4719 Client Onboarding Jobs - Page 5

You are a strategic thinker passionate about driving solutions in Client Onboarding Management. You have found the right team. As a Client Onboarding Management Professional within our Client Onboarding Management team, you will be responsible for setting and improving our organizational objectives and ensuring their consistent accomplishment. You will project manage new account onboarding for institutional and strategic client mandates, overseeing lifecycle events such as mergers, liquidations, closures, in-species, and custody changes. Acting as the primary point of contact for clients throughout the onboarding process, you will lead internal and external meetings to ensure effective event...

Manage end-to-end client data operations including data collection, validation, cleansing, and maintenance to ensure accuracy, consistency, and compliance with internal quality standards and regulatory requirements. Coordinate with cross-functional teams such as operations, customer service, compliance, and technology to resolve data discrepancies, support client onboarding, and ensure seamless data flow across systems. Monitor, analyze, and reconcile client data reports, identify gaps or anomalies, and implement corrective actions to improve data integrity, operational efficiency, and service delivery timelines. Maintain detailed documentation of data processes, standard operating procedure...

Role & responsibilities Studio63 is a premium photography and films studio working across weddings, fashion, lifestyle, and brand shoots. We are looking for a professional, articulate female client communication executive who will handle sales, inbound leads, client calls, and meeting coordination. This is not a telecalling or target-based sales job . This role focuses on quality communication, coordination, and professionalism . You will work remotely but in close coordination with our studio coordinator based in Noida. Preferred candidate profile Handle incoming client calls and leads (weddings, studio shoots, brand shoots) Speak confidently with clients and understand their basic requirem...

I) Building Client Relationships Develop strong connections with SME/MSME clients. Maintain regular communication to understand client needs and ensure satisfaction. II) Developing and Executing Business Strategies Create and implement strategies to drive business growth in both new and existing markets, Analyze market trends and adapt strategies accordingly. III) Client Onboarding and Network Development Identify and onboard SME/MSME clients within the assigned region. Expand the network to promote and increase the sales of steel products IV) Lead Generation and Scaling Business Identify potential clients and generate new leads. Work towards scaling the business through strategic partnershi...

Identify and generate new client leads .Approach and engage potential clients through calls, emails, and meetings. Present company products or services to prospects. Convert leads into long-term clients. Maintain a pipeline of potential customers. Required Candidate profile Strong communication and negotiation skills. Sales and relationship-building abilities. Understanding of customer needs and market trendsExperience in sales, marketing, or business developme

We are looking for an analytically strong candidate to join our Middle Office group The Middle Office group in Arcesium is responsible for transaction management, security and reference data management and asset servicing across the entire lifecycle of various financial instrument The candidate will be responsible for driving all activities in the Middle Office space including but not limited to below, in addition to client onboarding, client management and taking on stand-alone projects

Role & responsibilities As a Website Onboarding Specialist, you will be responsible for ensuring a seamless and successful onboarding experience for new customers transitioning to Reliable Solutions' website and point-of-sale systems. You will play a crucial role in guiding customers through the website setup process and helping them realize the full potential of their Quilt Software platform. -Take ownership of the daily website submissions process, working closely with clients to ensure their websites are created according to their specifications and industry best practices. -Collaborate with clients to gather requirements, provide updates, and deliver completed websites on time. -Develop ...

Client Relationship Manager female only candidates with good commskills and understand clients queries and resolve their issues loc.- andheri east industry - luxury brand share cv to Employmentclarity@gmail.com/watspp 9871783344/ 8839570100 Required Candidate profile Client Relationship or customer service with good commskills / customer service Salary - open budget hike on current andheri east hiring for premium luxury brand company salary upto 35k

Job Title: Business Development & Delivery Lead Manpower Outsourcing Location: Mohali, Panjab Role Overview: Responsible for driving business growth in manpower outsourcing through client acquisition and account management, while ensuring smooth service delivery, compliance, and profitability across engagements . Key Responsibilities: Identify and secure new business opportunities across sectors (BFSI, logistics, retail, manufacturing). Lead sales cycle: prospecting, proposals, negotiations, and closures. Manage and grow client accounts; drive satisfaction, renewals, and upsell opportunities. Oversee deployment, operations, and SLA adherence for outsourced staff. Ensure compliance with labor...

