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Synpulse

Consultant/Senior Consultant - Client Information & Lifecycle Management

3-6 Years
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Job Description

Job Description

As a Consultant/Senior Consultant, you will build knowledge on a wide range of companies and solutions, and apply project management best practices in a fast-paced and intellectually challenging work environment. You will play a key role in building trusted client relationships through high quality deliverables and leveraging our industry expertise. Our consultants are our greatest asset, and we show this by providing a comprehensive training and mentoring program to equip you to become a skilled consultant.

Job Requirements

  • Bachelor's degree holder
  • 3–6 years of relevant experience in management consulting and/or project delivery within the banking or financial services industry
  • Experience in designing and implementing Client Information and Client Lifecycle Management business capabilities across Retail, Corporate, Commercial, and Private Banking segments
  • Hands-on exposure to Client Onboarding and Client Maintenance journeys within banks or financial institutions
  • Experience working with CLM and workflow platforms such as Fenergo, Pega, or other leading CLM/KYC solutions will be a strong advantage
  • Good understanding of regulatory requirements and implications related to KYC, Due Diligence, Customer Profiling, and Credit
  • Familiarity with industry trends, vendor solutions, and evolving product capabilities in the CLM domain
  • Excellent written and spoken English, with strong stakeholder communication skills
  • Highly analytical, structured, and detail-oriented, with the ability to quickly understand complex regulatory and operating environments
  • Demonstrates an entrepreneurial mindset, ownership mentality, and willingness to contribute to practice growth and innovation

Responsibilities

Job responsibilities

  • Conduct structured research, data collection, and analysis to understand client needs and regulatory challenges through interviews, workshops, and document reviews
  • Translate business and regulatory requirements into well-defined functional solutions across the Client Lifecycle
  • Develop and present clear, concise insights and recommendations to clients through high-quality presentation decks and written deliverables
  • Document project outcomes, solution designs, and implementation approaches in line with internal governance and quality standards
  • Maintain close and proactive interaction with clients through regular project updates, status reporting, and stakeholder engagement
  • Support broader project delivery activities and collaborate effectively with team members across workstreams More experienced candidates will have these additional responsibilities:
  • Independently own and drive one or more workstreams, ensuring timely delivery and high-quality outputs
  • Guide and mentor junior consultants by defining work packages, reviewing deliverables, and providing constructive feedback
  • Lead client workshops and requirement-gathering sessions, translating complex business and regulatory needs into structured solutions
  • Contribute to business development activities, including topic ideation, research, proposal development, and client presentations
  • Actively support practice-building initiatives by contributing to research, development of CLM assets, frameworks, and internal knowledge materials

Job Benefits

  • Flexible working hours with part-time working models and hybrid options
  • Attractive fringe benefits and salary structures in line with the market
  • Modern and central office space with good public transport connections
  • Can-do mentality and one-spirit culture
  • Varied events and employee initiatives

More Info

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About Company

Job ID: 145498939

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