12,177 Know Customer jobs in India

**JOB DESCRIPTION**
The KYC Client Data Manager must have excellent customer service standards to define, analyze, and resolve inquiries and escalations and must be able to closely manage day to day operations of the team/department. You should be proactively and strategically improving processes to ensure team members are high performing and meeting the firm wide quality standard.

You will work closely with the Lines of Business (LOBs) to implement and operate a sustainable and scalable operational process supporting clients along the Know Your Customer (KYC) lifecycle. This includes functions such as data collection, completion of the KYC profile, client screening, English language research, comparing and analyzing client profiles across all lines of business and quality assurance. You will be responsible to ascertain that all KYC and AML policies are adhered to and conducting reviews of client’s KYC documentation stored in internal repositories and publicly available information. You will be required to perform the necessary screening against relevant search engines and sanction lists and communicate any additional deficiencies back to the business. The team will also produce metrics around the work they perform

**Responsibilities**:

- Understanding and implementation of KYC standards, guidelines, policies, and procedures
- Selection, performance management, and overall development of employees within their assigned team
- Conducts analysis of daily/monthly metrics to track performance of individual team members over a time to evaluate performance, learning, and capability
- Effectively address any issues that might be escalated by either internal or external customers
- Focus on Process improvements and implement process changes as necessary
- Create an effective and efficient team through continuous communication, timely feedback, and appropriate supervisory practices
- Managing priorities across the wider function

**Required Qualifications, Capabilities, and skills**
- Bachelor’s Degree or Graduate Degree
- 9+years’ experience in the Financial Services industry with a demonstrated track-record of delivery with relevant experience in AML,KYC and compliance
- Experience with leading a new team with limited Subject Matter Expertise
- Outstanding client management, partnership building, leadership, and direct experience of dealing with multiple stakeholders at one time. Ability to identify risks and issues and successfully navigate through to solutions
- Computer skills: Lotus Notes and Microsoft Office Suite including Excel, Word and PowerPoint
- Foster and champion High Performance Culture where people are empowered
- Develop and lead a team that is responsive to dynamic organizational and operational changes

**ABOUT US**

JPMorgan Chase & Co., one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. In accordance with applicable law, we make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as any mental health or physical disability needs.

**ABOUT THE TEAM**

Commercial Banking is focused on helping our clients succeed and making a positive difference in our communities. We provide credit and financing, treasury and payment services, international banking and real estate services to clients including corporations, municipalities, institutions, real estate investors and owners, and nonprofit organizations.

Operations teams develop and manage innovative, secure service solutions to meet clients’ needs globally. Developing and using the latest technology, teams work to deliver industry-leading capabilities to our clients and customers, making it easy and convenient to do business with the firm. Teams also drive growth by refining technology-driven customer and client experiences that put users first, providing an unparalleled experience.

Position Summary The Client Relations Specialist (CRS) manages a boutique to mid-size book of client service centric businesses with templated HR needs.

The CRS is responsible for being an advocate for the clients, as well as the internal departments, from the time of completion of the client onboarding through the maintenance and retention process, as well as utilizing the tools provided to increase adoption rates of products and services and increase client retention rates.

Essential Duties and Responsibilities The essential functions include, but are not limited to the following • Responsible for acting as a liaison between client and internal operations to ensure a positive working relationship with assigned book of clients • Run point on following client retention processes to retain at risk relationships • Work with internal teams, client, and agent to achieve a high rate of client retention • User set-up and training of our client facing web-based payroll and custom reporting software • Work proactively to facilitate solutions as challenges present themselves • Maintain open communication regarding clients with the necessary internal teams • Assist in the tracking and completion of team projects and initiatives • Review weekly reports to assist with client retention efforts • Review monthly reports to analyze trends Track client repricing requests to ensure timely responses • Analyze data and review procedures and policies to determine answers to clients’ questions • File and maintain client records • Coordinate the resolution of client issues • Perform administrative support tasks, as needed, by the Client Relations team • Process and prepare memos, correspondence, or other documents • Schedule appointments and maintain and update appointment calendars • Act as support for their respective region when team members are traveling • Oversees the operational structural needs of the client to ensure data integrity • Nurture relationships with business owners, client company contacts, marketing agents and internal staff and departments • Escalate and resolve areas of concern, as raised by clients or internal departments • Monitor company performance against service level agreements and flag potential issues • Interact with clients to gain knowledge of their business model and drivers, HR practices, goals, and objectives • Assist with the execution of the service plans by evaluating progress of activities and service requests • Collaborate with internal departments to ensure seamless delivery of services to clients.

