1637 Client Onboarding Jobs - Page 35

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

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 Flawless configuration of plan setup and plan maintenance Oversees and leads the implementation of all complex, sensitive Third-Party Administrators, Retirement Plan Administration and bundled new business/conversion plans.Excellent communication skills and ability to interact with all levels of end users, technical resources, advisory, plan sponsors, administrators, prior record keepers and funding providers to coordinate all activities within the new business/conversion experience. Coaching and mentoring others to draw out their skills and expertiseDecisive, creative, and adaptable, with experience developing and executing solutions for clients while balancing business goals and prioritiesRetirement 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 3+ years of experience in US Retirement Services domain managing services for Defined Contribution plans3+ years of experience in managing all aspects of the implementations project life cycle deliverables and the new business/conversion process with Internal new business/Conversion teams, Sales and Administrators to ensure a successful conversion for Defined Contribution plans (Preferably 403(b)).Strong project management skills.Strong knowledge of Defined Contribution plans 401(k), 403(b), 457, etc.Well versed with retirement plan funding platforms and ERISA fundamentals and concepts (eligibility, vesting)Proficient in MS Office applications Word, Excel & PowerPointExcellent written, verbal and presentation skills (internal and external presentations)ASPPA certified oRetirement Plan Fundamentals - RPFoQualified 401(k) Administrator - QKAoQualified 401(k) Consultant- QKCProject Management CertificationoPMP Roles and Responsibilities: Flawless configuration of plan setup and plan maintenance Oversees and leads the implementation of all complex, sensitive Third-Party Administrators, Retirement Plan Administration and bundled new business/conversion plans.Excellent communication skills and ability to interact with all levels of end users, technical resources, advisory, plan sponsors, administrators, prior record keepers and funding providers to coordinate all activities within the new business/conversion experience. Coaching and mentoring others to draw out their skills and expertiseDecisive, creative, and adaptable, with experience developing and executing solutions for clients while balancing business goals and prioritiesWork closely with the assigned Relationship Manager, ongoing Account Manager and various internal business partners to ensure a smooth transition at the end of the project.Monitoring and reporting on project status. Also, identify and lead quality improvement initiatives and other special projects for the teamMaintaining knowledge of ERISA, IRS and DOL regulations and understanding the impact of pending legislation. Leading multiple projects and prioritizing workload based on urgency, importance, client expectations and business needs, delegating decision-making to team members as appropriateDeveloping project timelines and ensuring that project team members complete requirements on time, while anticipating challenges and formulating solutions before the project is adversely impactedStays current on ERISA-based knowledge, plan design activity, bundled plan administration and employs optimal practices when driving the new business/conversion project management protocols.Provide consultative solutions for Clients Retirement Services best practices and ensure details are understood so that our administrative processes and system(s) are established correctly to include but not limited to plan design details that affect pricing, eligibility, data exchanges, contracts, and transactional processing.Support RFP process for new business to identify potential solutions based on Implementations Service model and scope. Perform root cause analysis and resolution to complex problems.Conduct lessons learned at the end of each implementation phase for continuous improvement purposes.Manage simple to complex fund changes/fund exchange Qualification Any Graduation

The Person will be responsible for managing relationships with client onboarding, managing escalations of senior hierarchy, coordination with multiple cross functions and ensuring systematic operations of the discount business with the right controls

The Person will be responsible for managing relationships with client onboarding, managing escalations of senior hierarchy, coordination with multiple cross functions and ensuring systematic operations of the discount business with the right controls

