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2.0 - 6.0 years

0 Lacs

karnataka

On-site

At EY, you'll have the chance to build a career as unique as you are, with the global scale, support, inclusive culture, and technology to become the best version of you. And we're counting on your unique voice and perspective to help EY become even better, too. Join us and build an exceptional experience for yourself, and a better working world for all. As part of our EY - Business Consulting Team, you will be part of teams that help our Global Wealth Clients with scaling their wealth operations across their middle and back office functions. This includes working with the clientele to set up their Global Delivery Centers and a reliable and scalable operating model that will enable their requirements and growth. Additionally, this role requires focus and contributions on Performance Improvement initiatives at an engagement/project level. This includes a techno-functional role conducting finance processes assessments, deep diving and analyzing pain areas, and coming up with solutions. The opportunity: We're looking for Consultants with expertise in client/customer onboarding, CRM operations, KYC, Trust Processing, and other middle and back office processes of Wealth management firms. The opportunity will include taking transition and delivering on processes for clients on a daily basis and working with market-leading financial services institutions across the globe. This is a fantastic opportunity to be part of a leading firm while being instrumental in the growth of a new service offering. Key Responsibilities: - Delivery of operations, processes per client requirements/ SLAs - Ensure daily end of day sign-offs on deliverables and KPIs - Support and provide inputs on metrics and reporting (SLAs, KRIs, and KPIs) - Document processes, standard operating procedures, checklists, and get them signed off by the leadership/clients and ensure implementation of the same by the team - Identify and provide inputs for process improvements, efficiencies, automation, etc. - Help with screening and hiring resources to build teams Skills And Attributes For Success: - Sound knowledge of the Wealth Industry and exposure to Wealth operations - Good proficiency in at least one middle/back office function (Client/Customer onboarding, CRM operations, KYC and Client/Customer due diligence, Trust operations, Power of Attorney processing) - Proficiency in English (oral and written) - Flexible and adaptable; able to work in ambiguous situations - Capability to support others and help them in their day-to-day tasks - Must be a team player and able to work collaboratively with and through others To qualify for the role, you must have: - Graduation / Post-graduation in commerce/finance, MBA (Finance) - 2+ years of experience in Wealth Management operations - Strong Excel skills What We Look For: A team of people with commercial acumen, technical experience, and enthusiasm to learn new things in this fast-moving environment. Opportunities to work with EY Advisory practices globally with leading businesses across a range of industries. What Working At EY Offers: At EY, we're dedicated to helping our clients, from the world's top companies and the work we do with them is as varied as they are. You get to work with inspiring and meaningful projects. Our focus is education and coaching alongside practical experience to ensure your personal development. We value our employees, and you will be able to control your development with an individual progression plan. You will quickly grow into a responsible role with challenging and stimulating assignments. Moreover, you will be part of an interdisciplinary environment that emphasizes high quality and knowledge exchange. Plus, we offer: - Support, coaching, and feedback from some of the most engaging colleagues around - Opportunities to develop new skills and progress your career - The freedom and flexibility to handle your role in a way that's right for you About EY: As a global leader in assurance, tax, transaction, and advisory services, we're using the finance products, expertise, and systems we've developed to build a better working world. That starts with a culture that believes in giving you the training, opportunities, and creative freedom to make things better. Whenever you join, however long you stay, the exceptional EY experience lasts a lifetime. And with a commitment to hiring and developing the most passionate people, we'll make our ambition to be the best employer a reality. If you can confidently demonstrate that you meet the criteria above, please contact us as soon as possible. Join us in building a better working world. Apply now. EY | Building a better working world EY exists to build a better working world, helping to create long-term value for clients, people, and society and build trust in the capital markets. Enabled by data and technology, diverse EY teams in over 150 countries provide trust through assurance and help clients grow, transform, and operate. Working across assurance, consulting, law, strategy, tax, and transactions, EY teams ask better questions to find new answers for the complex issues facing our world today.,