Gather and distribute voice of customer feedback to appropriate internal departments • Build cross-functional partnerships to address issues and manage escalations.

Leverage internal relationships to identify opportunities, trends, and process improvements • Successfully manage client expectations in a fast-paced environment • Introduce and drive adoption of new products and services to client • Assist in announcing to clients, changes in compliance using various communication formats • Act as part of a team to continually develop and create improved processes and procedures • Performing annual deliverables client reviews • Responsible for providing online HR guidance and templated HR deliverables, such as handbooks, wage and hour, job descriptions, learning management and other federal and state mandates • Travel (local and long distance) may be required to meet with clients face to face or meet via telephone on a scheduled basis, as determined by size of client, to ensure they are receiving great service and are taking advantage of and utilizing products and services offered.

  Knowledge, Skills, and Abilities • Able to efficiently organize work activities to meet daily and weekly deadlines to meet/exceed expected sales goals • Practice excellent communication (verbal and written) skills • Strong organizational skills: Must be able to demonstrate time management skills, and can prioritize and identify critical tasks along with problem-solving skills • Able to juggle return calls and emails quickly and efficiently • Detail oriented • Be self-motivated, but able to also work alongside a team • Customer service driven and able to get along and develop relationships with an array of clients in different industries and with varying personality types • Must be driven, hard-working and personable • Critical thinking skills and a high level of emotional intelligence required • General working knowledge of Microsoft Office if preferred   Education & Experience • High School graduate or equivalent required • 4-year college degree or equivalent work experience preferred • 2-3 years of experience in a professional office environment.

Previous experience in account management, a call center, PEO, payroll, taxes, benefits, human resources, or equivalent is a bonus PrismHR is a fast-paced SaaS company which provides customers with a cloud-based payroll process software application.

PrismHR also provides professional services including system implementation consulting, custom configurations, and training.

Lastly, via the Company’s Marketplace platform customers and end users access other human resources and employee benefits applications from PrismHR’s Marketplace Partners.

Diversity, Equity and Inclusion Program/Affirmative Action Plan: We have transformed our company into an inclusive environment where individuals are valued for their talents and empowered to reach their fullest potential.

At PrismHR, we strive to continually lead with our values and beliefs that enable our employees to develop their potential, bring their full self to work, and engage in a world of inclusion.

Ensuring an inclusive environment for our employees is an integral part of the PrismHR culture.

We aren't just checking a box, we are truly committed to creating a workplace that celebrates the diversity of our employees and fosters a sense of belonging for everyone.

This is essential to our success.

We are dedicated to building a diverse, inclusive, and authentic workplace, so if you’re excited about our roles but your past experience doesn’t align perfectly with every qualification in the job description, we encourage you to apply anyway.

You may be just the right candidate for these open roles or other open roles.

We particularly encourage applicants from traditionally under-represented groups as we seek to increase the diversity of our workforce and provide fair opportunities for all.

As a proud Equal Opportunity and Affirmative Action Employer, PrismHR encourages talent from all backgrounds to join our team.

Employment decisions are based on an individual’s qualifications as they relate to the job under consideration.

The Company’s policy prohibits unlawful discrimination based on sex (which includes pregnancy, childbirth, breastfeeding, or related medical conditions, the actual sex of the individual, or the gender identity or gender expression), race, color, religion, including religious dress practices and religious grooming practices, sexual orientation, national origin, ancestry, citizenship, marital status, familial status, age, physical disability, mental disability, medical condition, genetic information, protected veteran or military status, or any other consideration made unlawful by federal, state or local laws, ordinances, or regulations.

The Company is committed to complying with all applicable laws providing equal employment opportunities.

