4741 Client Onboarding Jobs - Page 35

Customer Success Manager working with brands in the US Manage campaigns from kickoff to reporting & coordination between creators, clients & internal teams It’s a client-facing leadership position that blends customer success, operations & strategy Required Candidate profile Candidate should have exp in working as a Customer Success Manager or someone who has managed Influencer Marketing campaigns Should be ready to work in US timezone - 6PM IST to 3AM IST Perks and benefits Best Salary + Benefits

Job Summary The role holder is accountable for managing the PvB Client Committee to enable delivering the end-to-end, best-in-class onboarding client journey for Private Banking clients. The role holder is expected to align the client journey objectives to PvB's strategic agenda and responsible for identifying and creating areas of competitive advantage in the onboarding domain, including change management within the domain. The role holder should also support the Country Head of Client Onboarding and Country PvB Business Head in co-ordinating and resolving trade-offs between competing priorities by establishing a close working relationship with functional partners including T&I, Risk, Compl...

Role Overview: You are joining NSEG, a rapidly expanding partner in the logistics sector, dedicated to providing exceptional freight solutions in Australia. Your role as an Account Manager in Ahmedabad will involve driving growth in the Australian B2B logistics industry, focusing on new client acquisition and recurring business growth in the Australian road, sea, and air freight market. Responsibilities: - New Business Acquisition (Hunter) - Proactively onboard new clients by selling core services such as Australian domestic road freight and the new international Sea & Air freight forwarding routes. - Generate leads through outbound sales activities like cold calling and targeted calls on qu...

As an ideal candidate for this position, you should have lending experience in either Banks or NBFCs. It is essential that you have managed asset portfolios and primarily focused on new business acquisition rather than liability business. Your responsibilities will include handling clients with a debt exposure exceeding Rs 200 crore. Key Responsibilities: - Acquiring new clients and maintaining strong relationships with existing and potential clients - Identifying unrated clients and assisting them in transitioning to rated status - Building market intelligence on competitors and creating sales plans to achieve targets - Understanding clients" industries, including trends, processes, financi...

As a Customer Success & Product Specialist, you will play a crucial role in ensuring client satisfaction and contributing to ongoing product improvements. Your responsibilities will include: - Serving as the primary point of contact for clients and maintaining strong client relationships to ensure overall satisfaction. - Understanding client needs and workflows to provide suitable solutions and ensure smooth resolution of client questions, issues, or requests. - Identifying opportunities for cross-selling, upselling, and driving contract renewals to enhance client retention. - Developing a strong understanding of SaaS-based legal tech products and guiding clients on product features, usage, ...

Role Overview: As an International KYC Analyst at our global banking operations team, you will play a crucial role in ensuring compliance with regulatory requirements across jurisdictions. Your primary responsibility will involve conducting KYC due diligence for international clients, validating client documentation, and performing periodic reviews to uphold global AML and CFT standards. Additionally, you will collaborate with various teams to facilitate client onboarding processes and risk assessments. Key Responsibilities: - Conduct KYC due diligence for international clients such as corporates, financial institutions, and individuals. - Review and validate client documentation according t...

Job description Job Title: International KYC Analyst Location: Shriram Gateway, Perungalathur, Chennai Employment Type: Full-time Job Summary We are seeking a detail-oriented and compliance-driven International KYC Analyst to join our global banking operations team. The ideal candidate will have experience in international KYC processes and a strong understanding of regulatory requirements across jurisdictions. This role supports client onboarding, periodic reviews, and risk assessments to ensure adherence to global AML and CFT standards. Key Responsibilities Conduct KYC due diligence for international clients including corporates, financial institutions, and individuals. Review and validate...

Step into the role where you will process CDD for new clients and on-going KYC review for existing legal entities, branches and ensure that review is completed on a timely basis. You may be assessed on key critical skills relevant for success in role such as: The Candidate should have core CDD/KYC/AML Knowledge and its policies related to sanctions. Should have experience in KYC/TM/CDD process. Should have complete corporate client Onboarding and its review. Desirable Skills Sets Any AML stream related experience, preferably CDD (Client Onboarding). Should have interacted with Front office and RM teams via Phone on a daily basis. Should be flexible for any shifts. Should have worked on all R...

