4719 Client Onboarding Jobs - Page 4

The opportunity Our global team of tax, operations and technology professionals provide services to financial institutions to meet their customer related regulatory obligations to tax authorities across global tax regimes. The primary role of a Tax Senior in CTORS is to support EYs clients in reviewing, analysing and updating client tax compliance information in clients system of records, review any changes from time to time, provide necessary support to related teams like tax reporting, with-holding, client onboarding, KYC, etc. Tax Seniors are required to ensure highest quality of tax deliverables, supervise, develop and mentor staff. They are also required to help managers strengthen rela...

Perform Customer Due Diligence (CDD), Enhanced Due Diligence (EDD), and periodic KYC reviews for individuals and merchants. Conduct AML transaction monitoring and identify suspicious activities or red flags. Coordinate with internal teams to resolve

Responsibilities: * Conduct diet counseling sessions with clients * Provide nutrition advice and education * Collaborate with fitness team on client wellness plans * Maintain confidentiality at all times

Role & responsibilities This is a full-time on-site role as a Business Development Executive located in New Delhi, Mumbai & Bengaluru at Resources9. The Business Development Executive will be responsible for new business development, lead generation, business communication, and account management on a day-to-day basis for our clients. Qualifications New Business Development and Lead Generation skills Business Communication and Account Management skills Proven track record of successful business development and lead generation Excellent communication and interpersonal skills Ability to manage and nurture client relationships Strong business acumen and market knowledge Experience in the SME se...

Title: B2B New Client Acquisition- 99Acres.Com How to Apply Interested candidates can share their resume at Sunanda.singh@naukri.com , Required Educational Qualification: Bachelors/MBA Desired Experience : 2-6 years in B2B Sales About Info Edge India Ltd Info Edge is India's leading consumer internet company known for its strong brands in recruitment (naukri.com, naukrigulf.com, iimjobs.com, firstnaukri.com), real estate (99acres.com), matrimony (Jeevansathi.com) and education (shiksha.com). Business: 99Acres 99acres.com is India's leading real estate classified portal (Launched in 2005), is the fastest growing business. Given the fact that real estate was the largest category for advertisem...

The company will fully support business travel for client meetings and professional engagements. Lead generation via Upwork, LinkedIn & Fiverr Client communication & requirement analysis Proposal creation, quotation & cost estimation Provident fund

Responsibilities: * Manage client relationships & onboarding process * Lead B2B sales efforts * Drive new business development * Meet revenue targets through corporate sales * Acquire new clients

Position details: Experience : Mandatory Skills- 3-7 years in KYC - CDD / EDD, Transaction reviews / monitoring; (overall experience not more than 7 years). Location: Candidates only from Bangalore EGL Office; 3 days' work from the office (Hybrid) Job Description: Review alerts generated from the CDD/EDD KYC Refresh queue to determine if the customer or transactions are suspicious or valid Perform research considering various AML risk factors and indicators to determine if the alert/case needs to be escalated Conduct initial analysis of customer transactions using internal/external research tools to assess and determine if the transactions seem plausible or if there is reasonable suspicion t...

Role Summary AVP is responsible for end-to-end ownership of operational support for client relationships, providing leadership across SSI governance, setup accuracy, risk management, and client service delivery. The role partners closely with the client, internal leadership, and control functions to ensure scalable, resilient, and compliant operations. Key Responsibilities Provide functional oversight and governance of SSI and static data setup processes for the client business Act as a primary escalation point for complex setup issues, high-risk changes, and client-impacting events Ensure strong control framework across setup, approvals, maker-checker, and post-setup validations Partner wit...

Understand client billing models and configure Zenskar contracts, pricing, metering, and invoicing accurately. Responsible for converting, onboarding, managing, and proactively ensuring success for our customers/prospective clients.

Client Engagement & Delivery Data Collection & Annotation Location: Gurgaon 5 Days WFO + 1 Day WFH Experience: 1–4 years (Client-facing + Project Coordination) About the Role We are hiring for a Client Engagement & Delivery role to manage end-to-end data collection and annotation projects for training AI/ML models. This is a client-facing, high-ownership role where you will work closely with both clients and internal teams to ensure smooth execution and timely delivery. Candidates with prior exposure to AI data collection or annotation workflows will have a strong advantage. We also welcome applicants with client-facing delivery experience in operations, BPO/KPO, IT services, outsourcing, di...

Built for someone who wants to learn modern SaaS sales without cold outreach. Youll handle inbound leads from Meta ads and B2B data, pre-qualified by AI. Consult interested prospects, run demos, onboard users, and master funnels, conversions and CRM.

We're Hiring: Fitness Sales & Client Onboarding Executive Location: Guindy, Chennai Company: MedFits Pvt Ltd Employment Type: Full-time About MedFits MedFits is a science-backed holistic fitness and lifestyle company focused on personalized training, nutrition, rehabilitation, mobility, and preventive health. We combine modern research with practical lifestyle systems to help individuals achieve sustainable, long-term health outcomes. Role Overview We are looking for a Fitness Sales & Client Onboarding Executive who has hands-on knowledge of the fitness industry and excellent communication skills in both English and Tamil . This role involves handling calls, consulting potential clients, con...

Some Careers Shine Brighter Than Others. If you're looking for a career that will help you stand out, join HSBC and fulfil your potential. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further. HSBC is one of the largest banking and financial services organisations in the world, with operations in 64 countries and territories. We aim to be where the growth is, enabling businesses to thrive and economies to prosper, and, ultimately, helping people to fulfil their hopes and realise their ambitions. We are currently seeking an experienced professional to join our team i...

