1657 Client Onboarding Jobs - Page 50

Corporate sales : Other Details: • This is a Field Sales role • Candidate should be comfortable travelling 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 required documentation and ensure timely collection. Process Compliance: Partner with other departments (i.e. Legal, Finance, product) to ensure process compliance and adherence to guidelines. Role Expectation Candidate should have their own convenience Willingness for client meeting and New Acquisition/ onboarding Should be open to work as a team player Should work Independently and self-motivated to work as individual

@Request you to please share resume on muskan.chaudhary1@indiamart.com or you can WhatsApp resume on 9034322628. Were 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 performance metrics and boost team productivity. • Drive results through incentive structures and sales promotions. • Gather market feedback and provide insights for strategy and policy decisions. • Generate sales opportunities by penetrating targeted accounts. • Lead daily sales presentations and product demos with the team. • Ensure timely follow-ups and closure of sales. • Ensure payment collection as per company terms and adherence to sales processes. • Conduct regular performance reviews to drive continuous improvement.

Job Description: At-least 3-5 years of experience required in Business Development, Market Research, and Strategic Planning skills Experience in client relationship management and contract negotiation Excellent communication, presentation, and interpersonal skills Analytical thinking and problem-solving abilities Ability to work independently and as part of a team Relevant experience in the healthcare industry is a plus MBA degree in Business, Marketing, or related field - It is Mandatory. Thanks & Regards Abubakar Ansari Contact: 865-567-9028 Email: abubakar@onehealthassist.com

@Request you to please share resume on muskan.chaudhary1@indiamart.com or you can WhatsApp resume on 9034322628. The role focuses on managing channel partners to drive on-ground sales of subscription packages. Key responsibilities include team hiring, training, and performance management, ensuring sales productivity through daily monitoring of KPIs, driving conversions, managing partner payouts, and achieving sales targets. The position also involves implementing incentive structures and ensuring timely reporting as per SOPs. Manage channel partners to drive the sale of paid subscription packages through on-ground sales teams. Oversee end-to-end team operations including hiring, training, performance management, and retention. Conduct daily team meetings to ensure consistent qualitative and quantitative inputs. Own the sales funnel by driving lead conversion and continuously improving sales productivity. • Track and analyze key input metrics (e.g., data quality, hot leads) to enhance team efficiency and output. Ensure timely and accurate partner payouts following thorough due diligence. Boost team performance through structured incentive programs and promotional initiatives. Accountable for achieving daily, weekly, and monthly sales targets as per defined SOPs. Maintain timely and accurate reporting in prescribed formats for performance tracking and compliance.

Zuddl is a modular platform for events and webinars that helps event marketers plan and execute events that drive growth. Event teams from global organizations like Microsoft, Google, ServiceNow, Zylo, Postman, TransPerfect and the United Nations trust Zuddl. Our modular approach to event management lets B2B marketers and conferences organizers decide which components they need to build the perfect event and scale their event program. Zuddl is an outcome-oriented platform with a focus on flexibility, and is more partner, less vendor.. FUNDING Zuddl being a part Y-Combinator 2020 batch has raised $13.35 million in Series A funding led by Alpha Wave Incubation and Qualcomm Ventures with participation from our existing investors GrowX ventures and Waveform Ventures. About The Role We re looking for a Frontend Web Developer Intern to support our teams in building high-quality client landing pages and custom sandbox environments using a no-code/low-code website builder. If you have an eye for design, enjoy creating seamless web experiences, and can use both visual builders and code, youll be a good fit for the role. What youll Do Build and update responsive landing pages using the drag and drop visual builder. Create and maintain custom sandbox environments for sales demos and client onboarding. Apply custom CSS to enhance layouts, override default styles, and implement brand-specific design tweaks. Work closely with internal teams to interpret client briefs and translate them into polished, functional pages. Ensure consistency with brand guidelines, responsive behavior across devices, and overall usability. Support iterations based on feedback and usage. Requirement Familiarity with website builders (like Webflow, Wix, Squarespace, etc.). A strong visual sense and attention to layout, hierarchy, and responsive design. Working knowledge of CSS , with the ability to write and troubleshoot custom styles. Ability to follow brand guidelines and design specs precisely. Good communication skills and willingness to collaborate with cross-functional teams. Self-starter with a strong sense of ownership and attention to detail. Good to Have Familiarity with HTML basics (you won t be building from scratch, but it helps). Understanding of web accessibility and performance best practices. Familiarity with Figma or Canva for light design tasks. Why You Want To Work Here Opportunity to convert to a Full-Time Role, based on performance and organisational requirements after the end of the internship tenure. Remote Working, Flexible Working Locations & hours A culture built on trust, transparency, and integrity Ground floor opportunity at a fast-growing series A startup Competitive Stipend

