4741 Client Onboarding Jobs - Page 46

Selling online property advertisements / branding solutions to clients by assessing their business requirements. Managing portfolio of existing enterprise/Key accounts with multiple business unit. Achieving sales targets through focus on existing client base in the assigned territory. Handling complete sales cycle ensuring committed deliveries and campaigns focus on renewals. Building and managing strong relationships with clients and helping product with continuous feedback. Achieving sales targets through growing existing client base in the assigned territory. This is an Individual Contributor role.

Prepare tax returns and other tax documents for individuals and businesses Assist with client onboarding and data management Stay up-to-date on current tax laws and regulations, including GST Communicate effectively with clients to answer questions and provide clear explanations Prepare financial statements and perform other accounting tasks (as needed) Qualifications: Bachelors degree in Commerce or related field Strong understanding of taxation principles and accounting practices Excellent communication and interpersonal skills Experience with client and data management (or a willingness to learn) Proficiency in Microsoft Excel Working knowledge of GST (or a willingness to learn) Desired s...

Generate business via Upwork, LinkedIn & other sources; perform data scraping; understand client needs; coordinate with the tech team; prepare proposals; follow up with leads; maintain client relations; manage CRM & support documentation.

Responsibilities: * Generate leads through outreach campaigns * Close deals with clients * Manage existing accounts for retention & growth * Meet revenue targets * Acquire new business opportunities Health insurance Provident fund

• Coordinate and support the sales team with administrative tasks, proposals, and follow-ups • Process and track customer orders, ensuring accuracy and timely delivery

Job Title : Business Development Executive (Trucking / Logistics) Gender : Male | Conveyance: Two-wheeler required 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 owner...

Responsibilities: * Generate leads through cold calling & email campaigns * Meet revenue targets consistently * Coordinate with clients throughout process * Acquire new businesses by building relationships

We are hiring a dynamic Client Acquisition Manager to drive new business growth for our contract staffing and Global Capability Centre (GCC) services. The ideal candidate will be responsible for identifying, targeting, and acquiring new clients, building strong relationships, and expanding our client base in the IT contract staffing and GCC sectors. Please share your updated profile along with the following details CCTC: ECTC NP Clients Onboarded: Experience in the Global Capability Centre sector: Key Responsibilities Proactively identify, target, and engage potential clients in need of IT contract staffing and GCC solutions. Build and manage a pipeline of high-quality leads and convert them...

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...

Work Experience: 1.0 Year(s) To 2.0 Year(s) Qualification: MBA/MMS/MPM/PGDM - Operations Location: Thane Key Responsibilities: Client Onboarding Documentation Collect, verify, and manage required documents for new client onboarding. Ensure compliance with company policies and industry regulations. Streamline the onboarding process for a seamless client experience. Payment Gateway Verification Oversee the verification and approval process for secure payment gateways. Coordinate with financial institutions and internal teams for smooth transactions. Ensure compliance with security and regulatory requirements. Training Support Conduct training sessions for retail jewellers on using the app and ...

WBO:Treasury Operations:Team - Derivatives INTERNAL USAGE No of Vacancies Reports to Treasury Operations: Head - Fx Interbank & Merchant/Overseas/Non-SLR/ Bullion Is a Team leader N Team Size Grade AM-SM Business Corporate Center Department Wholesale Banking Operations Sub - Department WBO - TO Location CO - Mumbai About Treasury Operations Treasury Operations handles all the operational activities for Treasury Products The department is responsible for smooth functioning of deal acceptance, verification, settlement, accounting valuation, reconciliation and MIS relating to all Treasury Products for Domestic as well as international branches They are also responsible for payment via RTGS and ...

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

KYC Analyst US Market Location: Pune & Chennai Work Mode: Hybrid (3 days WFO) Experience: 2-5 years Key Responsibilities: Prepare and maintain client profiles for new and existing clients as per regulatory and internal standards. Conduct periodic KYC reviews and due diligence for existing client relationships. Perform due diligence checks and screenings using tools such as QSS and ChoicePoint . Gather and validate information through independent research , public sources, and collaboration with internal stakeholders. Review and amend existing client information to ensure ongoing accuracy and compliance. Assist in identifying high-risk accounts , red flags , and escalate potential issues to c...

