4732 Client Onboarding Jobs - Page 31

We are seeking a talented and results-driven Business Development Representative who thrives in a fast paced work environment. Designation: Business Development Representative (General Staffing Domestic) Reporting: Business Head Experience: 0-1 year Shift Timings: (9:30AM to 6:30PM IST) Location: Sector-68, Noida, UP, India (On-Site) Key Responsibilities: Conduct cold calls to generate leads and create new business opportunities Identify key decision-makers to initiate the sales process Penetrate client accounts and drive revenue growth Collaborate with the Business Head to define strategic sales approaches Qualify and deliver high-potential opportunities to the Business Head Maintain and up...

Regional Manager-Institutional Sales -Business Development -financial Services -6Years -Mumbai Location Mumbai, Maharashtra, India A high-impact leadership opportunity for seasoned sales professionals! T his role offers the chance to drive strategic account management, build strong CXO-level relationships, and lead business growth within Private Equity, Alternate Funds, and Banking sectors. If you thrive on consultative selling, relationship management, and creating value-driven solutions, this is the perfect next step in your career. Your Future Employer – A global leader in financial services, recognized for its thought leadership, innovation, and commitment to client success. With a stron...

Role & responsibilities Merchant onboarding & account activation KYC review, document verification & compliance checks Coordinating with sales, merchants, and internal support teams POS/UPI/QR activation, VAS activation (if applicable) Managing daily trackers, Excel sheets & reports Handling merchant queries, issues, and escalation resolution Ensuring SOP adherence and timely process completion Monitoring transactions, settlements, and reconciliation (if required) Key Skills Required: Merchant Operations / Onboarding Merchant KYC / Document Verification Payment Operations / POS / UPI Excel (Pivot, VLOOKUP, MIS Reporting) Coordination & Communication Skills Problem Solving & Escalation Handli...

SUMMARY Treasury Client Onboarding Specialist ===================================== Summary ----------- We are seeking a highly skilled and detail-oriented Treasury Client Onboarding Specialist to join our team. As a key member of our Treasury Client Service team, you will be responsible for providing exceptional support to clients throughout their lifecycle, from onboarding to offboarding. This role requires strong communication skills, attention to detail, and the ability to collaborate with cross-functional partners to ensure a seamless client experience. Responsibilities - - - - - - - - - - - - - - - - - - - Manage client onboarding processes, collecting and verifying required documentat...

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...

Manage inbound leads from marketing campaigns, website inquiries, and referrals; qualify, nurture, and convert them into clients. Drive outbound prospecting through LinkedIn, emails, and targeted outreach to create additional opportunities. Own the sales pipeline track leads, update stages, and maintain data accuracy using CRM tools (HubSpot/Salesforce/Zoho). Deliver pitches & proposals tailored to client needs; collaborate with internal teams to build solution-based presentations. Negotiate and close deals to achieve monthly and quarterly revenue targets. Build strong relationships with prospective clients and key decision-makers to improve engagement and conversions. Conduct market researc...

1. New Client Onboarding: Take the lead in guiding new clients through the onboarding process. Provide them with a warm welcome, explain our products/services, and assist them in understanding our platform and offerings. 2. Client Assistance: Be the first point of contact for clients, addressing their questions, concerns, and inquiries via phone calls and emails. Offer knowledgeable guidance to help them navigate our offerings effectively. 3. Problem Resolution: Work diligently to identify and troubleshoot client issues, striving for swift resolutions. Collaborate with internal teams to ensure that client concerns are addressed accurately and promptly. 4. Relationship Building: Develop and n...

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...

Enables thought leadership and a team who are risk aware, empowered, and feel accountable to drive best in class service. Job Summary As a Client Data Specialist within the Operations team, you will be responsible for reviewing and improving data collection and verification processes, ensuring the accuracy and completeness of KYC records before they are reviewed by the client-facing team. Your advanced organizational skills will be crucial in managing multiple tasks and activities, while your proficiency in digital and tech literacy will help you leverage software applications and digital platforms to enhance processes and client experience. Job responsibilities Perform day to day management...

As a Product Manager at FieldAssist, you will own and scale a core product module or customer journey from vision to delivery. You ll lead roadmap strategy, integrate market insights, and build scalable solutions that drive customer success, retention, and revenue growth. About the Role: Define and manage product roadmaps aligned with customer value, MRR goals, and annual operating plans. Partner cross-functionally with Tech, Sales, and Customer Success to build and deliver seamless, impactful product experiences. Lead enterprise client onboarding and delivery while balancing customer urgencies with longterm scalability and reuse. Use data, product metrics, and qualitative insights to make i...

Business Development (Sales) * Responsible for sales promotion activities in the assigned territory. * Ensure all Sales KPIs are achieved month on month * Keep a close eye on the developments & business opportunities in the assigned territory Health insurance Provident fund

Job Purpose Responsibilities include maintaining the quality of the various projects assigned. Key Result Areas Customer Query Resolution: Respond to calls and emails from members regarding trading-related inquiries, including membership, compliance, order placement, and execution. Provide proactive support during market hours and special trading sessions including mock sessions. Ensure customer interactions align with SEBI directives and NCDEX guidelines. Escalate unresolved issues to relevant departments and follow up to ensure closure. Prioritize member satisfaction by delivering courteous, solution-oriented support that reflects the organization's commitment to service excellence. On-boa...

