Priyanjali Sengupta

Banking Professional | Treasury Products & Client Onboarding (J.P. Morgan) | Custody Migrations & Account Governance (HSBC) | Fund Accounting | Exceptional Client Experience | Risk & Compliance

Role
Client Onboarding Manager at JPMorganChase
Location
Bengaluru, KA, IN
LinkedIn followers
500 followers
Customer/Client ServiceView LinkedIn profile

About Priyanjali Sengupta

Results-driven financial services professional with 1 13 years of experience across…

Experience

  1. Client Onboarding Manager

    JPMorganChase

    Jun 2025 — Present · Bengaluru, IN

    Summary - I partner with international onboarding leads, implementation consultants, and clients to drive end-to-end treasury product implementations, ensuring seamless account opening, documentation validation, and client onboarding across global markets.Key Responsibilities & Achievements:Product Implementation & Onboarding: Coordinate all phases of treasury and cash management product implementations, including review, validation, approval, and secure storage of product-related documents.Stakeholder Management: Serve as a trusted partner to global clients, ensuring high standards of client satisfaction by managing expectations, providing clear communication, and delivering on implementation timelines.People & Resource Management: Oversee team development initiatives including skills monitoring, attrition management, training programs, and resource pipeline planning.Change & Controls Management: Support organizational change projects and business control processes; experienced in Change Management/Controls, contributing to enhanced risk management and governance.Strategic Leadership: Identify process gaps/exceptions and recommend innovative solutions to strengthen operational efficiency and compliance frameworks.Cross-functional Collaboration: Work closely with global product, compliance, legal, and technology teams to ensure regulatory compliance and seamless implementation delivery.Process Excellence: Demonstrated ownership in managing documentation requirements, cycle time expectations, and process improvements to deliver high-quality client onboarding.Problem Solving & Decision Making: Recognized for strong judgment, analytical thinking, and creative problem-solving in high-pressure situations.Skills & Tools:Treasury & Cash Management Products | Client Onboarding | Implementation Management | Process Controls | Risk & Compliance | Stakeholder Engagement | Change Management | Microsoft Office Suite | SharePoint | Tableau | QlikSense

Education

  • Heritage Institute of Technology, Kolkata

    Master of Business Administration - MBA

  • Calcutta University, Kolkata

    Bachelor's degree

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Priyanjali Sengupta — Client Onboarding Manager at JPMorganChase in Bengaluru, KA, IN | Unifers