3735 Client Onboarding Jobs - Page 32

Key Areas of Responsibilities Primarily responsible for taking care of FIX infrastructure and changes associated with it. Responsible for certifying clients and on boarding them in Production. Responsible for FIX QA related activities as and when assigned. Responsible for coordinating with other teams (application, infrastructure etc) Ensure along with own work, review work of junior team member and quality and timely delivery Mentoring and train the junior staff and bring them up to the speed. Responsible for Incident and problem management and part of the escalation s procedure in FIX space. Interact with developers and work across teams for QA projects. Interact with business users and cl...

Job Role To drive a team of Business and/or Portfolio RMs at Area level To manage a team who can drive New Client Acquisition and/or manage, maintain and enhance assigned portfolio of existing customers To understand client s business & provide appropriate working capital and business loan solutions across fund/ non-fund based products like Cash Credit, Demand Loan, BG etc. up to limit of Rs. 100 lacs Drive team for new acquisition through Branch Banking and/or Customer referrals To build relationships with key persons (CFOs/ promoters) in the target segments & build client trust & confidence. Focus to continually increase the Book size, SOH and profitability of the Location To inculcate in ...

Role & responsibilities Job Responsibilities: Monitor fraud queues to eliminate the fraud risk from the customer accounts and ensure risky transactions are stopped Conduct thorough investigations using internal tools to detect fraudulent activity Review chargeback data to identify meaningful patterns Provide insights on fraud trends for different Toast fintech products Discuss and work on the escalations to provide best solutions for customers Suggest and implement improvements to existing fraud SOPs and methodologies Provide insights to Data Analyst, Product and Engineering Teams to improve the existing fraud tools and procedures. Roles : Risk Assessment & Management. Fraud and Financial Cr...

Role Overview: As an Operation Manager at Mumbai, India, your role as a Process Executive will involve ensuring the accurate and timely completion of day-to-day activities according to set standards. You will be responsible for maintaining the quality of processing as per SLAs, responding to queries and escalations within specified time frames, and acting as a backup for peers when necessary. Sharing best practices with the team will also be a part of your responsibilities. Key Responsibilities: - Monitor daily system reports to identify eligible customers for CKYC processing - Manage a team responsible for preparing client static data and cropped KYC images - Conduct quality checks on clien...

This role focuses on investment guideline monitoring, trade review, and client onboarding, and involves working closely with portfolio managers and global compliance teams. Key responsibilities include: - Reviewing client investment guidelines and onboarding new accounts - Monitoring daily trades to ensure regulatory and internal compliance - Coding and reconciling compliance rules within an Order Management System - Collaborating with investment and technology teams on compliance processes Qualification Required: - 4-8 years of experience in investment/trade compliance or middle-office operations - Strong knowledge of securities and derivatives - Familiarity with OMS platforms (e.g., Allvue...

Role Overview: As a Senior Corporate Administrator at Citco, you will be a core member of the Corporate Secretarial team, working alongside accomplished professionals to deliver award-winning services for complex fund structures. Your role will involve leading all day-to-day corporate secretarial operations for clients in foreign jurisdictions, overseeing new client onboarding, developing and implementing work plans, ensuring regulatory compliance, and driving operational improvements. You will also be responsible for managing system updates, conducting trainings, optimizing workflows, supporting automation initiatives, and mentoring team members. Key Responsibilities: - Lead day-to-day corp...

How to Apply: If your a passionate and experienced professional looking to make an impact, wed love to hear from you. Send your updated profile to: Nitint@itm.edu careers@itm.edu Location: Mumbai Organization: ITM Group of Institutions Experience: 7+ years Industry: Education / BFSI Hiring Partnerships Key Requirements: Bachelors/Master’s degree in Business, Marketing, or related field. Minimum 7 years of relevant experience in business development, preferably in BFSI hiring, EdTech, or training and recruitment services. Strong knowledge of BFSI industry hiring practices and training expectations. Demonstrated ability to manage complex accounts and deliver value-driven partnerships. Excellen...

Job Title: Business Development Manager - US Staffing/ NEW CLIENT ACQUISITION Location: Hyderabad(Onsite) Experience Required: Minimum 7+ Years Shift Timings: 6:30 PM to 3:30 AM IST Cab facility for female employees. Job Description: As a part of the Business Development Team”, you would be required to interact with the client on prospects over the phone as well as through written correspondence. You would be required to prospect, propose, negotiate, close deals and manage client accounts end-to-end. lResponsible for getting new client’s/requirements and maintaining existing clients to enhance business relations. lGenerate requirements from new clients through cold calling. lManage a team ta...