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 Flawless configuration of plan setup, Payroll file review and plan maintenance Oversees and leads the implementation of all complex, sensitive Third-Party Administrators, Retirement Plan Administration and bundled new business/conversion plans.Excellent communication skills and ability to interact with all levels of end users, technical resources, advisory, plan sponsors, administrators, prior record keepers and funding providers to coordinate all activities within the new business/conversion experience. Coaching and mentoring others to draw out their skills and expertiseRetirement 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 3+ years of experience in US Retirement Services domain managing services for Defined Contribution plansMinimum 3+ years of experience in managing all aspects of the Payroll Maintenance deliverables and the new business/conversion process with Internal new business/Conversion teams, Sales and Administrators to ensure a successful conversion for Defined Contribution plans (Preferably 403(b)).Strong project management skills.Strong knowledge of Defined Contribution plans 401(k), 403(b), 457, etc.Well versed with retirement plan funding platforms and ERISA fundamentals and concepts (eligibility, vesting, Enrollment)Working knowledge of Microsoft Access, 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), 457Proficient in MS Office applications Word, Excel & PowerPointExcellent written, verbal and presentation skills (internal and external presentations)ASPPA certified oRetirement Plan Fundamentals - RPFoQualified 401(k) Administrator - QKAoQualified 401(k) Consultant- QKCProject Management CertificationoPMP Roles and Responsibilities: Flawless configuration of plan setup, Payroll file review and plan maintenance Oversees and leads the implementation of all complex, sensitive Third-Party Administrators, Retirement Plan Administration and bundled new business/conversion plans.Excellent communication skills and ability to interact with all levels of end users, technical resources, advisory, plan sponsors, administrators, prior record keepers and funding providers to coordinate all activities within the new business/conversion experience. Coaching and mentoring others to draw out their skills and expertiseDecisive, creative, and adaptable, with experience developing and executing solutions for clients while balancing business goals and prioritiesWork closely with the assigned Relationship Manager, ongoing Account Manager and various internal business partners to ensure a smooth transition at the end of the project.Monitoring and reporting on project status. Also, identify and lead quality improvement initiatives and other special projects for the teamMaintaining knowledge of ERISA, IRS and DOL regulations and understanding the impact of pending legislation. Leading multiple projects and prioritizing workload based on urgency, importance, client expectations and business needs, delegating decision-making to team members as appropriateDeveloping project timelines and ensuring that project team members complete requirements on time, while anticipating challenges and formulating solutions before the project is adversely impactedProvide consultative solutions for Clients Retirement Services best practices and ensure details are understood so that our administrative processes and system(s) are established correctly to include but not limited to plan design details that affect pricing, eligibility, data exchanges, contracts, and transactional processing.Support RFP process for new business to identify potential solutions based on Implementations Service model and scope. Perform root cause analysis and resolution to complex problems.Conduct lessons learned at the end of each implementation phase for continuous improvement purposes.Research, analyze and recommend Payroll 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 payroll process to reformat into data requirements. Qualification Any Graduation

Roles and Responsibilities Position is responsible for developing and managing a business operation that increases sales, profitability, market share, and customer and employee satisfaction by directing, coordinating and monitoring all sales, branch operation and personnel development activities. Assess local market conditions, identify current and prospective sales opportunities and develop forecasts, financial objectives and business plans for the branch New client acquisition. Implementing business plan approved by Centre Head / Management. Promoting all services from portfolio to present & new clients. Analyzing of operational effectiveness and financial performance of the Centre Goal setting for team members consistent with the business plan. Redressing of customer complaints as per procedures. Market penetration: prospecting and signing up new clients and getting orders with existing clients. Maintaining rapport with clients and candidates personally anchored. Displaying productivity figures of employees and evolve measures to improve the same. Create a feedback mechanism for clients, through definition of different processes, such as Weekly Catch-up Calls, Monthly Feedback Review Calls, Quarterly Feedback Forms Account Management Responsible for Handling Key Accounts Identifying new business opportunities with existing and new clients Estimating revenue potential with each client month on month so as the plan the delivery Ensuring the target revenues are met with respect to each client managed. End to end value chain of the Business; right from acquiring new clients, account management, invoicing and collection Desired Candidate Profile Any Graduate having 0 to 1 year of exp in sales / marketing or business development can be consider, we welcome fresher also having good command over english langauge, good in conveinceing power and willing to make their career in business development.

