1635 Client Onboarding Jobs - Page 34

locationsPune - West time typeFull time posted onPosted 3 Days Ago time left to applyEnd DateMay 31, 2025 (30+ days left to apply) job requisition idJR-0007884DisclaimerUnsolicited CVs sent to Apex (Talent Acquisition Team or Hiring Managers) by recruitment agencies will not be accepted for this position. Apex operates a direct sourcing model and where agency assistance is required, the Talent Acquisition team will engage directly with our exclusive recruitment partners.

locationsPune - West time typeFull time posted onPosted 3 Days Ago time left to applyEnd DateMay 31, 2025 (30+ days left to apply) job requisition idJR-0007903NADisclaimerUnsolicited CVs sent to Apex (Talent Acquisition Team or Hiring Managers) by recruitment agencies will not be accepted for this position. Apex operates a direct sourcing model and where agency assistance is required, the Talent Acquisition team will engage directly with our exclusive recruitment partners.

remote typeOnsite locationsPune - East time typeFull time posted onPosted 17 Days Ago time left to applyEnd DateApril 30, 2025 (1 day left to apply) job requisition idJR-0007881 Job Summary: We are seeking a highly skilled and motivated Operational Reporting Specialist to join our dynamic Operations team. The ideal candidate will have extensive experience with Microsoft tools, particularly PowerBI, SharePoint, MS Excel, and MS Lists. They will be capable of not only using these tools but also understanding and interpreting business requirements. This role requires a proactive individual who can think independently and contribute to the continuous improvement of our reporting processes. Key Responsibilities: Develop, maintain, and enhance operational reports and dashboards using PowerBI, SharePoint, MS Excel, and MS Lists. Collaborate with various departments to gather and understand business requirements and translate them into effective reporting solutions. Analyze data to identify trends, patterns, and insights that can drive business decisions. Ensure data accuracy and integrity in all reports and dashboards. Manipulate and transform data to create meaningful and actionable insights. Provide training and support to team members on the use of PowerBI, SharePoint, MS Excel, and MS Lists. Continuously seek opportunities to improve reporting processes and tools. Respond to ad-hoc reporting requests and provide timely and accurate information. Skills Required: Proven experience with Microsoft PowerBI, SharePoint, MS Excel, and MS Lists. Strong analytical and problem-solving skills. Proficiency in data manipulation and transformation. Data-oriented mindset with a keen eye for detail. Ability to understand and interpret business requirements. Excellent communication and interpersonal skills. Ability to work independently and as part of a team. Detail-oriented with a focus on data accuracy and quality. Qualifications and Experience: Bachelor's degree in Business, Information Technology, or a related field. 9-15 years of relevant experience in an operational reporting role. DisclaimerUnsolicited CVs sent to Apex (Talent Acquisition Team or Hiring Managers) by recruitment agencies will not be accepted for this position. Apex operates a direct sourcing model and where agency assistance is required, the Talent Acquisition team will engage directly with our exclusive recruitment partners.

Key duties and responsibilities Individual/You should be able to perform quality reviews for all entity types. i.e Corporates, foundation/ Charities, institutional Investors, designated bodies etc, based on the Anti-Money Laundering (AML) policies and guidelines. Individual/You should be able to identify and document the results of the quality reviews and proposed remedial actions. Individual/You should be able to provide clear feedback to associates and coaching as needed. Individual/You should be well versed with any or all AML guidance for Cayman, Delaware, Australia, Ireland, Bermuda etc. Individual/You should have working knowledge of any or all of screening tools viz. World Check, Pythagoras, Lexus-Nexus etc. Individual/You should be well versed with Microsoft applications. Expertise in excel and presentation skills is an added advantage. Individual/You should have working knowledge of FATCA/CRS reporting. He/She should be able to review US tax forms i.e., W9, W8-BEN, W8-IMY, Withholding statements etc. Individual/You should have good written and verbal communication skills. Individual/You should be able to keep records in good order and perform regular remediation activities as per the risk rating of investors. Individual/You should be able to work separately and also collectively in a group as the situation demands. Individual/You should be able to create the required reports in time, without any reminders. Positive attitude and team spirit is a must. Prior experience in Transfer agency functions will be an added advantage. Qualification and Experience Flexible enough to work in any shift as per business needs. Prior Transfer Agency processing experience is required. Bachelors degree in commerce is desired. 3-10 years of relevant experience Skills Required Strong analytical skills Responsible for meeting all client deliverables. Ability to navigate proficiently in a window environment. Strong knowledge of Microsoft Excel & Word. Ability to write messages in a clear and concise manner. Ability to read, write & speak English proficiently. Strong research, resolution, and communication skill Interpersonal skills - Relationship builder, respectful and resolves problems. Communication skills - Presentation skills, listening skills, oral & written communication skills. Self-management - Adaptability and resilience, learning behavior, integrity and ethics and relationship build. Motivational skills - Performance standards, achieving results and persistence. Innovative thinking - Creative thinking decision making, input seeking, logical thinking and solution finding. Attention to detail and ability to work on multiple tasks. Flexible enough to work in any shift as per business needs. Prior Transfer Agency processing experience is required. Bachelors degree in commerce is desired. 3-10 years of relevant experience

