Client Servicing/Reporting/Coordination/Dashboard/Excel/PowerBi/Mumbai

2 weeks ago

Mumbai City District, India Teamware Solutions Full time ₹ 6,00,000 - ₹ 12,00,000 per year

Hiring Alert

Greetings from Teamware Solutions

Job Title: Sales Success Associate

Location: Mumbai

Experience: 2+ Years

Notice Period: Immediate

How to Apply:

Interested candidates can apply at:

Key Skills: Client Onboarding, Sales Enablement, Client Servicing, Capital Markets, BFSI, Salesforce, Excel, Power BI, Dashboarding, Reporting, Process Documentation

About the Company:

LSEG is a leading global financial markets infrastructure and data provider, driving financial stability, empowering economies, and enabling customers to create sustainable growth. With a presence in 65 countries and a workforce of 25,000, LSEG values diversity, collaboration, and innovation, aiming to accelerate sustainable economic growth and the transition to net zero.

Key Responsibilities:

  • Assist in strategic projects and maintain trackers for client onboarding and engagement.
  • Support smooth client transitions by providing technical guidance and tracking migration progress.
  • Manage client databases and create accessible repositories linked to Salesforce.
  • Execute enablement tasks, raise requests, and audit client access and entitlements.
  • Collaborate with internal teams (Product, Tech, Support) to drive approvals and ensure seamless client servicing.
  • Build dashboards and automate reports to support client targeting and decision-making.
  • Maintain training materials and contribute to SOPs and knowledge repositories.
  • Organize meetings, document minutes, and support mass communication campaigns.
  • Generate reports for retention planning and analyze data trends to convert leads into opportunities for front-line teams.

Candidate Profile:

  • 23 years of experience in Fintech, BFSI, Financial Services, or Capital Markets.
  • Proven ability to manage client interactions, support migrations, and coordinate across internal teams.
  • Experience in sales enablement, strategic projects, onboarding, FXall admin, and entitlement audits.
  • Familiarity with Salesforce, transaction platforms, STP vendor platforms, and related management.
  • Skilled in maintaining client databases, Excel/Power BI dashboards, and report automation.
  • Strong written and verbal communication skills, with the ability to create SOPs, training guides, and present insights to stakeholders.
  • Ability to troubleshoot client issues, track project progress, and contribute to knowledge bases.

  • Client Servicing/Customer Success Associate/Dashboard/Excel/Mumbai

    1 week ago

    Mumbai City District, India Teamware Solutions Full time ₹ 1,20,000 - ₹ 1,80,000 per year

    Hiring AlertGreetings from Teamware SolutionsJob Title: Sales Success AssociateLocation: MumbaiExperience: 2+ YearsNotice Period: ImmediateHow to Apply: Interested candidates can apply at: Key Skills: Client Onboarding, Sales Enablement, Client Servicing, Capital Markets, BFSI, Salesforce, Excel, Power BI, Dashboarding, Reporting, Process DocumentationKey...

  • Fresher/Investment Banking Certifications/ Reporting/Excel/Mumbai

    2 weeks ago

    Mumbai City District, India Teamware Solutions Full time ₹ 4,00,000 - ₹ 6,00,000 per year

    HiringGreetings from Teamware SolutionsRole: SSBOExp: 0 - 1 YearLocation: MumbaiNotice Period: ImmediateApply Now: Primary Responsibilities• Opening and linking of accounts on Prime Brokerage system.• Setting up of accounts on Portfolio accounting system and setting up Client reporting.• Setting up of accounts for 3rd Party reporting based on...

  • Data Reporting Engineer

    1 day ago

    pune district, India AkzoNobel Full time

    AkzoNobel has a passion for paint. We're experts in the proud craft of making paints and coatings, setting the standard in color and protection since 1792. Our world class portfolio of brands - including Dulux, International, Sikkens and Interpon - is trusted by customers around the globe. Headquartered in the Netherlands, we are active in over 150 countries...

  • PowerBI Developer

    1 week ago

    Mumbai, Maharashtra, India Talent Worx Full time ₹ 6,00,000 - ₹ 12,00,000 per year

    We are looking for a talented PowerBI Developer to join our dynamic team at Skills and AbilitiesWorx. In this role, you will be responsible for transforming raw data into actionable insights and visualizations through Power BI dashboards, reports, and analytics solutions. The ideal candidate should possess a strong analytical mindset and have experience with...

  • Client Service Executive

    2 days ago

    Mumbai City District, India Karan Communications Full time ₹ 2,00,000 - ₹ 8,00,000 per year

    Role & responsibilitiesHandling new and existing clients, ensuring strong relationship management.Taking appointments and conducting meetings with clients to understand requirements for creative projects, exhibitions, and events.Preparing and sending cost quotations to clients as per their requirements.Coordinating effectively with the creative team by...

  • Senior Client Servicing/ Account Manager

    2 days ago

    Mumbai City District, India KB Consultancy Services Full time ₹ 12,00,000 - ₹ 36,00,000 per year

    Role & responsibilitiesCultivate and maintain strong relationships with healthcare clients, understanding their business objectives, challenges, and communication needs.Act as the primary point of contact for clients, ensuring their satisfaction and addressing any concerns or requests promptly. Work coherently with the team of the Company to ensure client...

  • Client Coordinator

    6 days ago

    Kanjurmarg, Mumbai, Maharashtra, India BDS Service PVT LTD Full time

    **Key Responsibilities**: - Act as the primary point of contact between clients and internal teams. - Coordinate and schedule client meetings, follow-ups, and feedback sessions. - Maintain accurate client records, prepare reports, and update databases using Excel. - Create, analyze, and present client-related reports, dashboards, and summaries. - Address...

  • Client Coordinator

    6 days ago

    Kanjurmarg, Mumbai, Maharashtra, India BDS STZ Full time

    **Job Title**: Client Coordinator **Location**: Kanjurmarg **Job Summary**: **Key Responsibilities**: - Act as the primary point of contact between clients and internal teams. - Coordinate and schedule client meetings, follow-ups, and feedback sessions. - Maintain accurate client records, prepare reports, and update databases using Excel. - Create,...

  • PowerBI Lead

    2 days ago

    Bengaluru, Mumbai, Noida, India Infogain Full time ₹ 12,00,000 - ₹ 24,00,000 per year

    Location: Noida/ Mumbai/ Pune/ Bangalore/ Noida/ KochiPowerBI Lead with Microsoft Fabric 10+ years of experienceKey Responsibilities:Design, develop, and maintain scalable, interactive Power BI dashboards and reports aligned with business requirements.Leverage Microsoft Fabric (Data Factory, Lakehouse, Dataflows) for data ingestion, transformation, and...

  • Client Service executive_Khushboo_Capgemini

    1 day ago

    mumbai, India Coders Brain Technology Full time

    Job Description • Coordinate & manage client visits in Mumbai and any other CG location as may be required (position will be based in Mumbai) • Understanding host's requirements & proactively suggest services from CVE portfolio • Manage the logistics arrangement including transportation, F&B, board room etc. in collaboration with stakeholders/ vendors...