Job Description

Position Overview

We are looking for career-minded professionals with global perspective to join the Mumbai based Business Analytics and CRM team as a Data Integrity Associate.  The role specifically supports Global Distribution sales efforts by ensuring the division’s CRM systems used by approximately 600 employees are up-to-date and accurate.  The primary responsibility of the role is to update / maintain client contacts within the CRM application to optimize data used for sales and marketing efforts while meeting compliance requirements.


The successful candidate should have experience in or knowledge of the investment management industry, experience with CRM systems ( Salesforce is a plus), is analytical and possess the ability to multi-task on ad-hoc requests and large projects.


Key Responsibilities

  • Maintain executive information within CRM database (Salesforce)
  • Validate executive profile through research techniques
  • Routinely perform data cleansing and validation as it relates to client mergers and consolidations and the impact of this on executive information and client contacts
  • Resolve problems requiring knowledge of business processes and procedures
  • Work on larger scale projects / enhancements to improve overall accuracy of CRM database


Key Skills

  • Working knowledge of investment management industry
  • Hold and adhere to high standards of confidentiality
  • Excellent project and time management skills
  • Ability to work independently and manage multiple tasks simultaneously
  • Ability to turnaround outstanding work projects under tight deadlines


Position Requirements:

  • Bachelor’s degree or equivalent experience required
  • Proficiency in Microsoft Office including Word, Excel, PowerPoint, Access
  • Experience with CRM systems is an added advantage
  • Strong analytical skills


Level: Analyst / Associate