Client Lifecycle Management

17 hours ago


Mumbai, Maharashtra, India Teamware Solutions Full time ₹ 80,000 - ₹ 1,20,000 per year

Job Title: Client Lifecycle Management (CLM)

Location: Mumbai, Maharashtra

Experience : 1-4 years

Skills: Client Management / Client Onboarding , documentation, and regulatory standards

Position Purpose

The Client On-Boarding (CLM) team ensures a global and consistent "first service" experience for clients, while strictly adhering to the bank's procedures and compliance standards. The team keeps up with evolving regulations (site, regional, global, HO) and assesses their impact on client lifecycle processes.

Key Responsibilities

Direct Responsibilities

Work closely with internal teams to support client onboarding.

Maintain accurate client data and ensure process integrity.

Implement controls for safe custody of account documentation and sensitive client information.

Handle regulatory/audit review requests from internal regulators and stakeholders.

Provide timely feedback and escalate issues to management when needed.

Contributing Responsibilities

Gain expertise in client database requirements (individuals, corporates, holding companies, trust accounts).

Ensure SLA & KPI targets are consistently met.

Manage secure storage of client files/documents (electronic & scanned).

Support internal queries regarding client profiles and facilitate processes.

Prepare periodic reports (daily, weekly, monthly, quarterly).

Handle client data with strict confidentiality.

Provide regional support covering SG & HK time zones/public holidays.

Collaborate with team members to resolve complex cases and ensure timely issue resolution.

Adhere to operational risk procedures and escalate incidents as needed.

Contribute to continuous improvement and implementation of process controls.

Apply:

Teamware Solutions
#ClientManagement
#ClientOnboarding
#documentation



  • Mumbai, Maharashtra, India Pepper Content Full time

    Core GoalMaximize conversion across the funnel by designing and optimizing nurture, email, and lifecycle campaigns that move leads from MQL → SQL → Opportunity → Closed Won.Key ResponsibilitiesNurture & Email Campaigns- Own lead nurture programs across email and automated workflows.- Build tailored nurture tracks for different personas (mid-market vs...


  • Mumbai, Maharashtra, India Pepper Content Full time

    Core Goal Maximize conversion across the funnel by designing and optimizing nurture, email, and lifecycle campaigns that move leads from MQL → SQL → Opportunity → Closed Won. Key Responsibilities Nurture & Email Campaigns Own lead nurture programs across email and automated workflows. Build tailored nurture tracks for different personas (mid-market...


  • Mumbai, Maharashtra, India Pepper Content Full time

    Core GoalMaximize conversion across the funnel by designing and optimizing nurture, email, and lifecycle campaigns that move leads from MQL → SQL → Opportunity → Closed Won.Key ResponsibilitiesNurture & Email CampaignsOwn lead nurture programs across email and automated workflows.Build tailored nurture tracks for different personas (mid-market vs...

  • Trade Lifecycle

    19 hours ago


    Mumbai, Maharashtra, India JPMorganChase Full time ₹ 9,00,000 - ₹ 12,00,000 per year

    JOB DESCRIPTION Join our team at JPMorganChase, where you'll play a crucial role in managing the pre- and post-trading life cycle operations. Your focus on cash movements, funding coordination, and process improvements will be key to enhancing operational efficiency and driving success. As a Trade Lifecycle Analyst within JPMorganChase, you will play a...


  • Mumbai, Maharashtra, India JP Morgan Chase & Co. Full time

    Job DescriptionJoin a leading global financial services firm with over 200 years of history. Be part of a dynamic team that provides essential strategic advice and executes critical financial transactions. Work in a collaborative environment that values innovation and excellence.Job SummaryAs the Trade Lifecycle Manager within the Proxy India Operations...

  • Trade Lifecycle

    2 days ago


    Mumbai, Maharashtra, India JPMorganChase Full time ₹ 20,00,000 - ₹ 25,00,000 per year

    JOB DESCRIPTION Embark on an exciting journey at JPMorganChase, where your role will be pivotal in managing complex cash movements and funding for demand deposit accounts. Your expertise will be crucial in ensuring seamless trade processing across all asset classes, while your exceptional problem-solving skills will drive operational efficiency and...


  • Mumbai, Maharashtra, India Teamware Solutions Full time

    Job Title: Data Lifecycle Management (DLM) Analyst Experience: 2-5years Location: Mumbai Shift Timing: 9 AM to 6 PMDrive:9th September 2025.Notice Period: Immediate joiners Role Overview: We are seeking a Data Lifecycle Management (DLM) Analyst with 3-5 years of experience to support data management activities across multiple business divisions.This role...


  • Mumbai, Maharashtra, India CAB Experiences Full time

    Manager Client ServicingAre you passionate about creating unforgettable experiences and building strong client relationships? We're looking for an experienced Client Servicing Manager to join our dynamic team in Mumbai. Key Responsibilities:Act as the main point of contact for clients, understanding their needs and event goals.Plan and execute events with...


  • Mumbai, Maharashtra, India Neo Wealth and Asset Management Full time

    Are you passionate about client servicing, financial operations, and supporting advisors in delivering world-class solutions? We're looking for a Client Relationship Associate who thrives in a fast-paced, client-first environment. In this role, you'll:- Manage and strengthen relationships with existing clients, resolve queries, and keep their information...


  • Mumbai, Maharashtra, India Neo Wealth And Asset Management Full time

    Are you passionate about client servicing, financial operations, and supporting advisors in delivering world-class solutions? We're looking for a Client Relationship Associate who thrives in a fast-paced, client-first environment.In this role, you'll: Manage and strengthen relationships with existing clients, resolve queries, and keep their information...