Role Overview: We are looking for a highly motivated and dynamic Business Development Manager to spearhead lead generation, client engagement, and sales closures in the domains of SaaS, Service Sales, and Marketplace platforms. The ideal candidate should possess strong sales instincts, excellent interpersonal skills, and the ability to work independently in a fast-paced environment. Key Responsibilities: Lead Generation: Identify new business opportunities across multiple channels including digital platforms, industry events, referrals, and outbound campaigns. Research and target potential clients that align with the organization's strategic objectives. Client Engagement & Follow-Up: Connect with leads to understand their pain points and recommend tailored solutions. Build and nurture long-term relationships through consistent and meaningful follow-ups. Deal Closure: Drive the sales cycle from lead qualification to contract signing. Collaborate with internal teams (sales support, product, and operations) to ensure seamless onboarding and post-sales service. Field Travel: Travel extensively within assigned regions to meet potential clients and establish business relationships in person. Qualifications & Skills: Experience: 3 to 7 years of experience in business development, B2B sales, or a related role. Prior exposure to SaaS platforms, service-based offerings, or marketplace ecosystems is preferred. Sales Skills: Proven ability to consistently meet or exceed sales targets. Adept in consultative selling and relationship management. Communication: Strong verbal and written communication skills in English and local languages. Confident in making presentations and leading sales pitches. Interpersonal & Strategic Abilities: Excellent networking capabilities to connect with decision-makers. Analytical mindset with strong problem-solving abilities. Industry Acumen: Understanding of SaaS products, service-oriented sales models, and marketplace operations is a strong advantage. Additional Criteria: Age: Below 30 years. Ability to multitask and independently manage a pipeline of opportunities. Willingness to work in a target-driven, growth-oriented environment.

Genpact (NYSE: G) is a global professional services and solutions firm delivering outcomes that shape the future. Our 125,000+ people across 30+ countries are driven by our innate curiosity, entrepreneurial agility, and desire to create lasting value for clients. Powered by our purpose - the relentless pursuit of a world that works better for people - we serve and transform leading enterprises, including the Fortune Global 500,with our deep business and industry knowledge, digital operations services, and expertise in data, technology, and AI. Inviting applications for the role of Manager, KYC/AML! Financial Crime Risk Management is a priority service line at Genpact. We have been serving clients globally and given Australia is a preferred market we are making significant investments in this market and these opportunities are consistent with that investment. Team in Australia operates like a start-up, we have huge ambitions to build a premier capability, and we have a number of opportunities for people with the highest levels of integrity, a can-do attitude, positive outlook to life, demonstrate energy, passion, candor and the dedication needed to succeed. It is our firm belief that these qualities are non-negotiable, cannot be taught but the rest can be. Responsibilities . Deliver agreed outcomes to the desired quality and do so in a timely manner . Act as a Project Lead on outcomes you own . Chip into the development and lead implementation of project outcomes . Work with client teams per the authority delegated to you from time-to-time . Lead and document outcomes from workshops . Management of resources and act as the business intermediary between technology and business teams . Ensuring client results are met and all processes and procedures are adhered to . Ensuring other tasks assigned to you are completed to the highest quality Qualifications we seek in you! Minimum qualifications . Advanced verbal and written communication . Work independently, post and call out to bring teams together to handle issues . Ability to understand the big picture, work independently and use a mature posting and critical issue of management . Project / Change Management experience in an Agile world including the ability to write business requirements . Required Banking, Operations experience . Proven stakeholder management skills . Proven analytical skills . Command over MS Excel and PowerPoint Skills Preferred qualifications . Experience leading teams even if this is at a University or Sports team level . Experience in Customer Lifecycle Management i.e. KYC, Client Onboarding, Product Fulfillment, Offboarding, Periodic Review, Client Middle Office experience . Good analytical and problem-solving skills and ability to handle team and client discussions Genpact is an Equal Opportunity Employer and considers applicants for all positions without regard to race, color, religion or belief, sex, age, national origin, citizenship status, marital status, military/veteran status, genetic information, sexual orientation, gender identity, physical or mental disability or any other characteristic protected by applicable laws. Genpact is committed to creating a dynamic work environment that values respect and integrity, customer focus, and innovation. Get to know us at www.genpact.com and on X, Facebook, LinkedIn, and YouTube.Furthermore, please do note that Genpact does not charge fees to process job applications and applicants are not required to pay to participate in our hiring process in any other way. Examples of such scams include purchasing a %27starter kit,%27 paying to apply, or purchasing equipment or training.

