9 Kycaml Jobs

As a Salesforce Implementation Project Manager within the wealth management domain, your role involves leading and managing Salesforce implementation projects for various clouds such as Sales Cloud, Service Cloud, Experience Cloud, and Financial Services Cloud. You will collaborate closely with wealth advisors, operations, compliance, and IT teams to gather business requirements and translate them into scalable Salesforce solutions. Your responsibilities will include hands-on configuration of Salesforce, overseeing system integrations with wealth management platforms, managing the full project lifecycle, defining project plans and maintaining budgets, driving data migration and compliance initiatives, ensuring user adoption, coordinating with developers and vendors, and delivering tailored dashboards and analytics. Key Responsibilities: - Lead and manage Salesforce implementation projects for Sales Cloud, Service Cloud, Experience Cloud, and Financial Services Cloud - Gather business requirements and translate them into scalable Salesforce solutions - Configure Salesforce including flows, reports, dashboards, security, and data model enhancements - Oversee system integrations with wealth management platforms - Manage full project lifecycle including RFP, requirements discovery, design, testing, deployment, and support - Define and maintain project plans, budgets, risks, and stakeholder communications - Drive data migration, data quality initiatives, and compliance efforts - Ensure user adoption through training, documentation, and change management - Coordinate with Salesforce developers, admins, and third-party vendors - Deliver dashboards and analytics tailored for relationship managers, advisors, and compliance officers Qualifications Required: - Bachelors/Masters degree in Computer Science, Information Systems, Finance, or related field - 10+ years of experience in IT project management and Salesforce Platform - Strong domain expertise in Wealth Management / Financial Services - Hands-on Salesforce configuration skills including Flows, Validation Rules, Reports, Dashboards, and Security - Hands-on Salesforce customisation skills with Apex, LWC, VF, Aura, Triggers, and Batch Processes - Experience managing system integrations, data migrations, and AppExchange solutions - Familiarity with Agile/Scrum methodologies; PMP/Agile certifications are a plus - Excellent stakeholder management, communication, and leadership skills In addition to the above qualifications, it is preferred that you have experience working with wealth management firms, private banking, or investment advisory organizations.,

You will be responsible for acquiring and building a well-diversified portfolio within the IBG 4 segment. The portfolio should generate revenue from various sources such as assets, trade, cash, treasury, and fees, ensuring a healthy income with acceptable risk to the bank. As a Relationship Manager, you are expected to adhere to the lending guidelines set by the bank. Your key accountabilities will include sourcing new asset relationships within the IBG 4 segment, ensuring a good net interest income and fee generation across the portfolio, playing a vital role in increasing the profitability of the branch, monitoring the portfolio diligently to maintain delinquencies at a minimum, and executing the IBG4 business strategy to enhance market share while reducing concentration risk. Your job duties will involve sourcing new asset relationships within the IBG 4 segment according to the bank's lending policy, actively cross-selling liability, trade, cash, and treasury products, achieving budgeted revenues through various product parameters, conducting proper due diligence during onboarding, monitoring the portfolio regularly, and ensuring timely renewals of accounts. You will need to work closely with the monitoring team for early warning signals, maintain strict adherence to KYC/AML requirements, provide MIS reports to the central team, complete learning programs assigned by DBS, and stay updated on market practices and local intelligence by engaging with business stakeholders. To be successful in this role, you should have 3-5 years of experience in sales, with at least 2 years in SME/Business Banking Lending. A proven track record in asset business within the SME/Business Banking segment is essential, along with knowledge of competitors and the marketplace. A bachelor's degree in finance/economics/commerce or an MBA/CA is preferred. Your core competencies should include excellent communication, listening, sales, and negotiation skills, while technical competencies in working capital finance will be beneficial. Demonstrating DBS's core values, focusing on customer satisfaction, and maintaining the highest standards of honesty and integrity are key aspects of this role. DBS is dedicated to fostering a culture of inclusivity, professional development, and continuous improvement. If you are looking for a dynamic environment that supports your growth and recognizes your achievements, this position offers a competitive salary and benefits package. Apply now to be part of a team that values your contributions and offers opportunities for personal and professional advancement.,

