Client Onboarding Senior Analyst SA – Level 1
2 weeks ago
Job Specification
- The Candidate should have good knowledge of the key steps to Onboard new clients
- Responsible to work on the Onboarding Opportunitys pushed from Sales and clearing the work queues
- Salesforce maintenance and reporting
- Working on banking related product deals and maintaining the clean pipeline by ensuring launches are validated, launched,or moved as per the expected timelines
- The role also includes coordination of the various client acceptance stages as per Group standards
- Effective communication within internal stakeholders on a daily/weekly reporting Onboarding launches tracking and publishing weekly updates by ensuring all are duly updated before their go live as per the due dates
- Work as a subject matter expert for the team and share the best practices
- Attending weekly / daily huddles, team calls for the status updates
- Support global changes in Key operating procedures and implementation
Skills Required
- Experience working with an investment banking or finance-related firm
- Good knowledge of financial services sector with 6-9 years in Client Onboarding
- Graduate / Masters Commerce /CA/MBA Finance/CFA
- Proven client/business focused communication skills
- Advanced proficiency in Micro-soft excel functions
- Salesforce experience will be an added advantage
- An ability to think critically and objectively
-
Client Success Intern
4 days ago
Baner, Maharashtra, India BTB Venture Full time ₹ 72,000 per yearResponsibilities –Support client engagements by assisting in calls and meetings along with senior team members.Help ensure campaign performance is tracked and aligned with client goals.Assist in maintaining strong client relationships to encourage trust and retention.Prepare and share campaign updates, performance reports, and insights with...
-
Risk Analyst"
7 days ago
Baner, Maharashtra, India Advanced Risk Analytics Full time ₹ 4,23,000 - ₹ 10,00,000 per yearWe're hashtag#Hiring | Risk AnalystLocation: PuneExperience: 1–4 YearsWe are looking for candidates with strong skills in: #AdvancedSQL AdvancedPython AdvancedExcelRole OverviewAs a Risk Analyst, you will: Support monthly portfolio analysis using vendor models Design and maintain data systems & databases Assist in catastrophe event response & portfolio...
-
Senior Product Owner
11 minutes ago
Baner, Maharashtra, India ElementSkill Full time ₹ 32,00,000 per yearSenior Product Owner – Lending Domain (FinTech)Location: Pune (Work from Office)Experience: 8+ YearsJob SummaryWe are hiring a Senior Product Owner to join our rapidly scaling FinTech product team in Pune. This role is ideal for professionals passionate about the lending domain, with expertise across the full lending lifecycle — from onboarding and...
-
ERP Business Analyst
1 week ago
Baner, Maharashtra, India JBT Corporation Full time ₹ 12,00,000 - ₹ 36,00,000 per yearOverview ...:The position of ERP Business Analyst has become an urgent requirement following an internal move within our team. We are looking for an ERP Business Analysts with Infor LN CloudSuite Industrial expertise (Ideally 10.8 knowledge but 10.5 with cloud based multi-site locations will also work) based in India as a remote role.The Opportunity ...:You...
-
Client Success Executive
1 week ago
Baner, Maharashtra, India BTB Venture Full time ₹ 3,00,000 - ₹ 4,80,000 per yearResponsibilities -Own Client Engagements: Lead all client-facing calls and meetings, acting as the main point of contact.Drive Client Success: Ensure campaign performance aligns with client goals; proactively address concerns and offer solutions.Client Retention: Develop trust-based relationships that foster long-term engagement and renewals.Campaign...
-
Senior Accounts Manager
4 days ago
Baner, Maharashtra, India PG BHAGWAT LLP Full time ₹ 8,00,000 - ₹ 9,00,000 per yearJob Title: Senior Accounts Head (Female candidate preferably with a working experience in an educational institution)Location: PCMC Area, Pune (Educational Institution)Job Type: Full-TimeBudget: No Bar for the Right CandidateJob Description:We are seeking an experienced Senior Accounts Head to manage the financial operations at one of our esteemed client's...
-
Senior Legal Counsel, GenAI Implementations
2 weeks ago
Baner, Maharashtra, India Execo Full time ₹ 12,00,000 - ₹ 36,00,000 per yearAre you an experienced commercial lawyer passionate about the intersection of law and cutting-edge technology? Do you excel in client-facing roles where you can translate complex legal requirements into tangible, technology-driven solutions? Execo is a premier, software-agnostic partner for global legal departments. We are seeking a Senior Legal...
-
Sales Representative
4 days ago
Baner, Maharashtra, India Artistic Spacez Productions Private Limited Full time ₹ 80,000 - ₹ 2,00,000 per yearCompany: Artistic Spacez Productions Private LimitedLocation: Pune (Hybrid – 2–3 days office, rest WFH)Type: Full-TimeJob DescriptionWe are looking for a motivated Sales Executive to join Artistic Spacez – India's first marketplace for booking studios, villas, rooftops, and production-ready spaces for shoots and events.You will be responsible for...
-
Technical Content Writer Intern
1 week ago
Baner, Maharashtra, India St. Fox Full time ₹ 4,00,000 - ₹ 6,00,000 per yearKey ResponsibilitiesWrite Error and Success Messages for platform workflows.Create tooltips (i-icon text) and in-app help content for features.Draft onboarding content including forms and emails.Prepare basic tutorials, FAQs, and how-to guides for platform modules.Contribute to technical blogs, news updates, and press releases.Assist in creating and updating...
-
Senior Architect
4 days ago
Baner, Maharashtra, India Sba Full time ₹ 24,00,000 - ₹ 60,00,000 per yearSenior ArchitectLocation: Baner, PuneEmployment Type: Full-timeExperience Required: 4–7 yearsAbout the RoleWe are seeking a highly skilled and motivated Senior Architect to join our design team. The ideal candidate will bring proven expertise in detailed architectural drawings, hospital architecture, interior design, and master planning. This role requires...