Client Life Cycle Management Specialist

3 weeks ago


Pune, Maharashtra, India eClerx Full time

About the Role:

We are seeking a Client Life Cycle Management Specialist to join our team at eClerx Financial Markets. This is an exciting opportunity for a Senior Analyst to take on a new challenge and contribute to the growth and success of our organization.

Key Responsibilities:

  • Understand and execute end-to-end BAU functions under Client Life Management.
  • Perform independent quality checks on client profile updates during the Lifecycle Management process.
  • Be the Subject Matter Expert (SME) in Focused Review processes and assist with process improvements.
  • Ensure adherence to regulatory requirements and Bank policies.
  • Stay up-to-date with the latest regulatory, policy, and procedural requirements.
  • Report higher risk matters or regulatory questions to the Client Life Cycle Management team.

Requirements:

  • Bachelor's Degree in B. Com /BBM or Master's Degree in M. Com/MBA/PGDM.
  • 2-4 years' experience in Client Life Cycle Management within the financial services industry.
  • Experience in conducting due diligence and meeting CDD/KYC requirements.
  • Strong analytical and investigative skills.
  • Knowledge of client structures and industry developments in CLM.


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