4741 Client Onboarding Jobs - Page 41

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 ...

Responsibilities: * Lead generation through cold calling & networking * Close deals with clients * Manage existing accounts * Meet sales targets * Acquire new business opportunities

Conduct MSME industry research, engage with clients to understand HR needs, propose innovative recruitment solutions, support strategy development, manage client relationships, and represent the company at industry events and exhibitions. Required Candidate profile Bachelor’s or master’s degree, Marketing, or related field. Strong communication, interpersonal, and presentation skills. Analytical mindset with the ability to interpret market data and trends.

Source new clients in/ Large corporate segment, analyze financial data of the prospective clients (hence balance sheet analysis, ratio analysis, CMA preparation etc) and then put up the proposal to the sanctioning authority would be tested Adding good quality new customers to the company to grow Sourcing deals in debt financing of Startups and Corporates Meeting business targets both by volume and revenue and customer number Handling end-to-end activities from acquisition to analysis to presentation of new business cases, get them approved from Credit/risk/compliance and seamless drawdown Owning the end to end customer relationship from sourcing till renewal, maintaining the portfolio of mor...

Role & responsibilities Client acquisition and hunting role for acquiring new customers and expanding market presence of Recykal services. Lead generation through various channels as well as skilled in using new-age channels such as LinkedIn, as well as conventional channels such as cold calling, etc Actively approach targeted business clients (telephone, email, social networks, events, etc.) and conduct efficient face to face meetings Develop various sales strategies focused on targeting the right prospect and build effective go-to-market strategy for successful acquisition. Focus on getting purchase orders every month to meet allocated monthly targets. Achieve set order booking/revenue tar...

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 : Mid Corporate Group Ratings Business Development Roles & Responsibilities: Job Role : Good experience in sales domain. Experience in a client onboarding and relationship building role Acquiring new...

identify new business opportunities: geographic territories (new Indian states, markets), sector opportunities (HORECA, corporate workplaces, institutions, modern retail). Develop and implement go-to-market plans for each target region / channel.

Role Overview: You will be responsible for managing the end-to-end setup, maintenance, and closure of mandates, portfolios, agreements, and related accounts across key systems. This role requires a detail-oriented individual who thrives in a fast-paced operational environment and enjoys working collaboratively within a team. Key Responsibilities: - Set up and maintain mandates, portfolios, and related items in Aladdin and Schroder data masters. - Manage the closure of accounts in Aladdin and Schroder data masters. - Execute static data amendments and ensure data accuracy. - Maintain Aladdin Portfolio Groups and configure brokers as required. - Set up and maintain derivative agreements in Ala...

Role Overview: As a part of the Mid Corporate Group - Ratings-Business Development team at CRISIL, you will play a crucial role in originating and enhancing the Rating Business for the mid/Large Corporate Group in your assigned region. Your responsibilities will include acquiring new clients, maintaining strong relationships with existing clients, and identifying opportunities to migrate clients from unrated to rated domain. You will also be responsible for building market intelligence, preparing sales plans, and achieving revenue targets. Key Responsibilities: - Utilize your experience in the sales domain to acquire new clients and maintain relationships with existing clients - Onboard clie...

In this role, you will be part of a team that drives Mindlers SAAS product for partners and career coaches. Your responsibilities will include onboarding and managing partners and career coaches, conceptualizing and executing client onboarding initiatives, conducting data research, and performing cold calling. You will also be responsible for delivering online product demos, drafting proposals and MOUs, recording customer implementation needs, requests, and questions in CRM, and communicating with key stakeholders. Additionally, you will provide after-sales support to ensure customer satisfaction, encourage repeat business, maintain high motivation, and drive to achieve targets with a proven...

As a candidate with 2-4 years of experience in sales, you should have a minimum of 2 years of experience in SALES within the Digital Marketing or Advertising industries. You must have a proven track record of handling an average ticket size of 5 lakhs+ per client/brand. Your background should be in selling marketing services such as performance marketing sales, OTT sales, and media buying sales, rather than creative services backgrounds. It is essential that you have at least 2 years of experience in selling Digital products and services specifically with B2B brands. Experience in Client Acquisition of New Brands and working on Brand partnerships is a must. Additionally, having experience wo...

Role Overview: You will be joining RazorSign as a Client Enablement Executive, where your main responsibility will be ensuring the successful implementation and roll-out of products within specified deadlines and budget. Your role will involve planning, executing, and managing various aspects of the implementation process to deliver exceptional service to clients. Key Responsibilities: - Understand the process for configuring modelling for all products. - Assist the manager in onboarding clients effectively. - Collaborate with cross-functional teams to ensure timely and successful delivery. - Configure product settings, integrations, and custom workflows based on client requirements. - Docum...

Role Overview: You will be responsible for acquiring new clients and originating Rating Business for mid/large corporate groups in the assigned region. Your role will involve maintaining and enhancing strong relationships with existing and new clients, as well as identifying unrated clients and assisting them in transitioning to the rated domain. Additionally, you will be expected to build market intelligence, develop sales plans, and achieve revenue targets on a quarterly and annual basis. Your expertise in sales, client onboarding, relationship building, and financial products will be crucial for success in this role. Key Responsibilities: - Acquire new clients and originate Rating Busines...

