Client Onboarding Associate

Job Title: Client Onboarding Executive

Experience: 1 - 3 Years

Location: Gurugram, Haryana

Employment Type: Full-Time

Working Days: Monday to Sataurday

Department: Credit Control & Client Onboarding

Key Responsibilities:

Client Onboarding:

• Manage the end-to-end onboarding process for B2B partners, including travel agents, corporate clients, and suppliers.
• Guide new clients through portal registration, wallet setup, user creation, and platform navigation.
• Collect, verify, and maintain KYC documents such as GSTIN, PAN, Trade License, Certificate of Incorporation, and other compliance documents.
• Perform credit and compliance risk assessments before activating customer accounts or extending credit facilities.
• Coordinate with Sales, Product, Technical, and Finance teams to resolve onboarding issues and ensure timely account activation.
• Maintain accurate client information in CRM and backend systems.
• Periodically review existing customer profiles to ensure continued regulatory compliance.
• Ensure adherence to company policies, KYC, AML, and regulatory guidelines throughout the onboarding lifecycle.

Required Skills & Qualifications:

• Bachelor's degree in Finance, Accounting, Business Administration, Commerce, Hospitality, or a related field.

Experience:

• 1 - 3 years of experience in Client Onboarding, KYC, or Compliance Operations.
• Experience in the travel technology, hospitality, fintech, or B2B services industry will be an added advantage.

Technical Skills:

• Proficiency in Microsoft Excel and Microsoft Office Suite.
• Experience working with Accounting Software and CRM systems.
• Knowledge of KYC, AML, and compliance processes.
• Understanding of debtor reconciliation and credit management.
• Familiarity with B2B travel distribution, GDS, IATA, or wallet-based systems is preferred.

Core Competencies:

• Strong analytical and problem-solving skills.
• Excellent verbal and written communication.
• High attention to detail and accuracy.
• Strong negotiation and relationship management skills.
• Ability to manage multiple priorities and meet deadlines.
• Ability to handle challenging customer situations professionally.
• Good organizational and documentation skills.

Key Performance Indicators (KPIs):

• Collection efficiency and reduction in overdue receivables.
• Debtor aging performance.
• Time taken to onboard and activate new clients.
• KYC accuracy and compliance audit success rate.
• Reduction in onboarding backlog.
• Client satisfaction during onboarding.
• Accuracy of customer account reconciliation.
• Timely submission of credit control and debtor reports.

Why Join Us?:

• Be part of a fast-growing travel technology organization.
• Opportunity to work across Finance, Operations, and Client Success functions.
• Exposure to B2B travel operations, credit management, and compliance processes.
• Collaborative work environment with strong learning and career growth opportunities.
• Competitive compensation and employee benefits.