4741 Client Onboarding Jobs - Page 40

Role Overview: As a Senior Analyst in the Client Onboarding team with a focus on UK shift, your primary responsibility will be to efficiently manage the end-to-end setup, maintenance, and closure of mandates, portfolios, agreements, and related accounts across key systems. This role will require effective liaison with various internal departments and external executing and prime brokers, custodians, and fund administrators. Strong written and oral communication skills are essential for success in this role. You will thrive in a team environment and be comfortable working in a fast-paced operations setting. Key Responsibilities: - External Account set up, amendment, and closure - Third party ...

As an experienced Implementation Lead with a strong expertise in financial workflows, R2R processes, and treasury operations, your role will involve leading client onboarding and end-to-end solution deployments for enterprise fintech clients. Your key responsibilities will include: - Project Delivery & Implementation: - Leading end-to-end implementation projects. - Translating client requirements into detailed plans. - Ensuring on-time, high-quality delivery. - Managing multiple implementation projects simultaneously. - Technical & Functional Execution: - Writing and optimizing complex SQL queries. - Overseeing ETL processes. - Configuring and deploying solutions for R2R, treasury, and repor...

As an HR, Marketing & Client Relationship Executive, you will be responsible for a dynamic role that combines HR management, marketing strategy, and client relationship management. Your key responsibilities will include: **Human Resources:** - Coordinating and managing the recruitment process, from job posting to onboarding. - Conducting interviews and collaborating with department heads to meet staffing needs. - Fostering a positive work culture through team-building activities and regular employee feedback. - Assisting in the development and implementation of employee engagement initiatives. - Maintaining employee records, including contracts, benefits, and performance evaluations. **Marke...

**Job Description** As a Commercial Account Manager at our company, your mission will be to drive revenue by ensuring your clients are happy, referenceable, and maximizing the value they take from the Navan platform. You will achieve this by building deep relationships with your clients, functioning as their trusted advisor, and partnering with them to ensure successful onboarding, optimized platform engagement, and effective management of their entire T&E program through Navan. You will also be responsible for renewing your accounts and cross-selling adjacent products from our portfolio. This role will be highly visible and cross-functional, requiring close collaboration with teams such as ...

As an early-stage startup building cloud-based SaaS solutions for the construction and cement industry, Enkreate Technologies is seeking passionate and driven individuals to join the team as Business Development Interns. **Key Responsibilities:** - Identify and prospect new business opportunities. - Run outreach and cold-calling campaigns. - Qualify and nurture potential customers through the sales funnel. - Conduct product demos and support client onboarding for our SaaS platform. **Qualifications:** - Energetic, confident, and strong communication skills. - Interest or prior exposure to the construction or building materials sector. - Eagerness to learn how B2B SaaS sales and business deve...

Make outbound calls to potential clients to promote recruitment and staffing services. Identify and qualify business leads through telephonic conversations. Maintain and update client databases with accurate contact information. Schedule meetings Required Candidate profile Excellent verbal communication and persuasive skills 0–2 years of experience in tele calling, lead generation, or customer service (recruitment industry experience is a plus). Perks and benefits Attractive incentive + Good work Environment

Were seeking a motivated, results-driven professional to join our growing team. Youll help drive business growth by identifying, nurturing, and qualifying leads for our advertising and exhibition booth design services.

We are currently seeking a knowledgeable and committed individual to join our growing team. Communication: Candidates need to be comfortable with English and should be able to speak and write about their findings clearly, as well as understand assignments and instructions. Required Candidate profile The candidate should be enterprising and willing to take up work in varied areas. Accounting background is not Mandatory but will be preferred. Good knowledge of English and Computers (Microsoft Office, Email and Tally) Problem-solving skills, attention to detail, and flexibility are key characteristics we are looking for The knowledge of MS excel, wealth management operations will be prefered

Cytecare Hospitals Pvt. Ltd. is looking for Senior Executive/Associate Manager 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 auditi...

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 invol...

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 ...

Role & responsibilities Job Summary We are seeking a Vice President Sales & Digital Marketing who will play a pivotal role in driving revenue growth, leading business development efforts, and strengthening client relationships across T-Rexs digital marketing portfolio. The ideal leader will have 12–20 years of experience in digital marketing or performance agency environments with a proven record of winning new business, managing multi-client portfolios, driving P&L performance, and mentoring high-performing teams. This role combines strategic business growth with marketing leadership , reporting directly to the CEO , and overseeing the heads of performance, creative, and client servicing fu...

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

We are looking for a detail-oriented and proactive Client Relationship Executive to support the sales team by managing administrative tasks, processing customer orders, and ensuring smooth coordination between departments. This role is vital for maintaining efficiency and customer satisfaction throughout the sales cycle. Key Responsibilities: Handle order processing and maintain accurate sales records in CRM/ERP systems Coordinate with internal departments (dispatch, accounts, design) to ensure timely delivery and billing Support sales executives with documentation and customer follow-ups Respond to customer inquiries via phone/email regarding order status, availability, and general informat...