Hello there! Infrrd here. Haven t heard of us beforeNo problem. First off, it s pronounced In-fur-d. The Enterprise AI company that uses AI and Machine Learning technologies to help our customers automate human tasks. And Intelligent Document Processing (IDP) company helping enterprises extract, understand, and act on data locked in complex documents. Our solutions empower some of the world s leading organizations in mortgage, insurance, construction, and manufacturing to automate what once seemed impossible. And now, we are on the lookout for a great Engineering Manager . What you will do: Plan and manage multiple parallel software development Supervise all software development activities like Requirements Gathering and Analysis, Design, Development, Testing and Roll Drive effective teamwork, communication and collaboration across cross functional Customer interaction, Stakeholder communication, Status reporting and issue/risk Performance management and mentoring for team What makes you good you ask Strong Technical Foundation: 10-14 years of overall experience with 4-5 years of software development experience preferably in Java and 3+ years in leading or managing complex software development projects in Java. Experience in mortgage or insurance domain projects is a plus. Manage Complex Technical Projects: Employ Agile methodologies to efficiently manage multiple projects, prioritize tasks, and mitigate risks. Experience in client onboarding is a plus. Passion for AI: A genuine interest in the potential of AI to revolutionize industries and improve lives. Future-Proofing Skills: A willingness to learn and adapt to rapidly evolving AI technologies. Stay Updated on AI Trends: Continuously research and adopt emerging AI technologies like generative AI, reinforcement learning, and computer vision. Prior experience in a product-centric or SaaS environment is a plus. And along with that, someone who is curious to learn, drives the whole team to perform better and is a cool person to work with. Looking forward to speaking with you!

Position Overview: We are seeking a dedicated and results-driven Customer Success Manager- AWS Solution with 3-7 years of experience to join our team. In this role, you will be responsible for ensuring our customers achieve their desired outcomes while using our solutions. You will serve as the primary point of contact for customers, helping them maximize the value of our offerings and fostering long-term relationships. Responsibilities: - Customer Onboarding: Lead the onboarding process for new customers, ensuring they have a seamless experience and understand how to leverage our solutions effectively. - Relationship Management: Build and maintain strong relationships with customers, serving as their trusted advisor and advocate within the company. - Proactive Engagement: Regularly check in with customers to understand their needs, address concerns, and provide updates on new features or best practices. - Value Realization: Help customers measure and realize the value of our solutions, guiding them to achieve their business goals. - Issue Resolution: Identify and address any issues or challenges customers may face, collaborating with internal teams to ensure timely resolutions. - Feedback Loop: Gather customer feedback and insights to inform product development and improvement initiatives. - Training and Support: Provide training and support to customers, enabling them to use our solutions effectively and independently. - Reporting: Monitor customer health metrics and provide regular reports on customer satisfaction, engagement, and retention. Qualifications: - Experience: Experience in customer success, account management, or a related field, preferably within the technology or SaaS industry. - Education: Bachelor's degree in Business, Marketing, or a related field. - Technical Skills: Familiarity with cloud technologies and the ability to understand technical concepts related to our solutions. - Communication Skills: Excellent verbal and written communication skills, with the ability to build rapport and trust with customers. - Problem-Solving Skills: Strong analytical and problem-solving abilities, with a proactive approach to addressing customer needs. - Team Player: Ability to collaborate effectively with cross-functional teams, including sales, support, and product management. - Customer-focused: A genuine passion for helping customers succeed and a commitment to delivering exceptional service.

Position Description: Our sales professionals focus on face to face sales presentations as they provide our clients an opportunity to know IndiaMART & value addition IndiaMART can bring to their respective business. This position allows you to build new clients for the organization, build rapport and trust in both yourself and the company. Our top sales professionals are passionate and driven in order to produce top results, all the while maintaining integrity. The role will involve managing direct sales force under him, increasing the productivity level, & overall efficiency of the sales team and ensuring target achievement as per the defined targets. Job Summary: He shall be responsible to plan, execute and monitor the sales operations with the objective of attaining accelerated growth of new client acquisition in line with the laid down processes. Actively driving and ensuring sale target achievement, management of sales support function and timely work completion of customers. Identifying the opportunity & problem areas, preparing the action plan for achieving the key Actively driving and ensuring sale target Drive sales promotion schemes. Ensure adherence to sales processes and requirements. Conduct performance review for his/her team on regular basis Experience : Min 2 years of relevant sales experience. Team handling experience of at least 20+ people. MBA or any Equivalent Degree (min 50% should be there) 10th and 12th percentage ( min 70% should be there)

