Associate- CRM
2 weeks ago
Experience-1-2 Years
Designation
- Associate
Location
- Gurgaon
Opportunity
Responsibilities
- Supporting our clients on multiple tasks
oBuyer Company Identification
oRetaining Company Information
oProcuring Contacts Through Web Search (using any client provided tools)
oActivity Logs and Communication Trackers and Loading Up Items into Client provided custom excel template
oLoad up items into system software
- Manage project timelines and quality of deliverables in a manner to ensure "high client satisfaction"
- Demonstrate strength and flair in client/requester relationship building and management, information/knowledge needs assessment
- Conducting analysis & performing quality control check of the outgoing reports/packs
Required Background
- Post-Graduation in Finance (MBA, CFA, CA etc.) or equivalent qualification
- Relevant experience of 2+ years supporting Investment banking division of a bank, consulting firm, boutique firm, advisory firm
- Experience on working primarily qualitative work as well as quantitative work
- Ability to work on complex jobs independently
- Strong communication skills to engage with the client and managing workflow
- MS Office skills - should be excellent in MS Excel, MS PowerPoint, and MS Word
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