Job Title / Role : KYC Operation Associate/KYC Due Diligence officer/ KYC Analyst or Manager Criteria / Experience : The KYC Analyst is responsible for conducting thorough due diligence on new and existing clients to ensure compliance with KYC regulations. Familiarity with KYC, CTF regulations and internal guidelines. KYC Operation Associate/KYC Due Diligence officer -May assist with various KYC processes, including data entry, authorisation, document verification, and transaction monitoring Experience - Minimum 4-5 yrs Qualification : Graduate, JAIIB, CAIIB (Optional) Key Responsibilities / Job Description: Verification of identity of new and existing customers through various methods and d...

Identifying and researching potential clients, generating leads through various channels (cold calling, networking, online research), and qualifying leads to ensure they align with the company's target market.

Role & responsibilities Job Responsibilities: It involves identifying company ownership structures, verifying ultimate beneficial owners (UBOs), and assessing risk factors to prevent fraud, money laundering, and financial crimes . Legal entity verification: Confirming the legal existence and registration status of the business. For business verification, financial institutions must collect and validate information such as the business name, address, registration number, and the identities of key executives or beneficial owners. Beneficial ownership and control information: Identifying the ultimate beneficial owners, those who own or control the business. Financial institutions must understan...

As an Administrative Support to the Chartered Accountant and finance team, your role will involve the following responsibilities: - Provide comprehensive administrative support to the Chartered Accountant and finance team. - Draft, review, and manage professional email communications with clients and internal teams. - Maintain accurate and up-to-date records, files, and documentation in an organized and secure manner. - Assist in the preparation and presentation of financial reports and internal documents. - Manage and update confidential databases, ensuring data integrity and security. - Coordinate meetings, schedules, and communications on behalf of the CA. - Support the preparation and fo...

SUMMARY Treasury Client Onboarding Specialist ===================================== Summary ----------- We are seeking a highly skilled and detail-oriented Treasury Client Onboarding Specialist to join our team. As a key member of our Treasury Client Service team, you will be responsible for providing exceptional support to clients throughout their lifecycle, from onboarding to offboarding. This role requires strong communication skills, attention to detail, and the ability to collaborate with cross-functional partners to ensure a seamless client experience. Responsibilities - - - - - - - - - - - - - - - - - - - Manage client onboarding processes, collecting and verifying required documentat...

SUMMARY Job Title: L1- Transaction Monitoring Analyst Job Role: Senior Process Executive /Subject Matter Expert Relevant Experience Desired: 2 yr - 8 Yr Location: Chennai Shift: US Shift Education: Bachelor’s degree in commerce or accounting/ Any other Degree with relevant experience. Responsibilities: Conducting initial review of customer account activity flagged by the Bank’s automated monitoring system. Identifying potential unusual activities in the account. Writing comprehensive analysis/risk assessment of the account activity and providing detailed disposition for alert closure or escalation. Ensuring all procedural and guidance documents remain current and compliant with regulatory an...

- Acquire distributors and manage global clients across South America, Middle East, Europe, Africa & Asia. - Handle all B2B/export leads, proposals & follow-ups - Coordinate marketing & creatives campaigns - Support trade shows & events Required Candidate profile - 3+ years experience in International Business Development. - Excellent communication and negotiation skills with ability to build and maintain lasting relationships.

Responsibilities: * Manage client relationships through onboarding & renewals * Meet revenue targets through sales & marketing efforts * Generate leads, close deals, upsell services * Acquire new clients, retain existing ones

Position: Client Service Manager Location: Mumbai Experience: 4+ Years This is regarding the opening for leading Fund Management Firm We are looking to add a highly qualified and experienced Client Service Manager to our team. The chosen applicant will ensure that our clients' demands are satisfied and their experience with our company is outstanding by offering them outstanding service, support, and solutions. The client service manager will provide customized financial solutions to a wide spectrum of clients, including high-net-worth individuals and institutional investors. The position involves proactive planning and daily supervision of FPI's customer servicing operations while upholding...

