Senior Process Manager

3 weeks ago


pune, India eClerx Full time

The Client Lifecycle Practice team is a cross-functional team of operations, sales and marketing, technology, and product professionals who are all passionate about developing a global client lifecycle practice. 

The KYC (Know Your Customer) Operations Transformation and Delivery Lead role is a unique program management-level position within the KYC Practice team responsible for establishing KYC program delivery strategies, policies, procedures, and processes, and running KYC programs for eClerx’s client delivery engagements. The overall objective of this role is to ensure the development and management of KYC programs at eClerx.

In this role, you will not only be responsible for operations management, but also collaborate with KYC process SMEs, product managers, and technologists to set new standards in the KYC and Client Lifecycle space, and shape and crystallize our playbook for innovating at scale.

Specifically, you will have two functional roles:

KYC Practice Support

Establish delivery strategies, policies, and procedures for various KYC programs.  Act as a crisis manager to resolve issues preventing the various KYC programs from working effectively.  Analyze complex ideas or proposals and build a range of meaningful recommendations.  Use multiple sources of information, including broader stakeholder views, to develop tactical and strategic KYC solutions and recommendations.  Address sub-standard work or work that does not meet the firm's/client's expectations.  Use data and insights to inform conclusions and support process improvement and decision-making across KYC programs at eClerx.  Develop a point of view on key global trends and regulations, and how they impact clients.  In addition, engages with the product and function coverage teams to develop and apply eClerx’s KYC technology solutions and automation to meet the process, product, and customer needs.

Operations Management

Manage KYC Operations for eClerx’s clients in line with global and regional regulatory requirements. Monitor and resolve issues, and establish preventative controls to manage operations risk.  Oversee the day-to-day global operations to ensure the team is operating effectively. Ensure controls designed to minimize the operational risks are in place and satisfactory to clients.  Lead delivery strategies aimed at improving client experience and mitigating regulatory concerns. Ensure procedures, policies, and guidelines are kept up to date for the program.  Optimize KYC processes to reduce cycle time and manual effort, improve client experiences, and realize cost savings. Oversee allocation of resources and costs to manage priorities to meet goals and objectives effectively. Develop and oversee data quality reporting and ensure senior management is informed of identified data quality issues and operational risks. Providing coaching and mentorship regularly, focusing on team development and learning to increase skills, knowledge, and relationships within the broader client groups. Ensure the teams adhere to all KYC/AML guidelines and policies.  Provide support to team members in account management, Sales, and Practice as needed. Maintain and build relationships with the client’s Front Office/Sales team.  Create an evolving work environment towards increased automation, technology adoption, and high-value in-house activities. Communicate strategy, learnings, and progress to clients. Generate periodic reports and business review presentations for internal and external stakeholders. 

Qualifications

12+ years of experience in KYC, AML, and Client Due Diligence Operations. KYC domain specialist with BPO/Consulting/Captive experience working with global banking customers (Capital Markets/Global Markets/Wholesale banking preferred). Prior experience in leading transformation programs and process transitions. Hands-on with the ability to multi-task. Tech/ops transformation experience is a plus. Has the ability to operate with a limited level of direct supervision. Can exercise independence of judgment and autonomy. Consistently demonstrate clear and concise written and verbal communication. Experience in data analysis with intermediate/advanced Microsoft Office Suite skills. Proven ability to manage multiple activities and build/develop working relationships. Effective prioritization and time management. Exceptional ability to influence and motivate partners to the KYC process. Demonstrated ability to work under pressure to meet tight deadlines and approach work methodically with attention to detail. Bachelor's degree/University degree or equivalent experience.

  • Pune, India Manager Full time

    Manager Recruitment Job Specifications :- Developing & implementing recruitment strategies : Develop and execute strategies to attract and hire the best candidates for open positions considering such factors as budget, time constraints and their organisation's culture and values for both lateral & campus hiring. - Setting hiring goals and objectives :...


  • Pune, India Manager Full time

    Manager Finance Role Outline:Mazars Business Services India has an exciting new opportunity for an experienced accountant to join the team as the Finance Business Partner. This role would suit an enthusiastic self-starter with a recognised accounting qualification and experience of professional services. Role Summary:- Work closely with the Head of Service...


  • Pune, Maharashtra, India Manager Full time

    Manager Recruitment Job Specifications : Developing & implementing recruitment strategies : Develop and execute strategies to attract and hire the best candidates for open positions considering such factors as budget, time constraints and their organisation's culture and values for both lateral & campus hiring. Setting hiring goals and objectives : Set clear...


  • Pune, India Process Consultant Full time

    **Key Responsibilities**: - Design Process flowcharts in Microsoft PowerPoint based on provided guidelines and content in Excel format - Ensure accuracy, clarity, and visual appeal in the presentation of complex processes - Demonstrate great presentation and documentation skills - Maintain a high level of attention to detail and perfection in the creation...

  • Mazars - - Finance

    5 days ago


    Pune, Maharashtra, India Manager Full time

    Manager Finance Role Outline:Mazars Business Services India has an exciting new opportunity for an experienced accountant to join the team as the Finance Business Partner. This role would suit an enthusiastic self-starter with a recognised accounting qualification and experience of professional services. Role Summary: Work closely with the Head of Service...