In Platform Solutions (PS), you will be responsible for powering clients with innovative and customer-centered financial products. Combining the best qualities of a technology player with those of a large bank, PS consists of four main businesses supported by engineering, operations, and risk management. These include Enterprise Partnerships, where consumer financial products are embedded in company ecosystems to better serve end customers; Merchant Point-of-Sale Lending, a platform offering custom credit financing for home improvement merchants to provide directly to customers; and ETF Accelerator, a platform enabling clients to launch, list, and manage exchange-traded funds. Join us on our journey to deliver financial products and platforms that prioritize customer and developer experiences. Transaction Banking Operations is a vital part of Transaction Banking within the Platform Solutions Segment. Its primary functions include enabling sales by providing clients with a differentiated experience during their pre-sales and go-live journey. This involves onboarding, implementation, testing, go-live, and early-stage support. Additionally, the team supports the build and development of new Treasury Products, Services, and Partnerships by collaborating with Product, Risk, and Engineering teams to handle operational processes, procedures, and control development. TxB Operations is a growing sub-division with a regional presence in Singapore, Bengaluru, London, New York, Dallas, and Tokyo, operating as a single global team across all offices. As the business expands, there will be opportunities to increase the global footprint accordingly. The Rolling Review team, situated within Client Onboarding (COB), plays a significant role in supporting the Know Your Customer processes across various business areas and products. The team collaborates with key stakeholders such as Compliance, Sales, and Quality Assurance to conduct periodic reviews of KYC with a focus on efficiency, control, and exceptional client service. Your responsibilities will include undertaking AML checks to ensure compliance with all policies, procedures, and regulatory obligations. You will promptly and knowledgeably respond to queries from clients, the business, and internal departments, while identifying and escalating risks and issues. Additionally, you will assist in enhancing process efficiencies for global Client Onboarding and participate in meetings with Management, Compliance, and Quality Assurance. Ad hoc onboarding projects may also require your involvement, and you will provide further assistance within the COB team as needed. For this role, we are looking for candidates with at least 1 year of relevant experience, preferably in Legal & Compliance or with awareness of client onboarding processes, KYC/AML, and regulations. Strong analytical skills, problem-solving ability, and a meticulous attention to detail are essential. The ideal candidate is a quick learner who can grasp large volumes of information in a short period, a self-motivated team player with strong organizational skills, and the ability to manage competing priorities effectively while taking ownership and accountability of projects. Working well in a team environment is crucial. Preferred qualifications include strong problem-solving and facilitation abilities, influential communication skills, the ability to work independently with limited supervision, a track record of managing multiple priorities simultaneously, and adaptability to change and new challenges. Goldman Sachs is committed to diversity, inclusion, and providing equal opportunities for professional and personal growth. Learn more about our culture, benefits, and career opportunities at GS.com/careers. Reasonable accommodations will be provided for candidates with special needs or disabilities during the recruiting process. To learn more, visit: https://www.goldmansachs.com/careers/footer/disability-statement.html.,

As a Process Expert at Barclays, you will play a crucial role in leading the evolution of the digital landscape, focusing on innovation and excellence. Your primary responsibility will be to leverage cutting-edge technology to transform our digital offerings, ensuring exceptional customer experiences. Key qualifications for success in this role include expertise in KYC/AML and Regulatory Frameworks, as well as job-specific skill sets. To excel as a Process Expert, you should possess: - Excellent communication skills, both verbal and written, to effectively convey complex information. - A proven track record of skills and experience in a banking operational environment. - Basic knowledge of Know Your Customer (KYC) principles, particularly in relation to business clients. - Understanding of KYC/AML regulatory frameworks and the significance of compliance. - Ability to identify and drive transformation initiatives focusing on business processes and customer experiences. - Self-driven and motivated with a strong sense of initiative to work independently. - Collaborative team player with the capacity to work effectively in diverse teams and build strong relationships. - Growth mindset, continuously seeking opportunities for learning and development. - Adherence to all Barclays Values & Mindset behaviors. Desirable skill sets include a basic understanding of Ring-Fencing Regulations, conducting due diligence and risk assessments for business clients, familiarity with regulatory requirements related to Ring Fencing, and the ability to interpret data for making data-driven decisions. In this role based in Chennai, your primary purpose will be to support business areas in day-to-day processing, reviewing, reporting, trading, and issue resolution. Key responsibilities will include collaborating with teams across the bank, identifying areas for improvement in operational processes, developing operational procedures and controls to mitigate risks, creating reports on operational performance, and staying informed about industry trends to implement best practices in banking operations. Analyst Expectations: - Provide specialist advice and support to stakeholders/customers. - Execute activities in a timely and high-standard manner. - Take responsibility for specific processes within a team, potentially leading and supervising a team. - Demonstrate leadership behaviors if in a leadership position, or manage own workload effectively as an individual contributor. - Collaborate with closely related teams, check colleagues" work, and provide specialist advice and support in your work area. - Manage risk and strengthen controls related to your work, ensuring compliance with rules and regulations. - Develop an understanding of how all teams contribute to broader objectives, continually building expertise in your area of responsibility. - Make judgements based on practice and experience, communicate effectively with customers, and build relationships to address their needs. All colleagues are expected to uphold the Barclays Values of Respect, Integrity, Service, Excellence, and Stewardship, as well as demonstrate the Barclays Mindset of Empower, Challenge, and Drive in their behavior.,

