ESSENTIAL DUTIES AND RESPONSIBILITIES
Platform Configuration:
· Configure and maintain COMPANY’s Fenergo (SaaS) platform, including client journeys, workflows, policy and regulatory rules, risk assessment configuration, screens, and document requirements.
· Deliver configuration changes in a controlled manner across environments, following COMPANY’s change management and release processes.
· Maintain platform reference data, user roles, and permissions in line with agreed governance.
· Keep up to date with Fenergo product releases and roadmap features, assessing their impact and the opportunities they present for COMPANY.
Requirements Definition and Delivery:
· Work closely with, and take direction from, COMPANY’s AML teams to capture, question, and solidify requirements before changes are built.
· Translate business and regulatory needs into clear, structured configuration designs, documenting decisions and outcomes.
· Run walkthroughs and reviews with stakeholders to validate proposed changes before they are released.
· Support structured testing of changes, including preparing test scenarios, supporting user acceptance testing, and resolving defects.
Business Support and Continuity:
· Provide a dependable level of day-to-day support to business users of the platform, investigating queries and issues through to resolution.
· Raise, manage, and track support cases with Fenergo where vendor input is required.
· Produce and maintain configuration documentation, user guidance, and training materials for the business.
· Take a structured handover of the configuration activity currently performed by operational staff, becoming the dedicated point of ownership so those teams can focus on their core responsibilities.
REQUIREMENTS
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
· Hands-on experience configuring the Fenergo (SaaS) platform (client journeys, policy rules, workflows, and screens), or strong experience with a comparable client lifecycle management / KYC platform and the aptitude to learn Fenergo quickly.
· A working understanding of KYC/AML and client onboarding and lifecycle processes within financial services.
· Proven ability to elicit, challenge, and document requirements from operational and compliance stakeholders, and to turn them into deliverable configuration.
· Strong analytical and problem-solving skills, with a methodical approach to investigating and resolving issues.
· A clear communicator, comfortable working directly with non-technical business teams and explaining configuration options and trade-offs in plain language.
· Well organised and self-sufficient, able to manage a pipeline of change requests and support items with limited supervision.
· Familiarity with structured testing and change management practices.
· An appreciation of APIs, integrations, and screening or data providers is beneficial; this is a configuration role and deep software development skills are not required.
EXPERIENCE
· Experience configuring Fenergo, or a comparable client lifecycle management / KYC platform, in a financial services environment is strongly preferred.
· Candidates from an AML/KYC or client onboarding operations background who have taken on systems configuration will also be considered.
· Experience working directly with compliance or operations stakeholders to define and deliver system changes.
Pay: ₹1,200,000.00 - ₹1,600,000.00 per year
Benefits:
- Commuter assistance
- Flexible schedule
- Paid sick time
- Provident Fund
Work Location: Hybrid remote in Vikhroli, Mumbai, Maharashtra
