1637 Client Onboarding Jobs - Page 37

About Us. At SentinelOne, we’re redefining cybersecurity by pushing the limits of what’s possible—leveraging AI-powered, data-driven innovation to stay ahead of tomorrow’s threats.. From building industry-leading products to cultivating an exceptional company culture, our core values guide everything we do. We’re looking for passionate individuals who thrive in collaborative environments and are eager to drive impact. If you’re excited about solving complex challenges in bold, innovative ways, we’d love to connect with you.. What are we looking for?. If you’re passionate about enabling customer success through leading and facilitating successful deployments of our highest value accounts, this role is for you. SentinelOne is growing its Customer Success team and looking for a technically skilled project manager. Responsibilities include managing project milestones and timelines in coordination with the customer as well as with internal cross-functional resources in Technical Account Management, Product Management, and Professional Services. The role requires facilitating a partnership between our customers and internal teams to define and implement project KPIs and parameters that will realize optimal ‘time to value’ and enable long-term success and growth.. What will you do?. The key responsibility of this role will be to facilitate a partnership between customers and internal teams, creating an engaging and productive deployment experience for customers throughout their solution adoption phase. Additional responsibilities will include regular cadence reporting on key metrics as defined by CS leaders (ex, indicators of feature adoption or deployment progress), pre-sales support on services, and collaboration with service delivery teams to tailor service offerings to client requirements.. Onboard key customers through full deployment, with a focus on structured project management combined with white-glove relationship management.. Work cross-functionally within SentinelOne with Support, Product Management, Engineering & other teams to provide customers with insight while advocating for their needs. Communicate expectations, project timelines, requirements, and potential blockers to key stakeholders, both internal and external. Lead the deployment project teams in removing obstacles and addressing technical challenges when necessary, including ensuring issues are escalated and actively managed. Expand the client engagement by collaborating with key decision-makers and stakeholders to understand their requirements and continually position our services as the optimal solution for net new, upsell, and renewal opportunities.. Strategic Pre-Sales Support on Services: Collaborate with the Sales, Solution Engineering, & Customer Success Management and service leaders to help with the positioning of our Services offerings and meet sales targets while ensuring ‘right-fit’.. Achieving trusted advisor status by understanding all aspects of the Services portfolio, including MDR, DFIR, Threat Hunting, Strategic Advisory, and Deployment Services.. Demonstrate the value of service positions by executing compelling presentations and demonstrations of our services to prospective clients. Articulate the value proposition of our Services and how they address specific client needs and challenges.. Collaborate with the service delivery teams and customers to ensure alignment between sales, solution engineering, and service execution, and when relevant, provide initial scoping along with the Services team.. What skills and knowledge should you bring?. At least 7 years of prior experience at an enterprise software company (preference to those with Endpoint Protection experience) in related roles (Customer Success, Support, Training, etc.). Experience with managing highly complex implementations and technical engagements for a diverse set of customers, including identifying customer requirements. Customer-focused with experience in customer-facing roles (Customer Success, Support, Professional Services, Customer Onboarding, etc.). Experience with Salesforce and with project management tools like Asana/Atlassian.. Requirement for an existing understanding of customer IT/security architecture and continued learning related to the technical landscape and deployment specifics of SentinelOne product and service offerings. Knowledge of security technologies, architecture, and operations and experience in advising customers on best practices. Knowledge of Windows, MacOS and Linux operating systems as well as containerized environments. Display a talent for building strong relationships and managing customer expectations resulting in high customer satisfaction. Cross-functional excellence with a track record of getting teams to work together on accomplishing complex operational goals. Ability to lead, support, and drive on-going projects and meet deadlines in a complex and dynamic environment. Impeccable written and verbal communication skills. Thrives in a multitasking environment and can adjust priorities on-the-fly. Strategic and creative thinker with well-developed problem-solving and analytical skills. Experience with a structured project management methodology which may include; Agile Methodologies (Including Scrum or Kanban), Lean, Traditional Waterfall, Six Sigma, PMBOK, or a hybrid of these or other methodologies. Experience in the IT or Cybersecurity industry, especially Endpoint Security and SIEM, with host base (endpoint agent) security solutions is preferred. Why us?. You will be joining a cutting-edge company, where you will tackle extraordinary challenges and work with the very best in the industry.. Industry leading gender-neutral parental leave. Paid Company Holidays. Paid Sick Time. Employee stock purchase program. Disability and life insurance. Employee assistance program. Gym membership reimbursement. Cell phone reimbursement. Numerous company-sponsored events including regular happy hours and team building events. SentinelOne is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.. SentinelOne participates in the E-Verify Program for all U.S. based roles.. Show more Show less