What the Role offers: This position allows you to build new clients for the organization, build rapportand trust in both yourself and the company. Our top sales professionals are passionate and driven in order to produce top results, all the while maintaining integrity. Our sales professionals focus on face-to-face sales presentations as they provide our clients an opportunity to know IndiaMART & value addition IndiaMART can bring to their respective business. Position holder will be anindividual contributor, responsible to drive sales activities within assigned region. Key Responsibilities: • To generate leads from given database & Identify decision makers within targeted leadsand 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 organizations to take the sales pitch to time-bound closure. • To ensure that all payments are collected as per the company's payment terms. Critical Skills of a Suitable Candidates: • Quick thinking and problem-solving skills • Excellent verbal communication skills • Excellent active listening skills • Innovative vision and foresight to anticipate and create new opportunities that resonate with your customer. You Can Apply if you possess: • At least 12 months of relevant sales experience. • MBA freshers can also apply Should have a laptop and bike (with valid RC and DL) MBA or any Equivalent Degree (at least 60% throughout)

eClerx is conducting a Walk-In Drive @Delhi on 27th & 28th Jun 2025 . Venue- Malviya Nagar, Eldeco Centre, Block A, Shivalik Colony, New Delhi- 110017 Time- 10AM- 4PM If you have suitable experience in Global KYC , kindly share your updated resume along with the below details on reshma.hake@eclerx.com or 7709996071. Total experience- Current CTC- Expected CTC- Notice Period- Are you fine to relocate to Mumbai or Pune- Yes/ No If your profile is shortlisted, you will have to appear for face to face interview @Delhi. KYC- Senior Analyst Responsibilities: - Collection and verification of confidential client data via publicly available and internal sources Understand Clients KYC policy along with Global and local requirements when completing documentation inclusive of Customer Identification Program (CIP) Reviewing and analyzing AML/KYC documentation for both new and existing customers identifying main issues and missing information, and documenting the analysis and conclusions. Conducting reputational checks on individuals or entities, including screening for negative news, sanctions, and politically exposed persons (PEP). Liaise directly with Clients, Sales, Relationship Manager, onshore teams and Local Account Officer within Client management and KYC teams and assist where appropriate. Identifying and evaluating AML/CTF risks according to an internal risk-based approach. Collecting, analyzing, and maintaining AML/KYC documentation. Ensuring the KYC databases and KYC software are kept up-to-date and accurately populated. Responding to or escalating urgent and sensitive KYC requests appropriately. Acting as a primary point of contact within the team for questions or issues related to KYC. Providing reports on AML and KYC activities to the Money Laundering Reporting Officer (MLRO). Participating in various internal projects, such as internal training and organizational teamwork. Qualifications Individual should have a Bachelor's/Masters degree in any stream, any certification/diploma in AML/KYC domain would be an added advantage. 2 to 5 years' experience in AML Compliance & KYC within the financial services industry with experience in conducting due diligence. Strong KYC end to end knowledge for Low, Medium and High risk clients Strong Communication skills to interact with Clients/RMs/Sales and other stakeholders Attention to detail is essential Technical knowledge of various client types and their structure Critical thinking and problem-solving skills a must. Ability to work in a fast-paced, demanding environment and must work well under pressure. The ability and willingness to work both independently and in a team environment is required. Maintains effective working relationships with key business partners. Effective Internet and research skills and usage of third-party tools Good experience in MS-Office applications like Excel, Word, Power point, Outlook etc.

Key Responsibilities Execute sales strategy to drive revenue growth Own and control direct costs pertaining to the sales delivery, primarily human resource related. Collaborate with Cluster Manager and TLC Corporate teams to analyze data, develop lead generation marketing opportunities for member acquisition, review the membership product, scripts and narrative to the customer and to provide feedback from the voice of the customer. Support TLC Tech products success in your area through advocacy and training Cultivate a good working relationship with the hotel / client teams with a positive narrative on the Program contribution and its performance for the benefit of the hotel Collaborate with the Hotel / Client teams to identify and implement opportunities for growth including bulk, partnerships and retail databases for enrolment and increased footfalls from Members through their sales and marketing networks Manage transparency to the customer on membership benefits, high CSAT scores and escalations on a crisis basis to ensure member satisfaction, increased usage and higher renewal rates Lead recruitment of the teams through collaboration with hotel and TLC corporate teams and lead the induction and training of new recruits. Monitor delivery of KPIs of your self and your teams. Job Purpose Lead / deliver revenue growth for TLC membership and subscription business within the designated area, ensuring operational excellence and client satisfaction. Maintain systems, processes and a delivery structure by training and augmenting manpower as needed. Experience 3+ years of experience with a front-end direct sales role including managing a small team