You will be doing: Develop and execute a business development strategy for Application Modernization offerings (Cloud, Microservices, DevOps, AI/Automation, etc.) across USA and Canada. Manage the entire sales cycle independently from prospecting, lead qualification, proposal creation, negotiation, to deal closure. Conduct headhunting and direct outreach to decision-makers (CXOs, VPs, IT Directors) in target enterprises. Drive farming activities to nurture existing accounts and identify opportunities for cross-selling and up-selling. Collaborate with delivery and solution teams to align client needs with the right technical capabilities. Build and maintain a robust sales pipeline and provide...

Are you passionate about closing deals and driving tech innovation? Join us in shaping the future of enterprise sales across GCC & GIC markets Key Skills: Hunting & farming experience High-profile client engagement & revenue generation New logo acquisition & renewals Consultative selling & complex negotiations Leadership to manage diverse teams across geographies

Job Overview : We are looking for a results-driven Sales Executive with strong experience in IT staffing and offshore team engagement models. The role involves generating new business across domestic and international markets, building a healthy pipeline, and closing deals for contract staffing, dedicated developers, and resource augmentation services. Along with outbound outreach, the candidate will also be responsible for generating and closing opportunities through platforms like Upwork, Freelancer, and Fiverr. Key Roles & Responsibilities : Identify and engage potential clients through LinkedIn outreach, cold emails, calls, referrals, and online marketplaces Generate, nurture, and close ...

Support client onboarding, CRM updates, requirement notes, and proposal prep. Coordinate demos and project kickoffs, manage client follow-ups, assist sales with leads and keep documentation, sales inside and reports organized.”

Selling online property advertisements / branding solutions to clients by assessing their business Requirements. Designing email campaigns to spread awareness of new products / Projects launched in the assigned region. Achieving sales targets through focus on acquiring new clients in the assigned territory. Making proposals and presentations to clients with a precise display of their visibility when placed in the online space. Handling complete sales cycle ensuring committed deliveries and campaigns focus on renewals. Building and managing strong relationships with clients and helping product with continuous feedback.

Hi We are hiring for the Leading ITES Company for Sr. Associate Dispute Analyst. Key Highlights: a) Grad/UG with Min 1 Year in banking dispute handling or fraud claims b) Knowledge of AML and KYC regulations and best practices. c) Analytical and critical thinking skills. d) Attention to detail and strong organizational abilities. e) Effective communication and teamwork skills. f) 5 Days Work Focuses on investigating financial discrepancies and suspicious activities to prevent money laundering, fraud, and financial crimes . Responsibilities include analyzing data for fraudulent patterns, managing disputes, conducting investigations, collaborating with teams, providing expert advice on mitigat...

Responsibilities: * Manage client relationships through regular communication & engagement * Ensure timely onboarding & support for new clients * Drive customer success through proactive service delivery

Role Overview: As a Client Data Analyst within the Operations team, your role will involve reviewing and improving data collection and verification processes to ensure the accuracy and completeness of KYC records. Your advanced organizational skills will be essential in managing multiple tasks and activities effectively. Additionally, your proficiency in digital and tech literacy will enable you to leverage 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, l...

You will be part of ShopDeck, a company that helps e-commerce merchants set up and manage their D2C storefront profitably. ShopDeck's goal is to make D2C selling as easy as selling on e-commerce marketplaces. The company believes that brand owners should focus on their products rather than on channel optimization. They offer an all-in-one software stack that includes storefront, shipping, marketing integrations, and communication, along with services to achieve profitability for merchants. The services layer includes roles such as Marketing Manager, Category Manager, Product Manager, and Ops Manager, all crucial for any D2C brand. As an OB Expert at ShopDeck, your role will involve interacti...

Role Overview: At ShopDeck, you will be part of a team that helps e-commerce merchants set up and manage their D2C storefronts profitably. The company offers 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. Your mission will be to democratize the art of selling on your own website, which is currently limited to venture-funded D2C brands. Key Responsibilities: - Engage & Empower: Meet with sellers to guide them in creating and managing their online stores. - Onboard & Educate: Introduce ShopDeck's services and onboard clients onto the platform. - B...

Role Overview: As an Institutional Investment Operations Associate at Wells Fargo, you will be responsible for providing operational and customer support for lifecycle tasks related to institutional trades. Your role will involve assisting in gathering data to support issue resolution, receiving direction from your manager, and exercising judgment within defined parameters. Collaboration and consultation with peers, colleagues, and managers will be essential to resolve issues and achieve organizational goals. Key Responsibilities: - Acting as a control group for sales and trading desk - Coordinating day-to-day activities for access configuration and inventory/access management - Assigning co...

As an IB KYC Refresh Senior Analyst, 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. Key Responsibilities: - Support day-to-day Wholesale Onboarding initiatives including KYC processing, reviewing, reporting, trading, and issue resolution. - Engage with clients/front office to gather Customer Due Diligence information for onboarding or refreshing a client's KYC. - Collaborate with teams across the bank to align and integrate Wholesale Onboarding processes. - Identify areas for improvement and provide recommendations for change in Wholesale Onboarding p...

As a Project Manager - Associate within the KYC team, you will be responsible for collaborating with regional and global teams to spearhead innovative KYC and Non-AML initiatives. You will act as a strategic liaison among stakeholders, and enhance KYC programs as a Subject Matter Expert. Your role will involve championing innovative solutions to streamline processes and deliver client-centric results. **Key Responsibilities:** - Partner closely with regional and global WKO & appropriate stakeholders to deliver KYC and Non-AML change initiatives globally, enable the firm to operate with maximum efficiency, in compliance with regulations and in new markets and products. - Act as the conduit be...