150 Client Onboarding jobs in India
Client Onboarding
Posted today
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**Global Onboarding Support Team**
**Pune - India**
**Reporting**
The position reports to AVP - Global Onboarding Support
**About Apex**
The Apex Group is a global financial services provider with over 5,000 staff across 50+ offices globally. We look to recruit bright, articulate and numerate employees who are not afraid of a challenge and are prepared to work hard and love what they do.
Every employee plays a part in making Apex who we are today and the more that we grow, the more important that becomes. Whatever your career path or specialism Apex provides a global platform to allow you to thrive.
**Job Specification**
- Responsible to work on the Onboarding Orders / Opportunity’s pushed out from the Sales Team on a regular basis and clearing the work queues
- Internal System updates as per New Business Questionary, Client Risk Assessment, Pricing calculator and proposal documents
- Updating and maintaining reports on the assigned Client Support Sales Team as Client Service Manager, Key Apex Contact (CRM’s) across all regions
- Reviewing of pricing and products. Highlighting any pricing exceptions and necessary adjustments are performed where required post approval
- Splitting of orders as per the launch dates and Onboarding Set-up fees
- Effective communication within internal stakeholders on a daily/weekly reporting on completion of orders/query resolutions and updates
- Prepare the FnF templates for Onboarding Set-up fees and raise for the invoice
- Order launches tracking and publishing weekly updates by ensuring all orders are duly updated before they go live as per the due dates
- Support operations on the pilot projects related to automations /UAT testing etc.
- Attending weekly / daily huddles, team calls for the status updates
- Support global changes in Key operating procedures and implementation.
- Coordinating with Internal/External Stake holders such as Reporting Team, Client Service Managers, Opportunity Owners, and Clients.
**Skills Required**:
- Experience working with an investment banking or finance-related firm
- Good knowledge of financial services sector with 5-6 years in Client Onboarding
- Graduate / Masters - Commerce /CA/MBA - Finance/CFA
- Proven client/business focused communication skills
- An ability to think critically and objectively
- Advanced proficiency in Micro-soft excel functions
**What you will get in return**:
- A genuinely unique opportunity to be part of an expanding large global business
- Exposure to all aspects of the business, cross-jurisdiction and to working with senior management directly
**Additional information**
We measure our success as a business, not only by delivering great products and services and continually increasing our assets under administration and market share, but also by how we positively impact people, society and the planet.
Client Onboarding - Supervisor
Posted 4 days ago
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New Client Intake – Supervisor
About the Company
Citrin Cooperman offers a dynamic work environment, fostering professional growth and collaboration. We’re continuously seeking talented individuals who bring fresh perspectives, a problem-solving mindset, and sharp technical expertise. We know you have choices, so our team of collaborative, innovative professionals are at the ready to support your professional development. At Citrin Cooperman, we offer competitive compensation and benefits and most importantly, the flexibility to manage your personal and professional growth.
About the Role
We are looking for a Supervisor to join the New Client Intake team. This role is an excellent opportunity for a seasoned professional to gain experience in client relations and business operations.
Responsibilities
- Oversight of the new client onboarding process:
- Oversee the daily processing of forms to ensure timely assignment, adherence to deadlines and prompt resolution of outstanding tasks.
- Analyse the compiled summary report (of the team members) detailing review findings and processing timelines.
- Identifying opportunities for process improvements and propose actionable solutions to the Manager.
- Internal Coordination:
- Identifying knowledge gaps of the team members and report them to the manager.
- Resolve team issues and build strong, collaborative relationships with team members. Highlight the critical issues to the Manager immediately.
- Work with stateside team members for seamless processes.
- Act as a liaison between team members and IT when issues arise.
- Tracking and Reporting:
- Oversight of the various internal tracking applications.
- Providing timely and accurate updates to Management.
- Ensure gaps and requirements are identified and communicated to the manager.
- Report the unresolved/critical queries of the Partners to the Manager on a timely basis.
- Continuous Improvement:
- Leading the team meetings and conducting the training sessions based on the needs.
