Asset Management – CRM (Salesforce) Support and Project Management – VP Job Vacancy in JPMorgan Chase Bank, N.A. Mumbai, Maharashtra – Updated today

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Full Details :
Company Name : JPMorgan Chase Bank, N.A.
Location : Mumbai, Maharashtra
Position :

Job Description : J.P. Morgan Asset Management is a global leader in Investment and Wealth Management services with assets under management of $2.7 trillion. Investment Management offers variety of products to institutional and retail clients across Fixed Income, Equity, Real Assets and Asset Allocation through various sales channels, i.e., Institutional and Funds Management (including top pension plans, insurance companies, sovereign wealth funds, endowments, foundations, central banks and direct and third-party distributors.
Team Description
CRM Support and Project Management team is part of AM’s global Data, Digital and Distribution organization. The core objective of the team is to ensure that the data in global CRM (Salesforce), Business & Client Service platforms etc. remains of top quality, strategic and keeps pace with an ever changing client and regulatory environment. The team is focused on driving the data agenda forward, building on and supporting the overall CRM platform and data capabilities across the Client journeys.
The team in India is responsible for supporting a diverse range of business process and reporting needs across our Asset Management organization. The team provides functional and user support to the CRM platform. It plays a pivotal role in the data management/governance stream to help generate vital business/strategic insights for decision making. The team plays a major role in leading, partnering and driving global strategic projects to enhance and build AM platforms and data capabilities
The role requires leading a team which engages, and works closely with the Distribution teams, and their partners (Client Service, Marketing, Product, Finance, Data Delivery/Business Intelligence and Technology).
Job Specification
We are seeking highly motivated and self driven candidates with a unique blend of leadership, interpersonal and analytical skills. In addition to functional responsibilities, the lead is expected to act as a key engagement point with global teams and lead a highly motivated team for both qualitative and quantitative agenda of the group.
In this role, you will be expected to lead the CRM support team, build close partnerships with CRM user / stakeholders, manage and drive global project and work closely with product owner groups across business platforms. We are a highly collaborative team – so you will have significant potential for learning and creating an impact so as to add value to the organization. The team is responsible for end user support, data quality and controls on client data across life cycle.
Functional Responsibilities:

Understand current and future business needs, follow CRM industry trends and innovations to proactively improve and maximize the value of the CRM system to be in line with the changing strategies and stakeholder requirements – understand processes / workflows / integrations and translate them into CRM solutions
The goal is to improve user experience and adoption of CRM system . Aim to simplify processes, maximiz e efficiency and provid e necessary functionalities relevant for user groups
Drive the team to strategically achieve data modernization and integrity across client journeys by deploying right governance and design strategy on client data
Engage closely with leadership/business and relevant Product Owners to build/support the end-to-end design, roadmap, implementation plan and adoption strategy.
Planning, delivery governance, resource optimization & monitoring of critical issues/risks across CRM support/projects and identify/execute improvement programs
Provide ongoing business support to the users of Asset Management CRM platform, help to set / manage best practices for Salesforce objects, data management, security and compliance.
Drive user success & adoption of CRM (SFDC) by enabling change network and stakeholder engagement/training
A ct as the interface to technical teams, follows development ( design, build, test and implementation phases ) and aligns with other CRM sub-product owners on priorities
Ability to work in an agile environment and should be able to lead projects end to end. Provide / review JIRA boards, user stories, participate across SCRUM ceremonies efficiently
Data Stewardship – Support strong data governance and management to ensure compliance with data standards and a single client view is maintained. Develop consistent data definitions, data owners, define data ‘golden sources’ and created standardization
Design and own process improvements for data quality analysis, auditing, tracking, cleansing, and escalation to ensure high quality data within various systems
The lead should develop in-depth subject matter expertise as well as guide the junior resources on the team with function/domain
Responsible to build a scalable and sustainable organization, manage controls agenda, and have defined engagement & governance model with key stakeholders with identified metrics and performance parameters.
Drive collaborations/partnerships with related functions/groups in the broader organization and drive team integrations

Qualifications:

Relevant industry experience and knowledge of sales process, MBA (Finance)/Engineering is a plus.
Strong academic background with established analytical, programming and technical skills (Certifications in CRM, Data Management/Analytics & Data warehouse domain is preferable)
Experience working with an industry recognized CRM platform (Salesforce.com is a plus)
Project Management Background, Product Owner Certifications and AGILE Certifications are preferable
Experience with databases and data analysis softwares SQL/Python/BO/Alteryx is a plus
Strong Microsoft office skills (Word, Excel, PowerPoint)
Excellent communicator (written and verbal) with strong interpersonal skills
Experienced people manager adept at working in matrix organization and managing dynamic high performance teams

Skills:

Understanding of Asset Management business (Investment Management, Mutual Funds, Managed Accounts, and/or Separate Accounts) preferable
A passion for technology, financial services and asset management
Demonstrable professional user story writing expertise and presentation/story telling skills
A balanced approach combining judgment, analytical rigor, curiosity, open-mindedness and creativity
Ability to delve into details with a view to proactively solve issues, develop new ideas and add value to existing functions
Ability to build and drive high performing teams, motivated teams
Strong project management skills
Ability to multi-task and manage competing priorities/workflows
Proven ability to quickly learn the business, the application and adapt to ever changing priorities
Ability to analyze large data sets, summarize findings and recommend feasible solutions
Ability to explain complex ideas and methods to business partners is essential
Strong commitment to eye for detail
Self-motivated, team leader with a strong work ethic
Ability to build relationships across global teams
Effective planning and time management skills to meet strict deadlines or changing priorities (able to self-prioritize and set expectations of others accordingly)
Demonstrable professional user story writing expertise and client presentation skills
JPMorgan Chase & Co., one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. In accordance with applicable law, we make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as any mental health or physical disability needs.

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