Client Onboarding Specialist Jobs

Fiduciary Trust International is a premier investment and wealth management firm with a commitment to growing and protecting wealth across generations. We offer a dynamic and collaborative approach to managing wealth for high-net-worth and ultra high-net-worth individuals and families, family offices, endowments, foundations, and institutions. Our investment managers, tax and estate planning professionals work together to develop holistic strategies to optimize clients’ portfolios while mitigating the impact of taxes on their wealth. As a fiduciary, the guidance we provide is in the best interests of our clients, without conflict or competing benefits. We offer boutique customization and deep expertise in specialized investment, tax and planning strategies alongside sophisticated technology and custody platforms. Fiduciary Trust International is owned by Franklin Templeton, a dynamic firm that spans asset management, wealth management, and fintech, giving us many ways to help investors make progress toward their goals. With clients in over 150 countries and offices on six continents, you’ll get exposed to different cultures, people, and business development happening around the world. About the Department: Our AI Engineering team develops and scales production-ready Generative AI and Agentic AI solutions that help solve complex business challenges and accelerate innovation across the organization. The team brings together AI engineers, architects, and business stakeholders who work collaboratively to design, build, and deploy secure, enterprise-grade solutions on Microsoft Azure. Joining this team offers opportunities to work with emerging technologies, influence AI standards and best practices, and contribute to high-impact initiatives in a collaborative and growth-oriented environment. How Y

At Lyft, our purpose is to serve and connect. We aim to achieve this by cultivating a work environment where all team members belong and have the opportunity to thrive. Lyft Business is changing the way companies, brands and organizations leverage the Lyft platform to redefine the way they operate and move people around. We are solving big problems, and meeting the needs of our clients and the people they care about in a whole new way. We realize that the world has changed so much recently, and that the needs of our customers and how they envision transportation is changing too. Our work is fun, challenging and rewarding and we are looking for customer and growth-focused team members passionate about solving problems and delighting our customers. As an Account Manager, you’ll help our clients understand the power of Lyft Business. You will build and manage a named account list of large organizations in the US, ensuring that they leverage Lyft’s products for any transportation objective they have. We’re building the next great transportation platform, and we need world-class talent and candidates that aren’t afraid to try new things and think outside the box to build new business. Responsibilities: Own the customer relationship with enterprise grade partners as their primary representative to Lyft for all their business related transportation needs Partner with Fortune 500 companies, to design, sell and implement custom transportation solutions for their respective passengers that include employees (essential and non), recruits, VIPs, guests, subscribers, etc Identify and generate additional revenue streams within existing accounts, including up-sells and cross-sells; selling across commuter benefits, events, employee perks, concierge, and corporate travel use cases to exceed revenue targets Generate and maintain an active pipeline with meticulous attention to opportunity staging, close dates, revenue forecasts, and deal documentation Constantly ‘se

JLL empowers you to shape a brighter way . Our people at JLL are shaping the future of real estate for a better world by combining world class services, advisory and technology for our clients. We are committed to hiring the best, most talented people and empowering them to thrive, grow meaningful careers and to find a place where they belong. Whether you’ve got deep experience in commercial real estate, skilled trades or technology, or you’re looking to apply your relevant experience to a new industry, join our team as we help shape a brighter way forward. Job Description Job Title: Site Engineer . The Site Engineer possesses the responsibility to work and coordinate directly with the site Civil and Structure Contractors for maintaining productivity at the site. The Site Engineer’s role is to problem solve and coordinate between the main contractor and other work streams including vendors and suppliers. The Site Engineer is the conduit for coordinating materials such as Scheduling reinforcement, coordinating with RMC plants, ensuring the contractors are working from the latest drawings, and ensuring the concrete casting and to ensure the concrete casting methodology is suitable for the size of slab casting. The Site Engineers job description shall include but is not limited to, the following. <span style="font-size

JLL empowers you to shape a brighter way . Our people at JLL are shaping the future of real estate for a better world by combining world class services, advisory and technology for our clients. We are committed to hiring the best, most talented people and empowering them to thrive, grow meaningful careers and to find a place where they belong. Whether you’ve got deep experience in commercial real estate, skilled trades or technology, or you’re looking to apply your relevant experience to a new industry, join our team as we help shape a brighter way forward. Construction Manager Job Description Position: Construction Manager Department: Project Management/Construction Services Reports To: Senior Construction Manager Position Summary The Construction Manager is responsible for planning, coordinating, and overseeing construction projects from inception through completion. This role ensures projects are delivered on time, within budget, and to specified quality standards while maintaining safety compliance and effective stakeholder communication. The Construction Manager serves as the primary point of contact between clients, contractors, consultants, and internal teams throughout the construction process. Key Responsibilities Project Planning and Coordination Develop comprehensive project schedules