Role & responsibilities Actively sell the Petpooja Restaurant Billing Platform and associated Value-Added Services (VAS). Generate leads through cold calling, field visits, and market references; proactively approach restaurants to onboard them onto Petpooja. Build and nurture strong relationships with restaurant owners by understanding their business needs and offering tailored solutions. Sign up restaurants by closing contracts and responding to inquiries from both new and existing clients. Organise and participate in promotional events and local marketing activities to boost brand visibility and drive referrals. Take ownership of operational and administrative aspects of sales, including reporting, process optimisation, and system improvements. Regularly update management with performance insights and recommendations for enhancing business relationships and improving service delivery. Meet and exceed sales targets (product and VAS), demos, and visit goals through strategic daily planning and execution. Establish a strong reference market by maintaining long-term relationships with onboarded clients. Resolve client issues effectively using the escalation matrix and ensure high levels of customer satisfaction. During field visits, you will be the first point of contact for potential clients, and you will represent Petpooja professionally at all times. Be the face of Pet Pooja in the market, upholding and promoting the company's values and mission. Additional Qualification and Skills: Bachelor's degree is preferable. Professional experience of 1-6 years in Sales. Problem-solving attitude Customer-oriented mindset Knowledge of customer relationship management (CRM) practices Influencing Skills Presentability is required Fluent in communication Laptop, two-wheeler, and Driving license are mandatory.

Role & responsibilities Actively sell the Petpooja Restaurant Billing Platform and associated Value-Added Services (VAS). Generate leads through cold calling, field visits, and market references; proactively approach restaurants to onboard them onto Petpooja. Build and nurture strong relationships with restaurant owners by understanding their business needs and offering tailored solutions. Sign up restaurants by closing contracts and responding to inquiries from both new and existing clients. Organise and participate in promotional events and local marketing activities to boost brand visibility and drive referrals. Take ownership of operational and administrative aspects of sales, including reporting, process optimisation, and system improvements. Regularly update management with performance insights and recommendations for enhancing business relationships and improving service delivery. Meet and exceed sales targets (product and VAS), demos, and visit goals through strategic daily planning and execution. Establish a strong reference market by maintaining long-term relationships with onboarded clients. Resolve client issues effectively using the escalation matrix and ensure high levels of customer satisfaction. During field visits, you will be the first point of contact for potential clients, and you will represent Petpooja professionally at all times. Be the face of Pet Pooja in the market, upholding and promoting the company's values and mission. Additional Qualification and Skills: Bachelor's degree is preferable. Professional experience of 1-6 years in Sales. Problem-solving attitude Customer-oriented mindset Knowledge of customer relationship management (CRM) practices Influencing Skills Presentability is required Fluent in communication Laptop, two-wheeler, and Driving license are mandatory.

Role & responsibilities Actively sell the Petpooja Restaurant Billing Platform and associated Value-Added Services (VAS). Generate leads through cold calling, field visits, and market references; proactively approach restaurants to onboard them onto Petpooja. Build and nurture strong relationships with restaurant owners by understanding their business needs and offering tailored solutions. Sign up restaurants by closing contracts and responding to inquiries from both new and existing clients. Organise and participate in promotional events and local marketing activities to boost brand visibility and drive referrals. Take ownership of operational and administrative aspects of sales, including reporting, process optimisation, and system improvements. Regularly update management with performance insights and recommendations for enhancing business relationships and improving service delivery. Meet and exceed sales targets (product and VAS), demos, and visit goals through strategic daily planning and execution. Establish a strong reference market by maintaining long-term relationships with onboarded clients. Resolve client issues effectively using the escalation matrix and ensure high levels of customer satisfaction. During field visits, you will be the first point of contact for potential clients, and you will represent Petpooja professionally at all times. Be the face of Pet Pooja in the market, upholding and promoting the company's values and mission. Additional Qualification and Skills: Bachelor's degree is preferable. Professional experience of 1-6 years in Sales. Problem-solving attitude Customer-oriented mindset Knowledge of customer relationship management (CRM) practices Influencing Skills Presentability is required Fluent in communication Laptop, two-wheeler, and Driving license are mandatory.

