19 Client Onboarding jobs in India
Treasury Client Onboarding
Posted 5 days ago
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Job Description – Treasury Client Onboarding
Location: Chennai
Shift Timings: US Shift
Salary Range:
Team Leader: Up to ₹14 LPA
SME: Up to ₹10 LPA
We are looking for experienced professionals to join our #Treasury Client Service team. The role involves delivering exceptional client support across the entire lifecycle — from onboarding and account maintenance to offboarding. You will work with cross-functional teams to ensure accuracy, compliance, and a seamless client experience.
Roles & Responsibilities
Manage end-to-end client onboarding, including collection & verification of documentation.
Coordinate with internal teams for timely account setup & activation.
Handle client requests for account maintenance (updates/modifications).
Monitor accounts to ensure compliance with internal & regulatory requirements.
Support offboarding activities including account closures & data archiving.
Respond to client inquiries and resolve service issues within SLA timelines.
Identify & implement process improvements for efficiency and client satisfaction.
Prepare MIS, reports, and audit documentation as required.
Ensure data confidentiality and security at all times.
Qualifications
Graduate (Commerce/Accountancy preferred) – Essential
MBA Finance – Desired
Essential Skills & Aptitude
Minimum 5+ years of experience in #clientonboarding , account maintenance & offboarding within #Treasury or related domains.
Proficiency in MS Excel & Word.
Strong English communication skills (written & verbal).
Ability to work independently and deliver on timelines.
Certification in Treasury Client Lifecycle Management – Preferred.
Interested candidates can share their CVs & follow our Career Page for updates.
Contact No : +91 -
Email ID :
Intern - Client Onboarding
Posted 23 days ago
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Job Description
Who are WE?
At Spyne , our mission is to revolutionize automotive retailing. Every year, 52 million cars are sold in the US, for a combined worth of $1700 billion, and, valuing the used-car market at $1000 billion. Our new-age, Generative AI -powered solutions are designed to transform the car visuals into premium studio visuals. Dealerships & marketplaces across the US & Europe, are able to better engage their online visitors, driving greater customer showroom visits, and eventually sales.
Spyne aims to expand into additional software segments within the used-car market, addressing the specific needs of dealerships. Leveraging our go-to-market strategy, we plan to cover all aspects of the dealer journey, from acquiring and appraising cars to listing, marketing, selling, and managing customer relationships.
The Spyne team, located in Gurugram, India, aims to be the leading software provider in the used-car market. Supported by top investors like Accel Partners and Storm Ventures, as well as experienced founders, we believe in revolutionizing Digital Production for greater efficiency and intelligence.
Know more about us here:
Yourstory -
Spyne x AWS -
Auto -
What Are We Looking For?
We are seeking a Product Implementation & Onboarding Intern to support our onboarding and implementation team. This role is perfect for someone eager to learn about customer onboarding, product implementation, and SaaS workflows. You will work closely with new customers to ensure a smooth onboarding experience while collaborating with internal teams to optimize processes.
This is a 5-day work-from-office role in the US shift (06 PM - 03 AM).
What Will You Do?
- Assist in onboarding new customers, ensuring they understand and use the product effectively.
- Support the configuration and customization of the product based on customer needs.
- Conduct training sessions and create documentation to guide customers through the platform.
- Work closely with the Customer Success and Product teams to troubleshoot any onboarding issues.
- Analyze customer feedback to suggest improvements in the onboarding process.
- Ensure timely and smooth execution of implementation tasks.
What You Must Have?
- Currently pursuing or recently completed a Bachelor's/Masters degree in Technology, or a related field.
- Strong communication skills (written & verbal) in English.
- Passion for customer success, SaaS products, and technology.
- Ability to learn quickly and work in a fast-paced environment.
- Basic knowledge of CRM tools (HubSpot, Freshdesk, or similar) is a plus.
- Willingness to work in US shift timings.
Why join Spyne?