Citi is looking for a Commercial Credit Officer to take ownership of credit underwriting and portfolio management within its rapidly growing US Commercial Bank, serving mid-to-large companies with revenues from $100 million to $3 billion. In this role, you will sit at the center of the lending process — assessing credit risk, structuring financing solutions, and partnering directly with relationship bankers and independent risk teams to deliver best-in-class outcomes for clients. Your decisions will directly shape the credit quality and performance of a significant commercial lending portfolio for the Digital, Technology & Communications (DTC) vertical. Responsibilities Manage the end-to-end credit underwriting process for new and existing commercial relationships, from initial pre-screening and credit appetite assessment through to approval, documentation, and ongoing portfolio oversight. Assess the creditworthiness of commercial borrowers by conducting detailed financial statement analysis, cash flow modeling, trend, and ratio analysis, and evaluating complex business structures including those with international subsidiaries. Prepare comprehensive written credit analyses that articulate the financing need, key risk factors, structural considerations, and a well-supported credit recommendation. Monitor existing borrowers through monthly and quarterly financial reviews, tracking covenant compliance, identifying early warning indicators, and escalating emerging concerns to relevant stakeholders. Oversee the loan documentation process for new transactions and amendments, coordinating with internal partners and external legal counsel to ensure all approval terms are accurately reflected in closing documents. Maintain regulatory compliance across the portfolio by ensuring accurate risk ratings, appropriate classification, and adherence to all applicable credit policies and regulatory framewor

Job Title :- Sales Professional Location :- Goregaon East Job Type :- Full Time Salary :- 15000 - 20000 Experience:- 1-2 years Education :- B.Com, B.Pharm, B.Sc We are looking for a Sales Professional in a pharma company who supports the sales force by processing orders, managing field force documentation, preparing MIS sales reports, and tracking inventory . They act as a liaison between sales, manufacturing / supply chain, and customers to ensure smooth order execution . Job Responsibilities :- 1.) Providing support to the sales team for proposal building 2.) Cold calling prospective clients to initiate sales opportunities 3.) Handling the quotations proposals, and payments 4.) Handling customer queries as per the product information required, submitting quotations & follow ups 5.) Co-ordination with field engineers and customers Skills & Software Knowledge :- 1.) Freshers or Experienced both are welcome 2.) Good written and verbal communication skills 3.) Strong organizational skills with the ability to prioritize work 4.) Sound knowledge of ERP software & Excel

We are looking for a Sales Administrator in a pharma company who supports the sales force by processing orders, managing field force documentation, preparing MIS sales reports, and tracking inventory . They act as a liaison between sales, manufacturing / supply chain, and customers to ensure smooth order execution . Key Responsibilities :- 1.) Providing support to the sales team for proposal building 2.) Cold calling prospective clients to initiate sales opportunities 3.) Handling the quotations proposals, and payments 4.) Handling customer queries as per the product information required, submitting quotations & follow ups 5.) Co-ordination with field engineers and customers Skills & Software Knowledge :- 1.) Freshers or Experienced both are welcome 2.) Good written and verbal communication skills 3.) Strong organizational skills with the ability to multi - task 4.) Good time management skills and the ability to prioritize work 5.) Sound knowledge of ERP software & Excel Job Title :- Sales Admininstrator Location :- Goregaon East Job Type :- Full Time Experience :- 1-2 years Education :- B.Com, B.Pharm, B.Sc

We are looking for a Junior Inside Sales Co-Ordinator in a pharma company who supports sales force by processing orders, managing field force documentation, preparing MIS sales reports, and tracking inventory . They act as a liaison between sales, manufacturing / supply chain, and customers to ensure smooth order execution . Key Responsibilities :- 1.) Providing support to the sales team for proposal building 2.) Cold calling prospective clients to initiate sales opportunities 3.) Handling the quotations proposals, and payments 4.) Handling customer queries as per the product information required, submitting quotations & follow ups 5.) Co-ordination with field engineers and customers Skills & Software Knowledge:- 1.)Freshers or Experienced both are welcome 2.)Good written and verbal communication skills 3.)Strong organizational skills and the ability to prioritize work 4.) Sound knowledge of ERP software & Excel Job Title :- Junior Inside Sales Co-Ordinator Location :- Goregaon East Job Type :- Full Time Salary :- 15000 - 22000 Experience :- 1-2 years

