APAC CLM (Client Lifecycle Management)

Financial Services

APACCLM(ClientLifecycleManagement)Associate

₹12–18L ~AI est. Mumbai, India FULL TIME
The Brief

“APAC CLM (Client Lifecycle Management) - Associate at APAC CLM (Client Lifecycle Management). Skills: Data analysis, Reporting, Excel, Data management. Support information gathering for audits. Pull KYC files”

What You'll Achieve.

Reduce turn around time

Industry & Context.

Financial Services
Problems you'll solve

Data interpretation; Reconcile differences; Ensure consistent approaches; Measure results with quality

What They're Looking For.

Must Have

High proficiency in excel spreadsheet management, Ability to evaluate data gathered from multiple sources, analytical skills coupled with thoroughness and attention to detail, Expert level in Excel, Proficient with Power Point, Ability to manage multiple priorities, Attention to Detail, Knowledge of and experience in Data Analysis in the financial services industry, 2 to 3 Years of Experience, communicator (verbal and written), Excellent English written and verbal communication skills, Actively keeps up professional knowledge, Flexible to changing requirements and priorities, Bachelor’s degree in mathematics, Computer/Data Science, Information Management or Statistic

Nice to Have

Knowledge of Know Your Customer (KYC) and Anti-Money Laundering (AML) skills, Basic skills in Python or PowerBI

What You'll Do.

Support information gathering for audits

Run reports from Sales Force/Appway

Perform dashboard reporting

Perform rejection analysis and reporting

Pull data from source system

Prepare MIS reporting

Manage and coordinate delivery of Business Line reporting

Provide presentation of business performance and trends

Manage data management of Remediation Project

Track project progress

Develop and maintain data framework

Communicate to business partners

Assist with adhoc projects

Create one click solution for stats/requirements

Reduce turn around time

Drive projects related to automation

How You'll Work.

Team & Collaboration

Collaborating with various partners; Agile

Communication Scope

Verbal communication; Written communication; Present analysis

Process & Methodology

Agile

Free ATS check

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