4732 Client Onboarding Jobs - Page 32

As an Equity Sales Manager, your role involves developing and executing equity sales strategies to not only meet but also exceed business targets. You will be responsible for building your own team and P&L, nurturing relationships with institutional clients, HNIs, and retail investors, and promoting equity and related financial products such as stocks, ETFs, and derivatives. It is crucial to stay updated on market trends, economic data, and equity research to provide clients with timely insights and recommendations. Your key responsibilities include: - Identifying and onboarding new clients, while also retaining and expanding the existing client base. - Collaborating with research teams to d...

As a Relationship Partner within the Commercial & Investment Bank Wholesale KYC Operations team at our company, your role will involve managing the Front Office relationship for business requests in KYC Onboarding, Remediation, and Renewals for India. You will play a crucial part in facilitating the end-to-end client onboarding process and ensuring that all due diligence documentation is sourced and delivered to the Wholesale Client Onboarding team for incorporation into the KYC platform. Your collaboration with Bankers, Operations, Credit, Legal, and Compliance teams will be essential in providing efficient and timely onboarding of new and existing client relationships to the JP Morgan infr...

As a Customer Success & Product Specialist at our company in Noida, Sector 1, you will play a crucial role in ensuring client satisfaction and product success. Your responsibilities will include: - Client Support & Relationship Management: - Serving as the primary point of contact for clients. - Providing timely assistance, maintaining strong client relationships, and ensuring overall satisfaction. - Solution Delivery: - Understanding client needs and workflows. - Offering suitable solutions and ensuring smooth resolution of client questions, issues, or requests. - Cross-Selling, Upselling & Renewals: - Identifying opportunities to introduce additional products or features. - Supporting and ...

Role Overview: As a Client Data Analyst within the Operations team, your role involves reviewing and enhancing data collection and verification processes to ensure the accuracy and completeness of KYC records before they reach the client-facing team. Your exceptional organizational skills will be crucial in handling multiple tasks efficiently, while your proficiency in digital and tech literacy will enable you to utilize software applications and digital platforms for process improvement and enhancing client experience. Key Responsibilities: - Manage a team on a daily basis, providing coaching and continuous performance feedback. - Monitor and evaluate individual team members" performance, l...

As a Senior Relationship Manager - Corporate Liability in the Wholesale Banking - Transaction Banking-Cash department, your role involves directly managing a portfolio of Corporate Liability Clients. Additionally, you will lead a team of 3-4 RM or ARM professionals and oversee the management of the team portfolio. Your primary responsibilities include sourcing New to Bank (NTB) liability customers for the bank and effectively managing the team. Key Responsibilities: - Originate New to Bank (NTB) accounts and manage a portfolio of Corporate Liability Group clients. - Develop and execute a corporate liability strategy for a specific city or region, focusing on top clients and converting them. ...

As a Monday.com Implementation Sales Specialist at TransFunnel Consulting in Jaipur, you will play a crucial role in driving B2B sales opportunities for Monday.com implementation and automation services. Your responsibilities will include: - Identifying and generating new sales leads - Engaging with clients to understand their business processes and requirements - Conducting product demos and presentations - Managing the entire sales cycle from lead generation to closure - Collaborating with implementation and marketing automation teams - Building and maintaining strong client relationships - Achieving monthly and quarterly sales targets - Staying updated on CRM and automation tools within t...

Customer Success & Product Specialist Location: Noida, Sector 1 Eligibility: Law graduates interested in a career in Legal Tech Experience: Minimum 1 year preferred; however, fresh law graduates with a strong interest in legal tech are also welcome to apply. Job Description We are looking for motivated law graduates to join our team as Customer Success & Product Specialists . This role combines client support, product understanding, and product coordination. As part of the Customer Support & Product Team , you will ensure clients have a smooth experience using our legal tech products while also contributing directly to ongoing product improvements. Key Responsibilities Client Support & Relat...

As an individual stepping into the role, you will primarily focus on processing Customer Due Diligence (CDD) for new clients and conducting ongoing Know Your Customer (KYC) reviews for existing legal entities and branches to ensure timely completion. Your key critical skills should include core knowledge of CDD/KYC/AML policies related to sanctions, experience in KYC/TM/CDD processes, and expertise in corporate client onboarding and review. Desirable skill sets for success in the role may include any AML stream related experience, particularly in CDD (Client Onboarding), regular interaction with Front office and Relationship Manager teams via phone, flexibility for shifts, and experience in ...