Job Title: AML / KYC Analyst CDD & EDD Location: Bangalore (EGL Office) Work Model: Hybrid 3 days Work from Office Shift: General Shift Experience Required: 37 years (overall experience not exceeding 7 years) Project Start: Immediate / Ongoing Project Job Description We are seeking experienced AML/KYC professionals to support an ongoing compliance project. The role involves reviewing KYC refresh alerts, performing transaction analysis, and identifying potential money laundering risks in line with regulatory and internal compliance standards. Key Responsibilities Review alerts generated from CDD / EDD KYC Refresh queues to assess whether customer activity or transactions are suspicious or val...

About The Role Skill required: Workforce Dialer - Workforce Management (WFM) Designation: Workforce Services Associate Manager Qualifications: Any Graduation Years of Experience: 10 to 14 years Accenture is a global professional services company with leading capabilities in digital, cloud and security.Combining unmatched experience and specialized skills across more than 40 industries, we offer Strategy and Consulting, Technology and Operations services, and Accenture Song— all powered by the world’s largest network of Advanced Technology and Intelligent Operations centers. Our 699,000 people deliver on the promise of technology and human ingenuity every day, serving clients in more than 120...

Role & responsibilities Drive revenue through sales Develop Sales Strategies Managing key client relationships Achieving sales targets Negotiating contracts Analyzing market trends Team Collaboration Desirable Candidate Applicant profile should be a blend of proven sales acumen (closing deals, pipeline management, data analysis) and essential soft skills like communication, emotional intelligence, and adaptability, supported by relevant tech (CRM) and B2B/industry experience, all wrapped in a positive, results-driven, and culturally aligned personality.

Job Title: ServiceNow Sales Consultant / Business Development Executive Location:[Remote Experience: 26 years (flexible based on expertise) Employment Type: Full-time Job Summary We are expanding our service portfolio with a new specialization in ServiceNow solutions and are looking for a dynamic and consultative ServiceNow Sales Professional. The ideal candidate will engage with prospective clients, understand their ServiceNow requirements, propose suitable solutions, and onboard clients for long-term collaboration. Key Responsibilities Identify and generate new business opportunities for ServiceNow services across industries Engage with prospective clients to understand their business proc...

About The Role Skill required: Retirement Solutions - Data Entry Services Designation: Customer Service Associate Qualifications: Any Graduation Years of Experience: 1 to 3 years What would you do? The Client Services Manager I (CSM I) is responsible for ensuring institutional client satisfaction across markets by managing specific daily administrative, operational and record keeping functions of institutional clients through tactical day-to-day support for client service and business development.NAGraduate (mandatory), preferably from commerce backgroundExperience in the US retirement industry.Flexible to work in US Shifts (Across time zones based on business requirement) is a must.Good ver...

Job description Dear Candidates, Greetings from Yellow Box HR Services Pvt Ltd! We are hiring actively for our reknowned Ecommerce client in Bangalore . Job description: What this job entails: Business strategy Know the customer: Deeply understand customer behaviour, develop new customer insights Own the business: Co-own the P&L, develop the business model, understand where opportunities are and create a viable business to service them Know the market: Stay on top of trends in an ever-changing landscape, find opportunities and prioritize based on size, internal capabilities, etc. Know the competition: Understand online and offline players. Ensure Client selection stays well ahead of competit...

Position Purpose To be part of the Client onboarding team based in Mumbai. The purpose of this team is to connect Global clients to the global trading platform for trading in US/EMEA/APAC markets Responsibilities Direct Responsibilities Job Tasks (directly linked to the objectives of the employee) The person will prepare, supervise, coordinate and implement client connectivity with clients or vendor teams The connectivity is based on FIX, the Financial Information exchange Protocol The role requires to build strong relationship with clients IT and infrastructure teams and to liaise closely with various BNPP teams, on IT (infrastructure/production and development) and business side (Client Se...

Role & responsibilities To be able to perform the full fledge KYC analysis on clients and perform the KYC risk analysis using KRSM and FCCR Tool and present in the form of Analysis and Checklist. Preferred candidate profile Knowledge of MS Office Tools - Experience of Concept of Client Onboarding & Review - Knowledge of Global Know Your Client (KYC) and KYC Policy - Exposure to key client data websites like Omgeo, Lexis-Nexis, D&B and WorldCheck Specific Context Opportunity to gain exposure toward end-to-end of Client onboarding and Reviews. Advantage to work alongside other core teams like Know Your Client and Client Referentials."- Front Office requestors - PCRU - Compliance - Subject Matt...