- We are a buzzing start-up trusted by the worlds leading investors
- Highly meritocratic culture with a lot of autonomy and accountability
- Best-in-class employee benefits, we provide the machine of your choice, and tools of your choice so that you can do your best work
- We are obsessed with delivering the best experience to our customers and also obsess about delivering the best experience to all Spynians!
Client Onboarding Manager - India
Posted today
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About BiteSpeed
Hey there! We are a Sequoia-backed SaaS startup building an AI-native Marketing, Support & Sales suite for e-commerce brands.
We’re currently working with 3000+ e-commerce brands globally across 50+ countries and are fortunate to have raised $5.5M+ along the journey with marquee investors like Sequoia Capital India, Kunal Shah, Gaurav Munjal & more backing us.
Check out more about us here - and do read through our 200+ odd 5-star reviews to get a sense of what our customers say about us here - (we openly brag about this
Client Onboarding & Customer Success Executive
Posted 5 days ago
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Fast-growing B2B SaaS company revolutionizing the hospitality and travel ecosystem through its platforms Hobse and Plato . We enable hotels, travel agents, and corporates to connect, transact, and reconcile seamlessly through cloud-based automation, fintech integration, and AI-driven revenue intelligence. We’re building the next generation of hospitality infrastructure—combining distribution, contracting, and payment automation into one unified platform trusted by 5,500+ hotels and 8,000+ enterprises .
Role Description
This is a full-time on-site role for a Client Onboarding & Customer Success Executive located in Navalur, Chennai. The Client Onboarding & Customer Success Executive will be responsible for ensuring a smooth and successful onboarding process for new clients, as well as maintaining ongoing client satisfaction and retention. Day-to-day tasks will include managing client accounts, providing customer support, and utilizing analytical skills to resolve any issues that may arise. The role will also involve working closely with clients to understand their needs and ensuring they are met.
Qualifications
- Customer Satisfaction and Customer Retention skills
- Customer Support and Account Management skills
- Strong Analytical Skills
- Excellent written and verbal communication skills
- Ability to work independently and as part of a team
- Experience in a customer-facing role is a plus
- Bachelor's degree in Business, Communications, or related field
Investor/ Client Onboarding - Sr. Manager
Posted today
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About the Client
ARA’S client is a leading IT solutions provider, offering Applications, Business Process Outsourcing (BPO) and Infrastructure services globally through a combination of technology knowhow, domain and process expertise. Over the years we have left an indelible impression in the IT solutions domain with an impressive clientele and an extensive global presence. Our integrated solutions offering is aimed at creating value for our customers, helping them in improving their business processes with minimum hassles and capital outlays.
Role Overview
As a Client Onboarding Specialist , you will play a critical role in managing and executing the end-to-end client onboarding process for alternative asset managers and institutional investors. This position requires a strong blend of client service, operational execution, and compliance oversight .
You will be responsible for reviewing documentation, performing KYC/AML checks, coordinating across internal teams, and ensuring seamless onboarding for clients across Private Equity, Hedge Funds, Private Credit, and Real Estate structures.
Key Responsibilities
- Facilitate end-to-end client onboarding, ensuring adherence to regulatory, operational, and contractual requirements .
- Capture and validate investor and account details through client information forms and supporting documentation.
- Cordinate KYC/AML, FATCA, and CRS due diligence reviews in collaboration with Compliance and Legal teams.
- Review and process subscription documents, offering memoranda, and fund documentation .
- Liaise with internal teams (Legal, Compliance, Fund Accounting, Reporting, and Technology) to ensure timely account activation.
- Maintain accurate records and provide periodic updates on onboarding status to stakeholders.
- Ensure operational readiness for account creation, funding, and trade setup .
- Support the transition from onboarding to investor servicing and reporting teams to ensure a smooth client experience.
- Contribute to process improvement initiatives, documentation, and workflow automation to enhance onboarding efficiency.