Are you looking for an exciting opportunity to join a dynamic and growing team in a fast paced and challenging areaThis is a unique opportunity for you to work in the Product team to partner with the Business. As a Product Owner on the US Digital Product team, you will act on behalf of the business and our clients to enhance workstreams supporting the Digitization process. Responsibilities include but are not limited to analyzing workflow processes, evaluating viable process alternatives, and development of business requirements and functional requirements for the resulting solution. The role will also support and participate in design, development, testing, and implementation of requirements throughout their lifecycle to ensure quality and on-time delivery. Primary focus of role will be on delivering a transformational authorities experience to enhance client onboarding and account opening. Job Responsibilities Drive daily execution of the area product priorities, analyze existing processes and systems, and engage appropriate product teams to make recommendations for improvements. Embody true client-obsession by identifying and leveraging user data, behavioral analytics, key performance metrics, industry trends, and various forms of customer and advisor feedback to craft designs and build the product roadmap. Invest in a deep understanding of the business opportunity and participate in user research to determine which initiatives and features to pursue. Gather requirements and write stories through interaction with stakeholders to create user stories and specify acceptance criteria. Understand product priorities, align the backlog of work for developing value in increments, manage prioritization of your product backlog, and present reports on progress, required decisions, issues, and solutions/path to green. Participate in product planning with the PO and area sprint planning. Drive X-LOB and stakeholder partnership for area product, and develop and maintain deep relationships with delivery partners, including senior leaders in the Business, Technology, Design, Operations, Servicing, Digital, and Control functions. Work closely with the development and testing teams to ensure the design is feasible, user stories accurately reflect the business need, test plans and scripts are complete, and the product is of high quality. Coordinate operational readiness across various teams to ensure proper communication, training, and procedural updates. Required qualifications, capabilities, and skills University degree holder (including MBA / CFA) and / or with minimum 7 years of professional experience in a similar capacity Experience working with an Agile team to gather business requirements, perform detailed analysis, and document user stories; as well as experience working with technology development teams during build and implementation phases Familiarity with Client Onboarding processes, toolsets, and documentation Proficient with Microsoft products including; Word, Excel, Access, Project, Visio and/or Change Mobilization Toolset Signavio, Alteryx, Xceptor Proficient in Jira and Confluence Preferred qualifications, capabilities, and skills Strong analytical skills, preferably with experience in writing business and functional system requirements The ability to manage expectations by establishing and meeting clear timelines, deliverables and milestones Utilization of data and user research to evaluate recommended solution Ability to communicate effectively with internal partners through verbal and written channels Ability to work well in fast paced/multi-tasking environment; be able to easily adapt to changes and adjust strategies as needed Strong time management skills; efficient and able to work under pressure to deliver multiple business demands on-time that also meet established high standards

Ventra is a leading business solutions provider for facility-based physicians practicing anesthesia, emergency medicine, hospital medicine, pathology, and radiology. Focused on Revenue Cycle Management, Ventra partners with private practices, hospitals, health systems, and ambulatory surgery centers to deliver transparent and data-driven solutions that solve the most complex revenue and reimbursement issues, enabling clinicians to focus on providing outstanding care to their patients and communities. Come Join Our Team! As part of our robust Rewards & Recognition program, this role is eligible for our Ventra performance-based incentive plan, because we believe great work deserves great rewards. Help Us Grow Our Dream Team — Join Us, Refer a Friend, and Earn a Referral Bonus! Overview The Quality Analyst (QA), Implementations will play a critical role in the client onboarding and implementations team, focusing on ensuring the accuracy, consistency, and completeness of healthcare data integrations and billing system configurations. This position involves performing rigorous QA checks on data feeds received from various healthcare facilities—including patient demographics, medical records, and provider schedules—in multiple formats, as well as validating billing system setup for new clients. The ideal candidate will possess a strong understanding of the US healthcare domain and revenue cycle management (RCM) processes, with an emphasis on data integrity and system quality assurance. Responsibilities Perform detailed quality assurance reviews of inbound healthcare data feeds from client facilities, ensuring proper formatting, data integrity, and alignment with system specifications. Validate the successful ingestion and transformation of data into internal billing systems. Conduct end-to-end QA of system configuration for new client onboardings, ensuring alignment with contract requirements and billing workflows. Collaborate with Business Analysts, Developers, and Billing Teams to troubleshoot and resolve data issues and configuration mismatches. Document defects, inconsistencies, and improvement opportunities in a clear and actionable manner. Develop and maintain QA documentation, including test cases, checklists, and standard operating procedures (SOPs). Participate in client requirement gathering and technical walkthroughs to understand scope and impact of onboarding requirements. Ensure compliance with data privacy and healthcare regulations (e.g., HIPAA). Assist in continuous improvement initiatives across QA processes to increase efficiency and reduce errors. Qualifications Bachelor's degree in health information management, Computer Science, Information Systems, or a related field (or equivalent work experience). 4+ years of experience in a QA role, preferably within the US healthcare or revenue cycle management (RCM) domain. Experience working with healthcare data, EMRs/EHRs, or medical billing systems. Prior involvement in client onboarding or implementation projects is highly desirable. Base Compensation will be based on various factors unique to each candidate including geographic location, skill set, experience, qualifications, and other job-related reasons . This position is also eligible for a discretionary incentiv e bon us in accordance with company policies .

