3726 Client Onboarding Jobs - Page 5

As a Meta Ads Executive specializing in the healthcare sector at HealthPioneers, your role will involve managing Meta ads campaigns tailored for the healthcare industry, with a focus on IVF, aesthetics, and related medical services. Your responsibilities will include: - Developing, executing, and managing Meta ads campaigns for healthcare industry - Crafting compelling ad copy and conceptualizing creative ad formats - Writing and refining scripts for video ads - Collaborating with web developers to optimize landing pages - Monitoring and optimizing ads for better ROI - Communicating regularly with clients on campaign performance - Managing brand awareness and remarketing campaigns - Analyzin...

You are Agiledge Process Solutions, a Bangalore based B2B tech company specializing in location intelligence and Return to Work Solutions. Your recent recognition as the Best Exporter in Micro category in the ET- SIDBI MSME Awards for 2019 showcases your commitment to excellence. As an Employee Transport Operations Manager at Agiledge Process Solutions, your primary responsibility is to manage Customer Success for SaaS-based Employee Transport Automation Application. You should have 3-8 years of experience in Employee Transport Operations. This role is based in Bengaluru and requires you to work from the office with no hybrid or WFH option available. **Key Responsibilities:** - Implement the...

25 years of experience in Business Development or Account Management, preferably in Healthcare Staffing or Recruitment. Strong understanding of healthcare positions (RN, LPN, CNA, Allied Health, etc.) and related staffing needs.

Role- Area Sales Manager- Corporate Sales Location : Mumbai Experience- 4+ years Role & responsibilities : Responsible for achieving overall targets. Plan the new corporate addition as per Segmentation and provide them value proposition Plan the GTM for the channel and execute it on field Working with Corporate client to drive corporate sales in the assigned geographies to achieve targets Proactively identify and pursue new business opportunities, nurturing leads through the sales team Device strategies to increase Patient Base for the company through corporate channel Responsible for sales negotiations with clients in the assigned geographies Visit Key Corporate Accounts to understand Clien...

As a Client Onboarding & Implementation Specialist at our company, you will be a crucial part of the team responsible for ensuring a successful onboarding process for our clients. Your expertise in SaaS platforms, particularly in implementation and technical support, will be key in delivering value from day one and ensuring long-term client satisfaction. Key Responsibilities: - Lead clients through the setup and configuration of our SaaS platform. - Provide clear, step-by-step guidance to ensure seamless implementation within the clients" operational workflow. - Troubleshoot technical challenges during onboarding, escalating to internal teams as necessary. - Ensure accurate setup and full ac...

Contact-9352599583 About the Role: We are seeking enthusiastic and result-oriented CRM Sales Executives to join our growing team. You will be responsible for promoting and selling our CRM software solutions, identifying new business opportunities, and building lasting client relationships. Key Responsibilities: Identify and qualify potential leads for CRM products. Conduct product demonstrations and presentations for clients. Develop and maintain relationships with customers and partners. Achieve monthly and quarterly sales targets. Collaborate with the marketing and technical teams to ensure smooth client onboarding. Maintain accurate records of all sales activities in the CRM system. Requi...

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...

At PwC, our people in risk and compliance focus on maintaining regulatory compliance and managing risks for clients, providing advice, and solutions. They help organisations navigate complex regulatory landscapes and enhance their internal controls to mitigate risks effectively. In regulatory risk compliance at PwC, you will focus on confirming adherence to regulatory requirements and mitigating risks for clients. You will provide guidance on compliance strategies and help clients navigate complex regulatory landscapes. Focused on relationships, you are building meaningful client connections, and learning how to manage and inspire others. Navigating increasingly complex situations, you are g...

Request you to please share your CV on anshita.vij@indiamart.com We are looking for a results-oriented Branch Manager to oversee branch operations. Key duties include monitoring sales, team performance, productivity, and client progress, while forecasting revenue and developing action plans to meet sales targets. Monitor and analyze key regional data (sales, team performance, client status, receivables). Accurately forecast weekly, monthly, quarterly, and annual revenue. Identify opportunities, address challenges, create action plans, and ensure sales targets are met. Recruit, develop, and retain top talent by providing training, development plans, and regular communication. Track performanc...

Request you to please share your CV on anshita.vij@indiamart.com We are looking for a results-oriented Branch Manager to oversee branch operations. Key duties include monitoring sales, team performance, productivity, and client progress, while forecasting revenue and developing action plans to meet sales targets. Monitor and analyze key regional data (sales, team performance, client status, receivables). Accurately forecast weekly, monthly, quarterly, and annual revenue. Identify opportunities, address challenges, create action plans, and ensure sales targets are met. Recruit, develop, and retain top talent by providing training, development plans, and regular communication. Track performanc...

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...