Professional & Technical Skills
Mandatory:
- 12+ years of experience in client onboarding, investor relations, or KYC operations within the financial services or asset management industry.
- Strong knowledge of KYC/AML, FATCA, and CRS regulatory frameworks.
- Excellent communication skills (written and verbal) for client and internal coordination.
- High attention to detail with the ability to validate data and documentation accurately.
- Proven ability to manage multiple client cases in a fast-paced environment.
Preferred:
- Exposure to alternative investment products (Private Equity, Hedge Funds, Real Estate, Private Credit).
- Familiarity with onboarding and workflow systems such as Fenergo, Appian, or iMeta .
- Experience collaborating with Fund Accounting, Compliance, or Operations teams.
- Working knowledge of MS Office Suite (Excel, Word, PowerPoint) .
- Strong analytical mindset and a proactive approach to problem-solving.
Qualifications
- Bachelor’s degree in Finance, Business Administration, Commerce, or related field .
- Certifications in Client Onboarding, Compliance, or Financial Services preferred.
- Understanding of fund structures and investor documentation processes will be an advantage.
Banking - Client Management - Business Analytics Analyst - Officer
Posted 2 days ago
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Job Description
**Role and responsibilities:**
+ Analyst needs to own and manage internal financial metrics data (client revenue, exposure, risk capital, RWA, ROTCE, RORC etc.) and come up with analysis on various topics related to client returns, business performance, etc
+ Investigation requests - Analyze and report discrepancy in client revenue or risk metrics through various sources
+ Cube check - Analyze and compare financials by products with previous month data to determine major variances
+ Scorecard testing - Testing of banker scorecard, which helps management in banker performance analysis
+ Senior management reporting - Track executive client visits and maintain bi-weekly report
Business/ Department
**Objectives** :
The team will work closely with Financial and Product control groups, CIW team, Regional Finance, Operations, Risk Systems Support across all regions
**Core Responsibilities** :
+ Analyzing internal financial metrics data
+ Resolve discrepancies and revenue adjustments to correct missing revenues in the system
+ Interact and work with IB and CB seniors as well as global bankers
+ Key Deliverables / Day-to-Day Responsibilities:
+ Analyze internal financial metrics data (client revenue, exposure, risk capital, RWA, etc.
+ Working on monthly management reporting
+ Coordinating with bankers and conduct analysis on any disconnect found under revenue / returns metrics
**Qualification:**
+ Graduate
**Skills / Competencies:**
+ Excel skills: Should be equipped with basic to advance excel functionalities
+ Written communication: Should be able to write comprehensive mails explaining the financial data provided (esp. in case of investigation requests)
+ Interpretative skills: Should have a good grasping potential
+ Knowledge of basic financial concepts such as Income Statement, Balance Sheet, Key ratios
+ Excellent organizational and time management skills.
+ Strong team player skills
+ Must be able to work well under pressure and to prioritize workload in order to deliver results to tight deadlines
+ Should be inquisitive and demonstrate quality awareness
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**Job Family Group:**
Decision Management
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**Job Family:**
Business Analysis
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**Time Type:**
Full time
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**Most Relevant Skills**
Please see the requirements listed above.
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**Other Relevant Skills**
For complementary skills, please see above and/or contact the recruiter.
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_Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law._
_If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review_ _Accessibility at Citi ( _._
_View Citi's_ _EEO Policy Statement ( _and the_ _Know Your Rights ( _poster._
Citi is an equal opportunity and affirmative action employer.
Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.
Architect - Project & Client Management (3D Arch-Viz)
Posted 5 days ago
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Location: Film City, Noida
Experience: 3+ Yrs of Project Management Experience in CG/ Arch-Viz/ Software/ Advertising industry
Eligibility: B.Arch pass out only required
CTC: up to 10 LPA
Candidate Profile:
An Architect who loves to manage people/ tasks/ projects. Should be methodical, disciplined and able to manage the entire 3D production team. The person should have keen interest in 3D arch-viz with a great eye for detail. Creative abilities like sense of music, filmmaking would be a plus though not a pre-requisite.