Function: Government Banking / Institutional Relationships Were seeking a seasoned Senior Relationship Manager to join our Government Banking Group. The ideal candidate will manage high-value institutional clients, focusing on current accounts and government banking solutions. Responsibilities include client onboarding, risk and credit analysis, regulatory compliance, and driving business growth through strategic partnerships. Youll collaborate with cross-functional teams to ensure exceptional client experiences.Minimum 8 years of experience in government banking Exp. - Min 8 years and 5 years in Government Banking Location - Delhi,Ahmedabad,Gurugram,Amritsar,Ludhiana

@Request you to please share resume on muskan.chaudhary1@indiamart.com or you can WhatsApp resume on 9034322628. The role focuses on managing channel partners to drive on-ground sales of subscription packages. Key responsibilities include team hiring, training, and performance management, ensuring sales productivity through daily monitoring of KPIs, driving conversions, managing partner payouts, and achieving sales targets. The position also involves implementing incentive structures and ensuring timely reporting as per SOPs. Manage channel partners to drive the sale of paid subscription packages through on-ground sales teams. Oversee end-to-end team operations including hiring, training, performance management, and retention. Conduct daily team meetings to ensure consistent qualitative and quantitative inputs. Own the sales funnel by driving lead conversion and continuously improving sales productivity. • Track and analyze key input metrics (e.g., data quality, hot leads) to enhance team efficiency and output. Ensure timely and accurate partner payouts following thorough due diligence. Boost team performance through structured incentive programs and promotional initiatives. Accountable for achieving daily, weekly, and monthly sales targets as per defined SOPs. • Maintain timely and accurate reporting in prescribed formats for performance tracking and compliance.

*Managing client onboarding (KYC, account opening, demat account, fund transfer) *Coordinating with broker, custodian, fund accountant *Downloading reports and preparing MIS in MS-Excel *Handling HNI client issues (need English) *Other admin work

@Request you to please share resume on muskan.chaudhary1@indiamart.com or you can WhatsApp resume on 9034322628. The role focuses on managing channel partners to drive on-ground sales of subscription packages. Key responsibilities include team hiring, training, and performance management, ensuring sales productivity through daily monitoring of KPIs, driving conversions, managing partner payouts, and achieving sales targets. The position also involves implementing incentive structures and ensuring timely reporting as per SOPs. Manage channel partners to drive the sale of paid subscription packages through on-ground sales teams. Oversee end-to-end team operations including hiring, training, performance management, and retention. Conduct daily team meetings to ensure consistent qualitative and quantitative inputs. Own the sales funnel by driving lead conversion and continuously improving sales productivity. • Track and analyze key input metrics (e.g., data quality, hot leads) to enhance team efficiency and output. Ensure timely and accurate partner payouts following thorough due diligence. Boost team performance through structured incentive programs and promotional initiatives. Accountable for achieving daily, weekly, and monthly sales targets as per defined SOPs. Maintain timely and accurate reporting in prescribed formats for performance tracking and compliance.

