- Controls

- Advisory & Distribution controls + reporting

- Sanction Screening & Proof of Registration checks

- Product Management tasks

- Help on ECM / IPO processes (check ATB / Barrier Crossing, etc)

- Help organise calls between Analysts & Banking

- Help identify opportunities, set up CRM Schedules and draft client invite for Analyst marketing campaigns (NB: leverage on proximity with our CRM Support colleagues in Crisil)

- Coordinate with global analysts to set up large-scale CRM schedules and client invites including 20-40 analyst teams at a time.

- Email Analyst Marketing invites to analysts' CRM target lists, on behalf of analysts.

- Compile summary data on key marketing initiatives (e.g. recent initiations or CEO Conference feedback)



to track client engagement and sales contribution

- Record cross-sector sharing of unpublished research.

Update

Excel doc and share data with global research management weekly.

- Organise Sales Briefings for global franchise research publications

- Leverage European Research best-practice to roll-out proactive marketing campaigns in APAC and AMRS.

- Coordinate with regional analysts and sales captains to identify key marketing opportunities.

- Compile summary data on key marketing initiatives to track client engagement and sales contribution.

📌 Controls & Product Management (Chennai)
🏢 Crisil
📍 Chennai