We are seeking a highly motivated professional to support our Private Wealth Solutions (PWS) Business Development team in enhancing analytics and reporting capabilities on a global scale. This role will collaborate across PWS teams and be responsible for:

- Preparing recurring sales and fundraising reports across PWS sales channels and products with a strong focus on accuracy.
- Manipulating robust datasets to generate analytics and track the efficiency of sales and marketing initiatives across the global business.
- Assisting in the ongoing maintenance of global CRM systems and data infrastructure platforms.
- Creating recurring and ad-hoc Salesforce campaigns to enable timely and accurate distribution of sales/marketing emails to 30K+ recipients.
- Generating actionable business insights through the analysis of key initiatives.

Qualifications:

We seek individuals who thrive in team-driven environments, are highly motivated, demonstrate sound judgment, and have excelled in prior roles. The ideal candidate should possess the following:

- A strong academic record.




- 2–3 years of experience in data manipulation and sales reporting within the financial services industry; experience with alternative investments is a plus.
- Strong analytical, quantitative, and problem-solving skills.
- Proficiency in Excel, PowerPoint, and Word.
- Knowledge and expertise in Tableau and Salesforce.
- Basic knowledge of Python and VBA macros.
- Excellent interpersonal and communication skills, both written and verbal.
- High motivation, a strong work ethic, and the ability to work effectively in a team-oriented environment.
- Exceptional attention to detail and the ability to manage multiple tasks simultaneously.

Additional Information:

This role offers the opportunity to work in a energetic, collaborative environment with a focus on driving impactful business results. If you are passionate about leveraging data to support business growth and have the qualifications listed above, we encourage you to apply!

Skills: Sales Reporting, private wealth management, Business Development

Experience: 2.00-5.00 Years

📌 Data and Reporting Analyst – Private Wealth Solutions (Gurugram)
🏢 Talent Ahead India Private
📍 Gurugram