3735 Client Onboarding Jobs - Page 29

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...

As a Sales + Design professional at Homedesignia, a leading multinational interior design and construction company based in Noida, your role will involve blending design expertise with strong client communication and sales skills. Key Responsibilities: - Managing end-to-end client relationships - Creating mood boards and space planning layouts - Handling client onboarding and site visits - Driving sales through customized design solutions If you are passionate about interiors and thrive in a fast-paced, creative environment, we would love to connect with you.,

Role Overview: As an individual working in this position, you will be responsible for developing a sound understanding of various debt products such as NCDs, PTCs, Direct assignment, etc. You will actively participate in the end-to-end life cycle of debt syndication assignments for FI clients, which includes NBFCs, Microfinance companies, and HFCs. Your role will involve acquiring knowledge about different aspects of debt fund raising, including regulations, tax implications, excel modeling, and documentation. Additionally, you will be expected to create high-quality content like teasers, presentations, and pitchbooks. Key Responsibilities: - Provide inputs for transaction structuring and as...

As a Sales & Business Development professional, your role will involve identifying new business opportunities within the supply chain finance space, with a focus on PID, SID, vendor financing, and dealer financing. Your key responsibilities will include: - Developing and maintaining relationships with key clients, suppliers, and third-party financial institutions. - Generating new leads and converting them into sales by demonstrating the value of trade finance products to businesses. - Creating tailored financial solutions for clients to optimize their working capital needs. - Promoting supply chain financing offerings by highlighting the benefits of improved cash flow, risk mitigation, and ...

Senior Data Engineering Manager / Director will own end-to-end data onboarding function within SaaS platform for self-storage industry. scaling the data eng & migration frameworks that enable properties PMS systems into Hummingbird. Required Candidate profile data migration pipeline from PMS Hummingbird onboarding teams, Product, Engineering and Sales teams to design repeatable onboarding playbooks for PMS migrations.

As a Know Your Client (KYC) Analyst at Deutsche Bank in Bangalore, India, your main focus will be on client onboarding (COB) and exceptions while adhering to regulatory standards and jurisdictions. You will be responsible for providing regular communication to senior bank stakeholders regarding changes in KYC, Anti Money Laundering (AML), and Anti Financial Crime (AFC) areas, ensuring seamless implementation of any required changes. Additionally, you will assist the bank's clients by managing all KYC and account opening requirements with proper governance and controls, following strict adherence to Standard Operating Procedures (SOPs) and Operation Level Agreements (OLAs) to facilitate accur...

Role Overview: As an Institutional Sales Manager at our well-known FMCG brand, your role will involve driving sales in the institutional segment. Your primary goal will be to meet sales targets, attract new customers, and maintain relationships with existing clients. You will be instrumental in our expansion efforts and pivotal in strengthening our market presence. Key Responsibilities: - Develop and implement a sales strategy to meet targets within the institutional sector - Identify and onboard new clients within the institutional segment - Cultivate and nurture strong partnerships with current institutional clients - Regularly visit stores to ensure optimal product display and promotion -...

As a Business Analyst or Senior Business Analyst specializing in Private Banking and Wealth Management, your role involves utilizing your core BA skills and domain expertise to contribute effectively to the team. You will be responsible for conducting requirement elicitation, stakeholder management, and workshop facilitation. Additionally, you will be proficient in business process modeling using BPMN and UML. Your role will involve writing BRD, FRD, Use Cases, and User Stories, along with a strong understanding of SDLC and Agile/Scrum methodologies. Your experience with tools like JIRA, Confluence, Visio, or similar tools will be crucial in this role. Excellent analytical, problem-solving, ...

As a part of Corporate and Investment Banking at DBS, your role will involve supporting Relationship Management teams in various activities including: - Preparation and submission of Credit Memos to CCG - Completion of documentation formalities in coordination with the client & CCU - Assisting RM in completing client onboarding/KYC reviews, Legal & Valuation reports - Follow up for regularization of overdue - Client servicing in coordination with internal units - Highlighting any early warning signs of the portfolio to the RMs - Managing the existing portfolio of all clients for the designated relationship teams - Exploring opportunities for cross-selling of other banking products and helpin...

Responsibilities: Drive new partner and dealer acquisitions Manage and grow existing relationships Work with top OEMs and fintech lenders Represent CleverPe at the forefront of the EV & Retail finance revolution Annual bonus Sales incentives

As a Sales Executive in our company, your role will involve conducting research to identify potential clients and key decision makers in the Learning & Development domain of leading corporates. You will establish contact with prospects through cold calling, email communications, and online platforms. Additionally, you will be responsible for providing online demos of our platform to showcase its features and capabilities to potential clients. Your key responsibilities will include: - Making presentations to clients - Conducting requirement analysis - Solution and concept mapping - Ensuring a seamless transition to the delivery team - Assisting with the new client onboarding process - Identif...

