Location: Mumbai

Role Summary
We are hiring a CLM (Client Lifecycle Management) Specialist to support client onboarding, KYC/AML processes, and periodic client reviews within Private Banking. The role involves working closely with internal teams to ensure smooth client lifecycle management and compliance.

Key Skillsets
1. Strong knowledge of KYC, AML, and Source of Wealth (SoW)
2. Understanding of client onboarding & account lifecycle processes
3. Good analytical and problem-solving skills
4. Attention to detail and quality check of documentation
5. Ability to work in a fast-paced environment
6. Basic process & project management skills

Experience Required
1. 2–4 years experience in Banking / Financial Services
2. Hands-on experience in KYC / AML / CLM / Account Documentation
3. Exposure to regulatory environment & compliance processes

Education
Degree in Banking / Finance / Accountancy / Business Administration

Key Responsibilities
1. Manage client onboarding & account opening processes
2. Perform KYC reviews (Periodic & Event-based)
3. Ensure accuracy and completeness of client documentation
4. Coordinate with teams like AFC, Compliance, and Front Office
5. Track, monitor, and escalate cases within SLA
6. Support AML/KYC advisory and process improvements

Location: Mumbai

Key Skills Required
1. Strong analytical & problem-solving skills
2. Good knowledge of lending / banking products
3. Understanding of risk & control frameworks
4. Excellent stakeholder management & communication
5. Strong Excel, PowerPoint & reporting skills
6. Experience in process improvement & documentation
7. Ability to manage multiple tasks in a fast-paced environment

 Experience Required
1. Minimum 4+ years experience
2. At least 2 years in Banking / Financial Services / Lending / Wealth Management

Experience in:
1. Business management / operations
2. Risk management / control
3. Project or process management

 Key Responsibilities
1. Support business strategy, budgeting & performance tracking
2. Manage financial data, reports & business insights
3. Coordinate with global teams & stakeholders
4. Ensure risk, compliance & regulatory adherence
5. Support projects, audits & process improvements
6. Provide day-to-day business and operational support

 Education
Graduate (Finance / Business preferred)
Professional certifications (CFA / CPA / Finance-related) are a plus

Key Skills Required
1. Strong Finance & Accounting knowledge
2. Good understanding of financial markets products (bonds, derivatives, loans, etc.)
3. Knowledge of IFRS/GAAP
4. Strong Excel & MS Office skills

Experience Required
1. 3–6 years experience in Business Finance / Product Control / Financial Control
2. Experience in Investment Banking or Financial Services preferred

Education
MBA (Finance) / CA / CPA / CFA or equivalent

Key Responsibilities
1. Daily P&L reporting and analysis (T+1)
2. Variance analysis and commentary to stakeholders
3. Investigate and resolve breaks & discrepancies
4. Ensure risk & control compliance
5. Work closely with front office, risk & finance teams

Location : Mumbai, India | Work from Office

Role Overview:
Seeking a detail-oriented Business Finance Senior Analyst to support daily P&L production, financial analysis, and stakeholder management within an Investment Banking environment. The role requires strong product knowledge, analytical ability, and risk/control mindset.

Key Responsibilities:
* Ensure accurate and timely T+1 P&L production, attribution, and analysis
* Provide daily commentary and variance analysis to Front Office and senior Finance stakeholders
* Perform break investigation and resolution (Model vs Ledger, FO/MO systems vs trade documentation)
* Handle model risk control exceptions and ensure timely resolution
* Maintain adherence to risk and control guidelines
* Manage stakeholder queries across Front Office, Finance, Risk, and Onshore teams
* Understand trade flows and booking structures to ensure accurate financial capture and funding allocation

Required Skills & Experience:
* 4–7 years of experience in Product Control / Financial Control within Investment Banking
* Strong knowledge of financial products: Loans, Bonds, Credit, Derivatives, Equities, Swaps, Options, Futures
* Solid understanding of Fixed Income products (Bonds, CDS, TRS, IRS, Loans)
* Knowledge of IFRS / GAAP accounting standards (preferred)
* Experience across front-to-back investment banking processes (trade capture to balance sheet)
* Strong analytical, problem-solving, and stakeholder management skills
* Proficiency in Microsoft Excel and Word
* Exposure to front office systems

Education & Qualifications:
* Preferably qualified MBA / Chartered Accountant (CA) / CPA / ACCA / CIMA / CFA

Key Responsibilities
1. Support P&L reporting, validation, and analysis
2. Assist in month-end ledger close & journal postings
3. Prepare Revenue Flash & variance analysis
4. Perform Balance Sheet substantiation & financial disclosures
5. Work closely with business managers and finance stakeholders
6. Support audit requirements and internal controls

Skillsets Required
1. Good understanding of accounting concepts & P&L
2. Ability to analyze financial data and explain variances
3. Proficiency in MS Excel & PowerPoint

Education
Commerce Graduate / B.Com
MBA (Finance) preferred

Experience
1. 0–3 years of experience in Finance / Accounting / Banking domain
2. Exposure to financial reporting, ledger, or P&L analysis is preferred

Open only for Persons with Disabilities

Key Skillsets
1. Strong understanding of Financial Reporting & Control.
2. Knowledge of SOx (Sarbanes-Oxley) framework
3. Risk Assessment & Risk Management skills
4. Attention to detail and ability to identify control gaps
5. Proficiency in MS Excel & PowerPoint

Relevant Experience
4–6 years of experience in:
Operational Risk / Risk Management
Accounting / Financial Control
Banking or Financial Services industry

Experience in:
• Financial reporting risk analysis
• Control frameworks and audit processes
• Identifying and resolving control gaps

Education
Bachelor’s degree in Finance / Accounting / Commerce / related field

Preferred: MBA (Finance) / Chartered Accountant / Risk-related certifications

Key Responsibilities
Review and manage financial reporting risks
Support SOx and control frameworks
Identify control gaps and suggest improvements
Perform risk analysis and reporting
Work with stakeholders to ensure compliance
Monitor and improve risk & control processes

Open for Persons with Disabilities Only.

Role Overview
1. Part of the Planning & Performance.
2. Management (PPM) team within Finance
3. Supports strategic planning, financial analysis, and performance tracking across divisions
4. Works closely with senior management to deliver insights on business performance and strategy execution

Key Responsibilities
1. Support monthly performance tracking (actuals, forecasts, and plans)
2. Assist in preparing performance review decks, reports, and management notes
3. Analyze financial and business data to generate insights on revenue drivers and trends
4. Support performance review meetings and track action items
5. Conduct ad-hoc analysis and challenge business performance where required
6. Contribute to automation and process improvements (including AI tools)

Skillset Required
1. Strong analytical and problem-solving skills
2. Good understanding of financial performance and business metrics
3. Proficiency in MS Excel and PowerPoint
4. Knowledge of AI tools / automation is an advantage

Experience Required
0–3 years of relevant experience in:
Financial analysis / performance management
Banking, finance, or consulting domains (preferred)

Freshers with strong analytical skills can also be considered

Education
Degree in Economics / Finance / Accounting / Business or related field