Esg CRM Implementation

2 weeks ago

Mumbai Maharashtra, India LRI Invest Full time

Description

About Holtara:
Holtara is at the forefront of developing successful ESG programs, combining expert advice with our award-winning platform. For over 15 years, we have been empowering investors, managers, and companies to leave a lasting legacy they can be truly proud of. Backed by the global Apex Group, Holtara offers a unique blend of advisory and technology services across the investment lifecycle, aiming to impact businesses today for a sustainable tomorrow.

What we look for

Whatever your career path, ambition, or skillset you will be joining an entrepreneurial environment and become part of a globally connected team. We dont just want you to succeed, we want you to flourish.

The Role & Key Responsibilities
- Provide day-to-day support to the Global CSMs team.
- Coordinating on-boarding and kick-off calls with clients. Mapping out the project timeline and workload.
- Ensure all aspects of client engagement and delivery are coordinated, aligned and efficient.
- Ensure a consistently high quality of report delivery, both in content and timing, reflective of the client needs, ESG priorities and high impact potential.
- Proactively identify aspects of the delivery process and products themselves that can be improved to ensure that Apex ESG remains efficient and best-in-class.
- Prepare and maintain project tracker to ensure all the projects are updated on timely basis.
- Maintenance of internal tools used for project tracking
- Support Global CSMs to prepare client feedback presentations / client proposals / weekly check-ins
- Assist in client questionnaire and perform analysis on the results.
- Manage client queries on ESG products
- Support CSMs to build strategies with ongoing contact with clients and Portfolio companies for upsell opportunities.
- Manage sales support function for ESG.
- Work independently and in collaboration with a wide team of CSMs across regions.
- Coordinate new portfolio companies set up in ESG Portal.
- Coordinate with clients / PCs facing issues related ESG Portal.
- Prepare dashboard for management team to monitor progress of prospects.

Skills Required
- Bachelors degree in Sustainability / ESG / business administration would be an advantage.
- Experience as Client support / ESG Operations for Private Equity services is preferred.
- Experience in a client support role, preferably with high profile, international clients.
- The ability to engage, build rapport and influence a wide range of stakeholders, internal and external, for the good of our philosophy to drive positive change for people and planet.
- Excellent organizational skills, attention to detail, time management and prioritization.
- IT skills: Advance Microsoft Office (Excel, PowerPoint, Word) to a high level is essential.

What you will get in return
- A genuinely unique opportunity to help support the development and delivery of a pioneering product.
- Significant day-to-day responsibility to contribute to the team and demonstrate your own abilities.
- Learning opportunities across a variety of research-based skills and sustainability topics.
- Experience with a highly respected multinational organization in the financial sector.
- Make a meaningful contribution to the improvement of businesses, communities, and the environment around the world.

We measure our success as a business, not only by delivering great products and services and continually increasing our assets under administration and market share, but also by how we positively impact people, society, and the planet. For more information on our commitment to Corporate Social Responsibility (CSR) please visit ourCSR policy page.

If you are looking to take that next step in your career and are ready to work for a high performing organization, alongside talented people who take pride in delivering great results, please share your CV and cover letter

  • Ca (Esg & Sustainability)

    3 weeks ago

    Fort, Mumbai, Maharashtra, India OrangeShark Full time

    Key Responsibilities: **1. ESG Reporting and Compliance**: - Lead the development and implementation of ESG reporting frameworks and strategies. - Ensure compliance with relevant regulatory requirements and reporting standards (e.g., SASB etc.). - Conduct thorough assessments of ESG risks and opportunities and provide recommendations for improvement. **2....

  • Esg Ratings Associate

    2 weeks ago

    Mumbai, Maharashtra, India Institutional Shareholder Services Full time

    Let’s be #BrilliantTogether We are seeking an ESG Research Analyst/Associate to join our Healthcare Research team in Mumbai and support the collection and analysis of ESG data. Overview: Daily tasks include reviewing company documents such as sustainability reports, annual reports, and corporate websites, and identifying, analyzing, and processing...