Position Purpose The purpose of the role is to lead the Client implementation operational team in managing BAU activities in the space of various transition events such as Portfolio setup, Portfolio closure, Portfolio restructure, onboarding, off boarding of clients etc within Middle office. The role would suit someone with overall understanding of Capital markets and hands on experience in Middle office / Custody operations with a strong understanding of third-party investment manager, client and custodian requirements. Fund accounting experience would also be highly beneficial. Commitment, engagement and collaboration with a good understanding of project management principles are required to deliver a professional service, in a quality manner by building and maintaining a continuous service program that supports the business and enhances its responsiveness whilst protecting our existing business requirements through effective scope management. Responsibilities Direct Responsibilities An SME in performing various client implementation activities such as Portfolio setup, Portfolio closure, Portfolio restructure, onboarding, off boarding to the underlying Asset Manager clients. Ensure appropriate levels of governance are applied to all implementation activities. Undertake and / or oversee appropriate transition execution monitoring and checking. Maintain required transition records for reporting and audit trail purposes. Ensure KPIs and KRIs of the team are met and in line to SLA standards. Ensure all stock / cash movements are completed as per the agreed transition timelines. Ensure to support the team as a validator / controller as required in BAU. Ensure preliminary analysis is performed for the transition / project activities and to highlight any issues to managers / onshore transition managers. Ensure eye to detail in managing various activities within the process. Should participate in all the stakeholders meeting and ensure complete understanding of the project as per the client requirement. Develop and maintain strong working relationships across internal stakeholders i.e. All teams within Middle Office, Transition Manager/ SPOKE team, Fund Accounting, UUT, Registry, Performance, Custody and MFS (depending on product coverage of the implementation), Client Service Managers, Legal, Credit, Product, Audit, Compliance, Risk, IT, Regulators, Custodians, Trustees, Fund Managers, etc. Ensure the skill matrix and training plans are upto date for self and team (where applicable) Ensure periodic review of procedures, checklist etc are carried out and changes incorporated as required. Contributing Responsibilities Proactive in managing risk and Incident management and adhere to appropriate escalation processes to escalate, for example, resource issues, delayed project phases, missed deadlines and other planning issues. Act as a SPOC for audit and other assignments for the team Contribute towards process enhancements to bring in operational efficiencies. Develop a strong understanding of all upstream and downstream processes, systems and stakeholders involved. Ensure effective communication to all the parties involved. To follow escalation protocols to managers, senior stakeholders on all critical topics within the process Ensure to be a backup for the managers of the team where required. Willingness to take on other duties as assigned by the manager. Technical Behavioral Competencies Demonstrated knowledge on Capital markets and trade life cycle. Working knowledge and a subject matter expert in Middle office / Custody operations within Equities, Fixed income, FX, Corp actions etc. Hands on experience in new fund setups, fund closure, transition activities etc within similar domain. Fund accounting (and preferably HiPort) experience would also be highly beneficial. Demonstrated knowledge on transition related activities linked to to Asset owner / Asset manager clients. Ability to work as part of a team of problem solvers, helping to solve complex transitions from strategy to execution in performing various client implementation activities. Ability to identify and make proactive suggestions for improvements before problems and/or opportunities arise. In dept knowledge on KPIs/KRIs and ensure KPIs/KRIs of the team are met and in line to SLA standards. Ability to conduct risk awareness session with team periodically as team should be made aware of past incidents, internal errors etc to ensure to avoid repetitive errors. Solid experience in doing periodic review of procedures, checklist, SLA, BCP and BIA documents etc and proven knowledge in handing amendments if any. Must have solid experience in Microsoft Office tools, in particular Excel and PowerPoint to enable analysis and presentation building. Collaborative mindset and an excellent team player with a zeal to learn new things. Ability to influence decision making throughout various organizational levels. Communicates effectively with diverse groups and individuals across different locations including within the team, onshore partners, project team, managers etc. Ability to understand, explain and support change. Ability to inspire and engage others. Ability to set up relevant performance indicators. Specific Qualifications (if required) Accounting/Finance/Economics or Financial Services Related Degree Skills Referential Behavioural Skills : (Please select up to 4 skills) Ability to collaborate / Teamwork Personal Impact / Ability to influence Organizational skills Communication skills - oral written Transversal Skills: (Please select up to 5 skills) Ability to understand, explain and support change Ability to manage a project Analytical Ability Ability to anticipate business / strategic evolution Ability to manage / facilitate a meeting, seminar, committee, training Education Level: Master Degree or equivalent Experience Level At least 7 years Other/Specific Qualifications (if required)

Responsibilities: * Manage client relationships & onboard new ones * Generate leads through networking & marketing efforts * Meet revenue targets consistently * Drive business growth through strategic planning Travel allowance Health insurance

Position: Client Onboarding Executive Location : Hyderabad Shift: Night Experience: 3-5 years Notice Period: Immediate Joiner / 45-day notice period Job Description: We are looking for a proactive and detail-oriented Client Onboarding Executive to join our dynamic team in Hyderabad. In this role, you'll play a critical part in ensuring our clients across North America experience a seamless onboarding process to our ERP and WMS software solutions. This is a client-facing position that requires strong communication, coordination, and technical skills, particularly in data handling and systems understanding. Responsibilities: Work closely with new clients to understand their business requirements and processes. Guide customers through the onboarding journey, ensuring timely and effective implementation. Configure ERP and WMS software solutions in alignment with client expectations. Execute accurate data uploads and migration from legacy systems. Validate and map client data to ensure completeness, consistency, and accuracy. Conduct end-to-end system testing and assist in troubleshooting during implementation. Maintain clear and professional communication via email and virtual meetings throughout the onboarding process. Coordinate training sessions and provide documentation to support client adoption. Act as a liaison between internal teams and clients, ensuring smooth and timely onboarding delivery. Manage onboarding timelines, flag risks early, and ensure successful go-lives. Continuously improve onboarding workflows based on feedback and process learnings. Requirements: Bachelors degree in Computer Science, IT, Business, or a related field. 3–5 years of experience in client onboarding, implementation, or ERP/WMS configuration. Strong understanding of logistics, supply chain processes, or warehouse management systems. Proficiency in handling data via Excel, CSV, and basic scripting/text transformation tools. Excellent English communication skills — both written and verbal. Hands-on experience with ERP/WMS tools like SAP, Oracle, Microsoft Dynamics. Familiarity with Agile project environments is a plus. Ability to handle multiple client projects with a focus on deadlines, accuracy, and customer satisfaction. Strong interpersonal skills with a client-first mindset. Why Join Us? Competitive salary package Opportunity to work with global clients Supportive team environment and room for growth Be part of impactful software rollouts for leading businesses

