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As a Research Analyst, member of the Research Operations team, the candidate will provide operational support for maintaining contact data in CRM system.
Job Responsibility
Act as a single point of contact for maintaining contact related data in CRM
Ensure contacts are maintained under the correct client billing centres (perform email matches, remove, remap or update contacts which do not belong to that client, etc.)
Ensure that only a single contact record exists in CRM for each client contact. Merge / delete duplicate records
Proactively identify and remove/off-board orphan and/or inactive client contacts from CRM
Handlle different type of queries in mailbox related to contact management from various teams and responding to them in timely manner
Work with IT to specify requirements for enhancement of CRM system and thoroughly test them- validating both the functionality and data quality
Create MI reports which outline the clean-up work completed and future project pipeline
Appropriately escalate concerns to Research Operations management in a timely manner
Ensure that all operational processes are clearly and accurately documented, as processes are added, enhanced and revised
Gather and analyze data from multiple sources and present information meaningfully so that it helps management in decision making and building a robust control environment
Requirements
Good knowledge of excel functions and ability to analyse set of data
Graduate/Post Graduate from reputed institute with prior experience of minimum 2-3 years in an operational role in an Investment Bank is strongly preferred