  • Ca (Esg & Sustainability)

    1 week ago

    Fort, Mumbai, Maharashtra, India OrangeShark Full time

    Key Responsibilities:1.ESG Reporting and Compliance: Lead the development and implementation of ESG reporting frameworks and strategies. Ensure compliance with relevant regulatory requirements and reporting standards (e.g., SASB etc.). Conduct thorough assessments of ESG risks and opportunities and provide recommendations for improvement.2.Sustainability...

  • Esg Executive

    3 weeks ago

    Erandwane, Pune, Maharashtra, India Suratwwala Business Group Ltd. Full time

    **Job Description of ESG Executive**: 1. Support ESG initiatives: You'll assist in promoting and implementing Environmental, Social, and Governance initiatives within our organization. 2. Research and analysis: You'll conduct research on sustainability practices, social impact, and corporate governance. You'll also analyse data to identify areas for...

  • ESG Analyst

    1 week ago

    Mumbai, Maharashtra, India Nxtdos Pvt Ltd Full time

    Job Role : Manager ESG Research Location: Mumbai | Churchgate Industry : BFSI Department : Research - ESG Position : Manager ESG Research Experience : 3-5 years required in ESG Research Key Responsibilities Develop a thorough understanding of the concept of sustainability and its importance in complementing fundamental research. Use analytical...

  • Tmt Esg Ratings Associate

    2 weeks ago

    Mumbai, Maharashtra, India Institutional Shareholder Services Full time

    Let’s be #BrilliantTogether Overview: The ESG Ratings Associate is responsible for driving efficient and high-quality research and ratings processes, managing research projects with an industry or thematic focus, enhancing our current transparent assessment and rating methodology, and making contributions to our thought leadership and ESG expertise. The...

  • ESG Professional

    1 week ago

    Mumbai, Maharashtra, India Apollo Global Management, Inc. Full time

    Position Overview Position Overview:Apollo is seeking a ESG Analytics Platform Developer to join the Global Technology team. This individual will report into the Head of ESG Tech & Data Strategy and serve as a key developer resource to address ESG data & tech needs from investment business by building out ESG data pipelines, microservices, interactive...

  • Esg Lead

    1 month ago

    Mumbai, India MTC Group Full time

    Duties & Responsibilities - Strategic Sustainability Leadership: Expertise in co-creating sustainable value propositions and integrating sustainability seamlessly into business strategies for mutual benefit with customers & suppliers. ESG Strategy: Develop and execute comprehensive ESG strategies, aligning them with business objectives and stakeholder...

  • ESG Data Analyst

    1 month ago

    Mumbai, India ISS | Institutional Shareholder Services Full time

    Let’s be #BrilliantTogether ISS STOXX is actively hiring an ESG Data Analyst : ESG Newsroom for Mumbai (Goregaon East) location. Overview: E&S Data Stewardship is ISS’ data hub, which designs data catalogues and consolidates environmental & social data on companies across major global indices. We are currently seeking an ESG data analyst for...

  • Esg Research Associate for Financials and Real

    3 weeks ago

    Mumbai, Maharashtra, India Institutional Shareholder Services Full time

    Let’s be #BrilliantTogether We are seeking for ESG Research Associates to join our team in Mumbai and support the collection and analysis of ESG data for our Financials and Real Estate Sectors. Overview: ESG Associates research to evaluate a company's performance areas across the full range of ESG themes, including working conditions, supply chain...

  • Manager – ESG Research

    3 weeks ago

    mumbai, India Intellectual Capital HR Consulting Pvt. Ltd. Full time

    Department: Research - ESGPosition: Manager – ESG ResearchExperience: 3 to 4 years required in ESG ResearchLocation: MumbaiReporting to: Assistant Vice President- ESG ResearchKey Responsibilities Develop a thorough understanding of the concept of sustainability and its importance in complementing fundamental research. Use analytical tools and...