Responsibilities: Identify and reach out to potential clients via Instagram, LinkedIn, and online platforms Pitch our digital marketing services clearly and confidently Send DMs, emails, and follow-ups to generate leads and book meetings

Preferred candidate profile Minimum 3 years Exposure and Experience in working on complex AML/ KYC cases Customer Due Diligence, Account activity reviews, KYC On-boarding for individuals and entities, suspicious activity monitoring and surveillance, economic sanctions, politically exposed person monitoring etc. Setting up new AML/KYC Procedures, operationalizing with the Business, providing quality assurance and Establishing a Transparent Metrics Process Provide Ongoing KYC Due Diligence Support for Periodic Reviews and Event Based Reviews Hyderabad Location Package upto 7.5 LPA Immediate joiners only For more details, contact on below Chhavi Bhatt 8955611211 Chhavi.bhatt@manningconsulting.in

Greetings from JobShop, India's Largest BPO Recruitment Company. We are hiring the following positions for various clients of ours, to apply with JobShop Job Details: Desired Candidate Profile Experience required- Need minimum 1 year of experience in international fraud investigation,AML,KYC,Sanctions Salary- 7.5LPA+ incentives Shift- US Location- Hebbal Roles and Responsibilities Main responsibilities Conduct investigations into allegations of complex fraud using specialist knowledge in interviewing techniques, document analysis and exhibit handling etc. Investigate and research cases and potentially suspicious situations; efficiently arriving at sound risk-based conclusions in order to minimize fraud losses. Prepare regulatory and investigative reports (SARs). Identify fraud trends and communicate observations to management.. Identify internal procedural violations and recommend actions to mitigate reoccurrence Demonstrate sound judgment and decision making in the context of regulatory requirements, Bank policies, and industry best practices. Demonstrated Fraud management expertise and support through every step of improving anti-fraud strategy including analyzing current processes, implementing new processes, and constantly refining and improving the approach to fraud detection and prevention. Demonstrated knowledge of the associated processes, procedures, controls, and documentation associated with Fraud reviews Call HR Muskan-9380964680 or 9964080000 or visit jobshop.ai to explore other open positions with us

Key Duties and Responsibilities: Review Capital Call and distribution workings along with notices and release to respective investors Manage end-execution of Private Equity Funds from other accounting applications to eFront Identify and implement process improvement techniques to improve process efficiency and team productivity Requirements: Experience working on Investran, eFront, and Macro-enabled workbooks Experience handling audit requirements and ad hoc client requirements in fund accounting Good conceptual knowledge of accounting principles and financial statement preparation Experience in handling client relationships and onboarding new clients Experience in developing reporting templates for client instruments