Warm Greetings from Rivera Manpower Services! We are hiring KYB / KYC Specialists for a leading US bank. Role: Transaction Monitoring / KYC Specialist Location: Bangalore Shift: US Shifts Experience: Minimum 1 year in KYC, Transaction Monitoring, EDD, CDD, or Due Diligence Availability: Immediate Joiners Preferred To Book your slots please contact For More Details Call Sadaf 6362015960 / 9964080000 Or You can also visit our website jobshop.ai to chat with our HR Recruiters Key Responsibilities: Conduct thorough reviews and investigations on customer transactions to identify suspicious activities. Perform enhanced due diligence (EDD) and customer due diligence (CDD) processes to mitigate risks. Ensure compliance with AML (Anti-Money Laundering) regulations and banking standards. Maintain accurate and up-to-date documentation for all investigations. Collaborate with internal teams to escalate suspicious activities as per protocols. Ensure timely completion of all assigned cases while meeting quality standards. Desired Candidate Profile: Minimum 2 year of relevant experience in KYC, Transaction Monitoring, EDD, or CDD. Strong understanding of financial crime risk management and compliance. Excellent analytical skills with attention to detail. Strong communication skills with the ability to prepare clear and concise reports. Immediate joiners preferred. Perks and Benefits: Competitive salary package. Opportunity to work with a leading US bank. Excellent career growth prospects. Cab facilities Call Sadaf 6362015960 / 9964080000 Or You can also visit our website jobshop.ai to chat with our HR Recruiters

Role - Individual Contributor Roles & Responsibilities: Make outgoing calls to potential customers to schedule high quality leads for sales. Identify customers needs, clarify information, research every issue, and provide solutions and/or alternatives. Seize opportunities to upsell services when they arise. Follow up with potential customers in a timely manner if necessary. Manage a large number of outbound calls in a timely manner. Document all call information in the CRM according to standard operating procedures. Meet personal/team qualitative and quantitative targets . Develop and execute strategies to drive business in new and existing markets To own the Sales funnel & drive Sales Closure Drive sales initiatives to achieve revenue targets. Customer experience & relationship management Resolving Customer queries. Generating Sales Reports. How is this role adding value: Sales Managers are the conductors of a company's revenue engine. Strong performance from the sales manager would Contribute towards the centre achieving its goal of revenue, Customer experience which in turn helps the organisation to grow and achieve its goals. A person performing well here can grow vertically across the ladder. Preferred candidate profile : Qualifications A graduate in any stream (10+2+3 regular education) Minimum Experience - 3 plus years in inside sales or similar Excellent written and verbal communication skills If you are from Interior Design Firms,Real Estate, Ed tech,Retail, Automotive

