Asset & Wealth Management- Client Solutions Group -Data Steward, Analyst/Associate -Bengaluru
Bengaluru, Karnataka, India
INR 850K-1039K (estimate) Mid-level Full Time
Tasks
- Collaborate with BI teams
- Collaborate with engineering
- Facilitate use of sales data
- Govern client hierarchy data
- Maintain ETF trade data
- Maintain SMA data
- Maintain alternatives data
- Maintain mutual fund data
- Manage CRM sales data
- Process conflict requests
- Reconcile datasets
- Reconcile trade processing files
- Resolve sales data inquiries
- Run data quality controls
- Support client engagement analytics
- Support sales reporting
- Update core systems
Perks/Benefits
Skills/Tech-stack
Agile | CRM | Data Governance | Data Management | Data Quality | Data Reconciliation | Excel | Macros | Pivot Tables | PowerPoint | Sales attribution | Sales operations | Sales reporting | Trade Processing | VLOOKUP
Education
N/A
Roles
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