3735 Client Onboarding Jobs - Page 34

Role Overview: As a Client Data Specialist within the Operations team, your primary responsibility will be 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 expertise in organizational skills will play a vital role in managing various tasks efficiently, while your proficiency in digital and tech literacy will enable you to utilize software applications and digital platforms to streamline processes and enhance the client experience. Key Responsibilities: - Manage a team on a daily basis, providing coaching and continuous performance feedback. - Monitor and evaluate individual...

As an Accounting Onboarding Specialist at our client's firm, your role is crucial in the client onboarding process. You will act as a forensic accountant and system configurator to guarantee the accuracy, completeness, and readiness of the client's accounting environment. Your responsibilities include conducting a comprehensive review of historical accounting, identifying clean-up and catch-up needs, and establishing best-practice processes for future success. **Key Responsibilities:** - Lead the Accounting Deep Dive for newly onboarded clients. - Investigate historical entries to identify discrepancies and errors. - Assess and document the client's historical accounting processes. - Identif...

Role Overview: The Know Your Client (KYC) Analyst role in Bangalore, India, focuses on client onboarding (COB) and exceptions in compliance with 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 in managing all KYC and account opening requirements while maintaining appropriate governance and controls. Adherence to Standard Operating Procedures (SOPs) and Operation Level Agreements (OLAs) is crucial to achieve accurate ...

As an Associate in the Client Onboarding Regulatory And Data Services department at Morgan Stanley, you will be a part of the Client Onboarding & Regulatory Data Services (CORSD) team, an Operations function within Shared Services and Banking Operations (SSBO). Your role will involve regulatory client onboarding, refresh, and screening to ensure compliance with regulatory requirements specified by local/global regulators. You will be responsible for verifying and validating customers" identities and businesses through a rigorous investigation process. **Key Responsibilities:** - Stay current with all regulatory changes and requirements related to client KYC, Suitability, and Documentation - ...

As a Sales Manager/Sales Executive with a minimum of 2-5 years of experience in the security business/facility management, your role will encompass the following key responsibilities: - Playing an integral role in new business pitches for our products and holding responsibility for the effective on-boarding of new clients. - Responsible for the development and achievement of sales in KOLKATA. - Focusing on growing and developing existing clients, along with generating new business. - Writing business plans for all current and opportunity business. - Acting as the key interface between the customer and the Company. - Conducting cross sales and B2B sales for the territory. - Experience in Mant...

You will be responsible for enabling thought leadership and leading a team that is risk-aware, empowered, and accountable to drive best-in-class service. As a Client Data Analyst in the Operations team, your role will involve reviewing and enhancing data collection and verification processes to ensure the accuracy and completeness of KYC records before they are reviewed by the client-facing team. Your advanced organizational skills will be vital in managing multiple tasks effectively, and your proficiency in digital and tech literacy will help you leverage software applications and digital platforms to improve processes and enhance the client experience. **Key Responsibilities:** - Perform d...

Ready to shape the future of work At Genpact, we don't just adapt to change-we drive it. AI and digital innovation are redefining industries, and we're leading the charge. Genpact's AI Gigafactory, our industry-first accelerator, is an example of how we're scaling advanced technology solutions to help global enterprises work smarter, grow faster, and transform at scale. From large-scale models to agentic AI, our breakthrough solutions tackle companies most complex challenges. If you thrive in a fast-moving, tech-driven environment, love solving real-world problems, and want to be part of a team that's shaping the future, this is your moment. Genpact (NYSE: G) is an advanced technology servic...

Key Responsibilities Identifying customers : Identifying customers who require order fulfillment and other 3PL relevant operations. Quotation drafting and negotiations: Draft quotes as per the customers' requirements and negotiate and onboard the clients. Process Optimization: Develop and implement efficient SOPs to improve picking, packing, and shipping workflows. Team Management: Lead and mentor warehouse/fulfilment executives and ensure workforce productivity. Vendor Coordination and Vendor onboarding : Identifying third-party logistics (3PL) providers, and service providers and onboard them for operations purpose. Reporting & Analytics: Track KPIs such as order accuracy, dispatch time, d...

Looking for International Banking Experience in: KYB, KYC, Client Onboarding, Document Verification, AML, CDD, EDD, Sanction Screening Conduct thorough investigations using internal tools to detect fraudulent activity Min 1 year of exp.

Hiring BDE! Drive Corporate sales, engage C-level executives, and manage high-value B2B deals. WFH + field visits in Bengaluru, AP & 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, AP & Telangana.