Posted 3 days ago

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5.0 - 9.0 years

0 Lacs

karnataka

On-site

You have a passion for designing new technologies, diving into data, optimizing digital experiences, and consistently seeking better, faster ways to achieve results. You aspire to contribute to a performance-driven culture that focuses on building technology with a meaningful purpose. Working in an environment that values sustainability, inclusion, wellbeing, and career growth is important to you. The role you are stepping into involves delivering improved care for billions of individuals worldwide, and it all begins with you. Your responsibilities in this role will include: - Demonstrating a deep understanding and significant experience with Salesforce Marketing Cloud or a similar CRM platform. - Collaborating with global and segment marketing teams to create engaging consumer campaigns. - Operating within the Agile methodology in a product model, typically organized in scrum teams with a DevSecOps focus for integration and delivery capabilities. - Utilizing a performance framework based on metrics and KPIs to assess the success of product enhancements over time. - Engaging with key stakeholders to implement product initiatives across the product development lifecycles. - Identifying and prioritizing new features and optimizations based on business objectives, metrics, and analysis. - Translating overall company performance and priorities into decisions for the product roadmap. - Partnering with internal teams and third-party vendors to enhance user experience, troubleshoot issues, and improve integration timelines. - Leading a team to enhance its effectiveness, remove barriers to success, and drive the team towards achieving goals that impact overall business success. About the Company: Kimberly-Clark, the company behind renowned brands like Huggies, Kleenex, and Scott, is recognized globally for its exceptional products. By joining Kimberly-Clark, you become part of a team dedicated to driving innovation, growth, and impact. With a history of over 150 years in market leadership, the company is committed to exploring new avenues for performance, providing you with ample opportunities for growth and success. Qualifications: To excel in this role, you should possess: - 5+ years of relevant experience in information technology, including leading large global teams and product or engineering management. - Deep understanding of digital marketing technologies, with a focus on CRM operations. - Experience with Agile methodology, DevSecOps, and integration of related systems. - Ability to think strategically, analyze data, and make data-driven decisions. - Technical leadership skills, including solution architecture, software development, and application delivery. - Strong portfolio and project management experience. - Fluency in English, both verbal and written. - Experience with internal business product development, including visioning, road-mapping, and feature prioritization. - Strong organizational, communication, and interpersonal skills conducive to collaboration at all levels. To Apply: If you meet the qualifications and are interested in this opportunity, click the Apply button to complete the online application process. Our recruiting team will review your application and reach out if you are deemed a suitable fit for the role. Please visit our careers website for more information. Note: The statements provided are a general overview of the job responsibilities and requirements. Employment is contingent upon the satisfactory completion of pre-screening tests, including drug screening, background check, and DMV check. Location: Primary Location - IT Centre Bengaluru GDTC Additional Locations - Buenos Aires - Olivos Office, Sao Paulo Office Worker Type - Employee Worker Sub-Type - Regular Time Type - Full-time,

Posted 3 days ago

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2.0 - 6.0 years

0 Lacs

delhi

On-site

As a CRM Operations Executive at our rapidly growing Fintech Startup, you will play a crucial role in managing and optimizing our day-to-day CRM operations using Zoho CRM. Your primary responsibility will be to ensure the integrity of the CRM system, maintain data quality, provide user support, and develop automation processes to enhance customer lifecycle management and sales funnel flow. You will also be involved in generating reports, collaborating with stakeholders, and ensuring compliance with data privacy regulations. Your key responsibilities will include administering and maintaining Zoho CRM, monitoring data quality through audits and cleansing, providing user support through training sessions and issue resolution, building automation processes based on business requirements, and aligning CRM functionalities with evolving business needs. Additionally, you will be responsible for creating and maintaining SOPs, user guides, and documentation, as well as collaborating with Zoho support or external vendors for technical issue resolution and new feature integrations. The ideal candidate for this role will have a Bachelor's or Master's degree, preferably in Business Administration, Information Systems, or a related field, along with at least 2-3 years of hands-on experience managing Zoho CRM operations. You should possess a strong understanding of Zoho CRM modules, automation, and integration with external systems, as well as analytical skills for data validation, deduplication, and reporting. Effective communication, problem-solving, and attention to detail are essential qualities for success in this role. Joining our team will offer you the opportunity to work in a fast-scaling startup environment where your contributions directly drive innovation in the financial services sector. You will have the chance to master new skills through cross-functional projects and collaborate with a growing network of partners shaping India's fintech landscape. Your efforts will be recognized and celebrated, as we value ownership, problem-solving, and the determination to break new ground. If you are looking to make a meaningful impact in the fintech space and thrive in a dynamic and collaborative work environment, we invite you to join us as a CRM Operations Executive in New Delhi.,