Job Summary We are hiring a Business Development Executive for our Medical Billing vertical to drive new business opportunities from the US healthcare market. The ideal candidate will be responsible for generating leads, pitching services, and converting prospects into clients. Key Responsibilities: • Reach out to US-based healthcare providers, clinics, and billing companies via cold calls and emails. • Generate leads through cold calling, emails, LinkedIn, and online research. • Understand client needs and explain UCGS's medical billing services effectively. • Schedule and conduct product/service presentations and demos. • Maintain a strong sales pipeline and follow up with leads consistent...

Area Business Manager Small Business Job Role To drive a team of Business and/or Portfolio RMs at Area level To manage a team who can drive New Client Acquisition and/or manage, maintain and enhance assigned portfolio of existing customers To understand client s business & provide appropriate working capital and business loan solutions across fund/ non-fund based products like Cash Credit, Demand Loan, BG etc. up to limit of Rs. 100 lacs Drive team for new acquisition through Branch Banking and/or Customer referrals To build relationships with key persons (CFOs/ promoters) in the target segments & build client trust & confidence. Focus to continually increase the Book size, SOH and profitabi...

Responsibilities: Manage international ticket bookings Provide exceptional client support Handle client queries and issues Acquire new clients through relationship building Coordinate tour and holiday packages

Manage the Client Onboarding Experience: Serve as primary contact, develop tailored onboarding plans, coordinate cross-functional teams, monitor progress, and address challenges Provide Initial Product Training: Provide product instruction during the initial stage of the client s onboarding process in coordination with the account s Customer Success Manager Drive Early Product Adoption: Assess client requirements, customize onboarding/training sessions, provide insights, and iterate strategies based on feedback Manage Product Setup and Configuration: Guide clients through the initial setup process, including configuring accounts and software settings to align with their requirements Understa...

STARTEK is looking for Senior Executive - Operations to join our dynamic team and embark on a rewarding career journey Leading the full audit cycle by checking tax compliance, verifying financial records, and inspecting accounts. Analyzing the results of the audit and presenting possible solutions for ineffective financial practices to management. Evaluating company accounting procedures, payroll, inventory, and tax statements to guide financial policymaking. Conducting risk assessments to recommend aversion measures and cost savings. Following up with management to ensure remediations are implemented into the company's financial practices. Supervising junior auditing personnel and implement...

STARTEK is looking for Senior Executive - Operations to join our dynamic team and embark on a rewarding career journey Leading the full audit cycle by checking tax compliance, verifying financial records, and inspecting accounts. Analyzing the results of the audit and presenting possible solutions for ineffective financial practices to management. Evaluating company accounting procedures, payroll, inventory, and tax statements to guide financial policymaking. Conducting risk assessments to recommend aversion measures and cost savings. Following up with management to ensure remediations are implemented into the company's financial practices. Supervising junior auditing personnel and implement...

We are seeking a dedicated Mentor Onboarding Manager to ensure a seamless onboarding experience for subject matter experts (mentors) joining our EdTech platform. This role is crucial for the successful integration of mentors, impacting the quality of our educational offerings and the overall user experience. The ideal candidate will leverage their experience in EdTech or HRTech to develop and implement effective mentor engagement strategies. Key Responsibilities: Develop and implement comprehensive onboarding programs for mentors, tailored to the specific needs of the EdTech platform. Manage the end-to-end onboarding process, including communication, training, and resource allocation. Create...

Business Development Manager (BDM) AI Company: Gravity Engineering Services Pvt. Ltd. (GES) Location: Bhubaneswar (Odisha), Raipur (Chhattisgarh), Patna (Bihar) Gravity - Ease of Working - Company Policy Position: Full Time About Gravity: Candidate Gravity Deck Gravity PPT - June 2024 Gravity Engineering Services is a Digital Transformation and Product Engineering company based in USA, Europe and India, through cutting-edge IT solutions. Our diverse portfolio includes Generative AI, Commerce Technologies, Cloud management, Business Analytics and Marketing technologies. We are on a mission for Building experiences and influencing change through delivering digital consulting services that driv...

