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Ashu Rajpoot

Key Account Manager at New Era Consulting

Last Login: 25 October 2019

3811

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44

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Job Code

751367

Manager - CRM - Investment Bank

5 - 8 Years.Bangalore
Posted 4 years ago
Posted 4 years ago

Organization - An Investment Bank

Location - Bangalore

Designation - Manager - Banking CRM (Middle Office)

Must have - Candidate with experience in Sales, Business Development, Trader, Investment Adviser, coming from Investment Banking or Asset Management group will be the right fit for this role.

The role of ECS within Distribution Platforms is to ensure our clients (Internal / External) have an excellent experience and journey with Investment Banking products and to deliver a world class support service that differentiates Bank from competitors in the market

As a member of the Global ECS team, you will be the responsible for the following aspects of a client's journey:

- Ensure our clients have a seamless enablement experience on Bank proprietary and non-proprietary systems

- Monitor and resolve daily client issues related to various Distribution platforms services including; any of the Multi-Dealer platforms (trading platforms), CRM Platform, CPMI (Revenue Allocation), (Client Communication System) and Transactional FX

- Responsible for the client's technology connectivity and their relationship with our Digital offerings

- Understand the details of the back to front system and infrastructure of Bank

- Understanding of trading and electronic risk management capabilities of banking environment and External Markets

- Working in a very high paced, high risk environment where you have a direct impact on client relationships and the revenue of the Global Markets franchise

- Mapping a treats code to a counterparty & updating sales coverage rules so that revenues are allocated to correct sales & client

- Creation of a salesperson profile in CRM e.g. Mosaic

- Amend / update coverage rules based on Ad-hoc request received via mail.

Ashu Rajpoot
09899109319

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Posted By

user_img

Ashu Rajpoot

Key Account Manager at New Era Consulting

Last Login: 25 October 2019

3811

JOB VIEWS

44

APPLICATIONS

34

RECRUITER ACTIONS

Job Code

751367

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