We are looking for a Sales Support Co-Ordinator in a pharma company who supports the sales force by processing orders, managing field force documentation, preparing MIS sales reports, and tracking inventory . They act as a liaison between sales, manufacturing / supply chain, and customers to ensure smooth order execution . Key Responsibilities :- 1.) Providing support to the sales team for proposal building 2.) Cold calling prospective clients to initiate sales opportunities 3.) Handling the quotations proposals, and payments 4.) Handling customer queries as per the product information required, submitting quotations & follow ups 5.) Co-ordination with field engineers and customers Skills & Software Knowledge :- 1.) Freshers or Experienced both are welcome 2.) Good written and verbal communication skills 3.) Strong organizational skills with the ability to multi - task 4.) Good time management skils and the ability to prioritize work 5.) Sound knowledge of ERP software & Excel Job Title :- Sales Support Co-Ordinator Location :- Goregaon East Job Type :- Full Time Salary :- 15000 - 22000 Experience :- 1-2 years

Job Title Backend Sales Support Engineer Job Type: Full-time Location: Nashik Experience: Experience 1 to 4 year Salary -2.50 to 3.50 lacs Job description We Monk Automation Private Limited are manufacturer of automation control panels and channel partner of Schneider Electric leading brands in automation products,We have urgent requirement for Sales Engineer. ROLES AND Responsibilities: Identifying the customer’s current and future requirements. Demonstrating products, services and solutions to potential clients. Reviewing customer drawings, plans and other documents in order to prepare detailed technical proposal for them. Negotiating Offers, payment terms and delivery. Prepare report for attending sales review meeting on regular period. Achieving Payment collection Awareness about the product. Prepared tenders, and proposals documents. Making daily, weekly and monthly reports. Good knowledge of ERP software. Maintain documents as per ISO . Maintain documents as per KPI . Background · At least 1 4years of experience in Sales and Marketing in Nashik in Automation / Electrical Panel Industry BE/BTech Engineering Electrical, Electronics or instrumentation engineer,Electrical and Telecommunication/ Instrumentation/ Robotics& Automation Background in acquisition of small to large order, estimation and offer preparation Knowledge of, PLC, Drives, switchgear, MCC, PCC, SCADA, Control Panel Has good decision-making capability Bond: - 2 Lacs of amount for 3 Years is mandatory. Candidate those who are ready to work in bond can only apply.

We are looking for a Inside Sales Co-Ordinator in a pharma company who supports the sales force by processing orders, managing field force documentation, preparing MIS sales reports, and tracking inventory . They act as a liaison between sales, manufacturing / supply chain, and customers to ensure smooth order execution . Key Responsibilities :- 1.) Providing support to the sales team for proposal building 2.) Cold calling prospective clients to initiate sales opportunities 3.) Handling the quotations proposals, and payments 4.) Handling customer queries as per the product information required, submitting quotations & follow ups 5.) Co-ordination with field engineers and customers Skills & Software knowledge :- 1.)Freshers or Experienced both are welcome 2.)Good written and verbal communication skills 3.)Strong organizational skills and the ability to multi - task 4.)Good time management skills and the ability to prioritize work 5.)Sound knowledge of ERP software & Excel

Position: Marketing Executive - Automation Location:AURANGABAD Key Responsibilities: Market automation products, with a strong understanding of Control Systems (PLC, HMI, SCADA, Servo, Stepper, Control Panels) and process instrumentation (Flow, Pressure, Level, Temperature). Generate leads, select products, prepare and submit offers, negotiate terms, and close orders. Engage in direct calls and present to customers, consultants, and key decision-makers. Ensure customer satisfaction and maintain close relationships with major clients. Drive business by engaging customers, including end users, OEMs, panel builders, and contractors. Develop positive relationships and effective communication with industry key opinion leaders. Travel to meet and manage external clients, achieving both personal and team targets. Skills & Qualifications: Experience: 2-5yrs in Automation sales and marketing. Communication: Strong presentation, verbal, and written skills. Leadership: Ability to lead and inspire a sales team to reach targets. Technical Knowledge: Familiarity with automation products, control panels, and industry trends. Education: Diploma/Degree in Electrical/Electronics/Instrumentation/EC/IC/BE. Other: Willing to travel, self-management, and multitasking skills. Job Benefits: Competitive salary and growth opportunities Travel and fuel reimbursement per company policy Incentives based on performance Alternate Saturdays off Yearly Diwali bonus Attractive leave policy Health insurance, Provident Fund, and other benefits Schedule: Day Shift Supplemental Pay: Yearly bonus If you're looking for a dynamic opportunity in automation sales and marketing with a well-established company, apply now to join our growing team!

