4732 Client Onboarding Jobs - Page 30

We have an exciting opportunity for you to shape the future of user experience and drive impactful design solutions. As a Vice President Experience Design in Small Business within the Design and Customer Experience team, you will play a pivotal role in shaping user experiences across Chase for Business web and mobile. You will leverage your expertise in design and research to lead innovative initiatives, collaborate with cross-functional teams, and foster a culture of inclusivity and accessibility. Job responsibilities Develop and execute design and research strategies for complex projects, ensuring alignment with business objectives and user needs Lead end-to-end design initiatives, includi...

We are seeking a results-driven Relationship Manager to convert leads into confirmed sales while ensuring a seamless client experience. The ideal candidate will have strong sales skills, excellent interpersonal abilities, and a solid understanding of the home interiors market. Key Responsibilities: Engage with incoming leads and convert them into confirmed projects. Understand client requirements and present suitable home interior solutions. Maintain strong relationships with clients throughout the sales process to ensure satisfaction and repeat business. Collaborate with design and execution teams to ensure a smooth and coordinated customer journey. Manage project and client data using ERP ...

As a Design Lead, you will get the opportunity to partner with our customers and plan the interiors of residential spaces with furniture, lighting, wall treatments, etc . You are the architect and visionary for our clients keeping their needs and preferences in mind, you will be responsible for designing their dream homes within a clients estimated timeline and project budget. Key Responsibilities : Convert new clients, and understand their requirements in detail. Own your projects from start to finish, all design deliverables-Drawings, Presentations, Material selection, BOQ. Your designs belong to you alone! Your responsibilities will range from client front-ending, brief understanding, and...

Role & responsibilities Job Responsibilities: It involves identifying company ownership structures, verifying ultimate beneficial owners (UBOs), and assessing risk factors to prevent fraud, money laundering, and financial crimes . Legal entity verification: Confirming the legal existence and registration status of the business. For business verification, financial institutions must collect and validate information such as the business name, address, registration number, and the identities of key executives or beneficial owners. Beneficial ownership and control information: Identifying the ultimate beneficial owners, those who own or control the business. Financial institutions must understan...

Role & responsibilities Generation of Corporate business by identifying potential clients and acquisition of the same. Handle corporate presentations, documents, proposals, and manage the expectations of the customers. PO and SO Generation. Payment follow up. Ensure all related activities to board new customers Create data bank of all potential target customers through various modes like online, website, face book, LinkedIn (social media) & work actively Ensure proper Inventory Management, Production Planning and dispatches with support from SCM head Ensure customer redressal to be done effectively. Handle marketing related function as per the need of P2P dept

Role & responsibilities Generation of Corporate business by identifying potential clients and acquisition of the same. Handle corporate presentations, documents, proposals, and manage the expectations of the customers. PO and SO Generation. Payment follow up. Ensure all related activities to board new customers Create data bank of all potential target customers through various modes like online, website, face book, LinkedIn (social media) & work actively Ensure proper Inventory Management, Production Planning and dispatches with support from SCM head Ensure customer redressal to be done effectively. Handle marketing related function as per the need of B2B dept

Key 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. • 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 to generate contribution margin from company serviced business. • Develop and maintain a ...

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...

We are looking for a skilled professional with 3-5 years of experience in client lifecycle operations to manage end-to-end client offboarding and account closure processes . Key Responsibilities Act as SME for client offboarding, account closure, transitions & conversions. Review and reconcile data for accurate migration. Perform QC checks and follow control frameworks; escalate gaps promptly. Handle documentation review and client static data updates. Ensure compliance with regulatory and audit standards. Resolve complex client issues and coordinate with internal teams. Support project management activities (reporting, planning, risk tracking, UAT). Mandatory Requirements 3-5 years of exper...

Role & responsibilities Job Responsibilities: It involves identifying company ownership structures, verifying ultimate beneficial owners (UBOs), and assessing risk factors to prevent fraud, money laundering, and financial crimes . Legal entity verification: Confirming the legal existence and registration status of the business. For business verification, financial institutions must collect and validate information such as the business name, address, registration number, and the identities of key executives or beneficial owners. Beneficial ownership and control information: Identifying the ultimate beneficial owners, those who own or control the business. Financial institutions must understan...

As an emerging EdTech consulting company with a proven product line and growing demand in international markets, we are looking for a strategic Business Partner in Madhya Pradesh to lead our sales and distribution efforts in the region. This performance-based partnership offers a mutually agreed profit-sharing model, ideal for individuals who value autonomy and possess strong local networks. Key Responsibilities: - Represent and sell our products in the Madhya Pradesh market. - Build B2B sales channels. - Identify and onboard clients such as universities and colleges. - Provide feedback to enhance product positioning and strategy. - Collaborate closely with the founding team for support coor...

Role Overview: You will be a Client Data Analyst within the Operations team, responsible for reviewing and improving data collection and verification processes to ensure accuracy and completeness of KYC records before client-facing team review. Your advanced organizational skills will be crucial in managing multiple tasks and activities, leveraging software applications and digital platforms to enhance processes and client experience. Key Responsibilities: - Perform day-to-day management of a team, including coaching and providing ongoing performance feedback. - Track performance of individual team members to evaluate performance, learning, and capability. - Address service issues escalated ...

