APAC CLM (Client Lifecycle Management)
Financial Services
APACCLM(ClientLifecycleManagement)-Associate
Neural analysis suggests this role is
optimal for Mid+ candidates.
“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.
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
Full Job Description
## _**Job Description:**_ **Job Title: APAC CLM (Client Lifecycle Management) - Associate** **Location: Mumbai, India** **Role Description** * We are looking for an energetic and self-driven expert with passion for data management and with strong analytical capabilities. The candidate must have the ability to think out of the box, can work independently, and take accountability. * As a Business MI Analyst, the candidate will be responsible for activities that support the creation of dashboards and reports and the analysis of data in support of decision making. It plays a key role in supporting the management strategy and is focused on providing business insights through the analysis of data reporting for the US CLM group that sits within Private Banking (PB) business division. * As a Data Analyst, the candidate must have experience in handling and analysing complex data. The expectation is to convert this data into relevant dashboards, reports and insights. **What we’ll offer you** As part of our flexible scheme, here are just some of the benefits that you’ll enjoy * Best in class leave policy * Gender neutral parental leaves * 100% reimbursement under childcare assistance benefit (gender neutral) * Sponsorship for Industry relevant certifications and education * Employee Assistance Program for you and your family members * Comprehensive Hospitalization Insurance for you and your dependents * Accident and Term life Insurance * Complementary Health screening for 35 yrs. and above **Your key responsibilities** * **Regulatory & Control – **support information gathering for internal & external audits and regulatory requirements, including pulling KYC files, running various reports from Sales Force/Appway (core banking tool) * **Daily, Weekly, Monthly MI –** includes policy required MI due centrally each month, daily/weekly MI for dashboard reporting, rejection analysis and reporting. * Pulls data from source system for preparation of periodic MIS reporting of the Know Y
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