3735 Client Onboarding Jobs - Page 40

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 ...

Position Purpose Responsible to manage the daily operations/ workflow relating to various client/Trading portfolios across CIB business, ensuring high-quality service to internal and external clients of BNP Paribas in the three departments of CEP, Global Markets and ALMT Operations. Understanding of Investment Banking operations. Collaborate with the team to achieve common goals and devise innovative problem-solving strategies. Plan and prioritize work efficiently. Responsibilities Responsibilities can be in any of the following departments managing daily Transaction Processing Operations. CEP KYC Operations, Client Referential, Client Services, OCRM and AML transaction monitoring. GMO - Pro...

Responsibilities: Research, maintain, and update and new opportunities for themselves Should have a good presentation skills should have a client facing experience Domestic Market experience is must

Position Purpose Responsible to manage the daily operations/ workflow relating to various client/Trading portfolios across CIB business, ensuring high-quality service to internal and external clients of BNP Paribas in the three departments of CEP, Global Markets and ALMT Operations. Understanding of Investment Banking operations. Collaborate with the team to achieve common goals and devise innovative problem-solving strategies. Plan and prioritize work efficiently. Responsibilities Responsibilities can be in any of the following departments managing daily Transaction Processing Operations. CEP KYC Operations, Client Referential, Client Services, OCRM and AML transaction monitoring. GMO - Pro...

Position Purpose This position is part of the IT-Risk Cyber Security team, which is serving all entities of the BNPP Group in Germany and Austria. The mission of the IT-OPC Professional, in accordance with the defined policy defined, is to assure that there are no gaps left uncovered in terms of IT-Risk assessment, corresponding permanent controls, and that operational governance is in place in all IT teams. The role covers from an IT-OPC perspective, all activities which are in the scope of the served entities (local, central and outsourced activities). Risk assessments, 1st level controls and testing of the effectiveness of IT and Information Security solutions are a major part of the dail...

About Business line/Function: ISPL Compliance Hub as a department, was established in November 2013 at ISPL in Mumbai, India with the hire of a department head. The ISPL team provides support on compliance administrative level tasks to BNPP compliance teams globally. The scope of work includes offshoring administrative and Level I support to functions such as: - Training Support - Capital Markets Surveillance - Employee Personal Account Dealing - Electronic Communications Surveillance - Offshoring/Outsourcing Coordination - Projects & System Support - KYC Support AML Post transaction monitoring Support Position Purpose The number of surveillance models that are being deployed for compliance ...

About Business line/Function: COCE (Client Operating Centre of Excellence) Operations is further divided into 4 departments i.e. Trade Processing & Support, Product Control, Client Management & Change Management. It provides services to global clients across Asia, Europe & US region coverage offering a wide range of services, which include custody operations, fund accounting, middle-office operations, static data management, client referential, KYC operations, client services, clearing and settlement operations, securities lending, corporate action, and other transversal services. Position Purpose Responsible to manage the daily operations/ workflow relating to various client/Trading portfol...

Company Profile: As part of the Equentis group, we have been at the forefront of the investment world, with a primary focus on the Indian equity markets since 2009. Over a decade later, were proud to have established Indias first online non-discretionary equity advisory company, offering tailored research reports. Regulated by SEBI, our passionate team of professionals brings deep expertise in financial markets, equity research, and technology. Location - Mumbai - Lower Parel/ Bangalore Position: PMS Sales Manager Broader Role / Responsibilities: Acquisition of Wealth Clients and PMS Sales: 1. Wealth Manager will be responsible for acquiring & advising HNI clients. Leads of Affluent & Super ...

Responsibilities: * Cold call potential clients * Generate leads through outreach efforts * Manage client relationships from onboarding to retention * Drive business growth through strategic partnerships

Driving Innovation: Join Us as a Key Account Manager at CARS24! Contact Person - Diksha Contact Number - 9818038716 What drives us? Imagine: a single tap on your phone unlocks a world that transforms your entire car ownership journey, covering every milestone - from finding your perfect match to keeping it running smoothly, to selling it later. That's the future we're building at CARS24. Our mission is to ensure car ownership is stress-free. We want our customers to focus on the open road, not roadside worries. We're building a one-stop shop - a Super App for all their car needs, powered by technology, data science, and deep customer insights. We are already one of the largest Autotech compa...

