Client Onboarding Assistant

**Key Responsibilities**: - **Timesheet and Data Management**: - Track and manage client timesheets exported from the CRM system. - Ensure all timesheets are accurate and updated regularly. - **Backup Maintenance**: - Maintain external data backups for client activity and timesheet details. - Organize and secure sensitive data in accordance with company...

The Client Onboard Rep 5 performs relatively complex assignments. Has direct impact on the business by ensuring the quality of the tasks or services provided. Works under little to no direct supervision. May service an expansive and/or diverse array of products/services. Applies working knowledge of technical and professional principles and concepts and in...

**Discover your future at Citi**: Working at Citi is far more than just a job. A career with us means joining a team of more than 230,000 dedicated people from around the globe. At Citi, you’ll have the opportunity to grow your career, give back to your community and make a real impact. **Job Overview**: The Client Onboard Rep 5 performs relatively...

Job Description: As a Client Onboarding Executive in the Capital Market, you will play a crucial role in ensuring a seamless onboarding experience for our clients. Your responsibilities will include: - Onboarding new clients, including Resident Indian, NRI, and Non-Individual clients.* Facilitating the opening of Demat Accounts for clients.* Demonstrating...

**Discover your future at Citi**: Working at Citi is far more than just a job. A career with us means joining a team of more than 230,000 dedicated people from around the globe. At Citi, you’ll have the opportunity to grow your career, give back to your community and make a real impact. **Job Overview**: - Job Description **Responsibilities**: -...

Position: Client Onboarding- Investment Banking (Trade, Derivatives, Reporting)Experience: 1-3 YearsLocation: MumbaiNotice Period: Immediate Joiners Interested candidates can apply to the given Email ID: Job Description:Primary Responsibilities:1. Initiate different product accounts on systems.2. Responsible for coordinating with different team like but...

Act as a point of contact for admission and enrollment queries.Provide guidance on programs, schedules, and procedures.Assist students during application and onboarding stages.Maintain student communication and admission records.Address basic concerns and escalate when required.Support smooth coordination between students and teams.Job Types: Full-time,...

Job Summary Strategy To institutionalise the Account opening KYC and maintenance process so that is well defined for the implementation and servicing teams as well as clients To participate in the local product development and sales initiatives related to FPI KYC and account opening perspective To participate in the bank s A3 initiative and deliver implement...

Job Description: Admissions Responsibilities: - Handle inbound and outbound calls to convert leads into admissions. - Resolve queries from students and parents. - Maintain effective communication until the learner is onboarded. - Adhere to admission guidelines and policies. - Generate periodic MIS reports. - Promote admissions through activities, workshops,...

Job Title: Onboarding SupportLocation: Navi Mumbai (Turbhe)Employment Type: Full timeExperience Level: 0–3 years (Freshers with good communication skills can apply)About the Role:We are looking for a proactive and empathetic Onboarding Support to support our client project.The agent will connect with customers via outbound and inbound calls to assist them...