Qualifications
- MBA or Graduate
- 10 to 14 Years
Required Skills
- Strong verbal and written communication skills.
- Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint).
- 8 years’ experience in team management.
- Maintain strong working relationships with the team.
- Strong problem-solving, conflict management and team management skills.
Client Onboarding - Supervisor
Posted today
Job Viewed
Job Description
New Client Intake – Supervisor
About the Company
Citrin Cooperman offers a dynamic work environment, fostering professional growth and collaboration. We’re continuously seeking talented individuals who bring fresh perspectives, a problem-solving mindset, and sharp technical expertise. We know you have choices, so our team of collaborative, innovative professionals are at the ready to support your professional development. At Citrin Cooperman, we offer competitive compensation and benefits and most importantly, the flexibility to manage your personal and professional growth.
About the Role
We are looking for a Supervisor to join the New Client Intake team. This role is an excellent opportunity for a seasoned professional to gain experience in client relations and business operations.
Responsibilities
- Oversight of the new client onboarding process:
- Oversee the daily processing of forms to ensure timely assignment, adherence to deadlines and prompt resolution of outstanding tasks.
- Analyse the compiled summary report (of the team members) detailing review findings and processing timelines.
- Identifying opportunities for process improvements and propose actionable solutions to the Manager.
- Internal Coordination:
- Identifying knowledge gaps of the team members and report them to the manager.
- Resolve team issues and build strong, collaborative relationships with team members. Highlight the critical issues to the Manager immediately.
- Work with stateside team members for seamless processes.
- Act as a liaison between team members and IT when issues arise.
- Tracking and Reporting:
- Oversight of the various internal tracking applications.
- Providing timely and accurate updates to Management.
- Ensure gaps and requirements are identified and communicated to the manager.
- Report the unresolved/critical queries of the Partners to the Manager on a timely basis.
- Continuous Improvement:
- Leading the team meetings and conducting the training sessions based on the needs.
Qualifications
- MBA or Graduate
- 10 to 14 Years
Required Skills
- Strong verbal and written communication skills.
- Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint).
- 8 years’ experience in team management.
- Maintain strong working relationships with the team.
- Strong problem-solving, conflict management and team management skills.
Client Onboarding - Supervisor
Posted 4 days ago
Job Viewed
Job Description
About the Company
Citrin Cooperman offers a dynamic work environment, fostering professional growth and collaboration. We’re continuously seeking talented individuals who bring fresh perspectives, a problem-solving mindset, and sharp technical expertise. We know you have choices, so our team of collaborative, innovative professionals are at the ready to support your professional development. At Citrin Cooperman, we offer competitive compensation and benefits and most importantly, the flexibility to manage your personal and professional growth.
About the Role
We are looking for a Supervisor to join the New Client Intake team. This role is an excellent opportunity for a seasoned professional to gain experience in client relations and business operations.
Responsibilities
Oversight of the new client onboarding process:
Oversee the daily processing of forms to ensure timely assignment, adherence to deadlines and prompt resolution of outstanding tasks.
Analyse the compiled summary report (of the team members) detailing review findings and processing timelines.
Identifying opportunities for process improvements and propose actionable solutions to the Manager.
Internal Coordination:
Identifying knowledge gaps of the team members and report them to the manager.
Resolve team issues and build strong, collaborative relationships with team members. Highlight the critical issues to the Manager immediately.
Work with stateside team members for seamless processes.
Act as a liaison between team members and IT when issues arise.
Tracking and Reporting:
Oversight of the various internal tracking applications.
Providing timely and accurate updates to Management.
Ensure gaps and requirements are identified and communicated to the manager.
Report the unresolved/critical queries of the Partners to the Manager on a timely basis.
Continuous Improvement:
Leading the team meetings and conducting the training sessions based on the needs.
Qualifications
MBA or Graduate
10 to 14 Years
Required Skills
Strong verbal and written communication skills.
Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint).
8 years’ experience in team management.
Maintain strong working relationships with the team.
Strong problem-solving, conflict management and team management skills.