Job Description:
- Manage the floor operations and maximize project/ production profitability using efficient planning and re planning skills.
- Ensure Timely deliveries meeting the critical quality parameters
- Oversee the production pipeline for team starting from overall project planning managing budgets and timelines to taking an overview of daily tasks and accomplishments.
- Daily/ weekly audits of task allocation in assigned teams using internal project management software
- Assess and evaluate the works being done within the given time frame and re allocate timelines for specific tasks in coordination with Project Heads.
- Creative contribution to projects in terms of overall packaging of 3D films/ concept etc.
- Load Forecasting
Sparrow Interactive:
Who we are:
We are an Experiential Design Agency headquartered out of Delhi.
As an organization Sparrow has been in business for over 2 decades and with a 100+ strong team we cater to experiential marketing needs of real estate brands across India as well as Middle East. Our solutions range from 3D visualization (Real Estate Animated Films) to state of the art interactive scale models, multi projection theater setups and technology based interactive solutions such as projection based interactive walls, multi-touch kiosks and holographic displays etc.
In a nutshell, Creating Interactive and immersive experiences is our forte. We are imagination enablers, clutter breakers and obsessive innovators. Being our partner is to be at the cutting-edge of technology driven experiential marketing for real estate
PS. We hold a strong positive equity in the real estate industry, across the length and breadth of the country.
Our Belief:
There is a reason why stories outlast news by centuries. There is a reason why storytellers are so loved across differences of place, time and culture. The reason is that a story is what resonates after a brochure has long been forgotten, what speaks long after the sales team has spoken. It is what convinces without having to convince. It’s the experience invoked.
To be this master storyteller is the calling we have chosen to answer at Sparrow. We are a team of 100 plus digital evangelists, domain specialists and narrative building experts who work tirelessly to create memorable forward facilitation experiences for real estate brands.
Our core competencies include creating Project Showcases and interactive environments through integration of Multiple Platforms, Technologies and Solutions.
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Executive - Client Account Management Operationss
Posted 5 days ago
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Krehsst Tech Solutions is on the lookout to hire a EXECUTIVE - CLIENT RELATION OPERATION - Based out of Akola
Female candidate will be preferred
Job ref.: K42
If you are based out of Akola and comfortable to work from Office with minimum 1-3 years experience in Marketing/ Sales/Business Development then you may apply for this job opportunity
You have a good understanding of various tasks in the marketing and Sales operations
- This job role does not require any travel
- This job is not a telemarketing job
- This job is not for business Development
Our Recruitment teams are siloed as per the specific competency required for each job role such as:
SOURCER - Will source CVs for various posiitons from Job Portals Naukri and Linkedin
RECRUITER - Will engage with candidates already Sourced by the SOURCER
TEAM LEADER - Engages with canididates for Sernior position and Leads the team of Sourcer & Recruiters
CRM/Account Manager - Basically Client frontending and interaction role
Operations Client Account Management (CLIENT RELATION OPERATION) - Is responsible for all the backend work such as:
- Interview Scheduling
- Supporting the Head of department for any activities
- Sending meeting invites to Candidates
- Collecting salary document of selected candidates
- MIS of the entire open jobs with various clients
- Sending email to clients for followup of various ending activities
- Updating the ERP with all client updates
- Keeping the ERP data valid as er client requirements
- Updating jobs and notes
- Creating new positions
If you are convinced that you fit in the above Job Role then this is ur opportunity to join and perform
Please apply to this job post with latest CV and a statement of purpose -
"WHY SHOULD I BE CONSIDERED FOR THIS JOB ROLE WITH KREHSST TECH SOLUTIONS"
We are looking for someone who can join immediately post Diwali vacations - Oct'25
Thank you for your time to review the above job post
Nikhilesh
CEO & Founder
Client Relationship Management / Account Management
Posted 603 days ago
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