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

Role & responsibilities To generate leads from given database & Identify decision makers within targeted leads and initiate the sales process. To penetrate all targeted accounts and originate sales opportunities for the company's products and services. To set up and deliver sales presentations, product/service demonstrations on daily basis. To ensure systematic follow-up with the client organisations to take the sales pitch to time-bound closure. To ensure that all payments are collected as per the company's payment terms. Preferred candidate profile At least of 09 months of experience. Should have a bike (with valid RC and DL) MBA or any Equivalent Bachelor's Degree (With Good Academics) Ex...

Role Overview: As a Client Data Analyst within the Operations team, you will be responsible for reviewing and improving data collection and verification processes to ensure 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 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. - Add...

Responsibilities: * Generate leads through cold calling, email campaigns & prospecting * Prepare proposals, quotes and Negotiate with Client * Close sales through effective communication * Manage client relationships with CRM tools and meetings

As an Insurance Placement Specialist at BimaKavach, you will play a crucial role in ensuring seamless support for our clients. Your proactive and customer-oriented approach will be instrumental in managing policy onboarding, endorsements, client training, and claim-related tasks, all while fostering strong client relationships. **Key Responsibilities:** - Guide new clients through the onboarding process, ensuring all documentation and setup requirements are met. - Handle policy modifications, endorsements, and updates as requested by clients. - Assist clients in resolving queries and liaising with internal teams to close the queries within stipulated timeframe. - Improve your product knowled...

**Job Description** As a Field Onboarding Executive at Technotask, your role will involve onboarding new clients, ensuring a seamless transition and integration process, and offering continuous support and training. You will be responsible for coordinating with different teams, conducting orientation sessions, resolving client issues, and collecting feedback to enhance onboarding procedures. Your excellent communication skills and ability to collaborate closely with clients are crucial to meeting their requirements effectively. **Key Responsibilities** - Onboard new clients and facilitate a smooth transition process - Coordinate with various teams to ensure seamless integration - Conduct ori...

ABA Billing Experience Billing Support Insurance Verification Account Receivables Client and Authorization Support Authorization Client Onboarding & Offboarding Audit & Compliance Support Revenue Cycle Management (RCM)

About Voya India: Voya India, formerly known as VFI SLK, pioneers the transformation of the financial services customer experience through the art of technology, innovation, and human creativity. We are dedicated to delivering cutting-edge solutions to Voya's Health (employee benefits), Wealth (retirement), and Investment Management businesses. Our expertise lies in crafting inventive customer-centric solutions by digitizing, automating, and optimizing technology and business processes. Website http://www.voyaindia.com The Contributions You'll Make: Following dedicated processes and workflows, serve as project manager and liaison to implement new client portfolios and funds with an emphasis ...

Role & 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 Liaising for legal due diligence and paperwork involved in signing & acquiring SOB portfolio • 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...

We are seeking a dynamic and motivated Marketing Fresher to join our team. This role is perfect for a recent graduate looking to kick-start their career in marketing and customer success. As a Marketing Fresher, you will be responsible for sales outreach, setting up meetings, and supporting client interactions, with a clear path toward a future career in customer success.. Key Responsibilities: Sales Calling & Outreach: Proactively reach out to potential clients through cold calls, emails, and social media to generate leads and build a strong sales pipeline. Meeting Setup: Schedule and coordinate meetings between potential clients and our sales team, ensuring effective follow-up and engageme...

"Looking for a dynamic Business Development Executive to drive lead generation for CPaaS solutions via research, calls, emails & social media. Build pipelines, engage prospects & collaborate with sales/marketing to boost growth."

Engage with wellness communities, manage promotions, and convert leads into clients. Requires strong communication and sales skills with experience in wellness, hospitality, or lifestyle sectors Required Candidate profile Min. 4 yrs in sales/client relations in wellness, hospitality, or lifestyle. Strong communication, proven sales record, digital & offline outreach, self-driven, with passion for holistic living.

As a Technical Implementation Specialist within the Client Onboarding and Services (COS) group, you will coordinate all aspects of product implementation setups. You will handle a high volume of simultaneous requests, ensuring timely and efficient execution. Your role involves collaborating with tech teams and facilitating client discussions to understand requirements. Job Responsibilities Exhibit ownership and client satisfaction Manage clear expectations and timelines Communicate status updates to partners/clients Demonstrate creative problem-solving Adhere to policy and procedures Escalate and resolve issues promptly Record observations and escalate as needed Identify gaps and recommend s...

As a Client Data Analyst 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 of a team including coaching and providing ongoing performance feedback. Track performance of individual team members over time to evalu...

As a Client Data Analyst 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 of a team including coaching and providing ongoing performance feedback. Track performance of individual team members over time to evalu...