  • Manager – ESG Research

    3 weeks ago

    Mumbai, India Intellectual Capital HR Consulting Pvt. Ltd. Full time

    Department: Research - ESG Position: Manager – ESG Research Experience: 3 to 4 years required in ESG Research Location: Mumbai Reporting to: Assistant Vice President- ESG Research Key Responsibilities  Develop a thorough understanding of the concept of sustainability and its importance in complementing fundamental research.  Use analytical tools and...

  • Manager – ESG Research

    4 weeks ago

    Mumbai, India Intellectual Capital HR Consulting Pvt. Ltd. Full time

    Department: Research - ESGPosition: Manager – ESG ResearchExperience: 3 to 4 years required in ESG ResearchLocation: MumbaiReporting to: Assistant Vice President- ESG ResearchKey Responsibilities Develop a thorough understanding of the concept of sustainability and its importance in complementing fundamental research. Use analytical tools and...

  • Manager – ESG Research

    3 weeks ago

    Mumbai, India Intellectual Capital HR Consulting Pvt. Ltd. Full time

    Department: Research - ESGPosition: Manager – ESG ResearchExperience: 3 to 4 years required in ESG ResearchLocation: MumbaiReporting to: Assistant Vice President- ESG ResearchKey Responsibilities Develop a thorough understanding of the concept of sustainability and its importance in complementing fundamental research. Use analytical tools and...

  • Manager – ESG Research

    4 weeks ago

    Mumbai, India Intellectual Capital HR Consulting Pvt. Ltd. Full time

    Department: Research - ESGPosition: Manager – ESG ResearchExperience: 3 to 4 years required in ESG ResearchLocation: MumbaiReporting to: Assistant Vice President- ESG ResearchKey Responsibilities Develop a thorough understanding of the concept of sustainability and its importance in complementing fundamental research. Use analytical tools and...

  • Manager – ESG Research

    3 weeks ago

    Mumbai, India Intellectual Capital HR Consulting Pvt. Ltd. Full time

    Department: Research - ESGPosition: Manager – ESG ResearchExperience: 3 to 4 years required in ESG ResearchLocation: MumbaiReporting to: Assistant Vice President- ESG ResearchKey Responsibilities Develop a thorough understanding of the concept of sustainability and its importance in complementing fundamental research. Use analytical tools and...

  • Deputy Chief Manager ESG

    2 months ago

    Mumbai, India Piramal Group Full time

    Business: Piramal Pharma Ltd Department: EHS - Corporate Location: Kurla Travel: Low Job Overview As ESG Program Manager, the incumbent shall support development, coordinate with businesses, review and drive ESG actions in line with ESG strategy across PPL. Key Stakeholders: Internal Manufacturing, Supply Chain, HR, Legal, EHS, Quality, OE, BD, Sales,...

  • ESG Analyst Role

    1 week ago

    Mumbai, Maharashtra, India GM Infotech Full time

    ESG Analyst Role Job Role : Manager ESG ResearchLocation: Mumbai Nariman PointIndustry :BSFIDepartment : Research - ESGPosition : Manager ESG ResearchExperience : 3 to 4 years required in ESG ResearchKey Responsibilities: Develop a thorough understanding of sustainability and its importance in complementing fundamental research. Use analytical tools and...

  • ESG Lead

    2 months ago

    Mumbai, India MTC Group Full time

    Duties & Responsibilities - Strategic Sustainability Leadership:Expertise in co-creating sustainable value propositions and integrating sustainability seamlessly into business strategies for mutual benefit with customers & suppliers. ESG Strategy:Develop and execute comprehensive ESG strategies, aligning them with business objectives and stakeholder...

  • ESG Lead

    2 months ago

    Mumbai, India MTC Group Full time

    Duties & Responsibilities - Strategic Sustainability Leadership:Expertise in co-creating sustainable value propositions and integrating sustainability seamlessly into business strategies for mutual benefit with customers & suppliers. ESG Strategy:Develop and execute comprehensive ESG strategies, aligning them with business objectives and stakeholder...