Job Description

Job Title -

Associate (CRM - Deal Cloud)

Experience Level

- 2 to 4 Years

Location -

Gurgaon

Job Summary

The candidate will work with an investment bank team and will be responsible for managing data on DealCloud CRM.

Key Responsibilities

Managing data and pipeline status on CRM Updating meeting notes and other deal related data for investment bank team Take new initiatives and share ideas for reporting and managing data on CRM Ability to think critically and analyzing results Assist in database management, coordination with various stakeholders Excellent working knowledge of DealCloud CRM Manage project timelines and quality of deliverables in a manner to ensure "high client satisfaction" Demonstrate strength and flair in client/requester relationship building and management, information/knowledge needs assessment Conducting analysis & performing quality control check of the outgoing reports/packs

Required Background

Bachelor of Tech or commerce or equivalent qualification 2+ years of experience in CRM data management, DealCloud preferred The candidate should have the ability to work independently Strong communication skills to engage with the client and managing workflow * Good MS Office skills