JOB DESCRIPTION: Alter Domus is currently seeking a new Senior Analyst for Waterfall Automation to join our Fund Administration team in Hyderabad. The analyst will serve as a Subject Matter Expert (SME) in waterfalls and will be responsible for automating waterfall calculations using our proprietary CapAssure software. This is a great opportunity for a technology-savvy analyst or accountant to make a significant impact within our organization by enhancing operational efficiency and accuracy. Key Responsibilities: Own the timeline and calendar management for effectively managing client relationships, ensuring timely communication and deliverables. Work closely with members of the Financial Co...

Role & responsibilities Periodic review Client onboarding - UK & Luxemburg Experience with Entity or individual KYC , Trust , Corporate Fund. Excellent communication - Written / Verbal required Immediate joiners preferred Candidates must be form Pune or Chennai location only Must have global banking exposure ***Do not apply candidate with experience of transaction monitoring exp *** 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...

Role & responsibilities: Outline the day-to-day responsibilities for this role. Preferred candidate profile: Specify required role expertise, previous job experience, or relevant certifications.

Join us as a Customer Service & Operations Analyst Well look to you to deliver successful outcomes for your customers by investigating their queries and understanding their needs Youll be liaising with customers and businesses to accurately collect information in order to solve their queries Youll be able to showcase your knowledge and enthusiasm as you deal with a variety of different customers on a daily basis We're offering this role at senior analyst level What you'll do As a Customer Service & Operations Analyst, youll be responding to queries from customers promptly and within our service targets. Were looking for someone with strong interpersonal skills to listen to our customers, dev...

Responsibilities: * Manage client relationships from onboarding to success * Collaborate with cross-functional teams for optimal results * Ensure timely communication and issue resolution

Responsible for B2B client acquisition & relationship management through proactive calling & in-person meetings.The role involves identifying business opportunities, presenting company offerings & driving sales conversions to achieve targets.

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 partner...

Hi We are hiring for the Leading ITES Company for Sr. Associate Dispute Analyst. Key Highlights: a) Grad/UG with Min 1 Year in banking dispute handling or fraud claims b) Knowledge of AML and KYC regulations and best practices. c) Analytical and critical thinking skills. d) Attention to detail and strong organizational abilities. e) Effective communication and teamwork skills. f) 5 Days Work Focuses on investigating financial discrepancies and suspicious activities to prevent money laundering, fraud, and financial crimes . Responsibilities include analyzing data for fraudulent patterns, managing disputes, conducting investigations, collaborating with teams, providing expert advice on mitigat...

Industry & Sector: A fast-paced marketing & advertising services environment full-service digital marketing and creative campaign delivery for B2B and B2C clients. We operate cross-functional teams to deliver multi-channel campaigns, analytics-driven optimisation, and client-facing program management. Primary title (standardized): Operations Executive Location & Workplace: On-site India (office-based role supporting agency operations and client delivery). Role & Responsibilities Coordinate end-to-end campaign operations: manage timelines, asset handoffs, creative briefs, QA, and launch checklists to ensure on-time delivery. Serve as the operational point-of-contact for client onboarding, bri...

Responsibilities: * Manage inside sales pipeline from lead generation to closure * Build client relationships through regular communication * Qualify leads via phone calls & email campaigns Mobile bill reimbursements Sales incentives

Role Overview: You will be joining a dynamic team at Onit, a company dedicated to revolutionizing legal operations through the use of AI technology. As a Manager, Implementation Services, you will play a crucial role in leading and managing a team of Implementation Managers and Specialists. Your responsibilities will include overseeing client onboarding, ensuring the delivery of high-quality software solutions, and fostering a culture of excellence and collaboration within the team. Key Responsibilities: - Lead and manage the Implementation Services team, which involves tasks such as hiring, mentoring, and performance management. - Define and execute a strategic roadmap for implementation ex...

As the Vice President of Revenue Cycle Management (RCM) at TRIARQ Health, your role will be to lead and scale the India-based revenue cycle organization. You will be responsible for overseeing end-to-end RCM delivery and championing intelligent, AI-enabled workflows to enhance efficiency, accuracy, and client satisfaction. This senior leadership position requires a unique blend of deep RCM domain expertise, exceptional people leadership skills, strong technological fluency, and a proven track record of driving large-scale transformations in high-growth environments. **Key Responsibilities:** - **Strategic Leadership** - Lead the transformation and expansion of the India RCM organization whil...