4719 Client Onboarding Jobs - Page 7

As an Assistant Vice President - Participation Servicing Analyst at Barclays, you will play a crucial role in providing top-notch support by conducting thorough due diligence, ensuring compliance with regulatory standards, and safeguarding clients and the organization with expertise and diligence. Key Responsibilities: - Support day-to-day Wholesale Lending initiatives including processing, reviewing, reporting, trading, and issue resolution using lending technical expertise. - Monitor the bank's lending operations to ensure efficiency, effectiveness, and compliance with regulatory requirements. - Collaborate with various teams across the bank to align and integrate Wholesale Lending process...

The Role: Senior Analyst - KYB Operations We are looking for a highly analytical and detail-oriented Senior Analyst to join our KYB (Know Your Business) Operations team. You will be instrumental in safeguarding our clients and company from financial crime by meticulously verifying and validating the legal and financial integrity of our corporate customers during the onboarding and ongoing monitoring processes. Key Responsibilities: KYB & EDD Execution: Conduct comprehensive Know Your Business (KYB) and Enhanced Due Diligence (EDD) checks on corporate customers, focusing on complex corporate structures and high-risk entities. Documentation Analysis: Meticulously collect, verify, and validate ...

Are you passionate about building high-impact B2B partnerships and selling innovative solutions to corporate customersIf your response is a resounding yes, then we are hunting for you. As S ales Manager - Corporate Solutions , your primary goal will be to identify, engage, and onboard enterprise and mid-to-large corporate clients for our corporate pantry solutions, smart vending, and retail store formats . You will leverage your deep connections across admin, facilities, HR, and procurement teams to drive end-to-end sales from lead generation and solution pitching to commercial closure and long-term account growth. A key part of your role will involve understanding workplace needs, crafting ...

Overview The primary objective of the CDD specialist is to provide a high-quality administration service to client by achieving SLA s along with quality and assist TL in day-to-day activities. Key Accountabilities and main responsibilities Strategic Focus Conducting CDD and EDD on new and existing counterparties, accurately, timely and in line with company policies and procedures; using a risk-based approach Conducting PEP and sanction checks on new and existing counterparties, as part of the due diligence process Investigating counterparties for any adverse information Ensuring CDD information held appropriately on existing counterparties, is refreshed, using a risk-based process so that it...

Roles & Responsibilities Actively sell Petpooja Restaurant Billing Platform and Value-Added Services (VAS) . Generate leads through cold calling, field visits, and local references. Approach and onboard restaurants by understanding their business needs and offering suitable solutions. Build and maintain strong relationships with restaurant owners and decision-makers. Close contracts and handle client inquiries from both new and existing customers. Plan and participate in promotional events and local marketing activities to boost brand visibility. Manage operational and administrative tasks including reporting and process improvement. Provide regular performance updates and suggest strategies...

Dynamix is looking for Service Delivery Coordinator (Customer Onboarding) to join our team Roles and Responsibility Coordinate with cross-functional teams to ensure seamless customer onboarding processes. Develop and implement effective service delivery strategies to enhance customer satisfaction. Collaborate with stakeholders to identify and resolve customer complaints and issues. Analyze customer feedback and provide insights to improve service delivery. Ensure compliance with company policies and procedures in all aspects of service delivery. Build strong relationships with customers to increase loyalty and retention. Job Requirements Minimum years of experience in a related field, prefer...

Liaise with Business Lines (BL) and Relationship Managers (RM) for missing KYC requirements and collect other mandatory information as prescribed by AML/ OFAC/ Local regulations (eg US CIP) and guidelines Review and ensure information collated from BLs and RMs is correct and up Perform background verification on individuals and entities using appropriate tools (ie LexisNexis, World Check, Factiva, Internet tools, etc) Conduct client due diligence/ enhanced due diligence and enrich review requests for submission to the Quality Check team Maintain a working knowledge of AML/ OFAC/ Local regulations (eg US CIP) and be able to relate them to SG policies and procedures Required Profile required U...

What You ll Do Assist new users: Guide users through the complete onboarding journey from broker account opening and linking to activation by following structured SOPs. Clarify confusion: Help users understand how our platform works and whether it fits their needs, using simple explanations and relatable examples. Follow up diligently: Manage multiple user conversations with timely follow-ups and clean documentation no user should be left hanging. Resolve blockers: Identify and fix basic user issues yourself and escalate complex cases to the right teams when needed. Spot patterns: Recognize recurring problems or user confusions and share insights with the team for process improvement. Collab...

Role & responsibilities * Acquire US-based clients for Virtual Employee services * Manage end-to-end business development cycle * Build long-term strategic relationships * Achieve monthly targets & maintain sales pipelines * Work closely with internal teams for smooth onboarding Preferred candidate profile Excellent English communication skills Strong experience in US market BD Background in hashtag#VirtualEmployee Ability to generate leads, pitch, negotiate & close deals A target-oriented, confident, and growth-driven personality

As the Client Onboarding Specialist, you will administer our contract process, onboard new customers, and engagements with a handshake between sales and delivery, set up projects in our Workday PSA tool, and special projects for the Transformation Business Excellence team. Responsibilities Responsible for creation and setup of customers and projects based on allocation of work. Create and maintain templates in Workday. Responsible for creation of revenue and billing schedules needed for Workday PSA tool. Ensure all required contracts (Engagement Letters, Statements of Work, Change Requests) information needed for resource forecasts and workforce planning is captured. Contract information to ...

Key Responsibilities Identify and acquire new direct clients for contract staffing IT. Develop, manage, and grow strong relationships with key decision-makers (HR, Procurement, Delivery Heads, etc.). Understand client staffing requirements and coordinate with the recruitment team for timely delivery. Generate leads through networking, referrals, cold calling, LinkedIn. Achieve monthly/quarterly revenue targets and maintain a healthy sales pipeline. Monitor market trends, competitor strategies, and client feedback to enhance business strategies. Maintain accurate documentation of sales activities, client interaction, and contract details in CRM tools. Work closely with internal teams to ensur...