As an experienced sales professional with 2-4 years of relevant experience, you should have a strong background in sales within the Digital Marketing/Advertising industries. Your responsibilities will include: - Minimum 2 years of experience in sales, specifically with an average ticket size of 5 lakhs+ per client/brand. - Experience in selling marketing services such as performance marketing sales, OTT sales, and media buying sales, rather than creative services backgrounds. - At least 2 years of experience in selling Digital products and services with B2B brands only. B2C experience will not be considered. - Experience in Client Acquisition of New Brands and working on Brand partnerships. ...

Subhag HealthTech is an innovative health-tech company that is dedicated to empowering hospitals, clinics, and gynecologists by providing advanced, affordable, and user-friendly fertility solutions such as Androwash and V Conceive. The company's mission is to enhance accessibility and efficiency of assisted reproductive technology for clinics all over India. **Roles & Responsibilities:** - Make outbound sales calls to potential clients including Gynecologists, Hospitals & Andrology labs. - Conduct cold calls to generate and develop new leads. - Ensure consistent follow-ups with leads until successful conversion. - Understand the unique requirements of each customer and offer personalized sol...

As a Product Implementation Manager at DXFactor, you will play a crucial role in owning the end-to-end client onboarding journey, translating business needs into agent configurations, ensuring seamless integration with MRMs, and driving adoption and ROI. Your responsibilities will involve being the bridge between product, engineering, and client success to ensure smooth and successful deployments. Key Responsibilities: - Lead kickoff meetings, define implementation plans, and manage timelines for client onboarding and project management. - Act as the primary point of contact during client implementations to ensure effective communication. - Configure and customize AI Agents based on client w...

We are India's leading ratings agency. We are also the foremost provider of high-end research to the world's largest banks and leading corporations. With sustainable competitive advantage arising from our strong brand, unmatched credibility, market leadership across businesses, and large customer base, we deliver analysis, opinions, and solutions that make markets function better. Department: Large Corporate Group - Ratings-Business Development. Job Role: Good experience in sales domain. Experience in a client onboarding and relationship building role Acquiring new clients. Excellent interpersonal and presentation skills Excellent English communication skills: both written and oral Need to h...

Skills: Pipeline Management, Lead Generation, Sales Strategy, B2B Sales, Presentation Skills, Customer Retention, Client Onboarding, Sales Forecasting, Company Overview INNOVISION LIMITED is an industry leader in offering tailored solutions to meet clients dynamic needs. Recognized for its commitment to innovative and value-driven services, the company excels in customizing security measures for demanding clients. With a workforce of 1001-5000 employees and headquartered in Gurgaon, Haryana, INNOVISION Limited stands as a premier staffing and recruiting firm noted for its responsiveness and progressive approach. Explore more at www.innovision.co.in. Job Overview The Assistant Sales Manager a...

Job Summary The prospect candidate would be primary responsible for managing the Fund of Funds Ops offering (including conventional custody) comprising of client service management, transaction processing, systems maintenance, and monitoring, reporting and operational risk reporting. An experienced operations professional in the banking or financial sector with Securities Services and minimum 12+ years of experience, across conventional asset services, Fund Accounting, Transfer Agency, Fund Administration (client onboarding, securities trade/clear/settlement/corporate actions, billing, payments, regulatory reporting, reconciliation, exception handling and business continuity management) proj...

JOB DESCRIPTION BUSINESS DEVELOPMENT MANAGER Self Operated Business (SOB) About OYO OYO is a global platform that aims to empower entrepreneurs and small businesses with hotels and homes by providing full-stack technology products and services that aims to increase revenue and ease operations; bringing easy-to-book, affordable, and trusted accommodation to customers around the world. OYO offers 40+ integrated products and solutions to patrons who operate over 157K hotel and home storefronts in more than 35 countries including India, Europe, and SEA. OYO operates a unique business model that helps its patrons transform fragmented, unbranded and underutilized hospitality assets into branded, d...

As a Relationship Manager in the Affluent Priority segment of Business Banking, you will be responsible for acquiring and managing high-net-worth individual (HNI) clients This role demands a deep understanding of client needs, strong ficial acumen, and the ability to offer tailored banking solutions across liabilities, assets, and investment products You will be expected to build long-term relationships, drive revenue growth, and enhance client engagement through personalized service and strategic portfolio management You will work closely with internal stakeholders to ensure seamless service delivery and maintain high standards of compliance and customer satisfaction The role also involves ...