Responsibilities: * Lead gen, client onboarding & retention * Meet with clients, close deals * Acquire new business through B2B sales * Communicate effectively with team & clients * Generate revenue through field sales Travel allowance Sales incentives Mobile bill reimbursements

> Strong Communication & Networking skills >Handling of waste management product enquiries >Scheduling and conducting business meetings for lead generation to close in >Deliver product presentation & make techno-commercial offers

Warm Greetings from Rivera Manpower Services Hiring: KYC /CDD /EDD Analyst Client Onboarding for leading US bank Call and book your interview slots: HR Joy 7996004799 HR Pavithra 8884496983 Rivera Manpower Services (send cv on whatsapp if the line is busy) Location: Bangalore Shift: US Shifts (Night) CTC: Up to 6 LPA Joining: Immediate Joiners Only Eligibility: Minimum 1 year of experience in international BPO handling CDD/EDD /KYC or client onboarding is mandatory Graduate (Any stream) Strong knowledge of KYC, AML, and onboarding procedures Roles & Responsibilities: Perform KYC checks and reviews for new client onboarding and periodic refresh processes Collect and verify client documentatio...

As part of the Wealth Management Operations team at Goldman Sachs, you will play a crucial role in empowering clients and customers globally to achieve their financial goals. The advisor-led wealth management businesses offer a wide range of financial services, including financial planning, investment management, banking, and comprehensive advice to various clients such as ultra-high net worth individuals, family offices, and corporations. Additionally, the consumer business provides digital solutions for customers to manage their finances effectively. The growth within Wealth Management is driven by a strong focus on people, clients, cutting-edge technology, data, and design. In the Operati...

Key Responsibilities- Lead Conversion : Manage and respond to inbound leads, qualifying their potential. Collaborate with internal teams to provide tailored solutions to client needs. Customer Engagement : Build strong relationships with prospective clients by understanding their business objectives. Offer insights about OrangeMantra's services, such as digital transformation, AI, automation, and enterprise solutions. Sales Strategy and Reporting : Analyze market trends and client feedback for continuous improvement. Maintain accurate records of sales activities and customer interactions in CRM systems. Provide detailed reports on sales metrics and forecasts to management. Collaboration : Wo...

Key Responsibilities: Onboarding: Guide new clients through the onboarding process, ensuring a smooth transition and understanding of our services. Client Engagement: Maintain regular communication with clients to understand their needs, provide updates, and gather feedback. Value Maximization: Identify opportunities to help clients utilize our solutions effectively, ensuring they achieve their desired outcomes. Issue Resolution: Address and resolve client issues promptly, collaborating with internal teams to provide timely solutions and support. Performance Tracking: Monitor client engagement and satisfaction metrics, preparing reports to track success and identify areas for improvement. Cu...

Role Overview: You will be responsible for managing a portfolio of high-value clients, establishing strong relationships to understand their business needs and objectives. Your role will involve ensuring client retention and growth by overseeing timely renewals, suggesting up-sell/cross-sell opportunities, and recognizing potential within existing accounts. Your expertise in solution selling will be essential as you analyze client challenges in the import-export industry and propose tailored data and intelligence solutions. Key Responsibilities: - Manage a portfolio of high-value clients - Establish strong relationships to understand clients" business needs and objectives - Ensure client ret...

As a Database Management Services Executive at TMF Group, you will be responsible for maintaining accurate and up-to-date entity data records of global clients. Your role will involve managing and onboarding client entities to the Database Platform, ensuring timely and high-quality delivery. You will also support the onboarding of new client entities and ensure that all required documentation is captured in the Client Database. Additionally, you will be tracking and updating changes throughout the service delivery of entities and collaborating with internal stakeholders to meet client requirements promptly. This position is ideal for individuals with strong organizational skills, attention t...