This commitment applies to all persons involved in the operations of the Company and prohibits unlawful discrimination by any employee of the Company, including supervisors and co-workers.

Privacy Policy: For information about how we collect and use your personal information, please see our privacy statement available at

PrismHR provides reasonable accommodation for qualified individuals with disabilities and disabled veterans in job application procedures.

If you have any difficulty using our online system and you need a reasonable accommodation due to a disability, you may use the following alternative email address to contact us about your interest in employment at PrismHR:

Please indicate in the subject line of your email that you are requesting accommodation.

Only candidates being considered for a position who require an accommodation will receive a follow-up response.

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**Job description**
- Oversee all aspects of managing relationships with new and existing clients and prospects.
- Establish strong business and personal relationships with client accounts and prospects.
- Establish strong working relationships and communication.
- Ensuring regular contact with existing clients to maintain the company's presence.
- Work with clients to understand their business issues and provide solutions that meet their needs.
- Be alert for and report changes in market conditions, competitive activities, and customer preference or needs.
- Maintain in-depth knowledge of company’s and client’s strategic business plans.
- Check and monitor websites.
- Contribute to the development and fine-tuning of sales process, procedures, and policy.
- Contribute to the development and success of proposals, responses, and client events.
- Maintain and grow account base through proper balance of maintenance and care.
- Build relationships with key employees among customers.

**Requirements**:

- Prior experience as a Client Relation Executive, ideally in a similar organization.
- BSc/BA in Business Administration, Marketing or a related field
- Demonstrated level of success in the development of client relationships
- Enjoy working with customers and external audiences
- Ability to forge profound working relationships.
- Strong interpersonal and collaborative skills.
- The ability to research and keep on top of developments in the industry
- Problem-solving attitude

**Job Types**: Full-time, Regular / Permanent

**Salary**: ₹25,000.00 per month

**Experience**:

- Client Relations Executive: 2 years (preferred)

**Job description**
- Oversee all aspects of managing relationships with new and existing clients and prospects.
- Establish strong business and personal relationships with client accounts and prospects.
- Establish strong working relationships and communication.
- Ensuring regular contact with existing clients to maintain the company's presence.
- Work with clients to understand their business issues and provide solutions that meet their needs.
- Be alert for and report changes in market conditions, competitive activities, and customer preference or needs.
- Maintain in-depth knowledge of company’s and client’s strategic business plans.
- Check and monitor websites.
- Contribute to the development and fine-tuning of sales process, procedures, and policy.
- Contribute to the development and success of proposals, responses, and client events.
- Maintain and grow account base through proper balance of maintenance and care.
- Build relationships with key employees among customers.

**Requirements**:

- Prior experience as a Client Relation Executive, ideally in a similar organization.
- BSc/BA in Business Administration, Marketing or a related field
- Demonstrated level of success in the development of client relationships
- Enjoy working with customers and external audiences
- Ability to forge profound working relationships.
- Strong interpersonal and collaborative skills.
- The ability to research and keep on top of developments in the industry
- Problem-solving attitude

**Job Types**: Full-time, Regular / Permanent

**Salary**: ₹25,000.00 per month

**Experience**:

- Client Relations Executive: 2 years (preferred)

**JOB TITLE: BUSINESS DEVELOPMENT EXECUTIVE**

**Key Responsibilities**
- Identify and Engage with the relevant clients in the entertainment industry and procure minimum 5 new cast / crew requirements every month.
- Conduct 1 industry event every month.
- Account management and fulfilment for all opportunities (incl follow ups for updates, payments, etc)
- Keeping a close eye on the latest developments in the industry
- Coordinate with the social media team for every new opportunity.

**Qualifications**
- Bachelor's degree or equivalent experience
- 1 - 3 years' prior sales experience
- Strong communication and interpersonal skills

**Salary**: From ₹30,000.00 per month

Schedule:

- Day shift
- Monday to Friday

Ability to commute/relocate:

- Mumbai, Maharashtra: Reliably commute or planning to relocate before starting work (preferred)

**Experience**:

- total work: 1 year (preferred)

**Client Relations Executive**

Adirekha Ayurveda Pvt Ltd. is a leading organisation in the field of Ayurvedic healthcare.

