Senior Analyst- Funds Sales MIS Reporting - BFSI (- yrs)
7d ago
source :

Job Description

An exciting role for a Business Analyst aspirant holding at least 3 years of hands on experience and strong knowledge of Salesforce / Siebel CRM, Asset Management and Sales MIS reporting with knowledge of databases and data warehousing .

Our client is looking for a dynamic and energetic person keen on growing his career as a Senior Analyst with exceptionally good communication skills.

If this sounds exciting to you, then read on!


A leading, global firm with a distinguished clientele providing extensive financial and asset management services.


  • Establishing, designing and implementing Sales reporting (MIS) for international Funds business.
  • Understanding database and data warehousing.
  • Reporting and Dashboarding.
  • Improving information platforms like Salesforce CRM / Siebel CRM.
  • Coordinating with Distribution teams and their partners (Finance & Technology, Product, Client Servicing, Marketing) to facilitate sales process.

  • Must hold a post graduate degree in MBA (Finance) with graduation in / B.E with atleast 3 years of experience.
  • Shall have Experience in dashboarding and data visualization tools like TABLEAU.
  • Working knowledge of COGNOS and SQL.
  • Must have understanding of Investment management, Mutual Funds.
  • Excellent verbal and written communication skills.

  • Liaise extensively with stakeholders
  • A high-performance culture with phenomenal career progression.
  • REACH US :

    If you think this role is aligned with your career, kindly write me an email along with your updated CV on rhythmpreet crescendogroup.

    in for a confidential discussion on the role.

    Salary : INR 8,00,000 - 10,00,000 P.A.

    Industry : Banking / Financial Services / Broking

    Functional Area : Financial Services, Banking, Investments, Insurance

    Role Category : Financial Services / Stock Broking

    Role : Analyst

    Employment Type : Permanent Job, Full Time

    Key Skills

    SQLData VisualizationBusiness AnalysisInvestment ManagementSalesforce CRMSiebel CRMData WarehousingAsset ManagementMutual FundsMIS Reporting

    Desired Candidate Profile

    Please refer to the Job description above


    PG : MBA / PGDM - Any Specialization, Finance

    Company Profile

    Crescendo Global ServicesCrescendo Global is a Leadership Hiring consulting arm of Crescendo Group International with expertise in mid-

    senior level niche recruitment. Crescendo Global provides talent acquisition solutions across 3 specialist disciplines - Analytics & Digital, Sales & Marketing and Finance & Operations.

    Crescendo Global Consultants offer clients recruitment solutions which transform and evolve their competitive strategy through talent.View Contact Details+

    Recruiter Name : raghav choudhary

    Contact Company : Crescendo Global Services

    Raghav Choudhary

    Managing Director - India

    Raghav is responsible for leading Crescendo Global, a strategic part of Crescendo Group International. Crescendo Global consultants across Mumbai and Gurgaon offices provide strategic support to their clients who are largely Fortune 500 firms looking for specialist talent in Niche domains across India.

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