As a Relationship Manager in Corporate and Investment Banking at DBS, your primary responsibility is to acquire and build a diversified portfolio within the IBG 4 segment. This portfolio should generate revenue from various sources such as assets, trade, cash, treasury, and fees while maintaining an acceptable risk level for the bank. Your role involves adhering to lending guidelines set by the bank and delivering results that contribute to the bank's profitability. Key responsibilities include sourcing new asset relationships within the IBG 4 segment, ensuring a healthy net interest income and fees across the portfolio, and actively cross-selling trade, liabilities, cash, and treasury products. You are expected to play a crucial role in increasing the business profitability, monitoring the portfolio effectively to maintain delinquencies at zero, and executing the IBG 4 business strategy to enhance market share while reducing concentration risk. Furthermore, you will contribute to building the DBS brand value and expanding the network through marketing activities, collaborations, and events. Compliance with the bank's processes and policies, positive ratings during audits, and maintaining strong relationships with local stakeholders are also essential aspects of your role. To succeed in this position, you should have 3-7 years of experience in sales, with 2-3 years specifically in SME/Business Banking Lending. A proven sales track record in asset business within the SME/Business Banking segment, knowledge of competitors and the market landscape, as well as familiarity with working capital finance are crucial requirements. Excellent communication, listening, sales, and negotiation skills are core competencies needed for this role. If you are a motivated individual with a passion for sales and relationship management, and meet the qualifications outlined above, we encourage you to apply for this exciting opportunity at DBS. Join us in a dynamic environment that values your professional growth and recognizes your achievements. Apply now to be a part of our team!,

About Citco: Citco is recognized as the market leader, premier provider, and the best in the business. Since its incorporation in 1948, Citco has been at the forefront of the asset servicing sector, leading the way in innovation and expansion. The organization has evolved from working exclusively with hedge funds to serving all alternatives, corporations, and private clients across various asset classes and geographies. The pioneering spirit that guided Citco from the beginning continues to shape its future, pushing boundaries and setting new standards in the industry. As Citco continues to prioritize performance and progress, it offers individuals the opportunity to excel and be part of the vanguard of their space. Welcome to Citco. About the Team & Business Line: Fund Administration is the core business of Citco, with its alternative asset and accounting services being among the most respected in the industry. Continuous investment in learning and technology solutions ensures that Citco's people are well-equipped to deliver a seamless client experience. Your Role: As a part of the team, your responsibilities will include: - Preparing investor and client CDD files for review by the KYC/AML Manager. - Requesting appropriate CDD documentation from investors in CFS Singapore administrated funds and from CFS Singapore clients. - Maintaining complete and incomplete CDD records, ensuring all records are up to date. - Following up on pending CDD requests in compliance with CFS escalation and follow-up procedures. - Safely storing and managing CDD documents and files. - Liaising with internal Investor Relations teams to address investor and client AML queries. - Responding to queries and emails promptly and accurately. - Investigating possible matches generated by Citco's scanning application against lists of undesirable persons. - Keeping track of High-Risk investors and taking appropriate actions. - Staying informed about current and upcoming legislation and regulatory developments. - Assisting with fund-specific CDD reviews. - Ensuring AML applications align with the Company's AML policy and risk assessment. - Serving as an escalation point for AML/CDD queries from clients, investors, and Citco employees. - Managing new and existing client relationships. - Providing information to Management on AML/CDD issues. - Maintaining a high-quality service level to clients and other Citco departments. - Building and maintaining professional relationships with clients and stakeholders. - Handling specific projects and any other duties required by the organization. About You: To excel in this role, you should have: - A Bachelor's degree in Business/Finance or a related field. - Asset Management experience in an Audit Firm, Administrator, Investment Manager, or other financial institution is desired but not essential. - Excellent communication and writing skills. - Working knowledge of Excel and Word. Our Benefits: At Citco, we value your well-being and offer a range of benefits, training, education support, and flexible working arrangements to help you succeed in your career while maintaining a work-life balance. Specific benefits available in your location can be discussed with us. We are committed to diversity and prioritize hiring individuals from diverse backgrounds. Our inclusive culture fosters innovation, mutual respect, and is a source of strength and pride. Citco encourages applications from people with disabilities, and accommodations are available upon request for candidates participating in all selection processes.,