Dear All, We are excited to announce a job opportunity at IRIS KPO Resourcing India Pvt Ltd for the position of Customer Success Advisor. We are seeking skilled and detail-oriented Customer Success Specialists (Specialist in International Markets, Preferably US and UK Market) with 58 years of experience in Customer Success. Location: Nungambakkam, Chennai Shift: US Shift (6 PM 3 AM) Work Days: Monday to Friday Purpose of the Job: As Customer Success Business Partner (CSBP) you will be a trusted advisor for our key customers and strategic service partners. You will be a key bridge to help them maximize the use of our school management software and ensure our direct and mutual customers receive the highest value, by providing advice and guidance at all stages of the customer journey. You will work to understand customer requirements, help implement and onboard new customers, manage product training, drive adoption and retention, and ensure ongoing satisfaction. You will work within the Customer Success Department and alongside colleagues in Customer Operations, Sales, Channel and our executive team, in driving our senior customers through to success. Key Responsibilities: Work across our VIP” customer base, managing all products/solutions across the customers IRIS portfolio. Develop a trusted advisor relationship with customers to identify and guide them to their goals Oversea the customer onboarding process and move quickly to achieve value Responsible for driving client adoption and outcomes leading to renewals, expansion and advocacy. Manage numerous Customers concurrently and strategically, typically each client will spend in excess of £50,000. Strategically manage day-to-day relationships and communication with customers to ensure success, growth and identify unique opportunities. Act as the primary point of contact for the customer and coordinate the deployment of IRIS resources to address the customer’s issues, including managing escalations Conduct regular on and off-site meetings to understand and discuss the customer’s business requirements or issues and explore how we can help address and resolve these issues. Serve as the ‘voice of the customer’ and provide feedback on how IRIS can better serve them to maximise customer success and retention Maintain a deep understanding of our product and help customers adopt the most relevant features/functionality for their specific requirements. You will be expected to keep developing your product knowledge. Improve our existing approaches to customer success by creating resources to help customers achieve their goals by adopting best practices Use Customer Tracker dashboard to aid assessment of Customer Health and subsequent calls to action. Complete Customer Success Plans for each client and partner to then drive and deliver to the plan. Create Calls to Action within Gainsight to ensure outstanding items are addressed. Carry out a Quarterly Business Review with the client (with input from the Account & Channel Manager). Join the onboarding process and ensure a Go Live Review is completed. Review the adherence to operational SLA’s for each client or partner and ensure Customer Success plans are in place to address non-compliant areas. Discuss our NPS process with the clients and ensure they are aware of other surveys we carry out. • Understand and follow the escalation process for each function, in order to escalate issues for the benefit of the client or partner. Have a deep understanding of the terms and conditions, subscriptions for each client and partner contracts, in order to achieve maximum value for the benefit of the client and IRIS. Ensure that you have a broad and good product knowledge of IRIS’s products and services, and their roadmaps in order to become a trusted advisor. Deliver the KPI’s for Customer Success – including time to value, retention, LTV and upsell / cross-sell lead gen. Requirements: Experience: 5–8 years in International Customer Success (Preferably US and UK) Education: Any Qualification Skills: 5+ years’ experience of client management, such as Customer Success, Account Management, or a related customer-facing discipline Self-starter who can work independently and be a team player Strong project management and organizational skills Excellent relationship building skills, including at senior levels Be able to prioritize tasks and manage your time in a fast-paced environment Excellent verbal and written communication skills, including business presentations Attention to detail is a must Resilience to keep going when faced with challenges Ability to learn new ideas and approaches quickly Good knowledge of product would be advantageous Willingness to work from the Chennai office (Nungambakkam) Comfortable with US Shift timing (6 PM – 3 AM) If you're passionate about Customer Success excellence and looking to grow in a dynamic international environment, apply now! Apply Now: Send your resume to siva.arun.m@iris.co.uk Know someone who fits the bill? Feel free to share this opportunity!

Request you to please share resume-priyanshi.kaushik@indiamart.com or you can whatsapp at 90343 22628 Roles and Responsibilities- Manage channel partners to drive the sale of paid subscription packages through on-ground sales teams. Oversee end-to-end team operations including hiring, training, performance management, and retention. Conduct daily team meetings to ensure consistent qualitative and quantitative inputs. Own the sales funnel by driving lead conversion and continuously improving sales productivity. Track and analyze key input metrics (e.g., data quality, hot leads) to enhance team efficiency and output. Ensure timely and accurate partner payouts following thorough due diligence. Boost team performance through structured incentive programs and promotional initiatives. Accountable for achieving daily, weekly, and monthly sales targets as per defined SOPs. Maintain timely and accurate reporting in prescribed formats for performance tracking and compliance. Recruiter Name- Priyanshi Kaushik Recruiter Email- priyanshi.kaushik@gmail.com

* Manage client relationships through acquisition, engagement & onboarding * Oversee portfolio management & insurance sales * Drive wealth growth through mutual funds & investment planning *Stay updated on market trends and industry regulations Accessible workspace Sales incentives Mobile bill reimbursements Leave encashment Women mentorship program Job/soft skill training

Looking for a high-performing Sales Lead with deep expertise in B2B sales in BFSI and finance functions across Industries. Minimum 7+ years of experience in B2B AI/Tech sales, enterprise account management, and business development. Experience managing end to end sales cycles, enterprise procurement processes, and complex B2B negotiations. Deep understanding of SaaS sales models, subscription pricing, and cloud-based solutions. Strong network and existing database of B2B clients in BFSI, fintech, logistics, or enterprise automation. Familiarity with CRM platforms (Salesforce, HubSpot, Zoho), LinkedIn Sales Navigator, and lead generation tools. Strong sales leadership, negotiation, and relationship-building skills. Ability to engage and influence key stakeholders at C-level. Data-driven mindset with a focus on KPIs, sales forecasting, and performance metrics.