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...

WORK: Lead fundraising deals Manage client relationships Oversee banking operations Ensure compliance with regulatory standards Drive business growth through strategic planning Presentation skills Good communication confident Equity-based profit Health insurance Annual bonus

#Acquiring new Clients across India for Contractual Staffing services. #Reach sales targets in terms of clients acquired & Master Service Agreements (MSA) signed. #Be instrumental in client dealings and streamlining the collection process. Required Candidate profile • MBA /Equivalent degree with Professional Staffing Experience. • Proven strong sales exp. & achieving aggressive targets. • Signing contracts & establishing operations with Fortune 500 companies

Description: Roles & Responsibilities BGV initiation and follow up Client onboarding activities oProfile Upload and governing and ensuring agreed CM% while uploading profile oInterview schedule oGetting feedback and process further onboarding oBGV closure document oGetting client onboarding document from associate and upload in client portal Induction for new joiners SOW Creation WO(Online Work Order alternate of SOW) extensions Shift allowance/Travel if any Collect required proofs from associate if required. E learning (both Capgemini & client E-learning) Associate timesheet tracking in CG and client portal Timesheet recon Associate connects Solving associates query. First POC for associate...

JOB OVERVIEW: The position will be responsible to maintain relationships with current clients and build relationships with new clients by developing and implementing effective strategy for them to address their business challenge. ACCOUNTABILTIES: • Prepare sales action plans and strategies for existing and new clients. • Managing Key Accounts & Agencies & driving Ad sales from the assigned categories • Analyzing the clients advertising patterns in other mediums and developing strategies to get them onboard. • Vigilantly monitoring competition and making constant efforts to provide innovative solutions. • Make at least 4-5 calls/meetings every day. • Pitch and develop Non-FCT/activations sol...

Roles and Responsibilities Develop new business opportunities through client acquisition, techno-commercial sales, and marketing management. Manage existing clients by ensuring timely onboarding and effective communication to maintain strong relationships. Identify potential customers and develop strategies for new client acquisition within the dairy industry. Collaborate with cross-functional teams to drive growth through innovative solutions and process improvements. Analyze market trends, competitor activity, and customer needs to inform sales strategy. Handling Indiamart account and calls. Handling marketing calls. Desired Candidate Profile 1-3 years of experience in B2B sales or busines...

Responsibilities Planning: Plan for development activities and provide effort estimates. Requirement Gathering: To discuss and work with System Analysts to understand and analyze user/business/system functional requirements to determine the delivery requirements. Create Technical Impact Analysis: Conduct risk assessment to examine evaluate existing vs. to-be processes determine and identify any technical constraints and limitations to the proposed solutions. Design technical solutions based on Functional Specification Document. Development & Unit Testing: Build solutions based on Technical Specification and conduct unit tests to ensure quality of development. Create Release Documents: Create...

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 our team to partner with the Business to provide a comprehensive view. The Wholesale KYC Operations Team play a critical role in ensuring that as an organization, we are compliant with multiple regulations, in order to protect the bank s reputation and ficial assets. As an Associate in the FIG Production Team, you will play a crucial role in partnering with the Middle Office or the client to conduct periodic renewals for complex client types such as Ficial Institutions and FinTechs. In addition to your regular work, you will also c...

Infoedge India Ltd (Naukri group) hiring for various B2B ad sales /Media sales profiles across India. Virtual Hiring drive on 12th Nov / Wednesday at 11 am. To be the part of this Virtual hiring drive, join the below mention google link tomorrow : http://meet.google.com/uas-hwyn-ror Role Relevance/profile relevance : a. B2B field sales experience (Mandatory) b. Communication skills including local language and geography know how is preferred. c. New Client Acquisition OR Client Retention. Experience Range : 2-8 years (Individual Roles) Open Job Location: NCR/Delhi, Mumbai, Pune

Infoedge India Ltd (Naukri group) hiring for various B2B ad sales /Media sales profiles across India. Virtual Hiring drive on 11th Nov / Tuesday at 5 pm. To be the part of this Virtual hiring drive, join the below mention google link tomorrow : https://meet.google.com/spr-pqor-csa Role Relevance/profile relevance : a. B2B field sales experience (Mandatory) b. Communication skills including local language and geography know how is preferred. c. New Client Acquisition OR Client Retention. Experience Range : 2-8 years (Individual Roles) Open Job Location: Bangalore, Hyderabad, Mangalore, Chennai

We Are Hiring Eligibility: Any graduate (Freshers welcome) Must have good communication skills Eagerness to learn and grow in a fast-paced environment Key Responsibilities: Conduct market research to identify new business opportunities.