Dear Candidate, We are having urgent opening for Corporate Sales - Senior Business Development Executive for FMCG Industry at Mumbai,Hyderabad , Ahmadabad Experience 2 to 7 Years Location : Mumbai, Hyderabad , Ahmadabad Preferred Industries : FMCG Job Responsibilities: Good data base of corporate clients Presentation Skills with experience with B2B Sales New Client Acquisition Corporate / Institutional Sales, Vendor On-boarding process If interested, please share CV on chaitralee@hrworksindia.com Regards Chaitralee 9324634341

JOB DESCRIPTION: Preparation and ongoing maintenance of transaction synopses, with regular monitoring of material events and critical developments per transaction. Coordination with cross-functional teams (Legal, Compliance, and Accounts) to ensure seamless transaction execution, regulatory compliance, fee realization, and workflow integrity. Monitoring of interest payments and conducting timely follow-ups with clients and statutory bodies in compliance with SEBI regulations and contractual obligations. Management of the ERP system, including uploading transaction documentation, maintaining payment schedules, confirming payments, and recording execution-related entries. Facilitation and coordination of document execution with counterparties, POA holders, trustees, and authorized internal signatories. Processing and settlement of invoices related to POA and transaction-related services, ensuring proper documentation and authorization. Monitoring of shareholding patterns and coordinating associated fund transfers in accordance with legal and financial requirements. Preparation and issuance of No Objection Certificates (NOCs) for property transfers, partial/full redemptions, refinancing, satisfaction of charges, and related activities. Maintenance of a custody register for executed documents across designated custodial entities, office locations, and other secured repositories. Execution and administration of share pledging and unpledging, including due diligence, documentation review, and compliance with security agreements. Drafting and issuance of custody letters, confirmation notices, and related correspondences in accordance with internal legal protocols. Entry and validation of data on regulatory platforms such as CERSAI, NESL, ISIN MIS, and DLT systems, ensuring compliance with maker-checker workflows and audit trails. Assistance during internal and external audits by providing documentation, transaction trails, and compliance clarifications. Maintenance of version control and archival systems for executed agreements, client communications, and approvals. Preparation of MIS reports and dashboards covering transaction progress, compliance metrics, and document tracking. Development and periodic review of Standard Operating Procedures (SOPs), workflows, and checklists to align with evolving compliance and operational norms. Coordination with rating agencies, debenture trustees, and depositories to ensure compliance, information sharing, and transaction closure. Maintenance of trackers and calendars for regulatory filings and disclosures under SEBI, RBI, MCA, and other applicable authorities. Safeguarding the confidentiality and legal integrity of all sensitive documents and information in line with data protection and company policy. Participation in training sessions, policy reviews, and legal updates to stay abreast of changing regulatory frameworks and compliance practices. Support for client onboarding, including KYC/AML checks, legal documentation, and operational readiness for transaction processing. Escalation of deviations, delays, or process breaches to relevant stakeholders for prompt resolution within defined turnaround times (TATs). Liaising with clients to obtain statutory disclosures and regulatory filings, such as BENPOS, QCR, HLY disclosures, and other required documentation.

Were Karat , the worlds largest interviewing company. Karat is the gold standard in technical talent measurement, empowering organizations to evaluate, benchmark, and elevate the quality of their engineering teams. Trusted by global leaders such as PayPal, Atlassian, and Citi, Karat s innovative assessments, live expert-led technical interviews, and unmatched talent insights help companies hire top talent and drive engineering excellence. Come join our Customer Operations team Our Customer Operations team plays a critical role in delivering a consultative, white-glove onboarding and implementation experience. We partner closely with clients to drive long-term success through thoughtful automation, actionable insights, and high-touch support at every stage of the customer journey. What you will do As a Senior Client Implementation Manager at Karat, you will architect and execute the technical deployment of our interview platform for enterprise clients, ensuring seamless integration with their hiring processes. Youll coordinate internal resources to configure custom solutions, conduct technical training, and serve as the implementation specialist who guides clients from kick-off through optimization, driving adoption and measuring success through implementation KPIs and platform performance metrics. Architect and execute tailored client onboarding plans for enterprise-level clients, addressing complex implementation needs, establishing and achieving clear milestones and deliverables. Orchestrate cross-functional resources across Karat teams to support high-touch onboarding for strategic enterprise clients. Translate client requirements into practical onboarding roadmaps tailored to each clients specific needs. Serve as the trusted advisor throughout the enterprise client onboarding journey, ensuring seamless platform adoption and stakeholder alignment. Anticipate and mitigate implementation risks unique to large-scale deployments, developing creative solutions to maintain momentum. Facilitate effective knowledge transfer through structured training sessions and documentation. Track onboarding progress against established KPIs and provide regular status updates to stakeholders. Collaborate with Sales, Product, and Support teams to ensure seamless client handoffs between phases, as well as ensure enterprise client requirements influence roadmap priorities. Document client onboarding patterns and contribute to the development of repeatable onboarding playbooks and templates. The experience you will bring 7+ years of program or project management experience in SaaS or technology services, with demonstrated success managing enterprise-level implementations Proven track record shepherding complex, multi-stakeholder client programs for Fortune 500 or similarly sophisticated organizations Exceptional organizational and communication skills including executive presence and the ability to influence senior stakeholders Deep familiarity with technical implementations or enterprise software onboarding; experience with ATS/recruitment technology integration is highly valuable Strong collaboration skills; adept at navigating matrix organizations and working across sales, product, engineering, and operations Proficiency with project management tools like Asana, Smartsheet, Jira, or similar; experience with change management methodologies A consultative, strategic mindset with a strong bias toward ownership, problem-solving, and creating scalable solutions for enterprise environments Experience developing implementation playbooks and frameworks that can be leveraged across client segments This position is only available to candidates residing in Bengaluru (formerly known as Bangalore), Hyderabad, or Pune. While our team operates 100% remotely , we are currently limiting hiring to this specific location. Applications from other cities in India will not be considered at this time. This position is open to candidates authorized to work in India only. No visa sponsorship provided. Benefits of joining Karat in India All India-based offers include a competitive salary in local currency and Karat-granted stock options. India employees of record (EOR) will receive all required, country-specific benefits. Additional Karat-Sponsored Perks: Private healthcare available (100% premium coverage for employees and eligible dependents) Time Off: Generous India time off policies Vacation: 18 days of vacation per year (accrued at 1.5 days per month) Sick Leave: Three (3) work weeks per calendar year Karat No Questions Asked Leave: one (1) work week per calendar year India Holidays Public Holidays: 7 days Floating Holidays: 4 days Karat Summer Break: 5 days - July Karat Winter Break: 5 days - December Additional Information By applying for a position, you consent to the processing of your personal data in accordance with Karat s Employee and Contractor Privacy Notice found here . Statement of Inclusivity In keeping with our beliefs and goals, no employee or applicant will face discrimination or harassment based on: race, color, ancestry, national origin, religion, age, gender, marital/domestic partner status, sexual orientation, gender identity or expression, disability status, or veteran status. Above and beyond discrimination and harassment based on protected categories, we also strive to prevent other subtler forms of inappropriate behavior (i.e., stereotyping) from ever gaining a foothold in our office. Whether blatant or hidden, barriers to success have no place at Karat. We value a diverse workforce: people of color, womxn, and LGBTQIA+ individuals are strongly encouraged to apply.

About Info Edge India Ltd Info Edge is Indias leading consumer internet company known for its strong brands in recruitment(naukri.com, naukrigulf.com, iimjobs.com, firstnaukri.com), real estate (99acres.com), matrimony (Jeevansathi.com) and education (shiksha.com). First Naukri This is one of the largest job search networks for college students and recent graduates. Today, much of this hiring is done offline, and the focus of this business is to convert the existing offline activities and build on the potential of online campus hiring. The site is exclusively targeted at entry- level hiring. It maintains the largest database of colleges and students across various courses in India and facilitates handshakes between relevant employers and prospective students. With an in-depth understanding of the entry-level job market and a proven and successful track record in the recruitment industry (being a naukri.com group company), the site is well-equipped to market the graduate effectively to potential employers. For fresh graduates, it offers help in building the perfect CV, tips on personal grooming, and advice on how to present oneself to the perspective employer. Job Responsibilities: - Selling online recruitment solutions to corporate clients by assessing their business requirements. Our recruitment solutions include Access to database of resumes and Space on the website for advertisements. - Achieving sales targets through acquisition of new clients by penetrating the market and growing business from existing clients. - Area Mapping, cold calling, prospecting, negotiation, freezing on commercials and closing of deals with necessary documentations. - Building and managing strong relationships with customers. - Constantly achieved and super achieved targets - Understanding of internet industry will be a plus though not mandatory - Great negotiation, communication & presentation skills Person Specification: (skills, knowledge and experience required) - Exceptional written, communication and presentation skills - Self-motivated and driven to plan and execute sales generation - Commitment to exceed targets - Strong planning & organization skills with the ability to manage customer expectations - Well organized and self-disciplined with ability to prioritize under pressure - Able to build good working relationships across all levels - Able to work in a team and independently - A strong commercial awareness - Ability to work in a fast-paced environment

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 implementing their research work into the auditing process. Preparing and reviewing annual audit memorandums. Researching applicable federal and state laws and regulations to ensure the company's books are compliant.

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 implementing their research work into the auditing process. Preparing and reviewing annual audit memorandums. Researching applicable federal and state laws and regulations to ensure the company's books are compliant.

Responsibilities * Manage pipeline from lead to close * Meet revenue targets through strategic planning * Identify new business opportunities * Drive sales growth through client acquisition If you are interested share you resume on admin@rateria.com Annual bonus Provident fund

Walk-In Recruitment Drive @Delhi for Financial Crime Compliance (FCC) division! Walk-In Dates: 27th & 28th June 2025 Time: 10:00 AM to 4:00 PM Venue: Malviya Nagar, New Delhi, Delhi 110017 Job Locations: Navi Mumbai & Pune (Work from Office) Open Roles: * Senior Analyst (2-4 years experience) * Associate Process Manager (4-6 years) * Process Manager (6+ years exp along with people management) Required Skillsets: Financial Crime | Global KYC | CDD | EDD Due Diligence | Client Onboarding | Periodic Reviews Tools: Lexis Nexis, Fenergo, WorldCheck AML | PEP | UBO | Remediation | Transaction Monitoring Share cv to janet.yazokie@spes.in

Walk-In Recruitment Drive @Delhi for Financial Crime Compliance (FCC) division! Walk-In Dates: 27th & 28th June 2025 Time: 10:00 AM to 4:00 PM Interview Venue: Malviya Nagar, New Delhi, Delhi 110017 Job Locations: Navi Mumbai & Pune (Work from Office) Open Roles: * Senior Analyst (2-4 years experience) * Associate Process Manager (4-6 years) * Process Manager (6+ years exp along with people management) Required Skillsets: Financial Crime | Global KYC | CDD | EDD Due Diligence | Client Onboarding | Periodic Reviews Tools: Lexis Nexis, Fenergo, WorldCheck AML | PEP | UBO | Remediation | Transaction Monitoring Share cv to janet.yazokie@spes.in

Managing team of leaders and Relationship Managers at Regional Level Channel Management viz DSA Open Market & Direct Channel etc Focus to continually increase the Book size, SOH and profitability of the Location To inculcate in team members understanding of client business models, trade related activities, cash flows etc. and drive identification of opportunities and growing client relationships. Grooming and mentoring team members so that they achieve their desired performance levels (RM productivity) To build relationships with key persons (CFOs/ promoters) in the target segments & build client trust & confidence. Resolving/Addressing regional level concerns Drive adoption of various digital initiatives at regional level To ensure right sourcing is being done at regional level Deepen our market reach through trade meeting, industry associations, local forums etc. Enhance X-sell opportunities such as KLI, KGI, etc To be alert on competitive elements in the target segments (viz. other banks etc.) & Augment the presence and penetration of the Kotak brand in the target market Drive high caliber client service from the Team Manage TAT for the location within specified levels for all aspects such as client onboarding, processing of customer requests, renewals etc Improve efficiency by monitoring & overseeing continuous improvement of processes. Benchmark and adopt best practices used in the Industry to further build efficiency at the region Constantly share rapport with the operating units to customize and develop solutions Mitigate risks and manage them actively Ensure hygiene parameters such delinquency, churn, utilization etc are met at location Job Requirement Experience10+ years’ experience in the local market. Sales Knowledge is required. Prior experience of driving and managing Teams is a must. Good Leadership, Self-motivation and communication skills for driving Teams Relationship Management Skill Good influencing skills Department Business Loan Location Ahmedabad/Surat Reporting Relationship Will have team reporting to him. Will report to ZBM Position Grade M5