Job Role - Inside Sales Executive (Logistics) Company Name: Viami Logistics and Consulting LLP Apply Now: Phone: +91 7796365165 Email: Location: M 614, M Wing, 5th Floor, Mega Center, Pune - Solapur Rd, behind Noble Hospital, Magarpatta, North Hadapsar, Hadapsar, Pune, Maharashtra 411028 Job Summary: We are looking for an enthusiastic and customer-focused Inside Sales Executive to join our logistics team. The ideal candidate will be responsible for generating leads, converting inquiries into business, maintaining relationships with existing clients, and promoting the company's logistics and transportation services. The candidate should have excellent communication skills and a passion for achieving sales targets. Key Responsibilities: Generate new business opportunities through calls, emails, and online platforms. Contact prospective customers and explain the company's logistics services. Follow up on leads and convert inquiries into confirmed business. Build and maintain strong relationships with existing and potential clients. Prepare quotations and negotiate pricing within company guidelines. Coordinate with the operations team to ensure smooth service delivery. Maintain accurate customer records and sales reports. Handle customer inquiries, complaints, and provide timely solutions. Achieve monthly sales targets and contribute to business growth. Stay updated on market trends and competitor activities. Required Skills: Proficiency in MS Office and basic computer applications. Strong communication, negotiation, and interpersonal skills. Ability to work in a target-driven environment. Good organizational and time management skills. Basic customer handling and problem-solving sk Eligibility: Bachelor's degree in any discipline. 0 3 years of experience in inside sales, telecalling, customer service, or logistics sales. Freshers with excellent communication skills may also apply. Preferred Skills: Basic understanding of logistics, tra

DR ASHWANI KUMAR VIJ : have been retained by a growing organisation, Providing IT Infrastructure / Engineering Design Services to select one : Marketing/Business Development Manager. KRA / Position Description : We are looking for a business development professional having around 8-10 years’ experience. The candidate should have a proven track record of successful international deal closures in IT Services or Engineering Design Services in Infrastructure / Construction segment. Candidate should have international sales experience in US, Europe and/or Australia regions and must have travelled to above said geographies in the past. Experience / Position Requirements / Profile : Minimum of 8 years’ of relevant international experience. Proven track record of successful deal closures with international customers in the IT Services or Engineering Design Services in Infrastructure / Construction segment. Must be comfortable with managing entire lifecycle right from prospecting, lead generation to deal closures and account management. Must be presentable with superior English speaking skills. Any other international language known would be an added advantage. Must have prior international travel experience and should be comfortable with foreign travels. Responsibilities: Manage the entire lifecycle of a customer relationship right from lead generation to successful deal closures. Identifying sales opportunities through primary, secondary research including building up and maintaining the prospects database. Prospect for potential new clients and turn this into increased business. Meet potential clients by growing, maintaining, and leveraging business network. Participation in events/conferences to build a sales pipeline. Work with technical staff and other internal colleagues to meet customer needs. Using knowledge of the market and competitors, identify and develop the company’s unique selling propositions and differentiators. Forecast sales targets

DR ASHWANI KUMAR VIJ : Has been retained to select 2 : Head / DGM / AGM / GM - Sales. for a growing and professionally managed Realty and Construction Group. Job Description: -Planning, Business development, establishing targets & ensuring accomplishment of the same through sales team. -Leading team to promote sales and to meet the specific requirements of clients and handle sales operation. -Identify potential property associates and to establish a strong network of channel partners in India. Managing the sales and marketing operations and accountable for increasing sales growth. Ensure execution of marketing plans of allotted projects. Qualification/Education Profile Desired : -Degree in any discipline + MBA with specialization in sales and marketing. -Candidate should have Real estate background and have minimum 10 to 15 years of experience. -Computer literate (Excel, Word, Outlook, PowerPoint) -Effective oral and written communication in Hindi and English. -Leading a team of inside Area Sales Manager / Sales executives & regularly taking follow-up with the team for Lead Generation, Hunting New customers and Accounts. -Give the presentation to the clients about the projects & resolve their queries on same. Age Desired : Below 40 Years. Excellent Salary Package would be offered to the right candidate. DR ASHWANI KUMAR VIJ : President : Sales Recruitment Email Complete/Structured CV, with Scanned copy of Visiting Card, Salary Drawn / Expected details at: