KPMG India


Job description

Roles And ResponsibilitiesWe are recruiting for a Business Associate in the Account Management Support team. Working as a Business Associate in this team, your responsibilities will include:

  • Monitor the queue of new client contacts / account records created.
  • Data validation, ensuring newly created data is accurate and valid.
  • Liaise with people requesting new client contact / account records via the bulk upload process including data validation processes using PowerBI
  • Enrich client records with information held in other platforms / data sources
  • Use external research tools for data validation and data enrichment activities
  • Remove duplicate client account / contact records
  • Liaise with the National Client Support team to ensure that the two systems are aligned (SAP &CRM)
  • Check Sentinel for Sentinel ID number and add number to client account record in CRM
  • Check account hierarchy against Sentinel Hierarchy and make changes accordingly. Deal with data updates requests on behalf of the business where required
  • Review the FTSE 350 on a quarterly basis
  • Deal with more complex CRM queries routed from the IT helpdesk/Finance & EM Helpdesk
  • Run and build complex in-system advanced find queries and share with business representatives
  • Manage daily CRM deployment process. Update master deployment file to ensure we can track users who have been assigned a license, completed training/ Risk declaration and who has been given access to CRM. Monthly KPI reporting on support tickets and utilization
  • Dealing with daily marketing opt outs and bounce backs.

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