Client Onboarding- Team Member

**JOB DESCRIPTION** The Commercial Banking International Services and Onboarding Document Management Team (CBISO DMT) group is responsible supporting Implementations team through review, validation, approval & storing of account opening related documents. The CBISO DMT group is seeking a Specialist who will work closely with our Implementation Consultants /...

**JOB DESCRIPTION** The Commercial Banking International Services and Onboarding Document Management Team (CBISO DMT) group is responsible supporting Implementations team through review, validation, approval & storing of account opening related documents. You will work closely with our Implementation Consultants / International Onboarding Leads / Clients...

Job Title: - Coordinator- Group/ Team: - Client Onboarding Team- Department: - Housing Finance - Sales- Grade- E0/ D0- Location: - Kalina, Thane, Vashi & Borivali- Travel Required: - Yes- Salary Range: - As per HR Policy- Position Type: - Full Time/ Off-Role- Job DescriptionRole and Responsibilities - Responsible for execution of below activities - Complete...

**JOB DESCRIPTION** Job Responsibilities**: - Reviewing and understanding the Client request - Manage the account opening and client documentation workflow from creation, review, & signature validation - Review & Verification of the Risk Rating selected by the Implementation Consultant is as per the approved Risk Matrix - Performs required research for a...

**JOB DESCRIPTION** Job Responsibilities**: - Reviewing and understanding the Client request - Manage the account opening and client documentation workflow from creation, review, & signature validation - Review & Verification of the Risk Rating selected by the Implementation Consultant is as per the approved Risk Matrix - Performs required research for a...

**JOB DESCRIPTION** Job Responsibilities**: - Be accountable for managing Client Implementation, Technical Integration by Operations and relations with the Onshore Partners - Manage extensive portfolio of in-flight deals, track and monitor progress on requirements and diligently follow up with stakeholders to close dependencies - Ownership, escalation and...

**About NovaBenefits** NovaBenefits is on a mission to provide the best in class health and wellness benefits for employees in India. We envision that a vast majority of the county's population will get better access to high-quality healthcare through their employers. - We are a tech-first company and believe that technology can make this vision a reality...

**JOB DESCRIPTION** The CB DMO group is seeking a Specialist who will work closely with our Implementation Consultants / International Onboarding Leads / Clients and be responsible for coordinating all aspects related to client Onboarding related activities. Primary responsibilities include **Job** **Responsibilities**: - People and resource management...

**JOB DESCRIPTION** The CB DMO group is seeking a Specialist who will work closely with our Implementation Consultants / International Onboarding Leads / Clients and be responsible for coordinating all aspects related to client Onboarding related activities. Primary responsibilities include **Responsibilities**: - People and resource management (e.g....

Job Title Client Onboarding Solutions SME Job Description Client Onboarding Solutions SME Join our team as a Client Onboarding Solution SME to drive global onboarding initiatives. This role is pivotal in ensuring seamless client onboarding and enhancing client journeys. Be the key contact for stakeholders, escalating issues, and exploring new...

**JOB DESCRIPTION** The group is seeking a Specialist who will work closely with our Implementation Consultants / International Onboarding Leads / Clients and be responsible for coordinating all aspects related to client Onboarding related activities. Primary responsibilities include **Responsibilities**: - People and resource management (e.g. people...

**JOB DESCRIPTION** **Core Responsibilities**: - Manage clear expectations and understanding by establishing clear timelines and managing documentation requirements - Exhibit ownership of on-boarding experience and client satisfaction - Ownership of internal communication and status updates - Ensure deal deliverables are met and hold owners accountable by...

**JOB DESCRIPTION** The Commercial Banking Document Management Operations (CB DMO) group is responsible supporting Implementations team through review, validation, approval & storing of account opening related documents. The CB DMO group is seeking a and be responsible for coordinating all aspects related to client Onboarding related activities. Primary...

**JOB DESCRIPTION** Job summary** As an Associate you will be responsible for New Client Onboarding operations/Fund Events that involves - Reconciliations, Processing, Validating Transactions, Resolving Inquiries, Accounting Transitions, Process Automation & Efficiencies and Serving as a contact for escalations. **Responsibilities**: - Manage new client...

**JOB DESCRIPTION** J.P. Morgan in India provides a comprehensive range of Corporate & Investment Banking, Commercial Banking, Asset & Wealth Management, and Corporate functions services and solutions to our clients, executing some of the most important financial transactions and providing essential strategic advice to our clients such as the government,...

**JOB DESCRIPTION** Job Responsibilities** - Perform quality assurance review of data set up at Client Onboarding as a specialist - Work with members of the Client Onboarding team on inquiries in relation to the lifecycle of the Client Onboarding process - Contribute to continuous improvement and development of the quality program - Provide general...

**Job description of Team Member** Being an experience person in the same industry, you take on additional responsibilities beyond those of a regular team member and often help in supervising and training junior staff. **Working Conditions**: - Fast-paced and sometimes high-pressure environment. - Irregular hours, including evenings, weekends, and...

Tele consult incoming Buyers, assisting them throughout their property search. - Attend inbound requests and queries on selected units, scheduling/confirming site visits with trained team members for site visits. - Understand the buyer's requirements, update all details in the portal, suggest best options, collect feedback, educate the buyer on facts and...

**About the Role**: We are excited to announce an opportunity for a Client Onboarding to join our team at NeoDove. As a Client Onboarding, you will play a vital role in ensuring our clients have a smooth and successful onboarding experience with our SaaS CRM platform. **Key Responsibilities**: - Assist in the onboarding process for new clients, including...

**JOB DESCRIPTION** Commercial Banking (CB) serves more than 30,000 clients, including corporations, municipalities, financial institutions, and not-for-profit entities with annual revenues generally ranging from $20 million to $2 billion. The firm's broad platform positions CB to deliver extensive product capabilities - lending, treasury services (TS),...