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 team members understanding of client business models, trade related activities, cash flows etc. and drive identification of opportunities and growing client relationships. Grooming and mentoring team members so that they achieve their desired performance levels (RM productivity) Resolving/Addressing location level concerns Channel Management viz RL, Privy, Wealth etc Drive adoption of various digital initiatives at location level To ensure right sourcing is being done at the location Deepen our market reach through trade meeting, industry associations, local forums etc. Enhance X-sell opportunities such as KLI, KGI, CMS etc Strengthen and build sustainable trade book with healthy mix of importers and exporters at location level To be alert on competitive elements in the target segments (viz. other banks etc.) & Augment the presence and penetration of the Kotak brand in the target market Drive high caliber client service from the Team Manage TAT for the location within specified levels for all aspects such as client onboarding, processing of customer requests, renewals etc Improve efficiency by monitoring & overseeing continuous improvement of processes. Benchmark and adopt best practices used in the Industry to further build efficiency at the location Constantly share rapport with the operating units to customize and develop solutions Mitigate risks and manage them actively Ensure hygiene parameters such delinquency, churn, utilization etc are met at location Job Requirement Preferably MBA/ CA Experience7-8 years’ experience in the local market. Background in Credit & Sales Knowledge is required. Prior experience of driving and managing Teams is required. Good Leadership, Self-motivation and communication skills for driving Teams Relationship Management Skill

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 profitability of the Location To inculcate in team members understanding of client business models, trade related activities, cash flows etc. and drive identification of opportunities and growing client relationships. Grooming and mentoring team members so that they achieve their desired performance levels (RM productivity) Resolving/Addressing location level concerns Channel Management viz RL, Privy, Wealth etc Drive adoption of various digital initiatives at location level To ensure right sourcing is being done at the location Deepen our market reach through trade meeting, industry associations, local forums etc. Enhance X-sell opportunities such as KLI, KGI, CMS etc Strengthen and build sustainable trade book with healthy mix of importers and exporters at location level To be alert on competitive elements in the target segments (viz. other banks etc.) & Augment the presence and penetration of the Kotak brand in the target market Drive high caliber client service from the Team Manage TAT for the location within specified levels for all aspects such as client onboarding, processing of customer requests, renewals etc Improve efficiency by monitoring & overseeing continuous improvement of processes. Benchmark and adopt best practices used in the Industry to further build efficiency at the location Constantly share rapport with the operating units to customize and develop solutions Mitigate risks and manage them actively Ensure hygiene parameters such delinquency, churn, utilization etc are met at location Job Requirement Preferably MBA/ CA Experience7-8 years’ experience in the local market. Background in Credit & Sales Knowledge is required. Prior experience of driving and managing Teams is required. Good Leadership, Self-motivation and communication skills for driving Teams Relationship Management Skill Good influencing skills

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 profitability of the Location To inculcate in team members understanding of client business models, trade related activities, cash flows etc. and drive identification of opportunities and growing client relationships. Grooming and mentoring team members so that they achieve their desired performance levels (RM productivity) Resolving/Addressing location level concerns Channel Management viz RL, Privy, Wealth etc Drive adoption of various digital initiatives at location level To ensure right sourcing is being done at the location Deepen our market reach through trade meeting, industry associations, local forums etc. Enhance X-sell opportunities such as KLI, KGI, CMS etc Strengthen and build sustainable trade book with healthy mix of importers and exporters at location level To be alert on competitive elements in the target segments (viz. other banks etc.) & Augment the presence and penetration of the Kotak brand in the target market Drive high caliber client service from the Team Manage TAT for the location within specified levels for all aspects such as client onboarding, processing of customer requests, renewals etc Improve efficiency by monitoring & overseeing continuous improvement of processes. Benchmark and adopt best practices used in the Industry to further build efficiency at the location Constantly share rapport with the operating units to customize and develop solutions Mitigate risks and manage them actively Ensure hygiene parameters such delinquency, churn, utilization etc are met at location Job Requirement Preferably MBA/ CA Experience7-8 years’ experience in the local market. Background in Credit & Sales Knowledge is required. Prior experience of driving and managing Teams is required. Good Leadership, Self-motivation and communication skills for driving Teams Relationship Management Skill Good influencing skills

Area Sales Manager - Business Loans-Business Loans-Sales 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 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 team members understanding of client business models, trade related activities, cash flows etc. and drive identification of opportunities and growing client relationships. Grooming and mentoring team members so that they achieve their desired performance levels (RM productivity) Resolving/Addressing location level concerns Channel Management viz RL, Privy, Wealth etc Drive adoption of various digital initiatives at location level To ensure right sourcing is being done at the location Deepen our market reach through trade meeting, industry associations, local forums etc. Enhance X-sell opportunities such as KLI, KGI, CMS etc To be alert on competitive elements in the target segments (viz. other banks etc.) & Augment the presence and penetration of the Kotak brand in the target market Drive high caliber client service from the Team Manage TAT for the location within specified levels for all aspects such as client onboarding, processing of customer requests, renewals etc Improve efficiency by monitoring & overseeing continuous improvement of processes. Benchmark and adopt best practices used in the Industry to further build efficiency at the location Constantly share rapport with the operating units to customize and develop solutions Mitigate risks and manage them actively Ensure hygiene parameters such delinquency, churn, utilization etc are met at location Job Requirement Preferably MBA/ CA Experience7-8 years’ experience in the local market. Background in Credit & Sales Knowledge is required. Prior experience of driving and managing Teams is required. Good Leadership, Self-motivation and communication skills for driving Teams Relationship Management Skill Good influencing skills

