4741 Client Onboarding Jobs - Page 38

Help current clients with their stock trading needs. Find new clients who want to trade stocks. Sell our broking services to clients and generate revenue. Give simple advice about the stock market. Work with the trading team to help clients. Keep track of your clients and follow company rules. Meet new people to bring more business. Share Resume Rishu Contact no - 9518644040 mehta.rishu2@indiabulls.com

As a Senior Operations Specialist at Ollosoft Technologies Private Limited, you will play a crucial role in driving operational excellence across global consulting and assessment programs. Your attention to detail, project coordination, and client management skills will be essential in ensuring seamless delivery, quality assurance, and client satisfaction. Key Responsibilities: - Manage client onboarding and ensure smooth transitions from Key Account Management (KAM) to Consulting Operations. - Support client briefings and set up accurate project workflows to facilitate efficient operations. - Oversee end-to-end program delivery, including enrolment, execution, reporting, and debriefs. - Coo...

Job Role: Good experience in sales domain. Experience in a client onboarding and relationship building role Acquiring new clients. Responsible for the origination of Rating Business for the mid/Large Corporate Group in the given region. Responsible for maintaining and enhancing strong relationship with existing and new client acquisition. Identify unrated clients and facilitate them in migrating from unrated domain to rated domain and also help them leverage rating for fund raising Building MIS & market intelligence about competitors, preparing geography wise and service wise sales plans and achieving them Maintaining a thorough understanding of the clients industry, including industry trend...

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...

Industry Financial Services, Wealth Management, Insurance Advisory Role Summary The CRM will lead client engagement across financial planning, investment advisory, and insurance solutions. This role demands strong interpersonal skills, financial acumen, and the ability to independently manage client portfolios while driving business growth. Key Responsibilities Initiate and conduct client onboarding, review meetings, and financial consultations Independently prepare and present comprehensive financial and investment plans using in-house tools Perform risk profiling and align investment strategies with client goals and risk appetite Recommend and implement suitable mutual fund and insurance p...

JOB DESCRIPTION BUSINESS DEVELOPMENT MANAGER Company - Serviced 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, digitally-e...

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, servi...

1. Business Development: Sell online Property solutions to clients-Real Estate Developers and Consultants by assessing their business requirements and tailor pitch the solutions. 2. Business Acquisition: Achieve sales targets by growing business through acquiring new clients from assigned territory. 3. Lead Generation: Developing a database of qualified leads through referrals, telephone canvassing and cold calling and establishing relationships. 4. Client Service & Engagement: Actively engage with the customers by monitoring product delivery, demonstrations and trainings. 5. Closure & Collection: Manage prospects, negotiate and freeze on commercials taking them to a logical closure with req...

Job Title: Technical Client Onboarding / Integration Corporate Title: AVP Location: Mumbai, India Role Description About DIPL Deutsche India Pvt. Ltd., Mumbai, a wholly owned subsidiary of Deutsche Bank, acts as a talent pool for the bank's Corporate and Investment Banking team worldwide. This team significantly contributes to Deutsche Bank's revenues and profits. As one of the leading Corporate & Investment banks globally, Deutsche Bank plays a crucial role in the global financial sector. Objective of the position The role involves onboarding Corporate Bank clients by: Implementing APIs end-to-end. Integrating clients technically. Managing technical client onboarding. Validating financial m...

Company Overview: INNOVEL was established in 2002 with the vision of becoming a premier Renewable Energy Company. Over time, our scope has broadened to encompass Solar Solutions, Smart Meter Technology, along with MEPC and EPC Services. INNOVEL provides end-to-end Engineering, Procurement, and Construction (EPC) services for renewable energy and infrastructure projects. Our EPC solutions ensure seamless project executionfrom initial design and engineering to procurement of high-quality materials and timely construction. We specialize in delivering turnkey projects with a strong emphasis on efficiency, cost optimization, and adherence to international standards. Our Mechanical, Electrical, Pl...

Responsibilities: Support customers via chat, phone & email. Troubleshoot technical issues, document feedback, and assist with business growth. No stipend during internship; full-time offer with pay and internship compensation upon selection.

Role & responsibilities Client Acquisition & Relationship Management: Identify new business opportunities by researching and targeting companies in need of recruitment services. Build and nurture long-term relationships with clients. Understand client needs and offer tailored recruitment solutions. Negotiate contracts and pricing with new and existing clients. Sales and Marketing: Develop strategies to promote the agency's services and expand the client base. Collaborate with marketing teams to create promotional materials and campaigns. Organize and attend networking events, job fairs, and industry conferences. Market Research and Analysis: Monitor industry trends, market conditions, and co...

We are looking for an experienced Business Development professional from the staffing & recruitment industry to lead client acquisition, and revenue growth. Identify and onboard new clients for permanent, contractual & project-based hiring.

