Onboarding & Customer Relations

1 day ago

Gurgaon, Haryana, India Epoch Elder Care Full time ₹ 5,00,000 - ₹ 12,00,000 per year

Location: Gurgaon & Pune

Experience: 7-8 years

Mandatory minimum qualification: Masters degree in any business or management course

Key Responsibility Areas (not specific to):

  • Onboarding new residents: Be the single point of contact for families and teams to help prepare both parties to onboard the new resident successfully. Ensure all data points regarding the resident's care requirements are conveyed to the team timely.
  • Consultancy calls & services
  • Maintaining a database on CRM.
  • Inputting customer details in the system of various touchpoints with them.
  • Keeping track of all the calls and updating them on CRM.
  • Rigorous follow-ups with potential leads.
  • Maintaining data of leads weekly and monthly.
  • Understanding market competition and realigning teams on the same.
  • Having flexibility over the weekend/holidays to speak with High Potential Leads.

  • Customer relationships & feedback: Build and promote strong, long-lasting customer relationships and understanding of their needs. Be responsible for gathering customer feedback through:

  • Annual customer feedback form

  • Periodic customer feedback as and defined per client status
  • Ensure all customer issues are acknowledged within 24 hours and resolved timely. Liaise with the care team and other departments if required to address customer concerns.

  • Industry development:

  • Continually develop knowledge of the business climate, applications and competition.

  • Responsible for maintaining referral database

  • Pricing:

  • Maintain data relative to customers, pricing and will document customer interactions

  • Customer contracts, documents & renewals:

  • To ensure that the customer agreements are signed on the day of move in / as per process defined

  • Timely renewal of existing contracts before the expiry date.
  • Payments: To ensure that timely payments are received from the customers and follow up in case of delays
  • CRM: Create and implement CRM process for Epoch
  • Budget: Create and manage sales budget

Skills and Qualifications: Masters degree in any business or management course, with 7–8 years of industry experience

  • Leadership and Motivation Skills – motivates employees to reach sales goals and be able to effectively train, encourage, inspire and reward team members for their achievements
  • Customer Service – understands what it takes to provide excellent service to elders and families
  • Communication and people skills – need to be able to communicate all aspects of the sales operation to families, facility managers and team members
  • Computer skills – ability to create and maintain sales records and reports
  • Ability to travel

  • Onboarding Manager

    3 days ago

    Gurgaon, Haryana, India Everest Fleet Full time ₹ 9,00,000 - ₹ 12,00,000 per year

    About the RoleAs a Manager Onboarding, your role is pivotal in driving the success of our customer acquisition and engagement processes. You will lead a team of sales and onboarding specialists, guiding and motivating them to achieve sales targets and ensure smooth customer transitions onto our platform. Your responsibilities include overseeing the...

  • Integrated Logistics Customer Onboarding

    4 weeks ago

    Gurgaon, Haryana, India Kuehne + Nagel Pte Ltd Full time

    Job DescriptionIt's more than a jobWhen you work in Freight Logistics and Operations at Kuehne+Nagel, you play a key role in optimising processes and ensuring that inventory and shipments move efficiently. But that is not all. Your work also helps ensure that vital medicines reach patients on time and supports other essential deliveries, from wind turbines...

  • MNC Hiring For KYC Onboarding

    2 weeks ago

    Gurgaon, Haryana, India Axis Consultants New Delhi Full time

    Job DescriptionWe are seeking a detail-oriented KYC Onboarding Specialist to join our team at a multinational corporation in India. The ideal candidate will be responsible for conducting KYC checks, ensuring compliance with regulations, and facilitating the onboarding process for new clients.Responsibilities- Conduct thorough KYC (Know Your Customer) checks...

  • Onboarding Specialist

    6 days ago

    Gurgaon, Haryana, India Policybazaar Full time ₹ 6,00,000 - ₹ 12,00,000 per year

    About is India's leading digital insurance marketplace and one of the most valuable insur-tech companies globally. We started our journey in 2008; in 2018 we became just the third Unicorn in India and went public in 2021.Policybazaar is at heart a data and technology company that has revolutionized the insurance market in India. We deploy cutting edge...

  • OTA Onboarding

    2 days ago

    Gurgaon, Haryana, India SaasAro Full time ₹ 3,00,000 - ₹ 6,00,000 per year

    Role Overview:We are looking for a motivated and detail-orientedOTA Onboarding /Technical OnboardingInternto join our team. In this role, you will support hotels in setting up and managing their property listings on leading Online Travel Agencies (OTAs) such as , Expedia, Agoda, and MakeMyTrip. You will play a key role in ensuring smooth onboarding, accurate...

  • Customer Onboarding Manager

    5 days ago

    Gurgaon, Haryana, India American Express Global Business Travel Full time ₹ 12,00,000 - ₹ 24,00,000 per year

    Customer Onboarding Manager Amex GBT is a place where colleagues find inspiration in travel as a force for good and – through their work – can make an impact on our industry. We're here to help our colleagues achieve success and offer an inclusive and collaborative culture where your voice is valued. Position Overview: As a project manager, you'll...

  • Head Customer Relations

    3 days ago

    Gurgaon, Haryana, India Epoch Elder Care Full time ₹ 12,00,000 - ₹ 36,00,000 per year

    Key Responsibility Areas:Onboarding new residents: Be the single point of contact for families andteams to help prepare both parties to onboard the new resident successfully.Ensure all data points regarding the residents care requirements are conveyedto the team timely.Consultancy calls & servicesMaintaining a database on CRM.Inputting customer details in...

  • Onboarding Engineer

    2 days ago

    Gurgaon, Haryana, India Ahead Full time ₹ 9,00,000 - ₹ 12,00,000 per year

    AHEAD builds platforms for digital business. By weaving together advances in cloud infrastructure, automation and analytics, and software delivery, we help enterprises deliver on the promise of digital transformation. AtAHEAD, we prioritize creating a culture of belonging,where all perspectives and voices are represented, valued, respected, and heard. We...

  • Project Manager – Onboarding and KYC

    1 day ago

    Gurgaon, Haryana, India IndusInd Bank Full time ₹ 12,00,000 - ₹ 36,00,000 per year

    About the Digital Business Unit at IndusInd Bank:The mandate of the Digital Business Unit at IndusInd Bank is as follows:Building customer centric products with human centered design principles for retail Individual and micro, small and medium enterprise (MSME) customer segmentsBuild innovative products and propositions backed with problem solving mindset to...

  • Hiring For KYC Onboarding

    2 weeks ago

    Gurgaon, Haryana, India Axis Consultants New Delhi Full time

    Job DescriptionKey Responsibilities- Perform end-to-end KYC onboarding for retail or corporate clients as per internal policies and regulatory requirements.- Review customer documentation to ensure compliance with AML and KYC guidelines.- Identify potential risks and escalate issues as required.- Maintain accurate and up-to-date records in internal systems.-...