Job description Profile -: Senior Associate ( Anti money laundering ) Languages req: Excellent English communication Requirement -: Good Communication Skills Exp-: 3- 6 yrs Shifts: Rotational , Salary : 7.5L fixed + Inc Location : Bangalore Job Overview: The AML Analyst/Officer/Investigator is responsible for supporting the company's efforts in detecting, preventing, and reporting money laundering activities. The role involves monitoring transactions, investigating suspicious activities, ensuring compliance with relevant laws and regulations, and preparing reports for regulatory bodies and senior management. Key Responsibilities: Transaction Monitoring: Monitor daily transactions for signs o...

Role & Responsibilities: Lead Generation - Generating new leads, building and maintain pipeline of prospectswith different methods like Cold calls, Cold emails, Campaigns, etcSell Smart, Sell Well- Serve customers by selling products - Schedule meetings andpresentations with prospects, customer demos, developing quotes and proposals alongwith negotiations for closures as per targets Tracking - Track all sales activities in company CRM system and keep current byupdating account information regularly Plannings & Reportings - Developing a growth strategy with quarter and month plans New Markets - Finding and developing new markets and improving sales Referrals - Building rapport & taking out re...

About SBJ Multicom SBJ Multicom is a SEBI-registered financial intermediary with 19+ years of legacy in Indian capital markets. Established in 2006, the firm is a member of NSE, BSE, MCX, NCDEX and a Depository Participant with CDSL , along with repository memberships with CCRL and NERL . We serve retail and professional clients across asset classes, offering transparent, compliant, and technology-driven investment solutions. Position Business Development Executive Client Acquisition (Field Role) Location: Gurgaon (Primary) Employment Type: Full-time CTC: 3.0 – 5.0 LPA (Fixed) + Attractive Performance-Linked Incentives Role Overview This role is ideal for individuals who want to build a long...

Key Responsibilities 1. Handle escalated tickets from Tier 1 that require deeper troubleshooting 2. Execute complex runbooks and standard operating procedures 3. Perform device configuration changes under change management process 4. Conduct log analysis and packet captures for troubleshooting 5. Coordinate with vendors for hardware RMAs and support tickets 6. Assist in client onboarding and monitoring setup 7. Update and maintain knowledge base documentation 8. Mentor Tier 1 analysts Keywords: Strong fundamentals in TCP/IP, DNS, DHCP, HTTP/HTTPS Hands-on experience with routers, switches (Cisco, Juniper, Arista) Firewall basics: NAT, ACLs, VPN configuration Monitoring tools: Zabbix, Nagios,...

Key Responsibilities 1. Handle escalated tickets from Tier 1 that require deeper troubleshooting 2. Execute complex runbooks and standard operating procedures 3. Perform device configuration changes under change management process 4. Conduct log analysis and packet captures for troubleshooting 5. Coordinate with vendors for hardware RMAs and support tickets 6. Assist in client onboarding and monitoring setup 7. Update and maintain knowledge base documentation 8. Mentor Tier 1 analysts Keywords: Strong fundamentals in TCP/IP, DNS, DHCP, HTTP/HTTPS Hands-on experience with routers, switches (Cisco, Juniper, Arista) Firewall basics: NAT, ACLs, VPN configuration Monitoring tools: Zabbix, Nagios,...

Key Responsibilities 1. Franchisee Engagement & Client Acquisition Drive new client acquisition for acquired franchisees by executing hyperlocal engagement activities. Organize and manage events in premium residential societies and local communities to target HNI clients. Support franchisees in client onboarding, profiling, and business activation. 2. Revenue Generation & Business Support Drive growth for overall revenue generation for the franchisee partner. Assist in AUM accumulation through structured Broking products (StratX), drive MTF book growth, and boost product penetration. Track and evaluate the performance of High-Value Transactions (HVT) and High Net-Worth Individuals (HNIs) wit...

Connect with potential clients via chat and voice Explain services and onboard new customers Generate leads and drive business growth Ensure a smooth customer onboarding experience Support sales and client engagement efforts Hindi Knowledge will be an added advantage

Role & responsibilities Job Description for Assistant Manager Business Development - Hyderabad ONE CBSL Sales Solutions Sales All reporting on ODOO Daily report generation Self-driven monthly institutional sales targets. Market Mapping and competition mapping in the geography assigned. Cross-selling and Upselling will be one of the growth indicators. Build and maintain strong client relationships to ensure customer satisfaction and loyalty. Collaborate with cross-functional teams to align sales strategies with business objectives Continuously assess market trends and client needs to uncover new sales opportunities. Expand the companys portfolio by targeting niche markets with high-growth pot...