Job Title - Associate (CRM – Deal Cloud)Experience Level – 2 to 4 YearsLocation - BangaloreJob SummaryThe candidate will work with an investment bank team and will be responsible for managing data on DealCloud CRM.Key Responsibilities- Managing data and pipeline status on CRM - Updating meeting notes and other deal related data for investment bank team - Take new initiatives and share ideas for reporting and managing data on CRM - Ability to think critically and analyzing results - Assist in database management, coordination with various stakeholders - Excellent working knowledge of DealCloud CRM - 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/packsRequired Background- Grad/PG - 2+ years of experience in CRM data management, DealCloud preferred - The candidate should have the ability to work independently - Strong communication skills to engage with the client and managing workflow - Good MS Office skills
Job Title
Associate - IB