Job Description

Sales & Marketing

Associate: Business Analytics, CRM, DST SalesConnect - Mumbai

Morgan Stanley Investment Management (MSIM), together with its investment advisory affiliates, has $471 billion in assets under management or supervision as of September 30, 2018. Morgan Stanley Investment Management strives to provide outstanding long-term investment performance, service and a comprehensive suite of investment management solutions to a diverse client base, which includes governments, institutions, corporations and individuals worldwide.

Position Overview

We are looking for career-minded professionals with global perspective to join the Mumbai based Business Analytics and CRM team as a Data Integrity Associate. The role specifically supports MSIM’s Global Distribution sales efforts by ensuring the division’s CRM systems and processes used by approximately 600 employees are up-to-date and accurate. The ideal candidate should have 1-2 years of experience using DST SalesConnect in various capacities with Asset Managers and have had the following responsibilities:

1) Trade resolution management to ensure all transactions are properly resolved to a Financial Advisor / Partnership

2) Alias management with Universal Dealer

3) Salesforce dashboard and reporting utilizing DST data

Additional responsibilities are:

Universal Dealer - Firm/Office/Rep Maintenance

Channel and Territory Management

MSIM Fund Maintenance (Fund Name, Share Class, CUSIP, Ticker)

Troubleshooting Transactions for Sale Team Members

Adhoc Reporting Request

In addition to the above, the candidate will be required to update / maintain records within the CRM application to optimize data used for sales and marketing efforts while meeting compliance requirements.

The successful candidate should have experience in or knowledge of the investment management industry, experience with DST Sales Connect and CRM systems (Salesforce is a plus), is analytical and possess the ability to multi-task on ad-hoc requests and large projects.

Key Skills

  • Working knowledge of investment management industry
  • Hold and adhere to high standards of confidentiality
  • Excellent project and time management skills
  • Ability to work independently and manage multiple tasks simultaneously
  • Ability to turnaround outstanding work projects under tight deadlines

Position Requirements:

  • Bachelor’s degree or equivalent experience required
  • Proficiency in Microsoft Office including Word, Excel, PowerPoint, Access
  • Experience with DST SalesConnect and CRM systems such as Salesforce is an added advantage
  • Strong analytical skills
Qualifications

Position Requirements:

  • Bachelor’s degree or equivalent experience required
  • Proficiency in Microsoft Office including Word, Excel, PowerPoint, Access
  • Experience with DST SalesConnect and CRM systems such as Salesforce is an added advantage
  • Strong analytical skills