Conduct research to identify new markets and customer needs Arrange business meetings with prospective clients Build long-term relationships with new and existing customers Promote the company’s products/services addressing clients’ objectives Required Candidate profile Proven working experience as a business development manager, sales or a relevant role

Conduct research to identify new markets and customer needs Arrange business meetings with prospective clients Build long-term relationships with new and existing customers Promote the company’s products/services addressing clients’ objectives Required Candidate profile Proven working experience as a business development manager, sales or a relevant role

Roles-Responsibilities What youll be learning as Business Analyst: IT Industry- Candidate must have experience from eCommerce Projects Business / Solution Analysis - Youll be responsible for making the first analysis of requirements so gather and analyze business requirements related to eCommerce Facilitate integration between eCommerce platforms (e.g., Shopify, Magento, Shop ware, Symphony, WooCommerce etc...) Documentation - Youll be responsible for documenting all the requirements and explaining the same to the development team. Problem-solving - Youll be responsible for learning new frameworks and doing research and analysis for the clients will be responsible to get the problems solved ...

Eligibility Criteria: Two-Wheeler & Laptop is Mandatory. Roles and Responsibilities: Sell the PETPOOJA restaurant billing platform and other VAS. Gather sales lead from the market and approach restaurants actively and get them on board with PETPOOJA as a partner. Maintaining a strong relationship with restaurant owners and advising them on issues related to the market and offering solutions on the same. Sign contracts with restaurants along and handle the inquiries from existing and new clients, Conduct promotional events/marketing activities to develop new contacts and increase the user base. Manage the sales administration function, operational performance reporting, streamlining processes...

- Lead Generate fo r B2B sales -Client Onboard- Digital Services & website - Sales demo, business proposals via mail -Cold calls, online/offline meet, negotiation & sales closure -Create sales funnel & strategize - Exprnce in selling digital solutions

WALK-IN HIRING | TEAM LEADER FIELD OPERATIONS Restaurant Onboarding | Food Delivery Platform Bengaluru | Field Role 35-38K TCTC + Daily TA + Incentives 3+ Years FOC | 1 year + Team Handling (Preferred) ROLE SNAPSHOT Lead a field team onboarding restaurants onto a leading food delivery platform. Own targets, quality, team performance, and escalations. High-ownership leadership role with visible impact. WHAT YOULL DO Lead & manage field onboarding executives Assign daily targets, routes & priorities Track productivity, attendance & KPIs Conduct field audits & quality checks Resolve merchant & internal escalations Coordinate with central operations WHO SHOULD APPLY 3+ years in Field Ops / Merch...

Responsibilities: * Manage client onboarding process from lead generation to contract signing. * Execute end-to-end sales cycle for enterprise clients through API integrations and SME support. Sales incentives

Responsibilities: * Lead business growth through strategic planning & execution * Manage client relationships with exceptional service * Drive revenue expansion opportunities * Identify new clients, onboard them successfully Health insurance Provident fund

Role & responsibilities Institutional Account Acquisition 1. Identify and onboard new B2B customers, including hospitals, premium hotels, daycares, and preschools. 2. Conduct cold visits, cold calls, and outbound outreach to open doors and schedule product trials. 3. Run product trials and pilots, manage follow-ups, and drive trial-to-paid conversions effectively. 4. Negotiate terms and close deals to meet or exceed sales targets. 5. Develop and maintain a strong understanding of Rorosaur Foodtech's product offerings and value proposition. 6. Attend industry events and conferences to network and generate leads. Trial Management & Feedback Loop 1. Address any issues or concerns raised by inst...

The primary responsibilities include identifying, recruiting, and onboarding new affiliate partners and direct brands to strengthen the companys network. monitor campaign performance, analyze data, and share actionable insights to optimize affiliat

Generate leads and convert them into sales Achieve monthly and quarterly sales targets Build and maintain strong client relationships Conduct product presentations and follow-ups Prepare sales reports and update CRM regularly Coordinate with internal Perks and benefits PF and ESIC and Yearly Bonus

Role Overview We are looking for an experienced Business Development Manager from the Recruitment & Staffing industry who can drive client acquisition, build long-term partnerships, and generate consistent revenue. The role focuses on acquiring new clients across multiple industries and expanding existing accounts. Key Responsibilities Drive new client acquisition for recruitment and staffing services Identify and develop business opportunities across industries ( Non-IT / BFSI / Manufacturing / FMCG, etc.) Pitch recruitment solutions including Permanent Hiring, Contract Staffing. Build and maintain strong relationships with HR Heads, Talent Acquisition Leaders, and Business Stakeholders Neg...

Customer Success Specialist Location: Bangalore Job Description: In this role, you will be the primary advocate for our engineering teams (customers) as they adopt and utilize our platform . You'll provide hands-on support, deliver targeted training, and build lasting relationships that ensure teams maximize value from our Engineering Excellence platform while accelerating their delivery outcomes. Key Responsibilities Serve as the first point of contact for engineering teams using our Engineering Excellence platform. Develop and deliver comprehensive onboarding programs tailored to different team needs and maturity levels Create and maintain training materials, documentation, and self-servic...

Client Relationship Manager / Executive female only candidates with good commskills and understand clients queries and resolve their issues sal. upto 30k loc.- Gurgaon sector 27 interested share cv to hrseema.ec@gmail.com / watsapp 8839570100 Required Candidate profile Client Relationship or customer service with good commskills / customer service Salary upto 30k Any women who want restart her career also can apply