Retail sales of KOHLER BATH FITTINGS meeting client. Taking their requirements and fulfilling it by sourcing and inventory management. Retail sales Architect and interior designer handling Client services Order fulfilment Required Candidate profile Candidate should have experience in a similar product where order fulfilment is required. Bath fittings industry, furniture industry etc.

Role & responsibilities Conduct Video KYC verification for customers as per regulatory guidelines. Validate customer identity and documents in real-time through video calls. Ensure compliance with RBI and internal KYC policies. Maintain accurate records of verification processes. Provide customer support regarding KYC queries and troubleshooting issues. Coordinate with internal teams for process improvements. Preferred candidate profile Bachelors degree in any field. Minimum 2 years of experience in KYC/operations/customer service. Strong communication skills (English & Hind) and presentation skills. Knowledge of KYC regulations and banking/fintech processes preferred. Ability to handle high...

Role & responsibilities Job Responsibilities: Monitor fraud queues to eliminate the fraud risk from the customer accounts and ensure risky transactions are stopped Conduct thorough investigations using internal tools to detect fraudulent activity Review chargeback data to identify meaningful patterns Provide insights on fraud trends for different Toast fintech products Discuss and work on the escalations to provide best solutions for customers Suggest and implement improvements to existing fraud SOPs and methodologies Provide insights to Data Analyst, Product and Engineering Teams to improve the existing fraud tools and procedures. Roles : Risk Assessment & Management. Fraud and Financial Cr...

O3Hire caters to Human Resource department across India for organized talent acquisition services. Location : Mumbai (Bhandup & Borivali), Nashik,Vijayawada, Vishakhapatnam & Tirupati Position - Field Officer Sales CTC- Decent Hike Job Responsibilities Customer Onboarding - Drive customer onboardings across multiple products for the relevant geography. Customer Experience - Understanding customer requirements and catering to solving specific pain points of customers. Performance Metrics: Responsible for driving Gross Merchandise Value (GMV) through effective credit utilization strategies. Repeat Customers/ Retention - Managing an overall minimum retention rate across accounts and increasing ...

About GoKwik GoKwik was founded in 2020 with a mission to democratize the shopping experience and maximize GMV realization for e-commerce businesses. Backed by Sequoia Capital India, Matrix Partners India, RTP Global, Think Investments, and marquee angels, GoKwik is solving critical e-commerce challenges boosting conversion rates, reducing RTO, and increasing CoD conversions using AI/ML-powered solutions. Our 1-click Kwik Checkout improves checkout experience, ensuring higher GMV realization and lower marketing CAC. With zero immediate competition in India, we are building a team of rockstars to fuel this rapidly growing, profit-making startup. Why This Role Matters As GoKwik scales, accurat...

Openings for KYB/KYC Min 1 year exp is mandatory Work from office Bangalore location Immediate Joiners only 5 days work 2 week off 1 way cab US rotational shift&off Call HR Raksha@9900969073 raksha@thejobfactory.co.in

Hiring for AML / KYC Analyst Level - SPE/SME Location - Hyderabad ( No Relocation ) & Walkin drive. Timings - US Night shift Mode - Work From Office Notice Period - Immediate to 30 Days SPE - Upto 6.5 Lpa SME - Upto 8.9 LPA Skills set : Skill set: AML/ KYC cases Customer Due Diligence, Account activity reviews, KYC On-boarding for individuals and entities, suspicious activity monitoring and surveillance, economic sanctions, politically exposed person monitoring. Interested Candidates contact HR Dinesh@ 8655512320 (Whatsapp) dinesh@careerguideline.com

Openings for KYB/KYC Min 1 year exp is mandatory Work from office Bangalore location Immediate Joiners only 5 days work 2 week off 1 way cab US rotational shift&off Call HR Sameera@9900975043 sameera@thejobfactory.co.in

Job description Hospitality Background, Key Responsibilities Operations: Ensure quality control to address immediate issues, pre-empt potential future issues and identify areas for improvement. Address day-to-day community issues including coordinating and managing building access as necessary. Manage food and beverage offerings to ensure the quality and presentation are aligned with Bootstart's brand. Oversee the daily ordering and receipt of products from vendors. Prepare the building expense reports and budgets for Management review. Organize the move-in and move-out schedules to minimize member issues. Support the Operations Manager in making strategic decisions regarding the operational...