  • Pune, India Manager Full time

    Business Services Team Overview Our Business Services team is a collective of creative, strategic, forward-thinking business enablers. Together the People & Culture, Marketing & Communications, IT, Operations, Finance and Quality & Risk Management teams make it their mission to ensure Forvis Mazars has the right tools, technology, strategies and services in...


  • Pune, India eClerx Full time

    The candidate must possess knowledge relevant to the functional area, and act as a subject matter expert in providing advice in the area of expertise, and focus on continuous improvement for maximum efficiency. It is vital to focus on the high standard of delivery excellence, provide top-notch service quality and develop successful long-term business...


  • Pune, India eClerx Full time

    The candidate must possess knowledge relevant to the functional area, and act as a subject matter expert in providing advice in the area of expertise, and focus on continuous improvement for maximum efficiency. It is vital to focus on the high standard of delivery excellence, provide top-notch service quality and develop successful long-term business...


  • Pune, India eClerx Full time

    The candidate must possess knowledge relevant to the Data Engineering area, and act as a subject matter expert in providing advice in the area of expertise, and focus on continuous improvement for maximum efficiency. It is vital to focus on the high standard of delivery excellence, provide top-notch service quality and develop successful long-term business...


  • Pune, Maharashtra, India eClerx Full time

    The candidate must possess knowledge relevant to the Data Engineering area and act as a subject matter expert, focusing on continuous improvement for optimal efficiency. It is crucial to maintain a high standard of delivery excellence, offer top-notch service quality, and nurture successful long-term business partnerships with internal and external customers...


  • Pune, Maharashtra, India Manager Full time

    Business Services Team Overview Our Business Services team is a collective of creative, strategic, forward-thinking business enablers. Together the People & Culture, Marketing & Communications, IT, Operations, Finance and Quality & Risk Management teams make it their mission to ensure Forvis Mazars has the right tools, technology, strategies and services in...


  • Pune, India eClerx Full time

    The Client Lifecycle Practice team is a cross-functional team of operations, sales and marketing, technology, and product professionals who are all passionate about developing a global client lifecycle practice. The KYC (Know Your Customer) Operations Transformation and Delivery Lead role is a unique program management-level position within the KYC Practice...


  • Pune, Maharashtra, India eClerx Full time

    The Client Lifecycle Practice team brings together ops, sales, marketing, tech, and product pros passionate about developing a global client lifecycle practice.The KYC (Know Your Customer) Operations Transformation and Delivery Lead plays a key role in the KYC Practice team, setting strategies, policies, and running KYC programs for eClerx's client...


  • Pune, Maharashtra, India BP Energy Full time

    Entity: Production & OperationsJob Family Group: Engineering GroupJob Description: bp Technical Solutions India (TSI) centre in Pune, aims to build on bp's existing engineering and technical strengths to deliver high quality services to its hydrocarbons and new energy businesses worldwide. TSI brings together diverse engineering capability to provide...


  • Pune, India Genpact Full time

    Senior Associate– US Institutional RetirementFunction: OperationsPune, IndiaInviting applications for the role ofSenior Process Associate, Retirement functionWe require someone with extensive knowledge and experience in retirement, benefits, and related experience.ResponsibilitiesIn this role you will be responsible for all the activities related to...


  • Pune, Maharashtra, India Genpact Full time

    Senior Associate– US Institutional RetirementFunction: OperationsPune, IndiaInviting applications for the role ofSenior Process Associate, Retirement functionWe require someone with extensive knowledge and experience in retirement, benefits, and related experience.ResponsibilitiesIn this role you will be responsible for all the activities related to...


  • Pune, Maharashtra, India Genpact Full time

    Senior Associate– US Institutional RetirementFunction : OperationsPune, IndiaInviting applications for the role of Senior Process Associate, Retirement functionWe require someone with extensive knowledge and experience in retirement, benefits, and related experience.ResponsibilitiesIn this role you will be responsible for all the activities related to...


  • pune, India Genpact Full time

    Senior Associate– US Institutional RetirementFunction : OperationsPune, IndiaInviting applications for the role of Senior Process Associate, Retirement functionWe require someone with extensive knowledge and experience in retirement, benefits, and related experience.ResponsibilitiesIn this role you will be responsible for all the activities related to...


  • Pune, Maharashtra, India Genpact Full time

    Senior Associate– US Institutional Retirement Function: Operations Pune, India Inviting applications for the role of Senior Process Associate, Retirement function We require someone with extensive knowledge and experience in retirement, benefits, and related experience. Responsibilities In this role you will be responsible for all the activities related...


  • Pune, India Genpact Full time

    Senior Associate– US Institutional RetirementFunction: Operations Pune, IndiaInviting applications for the role of Senior Process Associate, Retirement functionWe require someone with extensive knowledge and experience in retirement, benefits, and related experience. ResponsibilitiesIn this role you will be responsible for all the activities related to...