Job description About the Company: Policybazaar is India's leading online insurance marketplace, empowering customers to make informed decisions about their insurance needs. Policy Bazaar is an equal opportunity employer and welcomes candidates from all backgrounds to apply. About the Job: We are seeking enthusiastic and focused individuals for Domestic process, to join our team as Sales Executives. In this role, you will be responsible for driving sales through various channels. This is a position, offering a dynamic work environment where you can grow and develop your skills. Job Details: Role: International & Domestic Sales consultant. Eligibility criteria: Freshers & Experienced candidates both are welcome. Salary range: 2.50 LPA to 3.90 LPA (depending upon relevant experience). Perks: Unlimited Incentives and Day Shifts. Location: Kolkata ( Salt lake Sector 5 ) Responsibilities: Must have bike and driving license. Meet sales targets and achieve business goals. Build strong relationships with customers and partners. Having in-depth knowledge of the products and services sold to clients. Negotiating deals and closing sales to meet targets. Required Skills: Excellent Communication & Interpersonal Skills. Proactive and Result-Driven Approach. Strong Product Knowledge & Solution Selling. Effective Negotiation & Closing Skills. Adaptability & Flexibility in a Dynamic Environment. Strong Problem-Solving Abilities & Attention to Detail. Qualifications: Experience: 0-5 years in customer service or sales. (Freshers with good communication skills are also welcome). High School Diploma and Bachelor's degree preferred. Pay range and compensation package: 2.50 LPA to 3.90 LPA (depending upon experience and last ctc.) with unlimited incentives. Equal Opportunity Statement: Policy Bazaar is an equal opportunity employer and welcomes candidates from all backgrounds to apply. Interested people can drop cv to email - binetadas@policybazaar.com or WhatsApp the CV 8826263581 We are looking for Immediate joiners

Client Onboarding Analyst Prime Brokerage | Mumbai Be part of a dynamic onboarding team supporting hedge fund clients across capital markets. This role blends client service , technical coordination , and cross-functional collaboration with global teams. Location: Mumbai Notice Period: Immediate to 30 days Experience: 2 to 5 Years Apply now to saikeertana.r@twsol.com What you'll do: • Set up and test trade file connectivity across products — Equity Swaps, FX, Repos, F&O • Liaise with clients, vendors, and internal teams for end-to-end onboarding • Run trade testing, identify issues, and drive timely resolutions • Collaborate across tech, ops, and accqount teams to streamline setups What you bring: • 2–5 years in capital markets or trade support • Strong communication and stakeholder engagement • Working knowledge of trade file formats and capital market products • Solid Excel skills and adaptability with internal platforms • Ready to work 1–10:30 PM IST ( WFO )

Role & responsibilities *Develop and execute business development strategies to drive revenue growth. *Identify new business opportunities through market research, networking and lead generation. *Collaborate with cross- functional teams, including sales, marketing , and product development. *Develop and maintain market intelligence reports. Preferred candidate profile

Fintech Business Development

Hi Jaipur , Big Walk-In Drive Alert eClerx is excited to announce a Walk-In Recruitment Drive for our Financial Crime Compliance (FCC) division! (Global KYC). Walk-In Dates: 20th & 21st June 2025 Time: 10:00 AM to 4:00 PM Venue: Four Points by Sheraton, City Square, Tonk Road, Jaipur, Rajasthan For Entry - Email your CV to Amruta.Kavluru.C@eclerx.com for gate pass to be generated Mention HR Amruta Kavluru over CV Open Roles: Senior Analyst Associate Process Manager Process Manager Required Skillsets: Financial Crime | KYC | CDD | EDD Due Diligence | Client Onboarding | Periodic Reviews Tools: Lexis Nexis, Fenergo, WorldCheck AML | PEP | UBO | Remediation | Transaction Monitoring Experience: 212 years Job Locations: Navi Mumbai & Pune Notice Period: Immediate joiners or up to 60 days What to Bring: 2 Updated Copies of Your Resume Valid Government ID Proof 1 Passport-Size Photograph Why Choose eClerx? At eClerx, we believe in nurturing talent, embracing innovation, and driving growth. This is your chance to thrive in a high-energy environment and build a career in one of the most critical sectors of the financial world. For More Info: Contact: Amruta Kavluru Email: Amruta.Kavluru.C@eclerx.com

Milaap Social Ventures India Pvt. Ltd. is looking for Senior Executive - Project Management 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.