Looking for a motivated professional to manage customer related back-end process, promote mutual fund products, and ensure smooth investment servicing. KRA: •Mutual fund transaction handling, customer support, data maintenance and sales support Required Candidate profile - Prior experience in mutual funds, financial service sectors will be an added advantage - Good written and oral communication skills - MS office skills

KYC / AML / CDD/ EDD(Non-Voice) Location: Nagavara | US Shifts | Rivera Manpower Services CONTACT HR Ananya 8884496986 Rivera Manpower Services (Do send me you CV on whatsapp if the line is busy) Dear Candidate, We are excited to invite you to explore a rewarding opportunity with one of our esteemed clients in the banking domain for the position of: KYC / AML Transaction Monitoring & Fraud Analyst CDD & EDD Process (Non-Voice Process | US Shifts | Nagavara) Role Highlights: Domain: Banking & Financial Services Process: Non-Voice Focused on KYC, AML, Transaction Monitoring, CDD, and EDD Shift: US Shifts (Night Shift) Work Days: 5 Days Working | 2 Days Rotational Off Work Location: Nagavara, B...

Job Description CRISIL is a global analytical company providing ratings, research, and risk and policy advisory services. 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 of 2 to 4 years. Experience in a client onboarding and relationship building role Acqu...

Responsibilities: * Meet revenue targets through effective lead generation & client retention * Manage entire sales cycle from prospecting to onboarding new clients Health insurance Travel allowance Sales incentives Retention bonus Mobile bill reimbursements Job/soft skill training

Business Growth & Strategy Drive market expansion by identifying new opportunities, launching products, and strengthening existing lines. Conduct competitor and market analysis to support strategic planning and ensure sustained growth Health insurance Travel allowance Sales incentives Retention bonus Mobile bill reimbursements Job/soft skill training Annual bonus

Role & responsibilities Job Location - Gurugram The Senior Client Service Associate (SCSA) is the face of Saxo towards Clients. The main responsibility of the position is to execute client service in a Professional manner driving positive NPS, adhering to the service processes and displaying compliant behavior and playing a pivotal role in driving the growth of our client base to further enhance the client experience. Prospect Assessment: Evaluate potential clients' readiness to convert into active clients and integrate with Saxo Bank's new capabilities. Lead Conversion: Manage administrative tasks efficiently to convert leads into new trading clients (NTC), ensuring a smooth transition. Cli...

Total CollectR (a product of Total AI Systems Inc.) is a fast-growing SaaS startup revolutionizing the debt collection industry through automation, AI, and customer-centric design. Our platform helps businesses recover debt ethically and efficiently across 15+ digital communication channels improving collections while protecting consumer experience. Were a remote-first , product-driven company with teams across India, the U.S., and the Philippines. Our culture values ownership, speed, and clear communication, empowering every team member to make an impact. Reports To: Chief Technology Officer (CTO) Location: Remote Work Hours: US Central Time About the Role Were growing fast and we need an e...

As an Administrative Assistant reporting to the Chartered Accountant and finance team, you will play a crucial role in providing comprehensive administrative support and ensuring the smooth operation of the financial department. Your responsibilities will include: - Providing comprehensive administrative support to the Chartered Accountant and finance team. - Drafting, reviewing, and managing professional email communications with clients and internal teams. - Maintaining accurate and up-to-date records, files, and documentation in an organized and secure manner. - Assisting in the preparation and presentation of financial reports and internal documents. - Managing and updating confidential ...

To Apply, Fill the Google Application Form(Copy Paste this link in the browser) : https://forms.gle/ekMVtpDxCaoc72xu9 Educational Qualification - Graduate - Any Stream Experience Required - Recruitment Consultancy Business developer Work Location - WFH / WFO/Hybrid/ Noida (Any) 2-15 years of experience in HR operations, business partnering, or recruitment consultancy background. Develop new business opportunities through strategic partnerships, client engagement, and relationship building. Manage existing clients' needs by providing exceptional service delivery and ensuring high levels of satisfaction. Collaborate with internal teams to develop innovative solutions for clients' talent acquis...

Open Roles Senior Analyst (2-4 years experience) Associate Process Manager (4-6 years experience) Process Manager (6+ years experience with people management) Required Skillsets Financial Crime Global KYC CDD (Customer Due Diligence) EDD (Enhanced Due Diligence) Due Diligence Client Onboarding Periodic Reviews AML (Anti-Money Laundering) PEP (Politically Exposed Persons) UBO (Ultimate Beneficial Ownership) Remediation Transaction Monitoring Tools Experience Lexis Nexis Fenergo WorldCheck

Visit cafs, gyms & retail stores daily to sale, share samples & Close deal Build relationships with outlet owners & take orders Support sampling events, gym tie-ups, pop-ups, tastings, and caf collaborations Maintain daily report & sales targets

About The Role Skill required: Retirement Solutions - Customer Service 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 The Client Services Analyst provides day-to-day support...