Job Description
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 va...