Position Overview: As a Client Acquisition Manager, you will be responsible for identifying, engaging, and closing partnerships with educational institutions and corporate clients. Your focus will be on driving new business, building long-term relationships, and expanding our presence in the market. Key Responsibilities : • Identify and prospect new institutional/corporate clients in line with company goals. • Develop and execute strategies to acquire key accounts in the education sector. • Build and maintain a strong sales pipeline and deliver accurate forecasts. • Negotiate and close high-value deals while ensuring profitable growth. • Collaborate with cross-functional teams to ensure client satisfaction and retention. • Track market trends and competitors to refine acquisition strategies. Qualifications & Skills: • Bachelors or Master's degree in Business, Marketing, or a related field • 8-10 years of experience in B2B sales/client acquisition, preferably in EdTech • Proven track record of meeting or exceeding revenue targets • Strong presentation, negotiation, technology and branding skills • Ability to engage with senior stakeholders and build long-term relationships • Familiarity with CRM systems and sales analytics tools • High level of initiative, adaptability, and ownership • Flexible to travel across Andhra Pradesh and Telangana. Nice-to-Have: • Experience working with schools or educational bodies • Knowledge of the education ecosystem and decision-making processes • Existing network of institutional decision-makers is a strong plus

Role Overview: We are looking for a dynamic and goal-driven individual to join our team as an Assistant Manager - Job Acquisition. The primary responsibility will be to acquire new job listings and client partnerships by engaging with Talent Acquisition professionals. Key Responsibilities: Identify and onboard new clients to list job openings on our platform. Build and maintain strong relationships with HR professionals and hiring managers. Conduct outbound calls, emails, and meetings to pitch platform value proposition. Track acquisition KPIs and report on weekly/monthly progress. Stay updated with market trends and competitor platforms to identify new opportunities. Requirements: Bachelor's degree in Business, Marketing, HR, or related field. 4-6 years of experience in sales, recruitment, or business development. Excellent communication and interpersonal skills. Self-motivated and able to meet targets in a fast-paced environment. Data-driven approach to decision-making.

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 required documentation and ensure timely collection. Process Compliance: Partner with other departments (i.e. Legal, Finance, product) to ensure process compliance and adherence to guidelines. Role Expectation Candidate should have their own convenience Willingness for client meeting and New Acquisition/ onboarding Should be open to work as a team player Should work Independently and self-motivated to work as individual

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 required documentation and ensure timely collection. Process Compliance: Partner with other departments (i.e. Legal, Finance, product) to ensure process compliance and adherence to guidelines. Role Expectation Candidate should have their own convenience Willingness for client meeting and New Acquisition/ onboarding Should be open to work as a team player Should work Independently and self-motivated to work as individual

Build Client Relationship with Dietician, and other professionals Lead Generation to enhance revenue through a referral sales pipeline Awareness about the products and the Brand to the clients Timely Delivery of the Products to Clients

Duties and responsibilities Sourcing of business a. Identification of customers through dealership networksb. Filling up of the application formc. KYC verificationd. Visiting potential customers in order to develop business Disbursements a. Collection of KYC documentsb. Loan documentationCriteria:Enclosed our requirements & Eligibility for ref.Request to provide a proper & suitable candidate who can join immediately. Sales experienced candidates will be preferred. Eligibility Qualification: Graduation is mandatoryTwo-wheeler and Driving license are mustMale & Female candidates eligibleSelected candidates home location should be between 20 KM from selected locationAge: 20 to 32 yrs.

Role & responsibilities Corporate Sales Presentation Skills required Maintain Profitable and Productive Relationships with Customers Preferred candidate profile Candidates Should have Good Communication Skills in English Speaking to the corporates on a daily basis Any regional language preferred Freshers can also apply Exp: 0 - 2 years

