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Associate - AM Global Funds – CRM (Salesforce)

Req #: 170082164
Location: Mumbai, MH, IN
Job Category: Account Servicing
Job Description:

J.P. Morgan is a leading global financial services firm, established over 200 years ago: We are the leader in investment banking, financial services for consumers and small businesses, commercial banking, financial transaction processing, and asset management. We have assets of $2.5 trillion and operations worldwide. We operate in more than 100 markets. We have more than 243,000 employees globally.

Our wholesale businesses include J.P. Morgan’s Asset Management, Commercial Banking and the Corporate & Investment Bank which provide products and services to corporations, governments, municipalities, non-profits, institutions, financial intermediaries and high-net worth individuals and families.

Our corporate functions support the entire organization and include the following functions: Accounting, Audit, Finance, Human Resources, Operations, and Technology.


J.P. Morgan in India provides a comprehensive range of Corporate & Investment Banking, Commercial Banking, Asset & Wealth Management, and Corporate functions services and solutions to our clients, executing some of the most important financial transactions and providing essential strategic advice to our clients such as the government, large domestic and multi-national corporations, non-government organizations and financial institutions and investors. India is a key market for JPMorgan Chase globally and our employees in India are a critical part of how we do business globally and are integrated within our businesses. Our Global Service Centers (GSCs) are strategically positioned in Mumbai, Bangalore and Hyderabad to support the firm’s operations regionally and globally. The centers provide comprehensive strategic support across technology and business operations processing to all lines of business and the corporate functions.



Job Description:

J.P. Morgan Asset and Wealth Management is a global leader in Investment and Wealth Management services with assets under management of $1.8 trillion. Asset Management offers variety of products to institutional and retail clients across Fixed Income, Equity, Real Assets and Asset Allocation through various sales channels (i.e., Institutional and Funds Management) across diverse market sectors and geographic regions.


Job Specification

We are looking for a highly skilled and motivated Business Analyst for the Global Funds CRM team. The successful candidate must have excellent analytical and problem solving skills and will be responsible for analyzing data and working to improve data quality on the CRM system, Salesforce for the Global Funds business. This position is a non-technical position


Team Description

Global Funds CRM team is part of AM’s Client Service and Business Platforms.  The team in India is responsible for supporting a diverse range of business process and reporting needs across our Global Funds organization. The team provides functional and user support to the CRM platform. The role requires coordinating and working primarily with the Distribution teams, and their partners (Client Service, Marketing, Product, Finance, Technology, etc).



Functional Responsibilities:

·     Provide ongoing business support to the users for the CRM platform

·    Strong knowledge of database and data management experience. (Includes UATs, bulk upload, monitoring data feeds from various sources and ensuring smooth transition over into the system) 

·   Utilize multiple resources to make informed updates to the CRM system, territory assignments, maintain contact lists

·     Provide support on Trade attributions and entity change controls

·   Conduct assurance/quality checks on the data, audit of updates, manage CRM platform user access and build stringent control framework for the platform

·    Other Intermediary Functions - Review and action requests to access, make update to reps and accounts from spreadsheet

·   Ability to develop reports, dashboards, and processes to continuously monitor data quality and integrity

·    Initiate or support on various Global Projects for Salesforce enhancements and process flow changes.

·     Ability to interpret system / business requirements and prepare specification and design document

·    An understanding of the sales process to better align changes to the CRM platform


·    MBA with atleast 6 years of relevant industry experience and knowledge of sales process

·    People management experience

·    Experience working with an industry recognized CRM platform (Salesforce knowledge is a plus)

·    Experience using enterprise scheduling/reporting tools (Business Objects is a plus)

·    Strong Microsoft office skills (Word, Excel, Powerpoint)

·    Excellent communicator (written and verbal) with strong interpersonal skills



·     Understanding of Investment Management Business, Mutual Funds, Managed Accounts, and/or Separate Accounts preferable

·     Ability to delve into details with a view to proactively solve issues, develop new ideas and add value to existing functions

·     Ability to multi-task and manage competing priorities/workflows

·     Proven ability to quickly learn the business, the application and adapt to ever changing priorities

·     Strong commitment to accuracy

·     Self-motivated, team player with strong work ethic

·     Ability to build relationships across international teams

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