Role Overview: You will be responsible for coordinating and executing day-to-day administrative and corporate secretarial support for the Lux Fund CS & Cosec team (FCS) at IQ-EQ. This includes ensuring compliance with company law and contractual requirements to maintain the good standing of client companies. You will handle various administration processes for complex clients in accordance with IQ-EQ India and IQ-EQ Group policies. Additionally, you will establish and maintain partnerships with Operation teams in Luxembourg and assist in reviewing core processes, complex ad hoc works, and other client requirements as necessary. Key Responsibilities: - Provide corporate secretarial support to...

Under significant direction, conducts assigned operational and data analysis activities related to client onboarding / transitions / conversions Prepares for and onboards clients, opens and closes accounts and/or analyzes, reconciles and reviews incoming or outgoing data for accurate translation to platform Determines the best set-up for client accounts and establishes or makes updates to client accounts Prepares for the opening of new accounts once due diligence on KYC and AML has been completed Reviews the Account Opening Checklist for accuracy Closes off accounts by first checking for any pending activity or balances remaining in the account Conducts pre-transition/conversion testing and ...

Role Overview: As an experienced Project Manager, you will play a crucial role in leading the implementation and ongoing service support of a SAAS-based School ERP system for both existing and new clients. Your expertise in project management and educational technology solutions will be key in ensuring the success of projects. Key Responsibilities: - Lead end-to-end implementation of School ERP solutions for new clients. - Create comprehensive project plans, timelines, and resource allocation strategies. - Coordinate with cross-functional teams to manage project scope, budget, and deliverables effectively. - Conduct risk assessments, mitigate challenges, and ensure on-time delivery. - Serve ...

As a Client Coordinator, you will play a crucial role in managing client relationships, ensuring their satisfaction, and facilitating service delivery. Your professionalism and interpersonal skills will be essential in meeting client expectations effectively. Key Responsibilities: - Act as the main point of contact for assigned clients - Assist with client onboarding procedures including collecting necessary documentation and scheduling meetings - Maintain regular communication with clients to understand their requirements and expectations - Collaborate with internal teams to ensure prompt and successful delivery of solutions aligned with client objectives - Address client inquiries, resolve...

Role Overview: As a Sales Executive at Build91, you will play a crucial role in lead conversion, client onboarding, and client management. Your primary responsibility will be to convert potential leads into paid clients and ensure seamless communication and feedback sharing throughout the delivery process. Meeting and exceeding sales targets by effectively closing deals will be essential for your success in this dynamic role. Key Responsibilities: - Engage with both inbound and outbound leads, qualify prospects, and convert them into paid users. - Onboard paid clients and transition them to the project delivery team. - Gather client feedback, analyze pain points, and collaborate with the int...

As a Brand Manager at NoBrokerHood, your primary responsibility is to generate sales and address customer needs related to marketing and advertising. You will act as an integral part of the marketing team, focusing on a Customer-First approach. Your key tasks will include identifying potential brands and companies, onboarding new clients, and ensuring the retention of existing ones. Additionally, you will be involved in campaign planning and execution based on client briefs. Your responsibilities as a Brand Manager can be categorized into two main areas: - Conducting daily research on relevant brands, their marketing strategies, and spending trends. - Building and maintaining relationships w...

Role Overview: As a Due Diligence Coordinator at Wells Fargo, you will be responsible for supporting the Due Diligence group. Your main tasks will include seeking ways to enhance the client onboarding process, conducting ongoing periodic client reviews, and performing quality control activities. You will be required to conduct complex comprehensive research or background investigations on transactions, individuals, entities, organizations, or locations to identify and mitigate associated sanctions, financial crime, and reputational risks. In this role, you will receive guidance from your supervisor and escalate non-routine questions. Collaboration with your immediate team and the Due Diligen...