Job Description

Description of Role

We are looking for a career-minded professional with global perspective to join the Mumbai-based Business Development Services (BDS) team. This role resides within Distribution Management for the Investment Management business unit. This role is ideal for those who have a talent and preference for organizing and coordinating information and workflow. BDS manages and completes a high volume of requests across a large global team and we are looking for a team member to coordinate allocation of responsibilities for this.

This would now be limited to a workflow coordinator role.

Key responsibilities

As part of the Global BDS team, the individual is responsible for the following:

1. Manage the front-end BDS process to include timeline adherence, managing the shared mailbox, stakeholder coordination, and ensuring cases are routed to the correct internal team members.

2. Work with BDS leadership and Salesforce team to identify Salesforce gaps and needs and perform duties, as requested.

3. Help facilitate sales onboarding to Salesforce via continuous trainings.

4. Handle multiple tasks simultaneously and effectively project manage tasks.

Experience and Skills

1. Excellent project and time management skills.

2. Thrive in a fast paced, highly collaborative environment.

3. Effective, proactive communicator with exceptional English writing and public-speaking skills; capable of interacting with colleagues at every level and across functions and investment teams.

Requirements

1. Bachelor’s degree

2. Up to 2 years of experience and familiarity with Salesforce and Loopio/ any proposal software is preferable.

3. Key attributes include communication, commitment, team spirit, and collaboration.

4. Ability to analyze data and generate recommendations for improvements