As an Analyst Quality Control at this company, your role involves taking responsibility for client service and operational execution tasks. You are expected to control risks and enhance controls in accordance with rules and regulations. To excel in this role, you should have previous experience in: - Performing KYC checks for onboarding and periodic reviews (CDD/EDD). - Reviewing and resolving AML alerts, identifying suspicious activities, and escalating cases. - Conducting screening for sanctions, PEPs, and adverse media. - Maintaining accurate customer records and ensuring regulatory compliance. - Supporting audits, reporting, and remediation activities. Desirable skills sets include: - An...

Role Overview: You will be responsible for coordinating and executing day-to-day administrative and corporate secretarial support to the Lux Fund CS & Cosec team (FCS) at IQEQ India. Your main tasks will include ensuring compliance with all company law and contractual requirements, handling various administration processes of complex clients, and building partnerships with Operation teams in Luxembourg. Additionally, you will assist in reviewing core processes, conducting ad hoc works, and meeting all client requirements. Key Responsibilities: - Provide corporate secretarial support to the Lux Fund CS & Cosec team in accordance with the agreed scope of services - Act as a point of contact fo...

Role Overview: As a Relationship Manager at Turtlemint, your primary responsibility will be to maintain and strengthen relationships with existing clients, as well as identifying and acquiring new clients. You will be based in Chakulia and will engage in client communications, provide personalized insurance solutions, and ensure a seamless customer journey. Your role will also involve addressing client needs, conducting follow-ups, and collaborating with insurance partners to deliver optimal services. Additionally, you may be required to manage and support point-of-sale partners (POSPs) to help them achieve their goals. Key Responsibilities: - Maintain and strengthen relationships with exist...

Role Overview: As a VP Wholesale Lending Operations at Barclays, you will be responsible for setting up and leading teams supporting various aspects of the Lending lifecycle, such as Loan Servicing, Loan Trading & Closing, servicing coordination, client onboarding, data management, and quality control. Your role will involve engaging with stakeholders, building relationships, supporting operational processes, suggesting improvements, and acting as a subject matter expert in Lending processes. You will also be involved in supporting audit activities, external controls, and checks. Key Responsibilities: - Develop and manage an effective organization in commercial/wholesale Lending Operations i...

Responsibilities: Manage client relationships from onboarding to retention Ensure customer satisfaction through regular feedback & improvement Achieve CSAT and customer success KPIs Build strong relationships to drive upsell/cross-sell

Client Relationship Manager / Executive female only candidates with good commskills and understand clients queries and resolve their issues sal. upto 25k loc.- noida sector 8 interested share cv to hrseema.ec@gmail.com / watsapp 8839570100 Required Candidate profile Client Relationship or customer service with good commskills Salary upto 25k Any women who want restart her career also can apply

Join a dynamic team at J.P. Morgan Asset & Wealth Management, where your expertise shapes innovative investment solutions. Collaborate with global professionals to deliver impactful results for clients and stakeholders. Advance your career in a highly collaborative environment focused on excellence and growth Job Summary As a Trade Lifecycle Associate in the Investment Management Operations team, you will partner with stakeholders to define, validate, and test technology and operational requirements. You will identify and resolve issues, ensuring requirements are met and solutions are delivered efficiently. You will contribute to complex, synergistic projects, working independently and colla...

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 ...

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 maintenance 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. Y...

Role & responsibilities Job Responsibilities: It involves identifying company ownership structures, verifying ultimate beneficial owners (UBOs), and assessing risk factors to prevent fraud, money laundering, and financial crimes . Legal entity verification: Confirming the legal existence and registration status of the business. For business verification, financial institutions must collect and validate information such as the business name, address, registration number, and the identities of key executives or beneficial owners. Beneficial ownership and control information: Identifying the ultimate beneficial owners, those who own or control the business. Financial institutions must understan...

Job Summary: We are looking for an experienced KYC Maker to handle end-to-end KYC due diligence for new client onboarding, periodic reviews, and extension requests. The role involves analyzing client documents, performing screenings, and ensuring compliance with AML/KYC regulations. Key Responsibilities: Perform KYC due diligence for clients across HK, Singapore, China, Malaysia, Australia, Taiwan & Japan. Review documents, conduct screenings (PEP, adverse news), and assess client risk. Coordinate with Front Office and clients to collect required KYC information. Escalate complex cases to compliance teams when required. Maintain client static data in KYC systems and prepare MIS reports. Supp...

Role & responsibilities Must be able to identify new business opportunities. Preparing Marketing and Sales strategy Setup portfolio on websites and get projects through these websites Client follow-ups, competition analysis, discussion with offshore clients. Knowledge of Web Designing, Web Applications development, custom software, Android, iOS. Writing proposals, deciding costing, and negotiations. Comfortable working in US/ UK Shift Competencies and Skills Required:- Must have excellent written and verbal skills. Should be proficient in Proposal Writing after analyzing the client's requirements. Maintaining fruitful relationships with existing customers. To research organizations and indiv...

Job Description Company is looking for dynamic, customer focused, data driven, result oriented, people and business leader to grow one of the categories. The Business Development Manager, has end-to-end P&L responsibility for his/her categories and will be responsible for defining long-term strategic plans, driving day-to-day operational improvement, building and growing strategic relationships with sellers and external partners, and building a high performing team. The individual must be passionate and obsessed about delivering enhanced, world-class experience for customers in their categories. Roles & Responsibilities Capable of developing acquisition plans by doing thorough research on su...