Business Development Associate (Digital Marketing) Night Shift Location: P Road, Kanpur | Salary: 30,000+ | Company: Aarav Tech Services LLP About the Role We’re scaling fast and need a biz-dev pro who actually understands digital marketing end-to-end. You’ll be the driving force bringing in clients who need SEO, PPC, SMM, web design, branding, and the whole digital ecosystem. No hand-holding. No “we’ll give you leads.” You need your own network, sources, and hustle. What You’ll Do Generate new business for our digital marketing services through your own contacts and channels. Build and maintain solid relationships with prospects across India/abroad (night shift = global push). Pitch, presen...

Responsibilities: * Meet revenue targets through effective selling techniques * Collaborate with agronomists on product recommendations * Acquire new clients through strategic outreach * Manage existing accounts, drive growth Provident fund Health insurance Sales incentives

Job Title: Dealer Sales Manager Locations:- Chennai Role Overview: As a Dealer Sales Manager, you will be responsible for driving sales, expanding the dealership network, and managing relationships with car and bike dealerships in your assigned region. This involves generating new business, managing leads, and ensuring customer satisfaction. Key Responsibilities: New Dealer Acquisitions: Onboard new car and bike dealerships in your assigned territories. Lead Management: Manage and follow up on leads, coordinate test drives, and confirm bookings. Business Development: Generate revenue from dealerships and OEMs by selling digital services and media products. Revenue Collection: Ensure timely p...

Role & responsibilities : Actively sell the Petpooja Restaurant Billing Platform and associated Value-Added Services (VAS). Generate leads through cold calling, field visits, and market references; proactively approach restaurants to onboard them onto Petpooja. Build and nurture strong relationships with restaurant owners by understanding their business needs and offering tailored solutions. Sign up restaurants by closing contracts and responding to inquiries from both new and existing clients. Organise and participate in promotional events and local marketing activities to boost brand visibility and drive referrals. Take ownership of operational and administrative aspects of sales, includin...

Role Overview As a Sales Executive, you will be the first point of contact for new travel agents who register on TripCrafters. Your primary responsibility is to call newly registered agents, explain our offering, guide them through the KYC process, collect the required documents, and ensure their account gets approved. Your performance will be measured by the number of new agents approved each month. Once an agent is approved, their account will be assigned to an Account Manager. This role also includes outbound reach-outs to unregistered travel agents, support for marketing-driven sign-ups, and handling incoming calls and emails on the common support line. Who Were Looking For Strong commun...

Must be available for an F2F interview. Assist with seamless data migration, configurations, and post-onboarding support. PMS (Property Management Systems) software experience is advantageous.

Looking for Immediate Joiners Role & responsibilities Conduct new hire training and soft skills / Negotiation skill training Should complete monthly cyclic activities including refresher training, update training and PKT Sensitize to training needs / understand learning requirements of different learning groups Liaison with the Quality and Operations to identify, screen and execute process improvement plans Ability to execute training tasks / assignment on short notice Interested to deliver and contribute towards process improvement Take accountability for new hires performance during the OJT period, including attrition . FUNCTIONAL/ OPERATIONAL: Monitor calls of each advisor every week ,dur...

Responsibilities: * Manage client relationships from initial contact through onboarding. * Drive B2B sales growth through strategic partnerships. * Identify new business opportunities and close deals. Military leave policy Referral bonus Leave encashment Provident fund Paternity leaves Maternity leaves

About The Role : Job TitleKYC Associate LocationBangalore, India Role Description The Know Your Client (KYC) Analyst focuses on client onboarding (COB) and exceptions in line with regulatory standards and jurisdictions. The KYC Analyst provides regular communication to senior bank stakeholders on changes in KYC, Anti Money Laundering (‘AML’) and Anti Financial Crime (‘AFC’) areas and ensures any changes required are implemented with minimum disruptions. The KYC Analyst also assists the bank’s clients, managing all KYC and account opening requirements with appropriate governance and controls. They operate in an environment of strict adherence to Standard Operating procedures (‘SOP’s) and Oper...