Through a harmonious blend of Ayurvedic food, daily routines, rejuvenating body treatments, Panchakarma therapies, and yoga, we provide holistic healing solutions. With patients from over 59 countries, we have built a global reputation for expertise in managing chronic diseases and providing customised treatments for various health conditions and also providing high-quality Ayurvedic products to our patients.

**Job Title**:

- Client Relations Executive

**Years of Experience**:

- 2+ years

**Work Location**:

- Trivandrum

**Compensation**:

- Best in the industry

**Job Responsibilities-**
- Respond promptly to client inquiries received from the team and other communication channels.
- Provide detailed information about Ayurvedic products, including pricing, ingredients, usage instructions, and potential benefits.
- Manage and track customer orders from placement to delivery, ensuring accurate and timely shipment details.
- Resolve any issues related to order delays, damaged products, or missing items, ensuring customer satisfaction.
- Establish strong and positive relationships with customers, fostering loyalty and repeat business.
- Provide personalized assistance to clients by understanding their specific needs and recommending appropriate Ayurvedic products.
- Maintain a database of client interactions, preferences, and feedback for future reference and improved service.
- Ensure a high level of customer satisfaction by promptly addressing concerns, resolving issues, and exceeding expectations.

**Job Requirements-**
- Proven experience in client relations or customer service.
- Excellent communication skills, both written and verbal, with the ability to convey information clearly and professionally.
- Strong interpersonal skills, with the ability to build rapport and establish positive relationships with clients.
- Detail-oriented and highly organized, with the ability to manage multiple tasks and prioritize effectively.
- Proficiency in social media platforms, specifically Instagram and WhatsApp, for client interactions.
- Problem-solving skills, with the ability to address customer concerns and find satisfactory resolutions.
- Familiarity with order management and tracking systems is a plus.
- Ability to work independently and collaboratively in a fast-paced, dynamic environment.

Pay: From ₹25,000.00 per month

Schedule:

- Day shift

Application Question(s):

- Do you have excellent English communication skills?

Ability to Commute:

- Thiruvananthapuram, Kerala (required)

Work Location: In person

**My Design Minds**
**Magnanimous Design Minds Pvt. Ltd.**

**Company Overview**

Magnanimous Design Minds Pvt. Ltd.is a leading provider of comprehensive business solutions for small, medium, and large-scale manufacturers. We guide product development from initial concept to final production, incorporating innovative mechanical designs to enhance functionality and market appeal.

Client Relationship Executive
- **Start Date**: Immediate
- **Location**: My Design Minds, RZ-23, Third Floor, Sitapuri, Near Dabri Police Station, Delhi )
- **Salary**: 20,000-25,000 + Incentive
- **Job Type**: Full-time
- **Experience**: 0-2 years

**Qualifications & Skills**
- Graduate/Post-Graduate
- Good communication in English & Hindi
- Confident
- Well-Dressed & Well-Groomed

**Roles and Responsibilities**
- Acquisition of new clients
- Lead conversion from numerous marketing channels
- Creating a short
- and long-term sales plan with the intention of achieving the given objectives
- Consistently meet revenue goals in accordance with team/organizational goals
- Obtaining referrals from the current clients to widen the sales pipeline
- Management of customer relationships
- Management of key accounts
- Development of new accounts
- Reporting and operations
- Overseeing pre
- to post-sales support activities for the designated goods and regions while guaranteeing the greatest level of client satisfaction

**Application Instructions**:
**Job Types**: Full-time, Permanent

Pay: ₹30,000.00 - ₹35,000.00 per month

**Benefits**:

- Paid sick time

Schedule:

- Day shift
- Morning shift

**Education**:

- Bachelor's (preferred)

**Experience**:

- Business development: 1 year (preferred)
- total work: 1 year (preferred)

**Language**:

- Hindi, English (preferred)

Qualification-Graduate/Post Graduate
Looking for 0-1 years of expereince

**Job Types**: Full-time, Fresher

Pay: ₹30,000.00 - ₹40,000.00 per month

**Benefits**:

- Health insurance
- Leave encashment
- Provident Fund

Work Location: In person