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 lifecycle (Lumpsum, SIP, Redemption, Switches, STP, AUM, NAV etc)

- Investor onboarding and servicing

- Distributor onboarding and servicing

- Strong knowledge of data migration & bulk data handling (Data Loader, ETL tools)

- Knowledge of Salesforce Security Framework and data access controls

- Experience with GIT / Version Control tools

Preferred Qualifications

- Salesforce Certification (Platform Developer I preferred) :

- Experience working in Asset Management / Mutual Fund / BFSI domain / Wealth Management :

- Exposure to:

- Omni-Channel (for call center / investor servicing) :

- Experience Cloud (Investor / Distributor Portals) :

- Document management and e-sign integrations

- Familiarity with compliance and audit processes in financial services :

- Experience in Agile delivery models

Soft Skills

- Strong understanding of business processes in financial services
- Good communication skills
- Problem-solving mindset with attention to data accuracy and regulatory requirements
- Ability to work in a fast-paced, deadline-driven environment
- Cross-functional collaboration

Good to Have

- Knowledge of SEBI guidelines and mutual fund regulations :

- Exposure to Einstein Analytics / CRM Analytics for financial reporting :

- Experience handling **large data volumes and high transaction systems

📌 Salesforce Developer (Pune)
🏢 Diginnovators
📍 Pune