Job Description

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Role Summary

We are seeking a Salesforce Developer with 2–3 years of experience to support and enhance our CRM platform in the Asset Management (Mutual Fund) domain. The role involves building scalable Salesforce solutions to manage Investor lifecycle, Distributor Relationships, Service Operations, and Regulatory Compliance, leveraging Sales Cloud, Service Cloud, and Third-Party integrations.

Key Responsibilities

Develop and customize Salesforce solutions to support Investor Onboarding, KYC Processes, Folio Management, and Transaction Mapping, Master Data Management

Implement and enhance Sales Cloud for managing Distributors, IFAs, and Retail & Institutional Clients

Implement, enhance & configure Service Cloud for Investor Servicing, Complaint Management, and Case Management & Resolution Workflows

Design and implement integrations with:

Internal systems and

Third-party financial & data platforms

Develop solutions using Apex, Lightning Web Components (LWC), and APIs

Build automation for processes.





Ensure compliance with regulations and audit requirements through system controls and validations

Create reports and custom dashboards for business tracking, Sales Performance, customer Servicing metrics

Collaborate with business teams (Sales, Operations, Marketing, Compliance) to convert requirements into technical solutions

Troubleshoot and resolve production issues in a timely manner

Maintain documentation for all developments and integrations

Required Skillsets & Qualifications

2–3 years of hands-on experience in Salesforce development (Sales & Service Cloud preferred)

Strong knowledge of:

Sales Cloud

Service Cloud (Case Management, SLAs)

Apex, LWC, SOQL/SOSL

Experience in integrating Salesforce with external financial systems:

REST/SOAP APIs

Middleware (MuleSoft, Dell Boomi, etc.)

Positive to have (not necessary) Understanding of AMC business processes:

Mutual fund lifecycl

📌 Salesforce Developer (Pune)
🏢 OptimHire
📍 Pune