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GMG - Information Specialist

Mumbai, Maharashtra

Action India Pvt. Ltd

Job Description

Job Description for Equities Client Relationship Management (CRM) and Business Management (BM) support role which includes data analysis & reporting. It also requires strong excel and communication skills.
Equity CRM Support Responsibilities
• MIS Support / Client Analysis on Touchpoints Reports and Consumptions
• Help CRM on wallet analysis, correction of mappings/ Client Account Management
• Coordinate coverage file for our clients based on their proprietary system, excel file, BrokerTrack, Cogent and other system.
• Extensive use of Business Objects to produce reports Equity Sales BM Support Responsibilities
• MIS & Reporting support
• Production of various weekly, monthly sales reports and presentations and management pack
• Maintain reporting / MIS Sharepoint repository
• Respond to ad- hoc enquiries , assist in streamlining portfolio of reports and ensuring that numbers are reconcilable
• Assist with updation of date
• Assist with formatting official regional- wide management communications
• Reference Data Management
• Organizational chart updates
• Static reference data updates
• Miscellaneous
• Follow- up with sales employee on any number of outstanding actions
Skills Required
• Excellent analytical skills
• Strong verbal and written communication skills
• Financial Product knowledge added advantage
• Proficient with Microsoft Office (Excel, Macros, Powerpoint, Outlook, Word)
• Good Presentations skills
• Self- starter, ability to multitask and work effective under pressure and stress
• Adaptable, flexible and willing to work in a dynamic environment
• Developed problem solving techniques and solutions oriented
• Ability to directly address conflicts and escalate issues where appropriate and communicate effectively with all levels of management
• Strong sense of accountability and ownership
• Ability to successfully navigate a complex infrastructure that involves numerous groups and individuals and think outside the box for achieving results.
• Quick thinking, decisive and self confident

Company Description

Cross Roads India Assistance, India’s first and largest road side repair assistance service... provider. Established in 1999, we have by our side 13 years of ground fleet management experience. We attend to over 1100 road side repairs every day and had so far handled over 1.5 Mn road side repairs. We are also recognised as a critical service provider under social security category hence we have been allotted with a four digit number 1922 for the safety of the general motorist.  Read full description

Additional Information

Last updated:
Job type:
Full time
Position type:
Minimum experience:
Between three and five years
Compulsory Education
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