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Global Client Relation Analyst

2.00 to 5.00 Years   Hyderabad   17 Apr, 2020
Franklin Templeton International
Job LocationHyderabad
EducationNot Mentioned
SalaryNot Disclosed
IndustryBanking / Financial Services
Functional AreaStatistics / Analytics
EmploymentTypeFull-time

Job Description

  • Manage CRMs, Books Process, ensure smooth operation of Client Services process and administrative support functions.
What are the ongoing responsibilities of a Global Client Relation Analyst Work on CRMs:
  • IRIS CRM
  • Acknowledge requests within 1 hour of receipt.
  • Prioritize & Complete tasks within agreed upon deadlines.
  • Negotiate deadlines as needed during peak times.
  • Ability to add, remove and update firms and contacts.
  • Ability to search, query and download data upon request.
  • Add consultant notes.
  • Maintain report recipient lists (Fund book, flash reports, etc.).
  • Ability to create and promote firms.
  • Update consultant hierarchy/joins.
  • Update Tier Level, Opportunities and Risk Ratings.
  • Update contacts in IRIS who receive monthly and quarterly reports.
  • Report and escalate issues using JIRA.
  • Provide SME for enhancements or projects related to IRIS.
  • Run and review data governance reports Daily.
  • IRIS Government Agencies Quarterly Report.
  • Review and confirm accuracy of Monthly/Quarterly Reports lists sent by GCSS.
  • SMART CRM
  • Acknowledge requests within 1 hour of receipt.
  • Prioritize & Complete tasks within agreed upon deadlines.
  • Negotiate deadlines as needed during peak times.
  • Ability to add, remove and update firms and contacts.
  • Ability to promote or create firms as needed.
  • Escalate and report issues.
  • Provide SME for enhancements or projects related to SMART.
  • Run SMART Activity Report.
Meeting Books:
  • Utilize and maintain the book calendar to distribute work amongst team members, complete and manage requests/tasks.
  • Prioritize & Complete tasks within agreed upon deadlines.
  • Negotiate deadlines as needed during peak times.
  • Follow appropriate procedure to generate pre/post sale books for all channels, products and investment vehicles.
  • Utilize advanced PPT and PDF editing skills to edit books as needed.
  • Report issues using the GBS Portal.
  • Might require to speak to Portfolio Managers and Relationship managers on a need basis.
  • Have to reach out to various teams for Rush requests, data collation and to meet certain important and immediate deadlines.
Expense Reporting in Chrome River Application:
  • Consistently meet deadlines of Expense Reporting.
  • Be proactive in reaching out to leaders to request for receipts.
, What ideal qualifications, skills & experience would help someone to be Successful
  • Bachelor s Degree.
  • 2+ years of relevant experience.
  • Strong verbal and written communication skills. Excellent knowledge of proper English usage, grammar, vocabulary and spelling.
  • Working knowledge of generally accepted office procedures, practices and equipment.
Additional Desirable Qualifications:
  • Experience with PowerPoint presentations, charting, analytics, metrics.
  • Hands on Adobe PDF would be an added advantage.
  • Editing and copyediting experience.
  • Experience in the mutual fund/ financial services industry.
Knowledge, Skills And Abilities:
  • Microsoft Office skills: Word, Excel, PowerPoint, MS Outlook.
  • Ability to communicate effectively both orally and in writing and to establish and maintain cooperative working relationships with Company management and outside business associates.
  • Exercises discretion, deductive reasoning, anticipation of expectations, sense of urgency.
  • Ability to interact with senior management and external clients or vendors on a regular basis.
  • Excellent organizational skills.
  • Strong attention to details.
  • Ability to organize and prioritize workflow.
  • Ability to maintain confidentiality.
  • Ability to maintain updated knowledge of procedures, products, and activities of assigned area.
  • Ability to perform multiple tasks in a fast-paced team environment.
Problem Solving And Decision Making:
  • Ability to solve department issues or project-related issues with minimal direction.
  • Ability to assess a problem quickly and determine to what level it should be elevated.
  • Ability to exercise independent judgment consistent with department guidelines.

Keyskills :
accident insuranceclient services external clientsportfolio managers office proceduresfinancial services fitness centerdata gove

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