Client Lifecycle Management Associate

APAC CLM (Client Lifecycle Management) - Associate

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 Your Customer (KYC) Subject Matter Expert (SME) Team’s business and project related metrics (e.g. New Account Openings, Event Driven Reviews, Status of Periodic Reviews etc.). 
• Manages and coordinates the delivery of Business Line reporting to Senior Management on a scheduled basis to provide a comprehensive presentation of business performance and trends
• Responsible for the data management of the Remediation Project, including collaborating with various partners to track the progress of the project
• Developing and maintaining the data framework for the Account Closure Process
• Responsible for effective communication to all business partners
• Assist with other adhoc projects from time to time
• Create one click solution for all stats/requirements to reduce turn around time
• Drive projects related to automation using Agile along with Excel as a tool

Your skills and experience

Qualifications:

• High proficiency in excel spreadsheet management, including pivot tables, formulas and  building Macros
• Ability to evaluate data gathered from multiple sources, reconcile differences, and ensure consistent approaches, data interpretation and results are measured with quality 4 eye checks done before releasing information.
• Knowledge of Know Your Customer (KYC) and Anti-Money Laundering (AML) skills will be beneficial.

Required Skills:

• Strong analytical skills coupled with thoroughness and attention to detail
• Expert level in Excel
• Proficient with Power Point - This level of skills is required to create a simple presentation in PowerPoint, run it, and print it.
• Ability to manage multiple priorities and prioritize tasks in a fast-paced environment
• Attention to Detail: Data is precise. You make sure you are vigilant in your analysis to come to correct conclusions.
• Knowledge of and experience in Data Analysis in the financial services industry
• Basic skills in Python or PowerBI is good to have
• 2 to 3 Years of Experience

Other requirements:

• Strong communicator (verbal and written) who can present analysis in a clear manner
• Excellent English written and verbal communication skills
• Actively keeps up professional knowledge and translates external trends into applicable work
• Flexible to changing requirements and priorities

Education:

• Bachelor’s degree in mathematics, Computer/Data Science, Information Management or Statistic

How we’ll support you

• Training and development to help you excel in your career
• Coaching and support from experts in your team
• A culture of continuous learning to aid progression
• A range of flexible benefits that you can tailor to suit your needs

About us and our teams

Please visit our company website for further information:

https://www.db.com/company/company.html

We strive for a culture in which we are empowered to excel together every day. This includes acting responsibly, thinking commercially, taking initiative and working collaboratively.

Together we share and celebrate the successes of our people. Together we are Deutsche Bank Group.

We welcome applications from all people and promote a positive, fair and inclusive work environment.

Experience Level

Mid Level