Client Onboarding Manager
Posted today
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Job Description
What You'll Do
- Own and manage the end-to-end onboarding process for new customers, ensuring timely and successful product implementations.
- Partner closely with Sales and Product teams to ensure smooth handoff and alignment of expectations.
- Develop and maintain onboarding playbooks and best practices to deliver exceptional client experiences.
- Build deep relationships with clients, act as their trusted advisor, and ensure their needs are met during onboarding.
- Monitor onboarding progress, identify bottlenecks, and proactively resolve challenges to keep clients on track.
- Leverage data and customer feedback to improve onboarding processes and customer outcomes.
- Conduct onboarding sessions via video calls, chat, and email, ensuring clarity and alignment at every step.
- Collaborate cross-functionally to ensure customer feedback informs product and process improvements.
What We're Looking For
- 3-5 years of experience in customer onboarding, customer success, or client services roles (preferably in SaaS or tech-driven environments).
- Proven track record of managing multiple client onboarding projects simultaneously with a high level of customer satisfaction.
- Excellent verbal and written communication skills in English.
- Strong problem-solving and conflict-resolution skills with a client-first mindset.
- Experience working with CRM tools like HubSpot and support platforms like Freshdesk.
- Ability to thrive in a dynamic, fast-paced environment and handle complex customer situations with professionalism.
- Comfortable working in US shift timings to support global customers.
Skills Required
Hubspot, Conflict Resolution
Client Onboarding Intern
Posted today
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Job Description
Internship Tenure:- 3 Months
Stipend:- 8k to 10k per month + Excellent Incentives
Note: This is a full-time work-from-office opportunity.
Key Responsibilities:
Proactively reach out to potential leads and convert them into active clients.
Explain the account opening process clearly and assist clients in completing documentation and KYC requirements.
uide clients through broker platform registration (e.g., MT4/MT5).
ollow up regularly to ensure clients fund their trading accounts.
oordinate with broker partners to resolve onboarding issues or delays.
aintain accurate records of client progress in CRM and report daily/weekly updates to the team lead or manager.
ducate clients on basic platform use, signal access, and trading readiness.
ct as the first point of contact for new clients and ensure a positive onboarding experience.
Qualifications:
inimum Graduate or Post Graduate.
xcellent communication and interpersonal skills.
asic understanding of trading platforms (MT4, MT5, etc.) and brokerage operations is a plus.
oal-oriented, organized, and self-motivate.
Interested candidates can share their resumes at (HIDDEN TEXT) or .
Skills Required
Crm
Intern - Client Onboarding
Posted today
Job Viewed
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!
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Client Onboarding Specialist
Posted today
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Designation - Client Onboarding Specialist
Location-Gurugram, Haryana
45 hours per week Onsite
Work Module- Hybrid (4 days WFO & 1 day WFH)
Intro :
The Onboarding Associate will conduct Client Onboarding for various jurisdictions, file reviews to confirm that all Customer/ Client Due Diligence (CDD) and Know Your Customer/ Client (KYC) documentation is in hand and up to date, identifying where gaps exist and remediation is required; ensuring that the organization is in compliance with regulatory standards.
Our team is dedicated to creating long-term relationships with our clients and business partners, and we strive to provide a personalized and practical approach to our services. We take pride in our industry-leading services and are committed to helping our clients stay compliant with national and international legislation. Does this sound like a team you want to be a part of?
Additionally, we provide training, mentorship, and opportunities for growth. If you’re ready to take on a challenge and make an impact, CSC is the place for you.
What you’ll do for us
Roles & responsibilities:
What technical skills, experience, and qualifications do you need?
Required Qualifications:
Preferred Qualifications:
Client Onboarding - Supervisor
Posted 1 day ago
Job Viewed
Job Description
New Client Intake – Supervisor
About the Company
Citrin Cooperman offers a dynamic work environment, fostering professional growth and collaboration. We’re continuously seeking talented individuals who bring fresh perspectives, a problem-solving mindset, and sharp technical expertise. We know you have choices, so our team of collaborative, innovative professionals are at the ready to support your professional development. At Citrin Cooperman, we offer competitive compensation and benefits and most importantly, the flexibility to manage your personal and professional growth.