About The Role : Job TitleKnow Your Client (KYC) Analyst, NCT LocationBangalore, India Role Description The Know Your Client (KYC) Analyst focuses on client onboarding (COB) and exceptions in line with regulatory standards and jurisdictions. The KYC Analyst provides regular communication to senior bank stakeholders on changes in KYC, Anti Money Laundering (‘AML’) and Anti Financial Crime (‘AFC’) areas and ensures any changes required are implemented with minimum disruptions. The KYC Analyst also assists the bank’s clients, managing all KYC and account opening requirements with appropriate governance and controls. They operate in an environment of strict adherence to Standard Operating proced...

About The Role : Job TitleKYC Associate LocationJaipur, India Role Description The Know Your Client (KYC) Analyst focuses on client onboarding (COB) and exceptions in line with regulatory standards and jurisdictions. The KYC Analyst provides regular communication to senior bank stakeholders on changes in KYC, Anti Money Laundering (‘AML’) and Anti Financial Crime (‘AFC’) areas and ensures any changes required are implemented with minimum disruptions. The KYC Analyst also assists the bank’s clients, managing all KYC and account opening requirements with appropriate governance and controls. They operate in an environment of strict adherence to Standard Operating procedures (‘SOP’s) and Operati...

About The Role : Job TitleKYC Associate LocationMumbai, India Role Description The Know Your Client (KYC) Analyst focuses on client onboarding (COB) and exceptions in line with regulatory standards and jurisdictions. The KYC Analyst provides regular communication to senior bank stakeholders on changes in KYC, Anti Money Laundering (‘AML’) and Anti Financial Crime (‘AFC’) areas and ensures any changes required are implemented with minimum disruptions. The KYC Analyst also assists the bank’s clients, managing all KYC and account opening requirements with appropriate governance and controls. They operate in an environment of strict adherence to Standard Operating procedures (‘SOP’s) and Operati...

About The Role : Job Title: Global Client Lifecycle Management SME LocationMumbai, India Corporate TitleAVP Role Description As part of the international PB KYC team you will contributing building enhanced KYC and client onboarding processes within the PB division globally. While upholding Deutsche Bank’s risk standards, considering new regulatory requirements and process efficiency you will be focusing on delivering a strong client experience within the KYC and client onboarding process. As part of this, you will be in constant exchange with relevant stakeholders in the PB business, AFC, Legal and also across divisions, to define standards, share best practices and broaden the organizationa...

Responsibilities: * Develop new business opportunities through sales and cold calling * Manage client relationships with excellent communication skills * Acquire new clients through effective negotiation techniques

Note - We are alternate Saturdays' half-day working organization Designation: Manager Department: Value Added Services (F&B) Key Roles & Responsibilities: Vendor Management : Identify, evaluate, and onboard Smartstore vendors offering quality products aligned with member preferences. Negotiate contracts, pricing, and partnerships for optimal value. Product & Quality Control : Define and maintain product standards; conduct audits to ensure quality, relevance, and compliance. Curate assortments based on demand and market trends. P&L & Budget Oversight : Manage Smartstore P&L, analyze profitability, control costs, and collaborate with finance teams for data-driven decision-making. Merchandise P...

About Info Edge: InfoEdge’s mission is to create world-class platforms that transform lives by continuously innovating. Our products and services are built keeping our customers in mind. We always delight our customers by delivering superior value through enhanced offerings on the internet and other platforms. Through our continuous investment across various businesses, especially in cutting-edge technology, machine learning and artificial intelligence (AI), we have built a robust system that constantly increases our predictive powers on customer behaviour, and optimizes and improves our systems. Our various teams tirelessly work together to solve problems, innovate, and create something to ...

Cluster Head Jaipur/Ahd Ninjacart - Pioneer. Challenge Yourself. Create Better Lives. Ninjacart is Indias largest agri tech company that's revolutionising the agri ecosystem. By harnessing technology, innovation, and ideas, we are building commerce, finance, and fulfillment solutions that help build better lives for agri citizens. Our role in the agri ecosystem is not to replace, but to uplift its farmers, traders, and retailers, and ultimately, the end consumer. By leveraging our strengths and resources, we innovate for new product categories and customer segments and also solve complex supply chain problems in the soil to sales journey. So far, we have built products that cater to each seg...