CRM Data Management Associate – Mumbai

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 ...

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