Central Sales Associate B2B and B2C About The company: NoBrokerHood started in the year 2018, aimed to make life more convenient and secure for residents in any housing society. NoBrokerHood offers a plethora of services and features which enables its customer, as a user, to manage multiple activities inside residential buildings, housing societies, and gated communities. From finding domestic help to monitoring visitor entry and maintenance or utility bill payment, its all done from your phone. It also further strengthens the safety of your society by keeping visual and digital records of all entries and exits – accessible anytime and anywhere – and automates staff entry through a facial recognition or biometric process Job Description: *Minimum 1-3 years of proven sales track record and ability to meet targets. *Should have interest in Business development (B2C/ B2B) for Software Application products/solutions. *Meet prospective clients, execute effective product demonstrations, emphasising product features and benefits with focus on the value of the solution. *Scheduling virtual call with Committee Members of Apartments and societies to understand scope of business and their expectations. *Prospect, educate, qualify, and generate interest for Sales Opportunities. *On-boarding new apartments on NoBrokerHood platform will be a major KRA for a BD. Desired Candidate Profile: *Excellent communication and interpersonal skills. *Should be proficient in Hindi and English language, knowing regional language will be a plus. *Should be comfortable to work on weekends(Sat & Sun compulsory working), with a week off in between Mon-Thursday. *Effective presentation and negotiation skills. *Hands on MS office excel, word & PPT etc. What we have to offer- Working directly with leadership team; having high level of work independence, autonomy and empowerment to lead company-wide changes • Being part of a start-up from an early stage, lead your area of expertise and be a part of this exciting growth journey of changing the real estate world • Excellent platform for learning how to build teams, achieve goals and handle high growth situations. Ideal for people with entrepreneurial ambitions.

Key capabilities • Typing skills (at least 30 wpm preferable) • Telephone skills (excellent) • Conflict resolution skills (excellent) • Technical Skills (Telephone systems, Order/Shipment Track & Trace Systems and Order Booking systems preferable)

Interested Candidates can share there CVs on priti.d@finsmartaccounting.com Job Description: Finsmart Accounting is looking for a dynamic International Sales Executive to join our team. The ideal candidate will have prior experience selling remote accounting services to the USA, UK, and Canada markets. This role is perfect for professionals with a strong sales background in financial services, eager to work in a results-driven and collaborative environment. Key Responsibilities: Handle inbound leads and inquiries and provide relevant information to prospective clients. Conduct sales meetings to understand client requirements and offer tailored solutions. Generate and follow up with leads via email, phone, and social media to nurture relationships. Make outbound sales calls to target prospects and qualify leads. Use LinkedIn and other platforms to identify and engage with decision-makers. Collaborate with the sales team to meet monthly and quarterly sales targets . Maintain updated records of sales activities in CRM tools like Zoho . Stay informed about industry trends and competitor activities to identify new opportunities. Represent Finsmart Accounting in a professional and consultative manner. Future travel opportunity to the US for sales meetings and conferences. Desired Candidate Profile: Bachelors degree in Commerce, Accounting, or Finance is mandatory. Masters degree in Marketing or related field preferred. 3+ years of international sales experience in financial/accounting services. Strong experience selling services such as Bookkeeping, Payroll, Financial Statements, FP&A, Taxation, and Audit Support . Excellent English communication skills verbal and written. Proven track record of achieving or exceeding sales targets . Proficient with CRM platforms like Zoho . Comfortable working in the US time zone (4 PM to 1 AM IST) . Strong negotiation and closing skills . Familiarity with LinkedIn and other platforms for prospecting and networking . Perks and Benefits: Competitive salary with performance-based incentives Opportunity for international exposure Dynamic and collaborative work environment Long-term growth opportunities within the organization

Hiring for Transaction Monitoring Min 1 year exp No freshers Immediate Joiners only 5 days work 2 week off 1 way transport Max package 7lpa Bangalore Location Call HR Gayathri@9538878905 Gayathri@thejobfactory.co.in NO CHARGES

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 required documentation and ensure timely collection. Process Compliance: Partner with other departments (i.e. Legal, Finance, product) to ensure process compliance and adherence to guidelines. Other Details: This is a Field Sales role Candidate should be comfortable travelling and it's a IC role

We are seeking a candidate with experience in selling IT services/solutions (e.g., software development, cloud services, managed IT, cybersecurity, etc.).