As an Institutional Investment Operations Manager at Wells Fargo, you will have a senior management position within the Client Data team, overseeing Account Opening and Maintenance functions for various business products. Your responsibilities will include leading client data activities, such as account set-ups, reference data maintenance, off-boarding, and new business/policy implementation. You will be the primary point of contact for escalations, operations, business, and regulatory initiatives, collaborating with global business, operations, compliance, and legal counterparts to ensure transparency and partnership. Key Responsibilities: - Manage and develop a team of individual contribut...

Key Responsibilities: Call, meet, and engage clients to understand their requirements and offer tailored product solutions. Conduct product demos, collect feedback, and share insights for product and service improvements.

Responsibilities: * Manage client relationships for retention & growth * Maximize revenue through upselling & cross-selling * Generate new business opportunities * Acquire new clients for revenue expansion or any relevant work given by organization Sales incentives Annual bonus

Hiring BDE! Drive Corporate sales, engage C-level executives, and manage high-value B2B deals. WFH + field visits in Bengaluru, Andhra Pradesh & Telangana. Required Candidate profile Proven B2B/Corporate sales experience, strong communication, and ability to engage C-level executives. Flexible with WFH + field visits in Bengaluru, Andhra Pradesh & Telangana.

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...

Hiring BDE! Drive Corporate sales, engage C-level executives, and manage high-value B2B deals. WFH + field visits in Bengaluru, Andhra Pradesh & Telangana. No Fresher are allowed to apply. Required Candidate profile Proven B2B/Corporate sales experience, strong communication, and ability to engage C-level executives. Flexible with WFH + field visits in Bengaluru, Andhra Pradesh & Telangana.

Our client, a SEBI-registered Portfolio Management Service (PMS) firm, is looking for a Compliance Manager to drive its regulatory, governance, and risk framework. What Youll Do: Ensure full compliance with SEBI PMS Regulations, Circulars, and other statutory requirements. Manage SEBI filings, audits, and inspections with precision. Establish and monitor internal compliance policies, SOPs, and investment guideline checks. Oversee client onboarding, AML/KYC reviews, and SEBI SCORES compliance. Liaise with SEBI/APMI and act as the firms compliance point of contact. Partner with leadership to strengthen a culture of compliance and governance. What We’re Looking For: Experience: 5–8 years in Com...

Establish buyer/trader contacts in Malaysia, Indonesia, Vietnam, Singapore, UAE. Negotiate with CHA, freight forwarders, and buyers on payment/incoterms. Verify buyer details, manage/expand business, analyze market data, coordinate logistics

Key Responsibilities: Identify and develop new business opportunities generate and qualify leads, build client relationships pitch and promote services negotiate and close deals collaborate with teams for delivery, and stay updated on market trends

Prospect and Phone coworking partners and introduce them to OH Pitch the benefits of listing on OH Demonstrate our technology platform Required Candidate profile Follow up and issue agreements to get sign off on by the workspace Work with partners to maximize engagement and performance on our platform.

About Us Diligent is the AI leader in governance, risk and compliance (GRC) SaaS solutions, helping more than 1 million users and 700,000 board members to clarify risk and elevate governance. The Diligent One Platform gives practitioners, the C-Suite and the board a consolidated view of their entire GRC practice so they can more effectively manage risk, build greater resilience and make better decisions, faster. At Diligent, we're building the future with people who think boldly and move fast. Whether you're designing systems that leverage large language models or part of a team reimaging workflows with AI, you'll help us unlock entirely new ways of working and thinking. Curiosity is in our ...

About The Opportunity We are a dynamic player in the event technology sector, specializing in creating engaging and immersive event experiences through innovative tech solutions. Operating on-site in India, we are committed to providing exceptional client servicing and cutting-edge event solutions that set industry benchmarks. Role & Responsibilities Manage end-to-end client relationships by understanding client needs and translating them into actionable event strategies related to Exhibitions, Conferences etc. Coordinate with cross-functional teams including technical, production, and creative to ensure timely delivery of event solutions. Serve as the primary point of contact for clients, a...

Responsible for managing and building relationships, developing business plans, Presentation’s and proposals Visit assigned and newly developed clients on regular intervals to strengthen and achieve the sales target.

Job Description ASSET MANAGEMENT About Bringing together traditional and alternative investments, we provide clients around the world with a dedicated partnership and focus on long-term performance. As the firm's primary investment area, we provide investment and advisory services for some of the world's leading pension plans, sovereign wealth funds, insurance companies, endowments, foundations, financial advisors and individuals, for which we oversee more than $2 trillion in assets under supervision. Working in a culture that values integrity and transparency, you will be part of a diverse team that is passionate about our craft, our clients, and building sustainable success. We are: Invest...