Job Title: Client Engagement & Delivery Manager Location: Bangalore, Hyderabad Employment Type: Full-time Minimum Experience : 10yrs + (US & UK client operations experience required) Role Overview: The Client Engagement & Delivery Manager will own end-to-end engagement for new/existing client projects and manage complete service delivery with defined SLAs to ensure client satisfaction. This role is pivotal in driving operational excellence, governance, and stakeholder alignment across all phases of client engagement. Key Responsibilities Client Engagement & Relationship Management Act as the primary point of contact for clients throughout the engagement life cycle. Build and maintain strong ...

Gender: Male | Conveyance: Two-wheeler required iSource Services is hiring for one of their client for the position of Business Development Executive (Trucking / Logistics) About the Role: We are looking for a dynamic and proactive Business Development Executive to join our logistics team The role involves onboarding new clients for trucking loads, maintaining strong relationships with truck owners and transporters, and driving overall business growth through field sales and relationship management Key Responsibilities: Identify, approach, and onboard new clients requiring trucking and logistics services Build and maintain long-term relationships with truck owners and transport partners Ensu...

About Us Cognet HRO is a leading Business Process Outsourcing Services Company providing full range of HR and F&A services to US based clients , With over 17 years of rich experience in Payroll Tax, Benefits S & HR Administration, Finance & Accounting , Sales Support . CogNet has been serving the PEO, ASO, HRO and HR Technology spaces since our inception. We help organizations extend their capabilities through simplified implementation, productivity performance measured to the minute, easy collaboration, and transparent pricing built around real time utilization. Our extensive expertise, data library, and workflow development tools accelerates the client implementation process .We have devel...

MUFG Pension & Market Services is looking for CDD Specialist to join our team Roles and Responsibility Conduct Customer Due Diligence (CDD) checks on customers to ensure compliance with regulatory requirements. Verify customer identities and detect potential risks or fraudulent activities. Collaborate with internal teams to resolve customer queries and issues related to CDD. Develop and implement effective CDD procedures to minimize risk and enhance customer satisfaction. Maintain accurate records of CDD checks conducted and results obtained. Stay updated with changes in regulations and industry best practices related to CDD. Job Requirements Strong knowledge of CDD regulations and procedure...

Client Renewal Data Management Maintain and update insurance renewal data in the system on a daily basis Client Calling & Follow-Up Contact clients for renewal reminders and take timely follow-ups Ensure proper calling records and follow-up status are updated System Updates for Renewal Status Update the system with Renewal Done / Not Done status for each client Email Reminders for Renewals Send renewal reminder emails before due dates Send 1st, 2nd & 3rd reminders through email and follow-up calls Follow-Up During Grace Period Post due date, follow up with clients during the grace period to avoid policy lapse Check renewal status on the system and coordinate with the Insurance RM to confirm ...

Role Overview: We are seeking a proactive and detail-oriented Business Analyst to support a high-impact data management initiative focused on client reference data and entity resolution. This role involves working with large datasets, supporting system integration, and collaborating with cross-functional teams to ensure seamless data flow, process automation, and data quality across platforms. Key Responsibilities: Collaborate with stakeholders to gather, analyze, and document business and functional requirements. Work with large volumes of client and entity data to identify trends, anomalies, and improvement opportunities. Assist in designing business processes, data flows, and system inter...

Role Overview: We are seeking a proactive and detail-oriented Business Analyst to support a high-impact data management initiative focused on client reference data and entity resolution. This role involves working with large datasets, supporting system integration, and collaborating with cross-functional teams to ensure seamless data flow, process automation, and data quality across platforms. Key Responsibilities: Collaborate with stakeholders to gather, analyze, and document business and functional requirements. Work with large volumes of client and entity data to identify trends, anomalies, and improvement opportunities. Assist in designing business processes, data flows, and system inter...

Role Overview: We are seeking a proactive and detail-oriented Business Analyst to support a high-impact data management initiative focused on client reference data and entity resolution. This role involves working with large datasets, supporting system integration, and collaborating with cross-functional teams to ensure seamless data flow, process automation, and data quality across platforms. Kindly note that Data analysts, BAs should have very strong data handling skills with experience working in Financial markets. Key Responsibilities: Collaborate with stakeholders to gather, analyze, and document business and functional requirements. Work with large volumes of client and entity data to ...

RazorSign is looking for detailed oriented Client Enablement Executive. This role will be directly accountable for the overall success of the implementation/ roll-out of the products according to strict deadlines and to budget. You will be responsible for overall execution including planning, overall approach, target market/customer, technologies, time frames, deliverables, scope, risk, efforts, etc. It also includes defining or adopting the specific process/procedures that will be used to manage the product. As delivery executive you must work closely with your manager in constantly championing the product features and functionality and you must explain/demonstrate your product capabilities...

Role & responsibilities We are looking for *Onboarding team Leader* Working Location- Vaishali Sector 4 Salary upto- 28k (Based on work Experience too) hashtag#Roles and Responsibility 1. Lead, manage, and mentor the onboarding team to achieve targets, quality standards, and process KPIs. 2. Provide guidance, coaching, and regular performance feedback to team members. 3. Monitor team workload, balance assignments, and support performance improvement. hashtag#Onboarding Operation 1. Oversee and optimize the end-to-end onboarding process for staffing placements. 2. Ensure accurate documentation, compliance with client and statutory requirements, and timely candidate activation. 3. Coordinate w...

About the Role: We are looking for a dynamic and proactive Business Development Executive to join our logistics team The role involves onboarding new clients for trucking loads, maintaining strong relationships with truck owners and transporters, and driving overall business growth through field sales and relationship management Key Responsibilities: Identify, approach, and onboard new clients requiring trucking and logistics services Build and maintain long-term relationships with truck owners and transport partners Ensure timely coordination between clients and truck owners for load assignments Educate and assist partners in using the companys mobile app and digital tools Meet sales and cl...