Company:Kiya.ai Client:BNY Mellon Location:Chennai Work Mode:Hybrid ** Interested candidates drop resume to saarumathi.r@kiya.ai ** Job Title: Client Onboarding Key Responsibilities: 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 diligence on KYC and AML has been completed. Reviews the Account Opening Checklist for accuracy. Closes off accounts by first checking for any pending activity or balances remaining in the account. Conducts pre-transition/conversion testing and quality review of client data. Escalates findings to senior colleagues or assigned transition consultant. Responsible for the daily workflow of client transition/conversion operational and data analysis, monitoring each component of the transition/conversion including data requirements, regulatory and compliance impact and data transfer, coordination with third-parties, etc. Assist with managing transitions/conversions by developing transition/conversion plans along with timelines, assessing key resource requirements and identifying critical paths. Coordinate with different departments to complete tasks and documentation in time. Communicate progress to team and escalate issues or potential project delays. Provides project management to maintain and support less complex client relationships. Works closely with and provide support for Transition Consulting, Relationship Management and Account Management teams to ensure knowledge of client priorities and preferences and a seamless client experience. Additional Information: No direct reports. May have people management responsibilities in some geographies. Responsible for small, less complex clients or supports non-complex project phases and contributes to the achievement of team objectives.

CCompany:Kiya.ai Client:BNY Mellon Location:Chennai Work Mode:Hybrid ** Interested candidates drop resume to saarumathi.r@kiya.ai ** Job Title: Client Onboarding Job Role: Client Onboarding/Transitions/Conversions - IC1 under significant direction, conducts assigned operational and data analysis activities related to client onboarding/transitions/conversions. 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 diligence on KYC and AML has been completed. Reviews the Account Opening Checklist for accuracy. Closes off accounts by first checking for any pending activity or balances remaining in the account. Conducts pre-transition/conversion testing and quality review of client data. Escalates findings to senior colleagues or assigned transition consultant. Responsible for the daily workflow of client transition/conversion operational and data analysis, monitoring each component of the transition/conversion including data requirements, regulatory and compliance impact and data transfer, coordination with third-parties, etc. Assist with managing transitions/conversions by developing transition/conversion plans along with timelines, assessing key resource requirements and identifying critical paths. Coordinate with different departments to complete tasks and documentation in time. Communicate progress to team and escalate issues or potential project delays. Provides project management to maintain and support less complex client relationships. Works closely with and provide support for Transition Consulting, Relationship Management and Account Management teams to ensure knowledge of client priorities and preferences and a seamless client experience. No direct reports. May have people management responsibilities in some geographies. Responsible for small, less complex clients or supports non-complex project phases and contributes to the achievement of team objectives. Bachelors degree or the equivalent combination of education and experience is required. Advanced/graduate degree preferred. Work experience preferred.

Hi We are hiring for the Leading ITES Company for Sr. Associate KYC Onboarding Role. Key Highlights: a) Any Graduate / Under Grad with Min 1 Year Experience in KYC Onboarding 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 A KYC Onboarding job typically involves ensuring new clients adhere to Know Your Customer (KYC) regulations and policies by verifying their identity and assessing potential risks. This includes collecting, reviewing, and verifying documents, conducting due diligence, and flagging any suspicious activity. Daily Walkin @ Outpace Consulting, C-29, Sec 2 Noida (Nearest Metro Noida Sec 15, Exit Gate 3) Landmark : Near Hotel Nirulas Walkin Time : 11 am to 3 Pm Shadiya @ 7898822545, Gaurika @ 9336116522 Whatsapp Your CV @ 9721919721 Responsibilities: Data Collection and Verification: Gathering, reviewing, and verifying customer documentation like proof of identity and address. Due Diligence: Conducting thorough due diligence on new clients, including individuals, corporations, and institutional clients. Risk Assessment: Assessing client risk profiles, including screening for politically exposed persons (PEPs), sanctions, and adverse media. Compliance: Ensuring all KYC procedures comply with regulatory requirements and internal policies. Documentation: Maintaining accurate records of KYC procedures and client information. Communication: Liaising with internal teams and clients to address any KYC-related issues and ensure compliance. Continuous Improvement: Staying informed about changes in regulations and implementing improvements in KYC processes