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 profitability of the Location To inculcate in team members understanding of client business models, trade related activities, cash flows etc. and drive identification of opportunities and growing client relationships. Grooming and mentoring team members so that they achieve their desired performance levels (RM productivity) Resolving/Addressing location level concerns Channel Management viz RL, Privy, Wealth etc Drive adoption of various digital initiatives at location level To ensure right sourcing is being done at the location Deepen our market reach through trade meeting, industry associations, local forums etc. Enhance X-sell opportunities such as KLI, KGI, CMS etc Strengthen and build sustainable trade book with healthy mix of importers and exporters at location level To be alert on competitive elements in the target segments (viz. other banks etc.) & Augment the presence and penetration of the Kotak brand in the target market Drive high caliber client service from the Team Manage TAT for the location within specified levels for all aspects such as client onboarding, processing of customer requests, renewals etc Improve efficiency by monitoring & overseeing continuous improvement of processes. Benchmark and adopt best practices used in the Industry to further build efficiency at the location Constantly share rapport with the operating units to customize and develop solutions Mitigate risks and manage them actively Ensure hygiene parameters such delinquency, churn, utilization etc are met at location Job Requirement Preferably MBA/ CA Experience7-8 years’ experience in the local market. Background in Credit & Sales Knowledge is required. Prior experience of driving and managing Teams is required. Good Leadership, Self-motivation and communication skills for driving Teams Relationship Management Skill Good influencing skills

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 profitability of the Location To inculcate in team members understanding of client business models, trade related activities, cash flows etc. and drive identification of opportunities and growing client relationships. Grooming and mentoring team members so that they achieve their desired performance levels (RM productivity) Resolving/Addressing location level concerns Channel Management viz RL, Privy, Wealth etc Drive adoption of various digital initiatives at location level To ensure right sourcing is being done at the location Deepen our market reach through trade meeting, industry associations, local forums etc. Enhance X-sell opportunities such as KLI, KGI, CMS etc Strengthen and build sustainable trade book with healthy mix of importers and exporters at location level To be alert on competitive elements in the target segments (viz. other banks etc.) & Augment the presence and penetration of the Kotak brand in the target market Drive high caliber client service from the Team Manage TAT for the location within specified levels for all aspects such as client onboarding, processing of customer requests, renewals etc Improve efficiency by monitoring & overseeing continuous improvement of processes. Benchmark and adopt best practices used in the Industry to further build efficiency at the location Constantly share rapport with the operating units to customize and develop solutions Mitigate risks and manage them actively Ensure hygiene parameters such delinquency, churn, utilization etc are met at location Job Requirement Preferably MBA/ CA Experience7-8 years’ experience in the local market. Background in Credit & Sales Knowledge is required. Prior experience of driving and managing Teams is required. Good Leadership, Self-motivation and communication skills for driving Teams Relationship Management Skill Good influencing skills

Urgent Requirement in Kotak Mahindra Bank Video KYC Only for Male Candidates Graduation Mandatory Job Location: Wagle Estate, Thane Education Criteria: Graduate and above Age Criteria: 30 max *Communication -Good Communication Skills* Experience: Fresher *Job Role:* Connect with customer through video call and complete the VKYC Documentation And Cross selling To schedule your interview Call or send your CV through WhatsApp (number mentioned below) HR Dhanashri :- 7796426785