The role involves ensuring seamless integration, compliance, and technical support coordination between internal teams and gateway partners. You will be responsible for developing customized solutions and pricing models to meet client needs in corporate sales and business development. Additionally, you will oversee onboarding processes, documentation, and integration support for new clients while acting as the primary point of contact for key accounts, handling escalations, and driving client satisfaction. You will be required to analyze industry trends, competitor offerings, and pricing strategies to provide strategic input for product development, new features, and market positioning. Maintaining accurate sales pipelines and forecasts, tracking KPIs, revenue contribution, and account health metrics will also be part of your responsibilities. The ideal candidate should possess excellent negotiation, communication, and stakeholder management skills with the ability to work independently and in cross-functional teams. Understanding regulatory frameworks like PCI-DSS, KYC/AML, and RBI guidelines will be advantageous. This is a full-time, permanent role that requires the applicant to have experience in managing banking relationships or working as a Relationship Manager. The work location is in person.,

The role of a Relationship Manager in Corporate and Investment Banking at DBS involves acquiring and building a diversified portfolio within the IBG 4 segment. The main objective is to generate revenue from various sources such as assets, trade, cash, treasury, and fees while ensuring a healthy income with an acceptable risk level for the bank. This requires adherence to lending guidelines, sourcing new asset relationships, and focusing on increasing profitability for the branch. Key responsibilities include sourcing new asset relationships within the IBG 4 segment, ensuring a good net interest income and fee income, implementing business strategies to increase market share, and maintaining proper portfolio monitoring to prevent delinquencies. The Relationship Manager is also responsible for building the DBS brand value, complying with the bank's processes and policies, and participating in marketing activities to enhance the network in the location. The job duties involve sourcing new asset relationships within the IBG 4 segment, cross-selling liability, trade, cash, and treasury products, achieving budgeted revenues, conducting due diligence for onboarding new asset relationships, and monitoring the portfolio closely. The Relationship Manager must also ensure timely renewals of accounts, compliance with KYC/AML requirements, and submission of required MIS reports to the central team. Requirements for this role include 3-5 years of sales experience, with 2 years specifically in SME/Business Banking Lending. A proven sales track record in asset business within the SME/Business Banking segment is essential, along with knowledge of competitors and the marketplace. Preferred qualifications include a Bachelor's degree in finance/economics/commerce or an MBA/CAC. Core competencies for the role include excellent communication and listening skills, as well as good sales and negotiation skills. Technical competencies include knowledge of working capital finance. The work relationship involves reporting to the manager and collaborating closely with the direct team. DBS India values a culture where all employees are respected, valued, and their opinions count. The organization is committed to providing a workplace that supports continuous professional development, flexible working arrangements, and opportunities for growth within an inclusive and diverse environment. Expected behaviors include demonstrating business performance through value-based propositions, focusing on customer delight, enhancing self-knowledge and competencies, and maintaining high standards of honesty and integrity. DBS offers a competitive salary and benefits package, along with professional development opportunities in a dynamic environment that recognizes and rewards achievements. If you are looking for a challenging role in Corporate and Investment Banking with a focus on relationship management and portfolio diversification, apply now.,

As a Relationship Manager within the Corporate and Investment Banking segment at DBS, your main objective is to acquire and develop a diversified portfolio within the IBG 4 segment. Your role involves sourcing new asset relationships aligned with the bank's lending policy, ensuring a healthy income stream from various sources such as assets, trade, cash, treasury, and fees, while maintaining an acceptable risk level. Key responsibilities include sourcing new asset relationships within the IBG 4 segment, driving net interest income and fee generation across the portfolio, increasing branch profitability, monitoring the portfolio to maintain delinquencies at NIL, executing business strategies to achieve targets, enhancing the DBS brand value, and complying with the bank's processes and policies during audits. Your duties will involve sourcing new asset relationships within the IBG 4 segment, cross-selling various banking products, achieving budgeted revenues, conducting due diligence for new relationships, monitoring the portfolio for timely renewals, ensuring compliance with credit team covenants, adhering to KYC/AML requirements, and providing MIS reports to the central team. To be successful in this role, you should have 3-5 years of sales experience with a minimum of 2 years in SME/Business Banking Lending, a proven track record in asset business, knowledge of competitors and the marketplace, and familiarity with working capital finance. A bachelor's degree in finance/economics/commerce or an MBA/CA is preferred. Core competencies required for this role include excellent communication, listening, sales, and negotiation skills. You will be expected to maintain strong work relationships with your manager and direct reports while embodying DBS India's culture and behaviors focused on valuing employees, fostering professional development, and delivering exceptional customer service. If you are looking to join a dynamic environment that supports your professional growth and recognizes your achievements, apply now to become a part of our team in Mumbai, India.,