You are a strategic thinker passionate about driving solutions in Sales Support. You have found the right team. As a Sales Support Professional within our Institutional Sales Support Team, you will be responsible for setting and improving our organizational objectives, and ensuring their consistent accomplishment. - Conduct research on distribution channel trends and monitor industry developments, regulatory changes, and their impact on client portfolios. - Prepare client memos and materials for strategy meetings, business reviews, and sales conferences. - Analyze client relationships and asset allocation preferences to support client review presentations and briefing memos. - Create and upd...

As a Project Manager - Credit Cards, you will champion the cause of 100% digital and autonomous customer journey, recommending improvements to processes to enhance operational efficiencies and deliver high-quality customer service. Key Responsibilities: - Drive end-to-end management of the affluent credit card portfolio, focusing on product performance, revenue drivers, and cost optimization. - Manage the client onboarding experience, expectations, and communications with transparency internally and externally. - Identify and lead new digital initiatives for credit card journeys, continuously initiating and driving process enhancements. - Take complete ownership of client onboarding, effecti...

Role & responsibilities Data Entry & Reporting Enter and maintain accurate records of sales figures, performance metrics, and other key business data. Ensure timely updates and reporting for internal stakeholders. Client Onboarding Create and manage new customer code setups in the system. Coordinate with relevant departments to ensure smooth onboarding of new customers. Sample Request Coordination Handling sample requests from customers. Ensuring timely dispatch, tracking and delivery of samples within timelines. Open Order Status Management Monitor and update open order statuses based on inputs from Account Managers, Customers, and Customer Development (CD) teams. Tracking and ensuring mate...

Responsibilities: * Manage front desk operations: reception, guest relations, phone handling * Oversee administrative tasks: document management, compliance * Coordinate meetings & couriers: logistics, mail distribution

Responsibilities: * Manage client relationships through effective communication and issue resolution * Oversee onboarding process from initial contact to project start Food allowance

Job Title: Senior Business Development - Executive Contractual Clients (Remote) Location: South Delhi(REMOTE-PWFH) Company: WikiLabs Indian Pvt Ltd (Permanent And Direct Payroll) Position Overview: We are seeking a dynamic and well-connected Senior Business Development Executive with a strong background in Contractual Staffing / Contractual Client Acquisition . The ideal candidate will have in-hand clients in the contractual staffing domain and proven experience in acquiring, managing, and growing contractual client portfolios. The candidate will primarily focus on onboarding new contractual clients while managing a minimal mix of permanent staffing requirements. Key Responsibilities: Identi...

Position Title : Wealth Manager ( Family Office ) Key Responsibilities This role is responsible for onboarding new clients and managing relationships with high-net-worth families Anticipate client needs and provide tailored solutions aligned with family goals and values. Collaborate with investment managers, finance, and legal teams to deliver integrated wealth solutions. Support families in decision-making around investments, estate planning, and governance. Facilitate family meetings, reviews, and strategic discussions. Ensure timely delivery of financial reports, investment updates, and performance reviews. Oversee client onboarding, documentation, and compliance processes. Monitor servic...

Customer Onboarding / Implementation Chennai | IIT | Full-time Are you a true customer advocate and their trusted advisor? Are you obsessed about ensuring customers get the best out of the technology? Do you enjoy helping customers to optimally use the product? If so, this is an opportunity for you to join a high-functioning team and make your mark on our organization! The Impact you will create in the Job: Responsible to onboard the customer by understanding the requirements and providing optimum solutions. Collaborate with upstream teams to understand the high-level client requirements Conduct detailed discovery sessions with the clients/partners to explain the product features and map aga...

Role:- Assistant Manager Onboarding Role & Responsibilities 8+ years of experience i n data operations, client onboarding , or data management roles. Minimum 2+ years of team/people management experience. Proficiency in SQL including data manipulation, joins, subqueries, and troubleshooting. Experience in handling large and complex datasets. Strong communication and client management skills. Strong organizational, analytical, and problem-solving skills Prior experience in healthcare, fintech, SaaS, or enterprise solutions onboarding (preferred).

- Identify and develop new business opportunities in target markets (Industrial, OEMs, EPCs, Distributors, etc.). - Understand and effectively communicate technical specifications of cables, wires, and PVC ducts to clients. Required Candidate profile - Conduct market research to identify trends, competitor activities, and potential customers. - Prepare and deliver business presentations, proposals, and quotations to clients. Perks and benefits - Travel Allowance

Company Description Acult Software is a leading digital financial services platform, recognized for its reliability, independence, and convenience. The company specializes in reducing customer acquisition and service challenges through innovative solutions. Acult Software is a unique provider of continuous service in the Bharat Bill Payment System (BBPS) and Utility bill payment industries. With a commitment to financial accessibility, the company supports customers with their financial needs. Role Description This is a full-time hybrid role for an Onboarding Specialist, based in Chennai, with flexibility for some work from home. The Onboarding Specialist will oversee the customer and client...

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...