Overview Job Purpose ICE Data Services is seeking an exceptional and highly motivated Commercial Operations Associate to join a fast-paced Global Commercial Operations Team. The Commercial Operations Associate is an integral part of the client onboarding process in the ICE Data Services operational workflow, which contributes significantly to the overall success of the business. In this role, the Commercial Operations Associate will be responsible for the set-up, management, and support of the billing configurations for all services currently offered by ICE Data Services globally. This position will liaise with Sales, Relationship Management, Finance, Legal, Corporate Systems, and the Client Onboarding team to ensure clients billing and commercial setup align with contract and service configuration. Responsibilities Receive, review, and translate information from client contracts and setup billing accordingly. Perform invoicing quality review and check preliminary invoices for accuracy. Work with the Sales & Relationship Management teams on questions related to proposals, fee structures, and options within the billing system. Assist Sales by submitting client requests, both trials and implementations. Review and approve all erosion orders. Monitor and process daily workflow tickets promptly and professionally. Collaborate with various business units, colleagues, and clients to resolve billing inquires and/or discrepancies. Review and resolve exception reports. Confirm sales commission requirements are met by reviewing opportunities for completed billing order. Research and resolve credit requests with appropriate approvals as needed. Assist with special projects, that includes but not limited to data cleanup, changes in systems and enhancements. Create and maintain internal procedure documentation. Knowledge and Experience 1+ years of experience in billing processes, client service, or finance PC skills ability to use Salesforce and Microsoft Excel. Knowledge of Tableau and Outlook a plus Tremendous interpersonal, written, and verbal communication skills Excellent teamwork and collaboration skills Solid customer service skills including excellent business judgment skills Sound ability to multi-task in a fast-paced, time sensitive environment Analytical skills required to review data, apply logic and reason, and draw appropriate conclusions about findings Ability to work independently and as a team member Bachelor s degree or equivalent work experience

Skill required: Retirement Solutions - Retirement Planning Services Designation: Customer Service Analyst Qualifications: Any Graduation Years of Experience: 3 to 5 years About Accenture Combining unmatched experience and specialized skills across more than 40 industries, we offer Strategy and Consulting, Technology and Operations services, and Accenture Song all powered by the worlds largest network of Advanced Technology and Intelligent Operations centers. Our 699,000 people deliver on the promise of technology and human ingenuity every day, serving clients in more than 120 countries. Visit us at www.accenture.com What would you do Lead conversion design sessions with the client and produce design documents and mapping/transformation documents.Transitioning end to end DC 401(k), 403(b) retirement plans from prior service provider/recordkeeper to current service provider (current organization) which involved transfer of plan assets and participant records, conversion data files.Research, analyze and recommend data conversion strategies for complex retirement plans, analyze client data in the format it is received, identify data deficiencies, define remediation of deficiencies, and construct a statement of work that properly outlines the conversion process to reformat into data requirements.Manage and lead the migration and testing of static data and transaction data for the plan conversion.Retirement solution is a comprehensive process to understand how much money you will need when you retire. Retirement solution also helps you identify the bestCovers the full range of services needed throughout a plans life, including plan development & enhancement, sales & marketing, plan sponsor/institutional client onboarding/management, participant enrollment/management, sponsor and member servicing & reporting. Their products consist of individual retirement accounts (Roth IRA), college savings accounts, guaranteed investment contracts, fixed & variable deferred annuities (qualified & non qualified), as well as corporate retirement funds. What are we looking for Working knowledge of Microsoft Access, Excel, SQL and other ETL tools is required.Demonstrated aptitude in data, metrics, analysis and trends and applied knowledge of measurement, statistics and program evaluation.Basic level of understanding of the proprietary systems, administration services, and the related data services.Basic knowledge of conversion reconciliation methodology.Strong organizational and detail orientation skills, ability to work well with both technical and non-technical resources.Proven ability to work independently and with a team in a results/deadline driven environment.3+ years of experience in US Retirement Services domain managing services for Defined Contribution plansMinimum 3 years of experience in a data analyst position in the Plan conversion (defined contributions) team with basic professional MS Access Database & SQL query experience preferredWorking knowledge of Microsoft Access, Excel, SQL and other ETL tools is required. Ability to manage large data sets (census files, financial/payroll files) for Defined Contribution plans 401(k), 403(b), 457 Roles and Responsibilities: Lead conversion design sessions with the client and produce design documents and mapping/transformation documents.Transitioning end to end DC 401(k), 403(b) retirement plans from prior service provider/recordkeeper to current service provider (current organization) which involved transfer of plan assets and participant records, conversion data files.Research, analyze and recommend data conversion strategies for complex retirement plans, analyze client data in the format it is received, identify data deficiencies, define remediation of deficiencies, and construct a statement of work that properly outlines the conversion process to reformat into data requirements.Manage and lead the migration and testing of static data and transaction data for the plan conversion.Effectively communicate the data requirements with the client, record-keeper or project team, negotiate or consult the client or record keeper to best practices and perform a code-based programming solution to achieve a successful data conversion. You are expected to take ownership of each conversion with high quality and consistent on-time results.Have full accountability for the data conversion development life cycle and methodology. This includes project requirements, client acceptance, time line creation, implementation, testing, production activities.Build files that transform massive amounts of data into the client Retirement product requirements and formatting.Develop reports for internal and external business partners using SQL Server, MS Access, Cognos, and Discovery.Perform data migration audits, reconciliation, and exception reporting as necessary.Collaborate with the record-keeper, internal project management, and client data end users. Qualification Any Graduation