Posted 6 days ago

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12.0 - 16.0 years

0 Lacs

delhi

On-site

JetLearn, a European EdTech startup based in Amsterdam, Netherlands, is dedicated to providing personalized after-school AI, coding, and robotics classes to children aged 6-16 through live, one-on-one Zoom sessions. The company's primary goal is to equip children globally with future-ready technology skills, ensuring their success in a tech-first world. With a growing customer base in over 30 countries, JetLearn is now focused on developing an e-commerce-style platform to simplify the enrollment process for parents without the need for manual sales interactions. As an Assistant Program Manager at JetLearn, you will join the Founders Office and play a crucial role in supporting sales initiatives, driving lead generation through collaboration across various departments, and implementing new strategic projects. This position goes beyond traditional sales roles and is ideal for individuals who excel in creating scalable processes, fostering team alignment, and identifying new opportunities through internal innovation. Key Responsibilities: - Lead strategic programs to enhance lead generation, sales efficiency, and customer acquisition in partnership with sales leadership. - Serve as a liaison between Sales, Marketing, Curriculum, and Tech teams to launch initiatives that attract qualified leads from various internal and external sources. - Identify and implement automation tools (e.g., HubSpot, Google Sheets, Zapier) to streamline lead flows, CRM operations, and reporting. - Translate founder-led initiatives into structured programs with measurable outcomes, including developing sales playbooks and lead generation workflows. - Collaborate on designing innovative lead funnels by leveraging student projects, parent testimonials, events, and educator networks. - Assist in building dashboards and reports to monitor project performance, team productivity, and lead pipeline health. Qualifications: - 12 years of experience in a high-growth startup, consulting firm, or sales ops/enablement role. - Strong educational background (Tier-1/2 college or equivalent work exposure preferred). - Highly analytical, process-oriented, and adept at building systems from the ground up. - Excellent communication and stakeholder management skills. - Entrepreneurial mindset and ability to collaborate closely with founders and senior leaders. - Passion for EdTech and a drive to create impact through scalable innovation. Location: Delhi NCR Start Date: ASAP Please note that only shortlisted candidates will be contacted during the application process. Join JetLearn's international team and contribute to a meaningful mission while shaping the future of tech education for children.,

Posted 2 weeks ago

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10.0 - 13.0 years

6 - 12 Lacs

Mumbai

Work from Office

Functional Responsibilities Scan and analyze the current and past database of queries, requests, and complaints across platforms, synthesizing insights to understand customer concerns. Utilize CRM technology and relevant tools to gather, interpret, and manage data points, ensuring effective execution of CRM activities for Malabar Gold & Diamonds. Oversee the setup of CRM software in new stores, ensuring seamless integration and functionality while coordinating with the technical team. Train store staff on CRM operations, emphasizing the benefits, processes, and importance of generating in-store data to enhance customer engagement. Monitor CRM performance, analyzing metrics related to customer satisfaction, retention, and loyalty, and report findings to senior management for strategy refinement. Follow up on customer feedback, leveraging CRM insights to address concerns, close feedback loops, and continuously improve the customer experience.

Posted 1 month ago

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10.0 - 16.0 years

10 - 20 Lacs

Noida

Work from Office

Oversee all CRM functions,Escalating & resolving the concerns as raised by clients.To assist client with all queries pertaining to legal,agreement,registration,taxation,banking & Leading the Post Sales CRM Operations, payments & collections.

Posted 1 month ago

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