Hiring: CRM Data Management Associate – Mumbai
Location: Mumbai
Shift: Usually 11:00/11:30 AM – 8:00/8:30 PM IST (flexibility required for business needs)
Experience: 2-5Years
Notice Period: Immediate to 30 Days
Key Responsibilities
- Maintain client and prospect information within CRM systems.
- Perform legal entity setup, maintenance, and matching for reporting requirements.
- Review and maintain client and legal entity hierarchies.
- Identify and resolve data quality issues and discrepancies.
- Manage trade resolution activities for Financial Advisors and Partnership Firms.
- Map investor-level and flow data received from transfer agents into CRM systems.
- Troubleshoot queries and requests from Sales Teams.
- Support business reporting requirements.
- Perform data cleansing and validation related to mergers and consolidations.
- Maintain executive-level information within CRM databases.
- Participate in large-scale projects and system enhancement initiatives.
Required Skills
- Knowledge of the Investment Management industry.
- Strong analytical and problem-solving skills.
- Excellent attention to detail.
Qualifications
- Bachelor's Degree with a minimum of 2 years of relevant experience.
- Proficiency in MS Office (Excel, Word, PowerPoint, Access).
- Experience with CRM systems is required.
- Knowledge of Salesforce, Power BI, Tableau, or Capital IQ will be an added advantage.
Interested candidates can share their updated CVs to: [Confidential Information]
