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 dat...