Request you to please share resume-anjali.dhantoliya@indiamart.com Roles and Responsibilities- Manage channel partners to drive the sale of paid subscription packages through on-ground sales teams. Oversee end-to-end team operations including hiring, training, performance management, and retention. Conduct daily team meetings to ensure consistent qualitative and quantitative inputs. Own the sales funnel by driving lead conversion and continuously improving sales productivity. Track and analyze key input metrics (e.g., data quality, hot leads) to enhance team efficiency and output. Ensure timely and accurate partner payouts following thorough due diligence. Boost team performance through structured incentive programs and promotional initiatives. Accountable for achieving daily, weekly, and monthly sales targets as per defined SOPs. Maintain timely and accurate reporting in prescribed formats for performance tracking and compliance.

Job Role: Business Development Manager Location: Ahmedabad (On-site) Industry: Digital Marketing Experience: 3+ Years in Business Development at a Digital Marketing Agency (Managerial role preferred) About the Company At Markurate, we dont just do digital marketing we engineer performance. Our work fuses creativity with data, pushing brands to break boundaries through innovative media strategies. Now, were scaling rapidly and looking for a Business Development Manager whos hungry to lead, strategize, and create real impact. If you are someone who thrives on building client pipelines, loves turning cold leads into loyal partners, and understands the pulse of the digital marketing ecosystem, then this is your stage. What You will Do: Outreach and Lead Generation - Own and execute multi-channel cold outreach (Email, LinkedIn, Phone, Upwork, etc.) - Design compelling outreach campaigns for domestic and international audiences - Build and maintain a steady pipeline of qualified prospects across sectors Strategic Sales - Craft high-converting proposals & deliver engaging sales pitches - Lead the complete sales lifecycle discovery, proposal, negotiation, closure - Continuously analyze markets and competitors to refine positioning - Consistently hit and exceed monthly/quarterly revenue goals Relationship and Reputation Management - Be the face of Markurate to clients nurture lasting, trust-based relationships - Manage client expectations and deliver consistent value - Gather and showcase client testimonials to boost brand credibility - Monitor and elevate our online reputation across platforms What You Bring: - 3+ years of BD experience in a digital marketing agency (Managerial experience is a big plus) - Hands-on exposure to media buying services (Google Ads, Meta Ads, etc.) - Confident communicator and negotiator with an analytical edge - Familiarity with CRMs, automation tools, proposal software & freelancing platforms - Strategic thinker with a bias for action and a hunger for growth Why Markurate? Because we believe in building more than just brands we build careers. At Markurate, youll work in a growth-first environment where ideas are heard, leadership is nurtured, and your wins are celebrated. We combine startup agility with global ambition, offering real ownership and room to scale your skills across industries and geographies. Whats in it for you? - Competitive compensation + performance bonuses - Ownership-driven culture with direct impact on revenue growth - Exposure to international markets and high-ticket clients - Collaborative, passionate team with zero micromanagement - A chance to shape the BD playbook of a rising digital powerhouse Ready to create impact? Let’s talk. Apply now and let’s grow Markurate — together.

Job Title: Partner Account Manager Department: Strategic Partnerships / Account Management Location: Noida Reporting To: VP Strategic Partnerships Type of Role: Full-time, Permanent Experience Required: 5 -7 years Qualification: Graduate / Post Graduate (MBA / MSW preferred from Tier 1 Colleges) About the Role: We are seeking dynamic and driven professionals for the role of Manager / Senior Manager Partner Success to join our Strategic Partnerships team. This role is crucial for building and maintaining long-term, high-value relationships with partners. You will be responsible for ensuring smooth delivery, stakeholder satisfaction, and partner retention through proactive account ownership and execution excellence. Key Responsibilities: Build strong foundations for account ownership and long-term partner relationships. Ensure timely and high-quality execution of deliverables across partner accounts. Drive partner satisfaction, renewal, and long-term growth. Coordinate internally to align service delivery with partner expectations. Track key performance metrics and share regular progress updates. Collaborate cross-functionally to resolve partner issues and deliver seamless experiences. Prepare proposals and budgets based on partner needs and expectations. Key Skills & Requirements: Strong interpersonal and communication skills Highly organized, analytical, and detail-oriented Ability to manage multiple accounts, timelines, and priorities Experience in proposal writing and budget creation Project management and stakeholder handling experience Proficiency in MS Office (Excel, PowerPoint, Word) Apply here: https://www.buddy4study.com/career-job Or send your CV to riya.arora@buddy4study.com / WhatsApp 9289101695 Referrals are welcome too!

Identify and generate leads of real estate agencies in Dubai Understand client pain points and align software features accordingly Close deals and maintain long-term client relationships Maintain CRM records and provide sales reports Required Candidate profile Proven experience in SaaS/B2B sales Experience dealing with international clients (preferably UAE) Familiarity with real estate tech or CRM/CMS tools Strong communication and negotiation skills

Job description This position shall have a variety of responsibilities including: developing and maintaining business relationships and designing policies which allow partnerships to thrive; identifying opportunities for new partnerships; strengthening existing relationships and collaborations; building professional networks; enforcing legally-binding contracts; developing and executing business plans for strategic growth; conducting market research; synthesizing reports of business metrics; negotiating contracts with strategic partners; and attending meetings to serve as representatives of their organizations. Applicants should be strategic thinkers with amiable personalities, positive outlooks, and expert communication skills. Organizational skills and the ability to thrive in a fast-paced environment are also beneficial. The Candidate will be responsible for increasing Company revenue by managing successful campaigns with our partners prospects and/or customers. The candidate will identify and develop an in-depth understanding of each sales prospect, their buying and organizational influences and their decision-making processes. You will be responsible for achieving your assigned sales targets. The candidate will provide up-to date sales, marketing, forecast and competitive information to Workafella. Required Candidate profile Must be able to show successful sales track record and target achievement of enterprise Must be highly motivated and able to function independently within their territory as well as within a cross-functional account team. Manage relationships with customers to build the brand and the business. Champion and manage new sales to create stronger partnerships. Build the organizational network by through targeted outreach and strong planning. Liaise with partners to solve issues, communicate needs and create synergy. Analyse and report on partner initiatives, forecast for strategic changes and report on key metrics Must have proven and successful sales experience at managing resources and complex, multi-dimensional sales efforts, both at the customer level and corporate environment. Excellent interpersonal, presentation, communication, and organizational skills are required. Flexibility to travel is a must. Master's degree/MBA in Business Management, or related field is preferred. Seniority Level Mid-Senior level

Job Title: Business Development Executive - International (1+ Years Experience in Business Development - Any Industry) Location: Gurgaon (5 days a week - Office Based) No. of Vacancies - 03 About the Company: Oximobi Media, founded in 2018, is a rapidly growing affiliate marketing company specializing in digital advertising solutions. We work with global brands to create high-impact digital strategies, driving measurable results through innovative mobile-first solutions. Learn more about us at www.oximobimedia.com. Job Overview: We are looking for a self-driven and enthusiastic Business Development Manager with at least 1+ years of experience in Business Development (any industry). This is an exciting opportunity to work in the international mobile marketing space, focusing on acquiring new business and driving revenue growth. Key Responsibilities: Client Acquisition & Business Development: Identify, target, and onboard new clients, including ad agencies and advertisers. Campaign Sourcing: Actively bring in mobile marketing campaigns (CPI, CPA, CPR) by engaging with potential advertisers and agencies. Client Relationship Management: Build and maintain long-term relationships with clients, ensuring satisfaction and retention. Sales & Prospecting: Proactively prospect, pitch, and close deals with international clients (agencies and advertisers). Market Research: Conduct research to identify brands and agencies in international markets for affiliate marketing campaigns. Sales Pipeline Management: Build and maintain a strong sales pipeline to ensure continuous business growth. Achieve and exceed monthly and quarterly sales targets. Collaborate with internal teams to ensure smooth execution of client campaigns. Provide regular reports on sales performance and market insights. Qualifications and Requirements: Minimum of 1+ years of experience in Business Development (any industry). Graduate or Postgraduate (any discipline). Excellent communication, negotiation, and presentation skills. Strong passion for sales and client relationship management. Proactive, self-motivated, and goal-oriented. Ability to work independently and in a team. Why Join Oximobi Media? Competitive salary and performance-based incentives. Opportunities for career growth in the fast-paced digital marketing industry. Dynamic and collaborative work environment. Exposure to international mobile marketing and affiliate marketing. If you are passionate about sales and eager to drive business growth, we would love to hear from you! Apply now and become a part of our growing team at Oximobi Media.