About the Role
We are looking for a Supervisor to join the New Client Intake team. This role is an excellent opportunity for a seasoned professional to gain experience in client relations and business operations.
Responsibilities
- Oversight of the new client onboarding process:
- Oversee the daily processing of forms to ensure timely assignment, adherence to deadlines and prompt resolution of outstanding tasks.
- Analyse the compiled summary report (of the team members) detailing review findings and processing timelines.
- Identifying opportunities for process improvements and propose actionable solutions to the Manager.
- Internal Coordination:
- Identifying knowledge gaps of the team members and report them to the manager.
- Resolve team issues and build strong, collaborative relationships with team members. Highlight the critical issues to the Manager immediately.
- Work with stateside team members for seamless processes.
- Act as a liaison between team members and IT when issues arise.
- Tracking and Reporting:
- Oversight of the various internal tracking applications.
- Providing timely and accurate updates to Management.
- Ensure gaps and requirements are identified and communicated to the manager.
- Report the unresolved/critical queries of the Partners to the Manager on a timely basis.
- Continuous Improvement:
- Leading the team meetings and conducting the training sessions based on the needs.
Qualifications
- MBA or Graduate
- 10 to 14 Years
Required Skills
- Strong verbal and written communication skills.
- Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint).
- 8 years’ experience in team management.
- Maintain strong working relationships with the team.
- Strong problem-solving, conflict management and team management skills.
Client Onboarding Officer
Posted today
Job Viewed
Job Description
- Processes client’s requests related to system set up including signatories’ updates and documentation lodgment.
- Co-operates with internal partners to perform systems maintenance based on documentation related to account opening and maintenance processes.
- Provides response to client and internal inquiries.
- Prepares documentation for archiving.
- Applies appropriate bank’s regulations while processing the requests.
- Remains up to date with the current procedures, internal rules, external regulations, and follows the changes in the aforementioned documents.
- Documents operation procedure updates.
- Processes clients’ instructions ensuring the highest accuracy and effectiveness (ensuring deadlines are adhered to).
- Verification and authorization of data entered in the systems.
- Ensures all queries are dealt with in an efficient and timely manner.
- Escalates urgent / risk issues through the appropriate escalation channels.
- Co-operates with and supports other teams/employees upon supervisor’s instruction, including possibility of movement to another team and/or process.
- Performs other crucial tasks instructed by supervisors, e.g. participation in trainings, projects, conference calls, systems’ testing.
- Ensures high levels of client satisfaction through strong product, process and client knowledge. Identifies and suggests process improvements.
- Assists in the implementation of validated process improvements.
- Understands procedures and controls for operational processes. Supports Manager with quality assurance process. Understands procedures and controls for operational processes. Performs within departmental procedures and compliance standards in order to minimize losses.
- Responsible for coordination of projects around internal processes. Participates in user acceptance test of new systems.
- Effective execution of day-to-day responsibilities, as well as execution of any other work instructed by supervisor related to this function.
- Daily deliverable of routine and defined tasks, while developing knowledge of the broader context in which work is being performed.
**Qualifications**:
- Previous experience in financial services preferred.
- Knowledge of bank products in the scope of opening and maintaining of bank accounts Customer communication experience (internal/external). Knowledge on the field of finances and banking.
- Flexibility, team spirit, loyalty. High attention to detail. Good PC skills (Excel, Word). Fluent in both written and spoken English. Be able to work under pressure and to meet deadlines. Proficient knowledge of English (written and spoken).
**Education**:
- Bachelor’s/University degree or equivalent experience
- **Job Family Group**:
Customer Service
- **Job Family**:
Institutional Client Onboarding
- **Time Type**:
Full time
- Citi is an equal opportunity and affirmative action employer.
Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
View the "**EEO is the Law**" poster. View the **EEO is the Law Supplement**.
View the **EEO Policy Statement**.
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