-term client relationships through regular follow-ups and trust building. Ensure high standards of professionalism and compliance with the companys sales processes. Pro...

Roles and Responsibilities Drive revenue growth by achieving assigned individual sales targets. Identify, prospect, and acquire new clients within the allocated region/segment. Reach out to potential customers via emails and in-person meetings. Remain adaptable to both tele-sales and field-sales modes, depending on business needs. Understand client needs and recommend solutions tailored to their business requirements. Prepare customized proposals and deliver impactful presentations to decision-makers. Maintain healthy and long-term client relationships through regular follow-ups and trust building. Ensure high standards of professionalism and compliance with the companys sales processes. Pro...

Conduct campaigning activity Promotion, Distribution, advertising& branding activities Create Sales Strategies & implementation Monthly Sale as per the target assigned Lead Generation sales & collection Required Candidate profile Min 3 - 5 years of exp.in selling products to medical device industry, Pharma , FMCG, Hospitals, Institutes, e-tendering business & Hearing aid centers Exp. in generating new sales via cold calls

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...