CRM Implementation Support (ESG) Apex Group

2.0 - 6.0 years

5 - 15 Lacs

Mumbai, Mumbai Suburban, Navi Mumbai

Hybrid

ESG Ratings and Advisory team - Alternative Investments, Private Equity Employment Type: Full Time Shift Timings US Shift ( 5.30 pm to 3.30 am IST) Location - Mumbai This is an excellent opportunity for a highly motivated professional to join our global ESG Ratings and Advisory team as a ESG Analyst CRM Implementation Support – Associate role. The candidate will be responsible for providing support to Global CRMs in achieving company’s client deliverables, research, and marketing materials and for other related tasks. This role demands a high-quality communication (verbal and written) and the ability to work effectively without supervision to contribute to the team objectives. What we look for We look to recruit bright, articulate, and numerate candidates who are not afraid of a challenge and are prepared to work hard and love what they do. Every member in the team plays a part in making our business what it is today and the more we grow, the more important that becomes. Whatever your career path, ambition, or skillset you will be joining an entrepreneurial environment and become part of a globally connected team. We don’t just want you to succeed, we want you to flourish. The Role & Key Responsibilities Provide day-to-day support to the Global CRMs team. Coordinating on-boarding and kick-off calls with clients. Mapping out the project timeline and workload. Ensure all aspects of client engagement and delivery are coordinated, aligned and efficient. Ensure a consistently high quality of report delivery, both in content and timing, reflective of the client needs, ESG priorities and high impact potential. Proactively identify aspects of the delivery process and products themselves that can be improved to ensure that Apex ESG remains efficient and best-in-class. Prepare and maintain project tracker to ensure all the projects are updated on timely basis. Maintenance of Salesforce for new/ existing sales lead Support Global CRMs to prepare client feedback presentations / client proposals Assist in client questionnaire and perform analysis on the results. Manage client queries on ESG products Support CRMs to build strategies with ongoing contact with clients and PCs for upsell opportunities. Manage sales support function for ESG. Work independently and in collaboration with a wide team of CRMs across regions. Coordinate new portfolio companies set up in ESG Portal. Coordinate with clients / PCs facing issues related ESG Portal. Prepare dashboard for management team to monitor progress of prospects. The role involves extensive on-the-job learning and candidates must be self-motivated. Skills Required Master’s degree in marketing / Finance would be an advantage. 3-5 years of experience as Client support / ESG Operations for Private Equity services is preferred. Experience in a client support role, preferably with high profile, international clients. The ability to engage, build rapport and influence a wide range of stakeholders, internal and external, for the good of our philosophy to drive positive change for people and planet. Excellent organizational skills, attention to detail, time management and prioritization. IT skills: Advance Microsoft Office (Excel, PowerPoint, Word) to a high level is essential. What you will get in return A genuinely unique opportunity to help support the development and delivery of a pioneering product. Significant day-to-day responsibility to contribute to the team and demonstrate your own abilities. Learning opportunities across a variety of research-based skills and sustainability topics. Experience with a highly respected multinational organization in the financial sector. Make a meaningful contribution to the improvement of businesses, communities, and the environment around the world. We measure our success as a business, not only by delivering great products and services and continually increasing our assets under administration and market share, but also by how we positively impact people, society, and the planet. For more information on our commitment to Corporate Social Responsibility (CSR) please visit our CSR policy page.

Posted 1 day ago

Apply

Start Your Job Search Today

Browse through a variety of job opportunities tailored to your skills and preferences. Filter by location, experience, salary, and more to find your perfect fit.