The Kenko Revolution AI is transforming our lives, making health a priority In the next decade, fitness and wellness will become a $10 trillion industry, with personalized longevity routines helping people live past 100, But fitness business owners are strugglingmarketing is complex, operations are overwhelming, and growth feels out of reach Kenko is changing that, We free business owners to focus on their craft while AI handles front desk tasks, sales, and customer engagementgetting more reviews, converting leads, and retaining members, By uniting marketing, operations, and customer experience into one AI-powered platform, Kenko is making fitness entrepreneurship effortlessjust like Shopify did for e-commerce, Our missionTo power 100,000 fitness & wellness businesses worldwide, Responsibilities Lead each new customer smoothly from sign-up to successful go-live on Kenko Own the journey Take full responsibility for every customer after sales hand-off through launch day Learn each customers goals and design a tailored onboarding roadmap with clear milestones Securely move and validate data from legacy systems to Kenko Deliver hands-on training so customers can master Kenkos platform, apps, and websites Track progress, remove roadblocks, and keep customers updated to meet agreed go-live dates Drive tooling and process automation; measure onboarding metrics and iterate for speed and experience Channel customer insights and feature requests to Product and relay product changes back Keep internal trackers, knowledge bases, and external help content current Work closely with Sales, Customer Success, and Support for seamless hand-offs and post-launch care Identify happy customers, gather G2/Capterra reviews, and build a pool of references Success looks like Faster time-to-value for every new account High onboarding CSAT/NPS Accurate, painless data migrations Consistent on-time go-lives Steady flow of customer testimonials and reviews Requirements 1+ years SaaS experience, preferably in implementation or customer onboarding Excellent communication skills both oral and written Data-driven mindset and excellent analytical skills Experience in data migration and / or understanding and working with large data sets Being technically adept, and the ability to pick up and learn new products, tools, and technology Good interpersonal skills and ability to collaborate with various cross-functional teams to solve business and tech problems Ability to act in a responsive and sensitive manner to all customer inquiries Great phone, chat, and email etiquette Team player to collaborate with the Sales and CSM team Willing and available to work in US time zone Our history and background

We are seeking a dynamic and motivated BDM Sales to join our team. The BDM will be responsible for generating leads, engaging with potential customers, and closing sales to achieve targets. The ideal candidate will have excellent communication skills and a passion for sales. Key Responsibilities: Identify and pursue new business opportunities through market research, networking, and prospecting. Develop and maintain strong relationships with prospective and existing clients. Understand customer needs and offer solutions that align with company offerings. Create and execute strategic business development plans to achieve sales targets. Collaborate with marketing, product, and sales teams to support lead generation and client onboarding. Prepare and deliver persuasive sales presentations and proposals. Negotiate contracts and close agreements to maximize revenue. Track sales metrics and report on performance regularly. Attend industry events, conferences, and trade shows to represent the company. Stay updated on industry trends, competitors, and market conditions. Qualifications: Bachelor s degree in Business, Marketing, or a related field. Proven experience OF 3-4 Years as a BDM or relevant role.

In this role, you will: Manage a team to handle moderate complexity tasks and risk for various business lines Own the client onboarding process to mitigate risk thorough a due diligence process Oversee the implementation of procedures, controls, analytics and trend analysis to ensure comprehensive due diligence, research and background investigations Lead initiatives that cross multiple lines of business in scope with significant impact and risk Engage with clients directly or indirectly through relationship managers to support meeting policy and regulatory requirements with focus on client satisfaction Manage allocation of people and financial resources to ensure commitments are met and align with strategic objectives in Due Diligence Develop and guide a culture of talent development to meet business objectives and strategy Required Qualifications: 6+ years of Due Diligence experience, or equivalent (including risk management, client service, operations support, or business process management) demonstrated through one or a combination of the following: work experience, training, military experience, education 3+ years of management or leadership experience

Direct selling and track record in acquisition of new clients Drive business and revenue through product enhancement and product marketing. Understand and analyze customer’s business needs, technical requirements and current challenges. . Required Candidate profile Graduation/MBA Problem-solving communication skills Solution selling Cross-selling Manage sales cycle and closing business deals. on-boarding, integration, technical setup customization requests

Responsibilities: * Communicate effectively with clients and team members * Meet revenue targets through client acquisitions * Manage business development processes from lead gen to onboarding

Responsibilities: * Generate leads through cold calling, networking & social media * Close deals with clients * Manage client relationships * Meet revenue targets * Drive business growth through strategic partnerships Travel allowance Annual bonus Sales incentives Performance bonus