Esg CRM Implementation - Mumbai, Maharashtra, India - LRI Invest

LRI Invest
LRI Invest
Verified Company
Mumbai, Maharashtra, India

1 month ago

Deepika Kaur

Posted by:

Deepika Kaur

beBee Recuiter
Description

About Holtara:
Holtara is at the forefront of developing successful ESG programs, combining expert advice with our award-winning platform.

For over 15 years, we have been empowering investors, managers, and companies to leave a lasting legacy they can be truly proud of.

Backed by the global Apex Group, Holtara offers a unique blend of advisory and technology services across the investment lifecycle, aiming to impact businesses today for a sustainable tomorrow.

What we look for


Whatever your career path, ambition, or skillset you will be joining an entrepreneurial environment and become part of a globally connected team.

We dont just want you to succeed, we want you to flourish.

The Role & Key Responsibilities

  • Provide daytoday support to the Global CSMs team.
  • Coordinating onboarding and kickoff calls with clients. Mapping out the project timeline and workload.
  • Ensure all aspects of client engagement and delivery are coordinated, aligned and efficient.
  • Ensure a consistently high quality of report delivery, both in content and timing, reflective of the client needs, ESG priorities and high impact potential.
  • Proactively identify aspects of the delivery process and products themselves that can be improved to ensure that Apex ESG remains efficient and bestinclass.
  • Prepare and maintain project tracker to ensure all the projects are updated on timely basis.
  • Maintenance of internal tools used for project tracking
  • Support Global CSMs to prepare client feedback presentations / client proposals / weekly checkins
  • Assist in client questionnaire and perform analysis on the results.
  • Manage client queries on ESG products
  • Support CSMs to build strategies with ongoing contact with clients and Portfolio companies for upsell opportunities.
  • Manage sales support function for ESG.
  • Work independently and in collaboration with a wide team of CSMs across regions.
  • Coordinate new portfolio companies set up in ESG Portal.
  • Coordinate with clients / PCs facing issues related ESG Portal.
  • Prepare dashboard for management team to monitor progress of prospects.
Skills Required

  • Bachelors degree in Sustainability / ESG / business administration would be an advantage.
  • Experience as Client support / ESG Operations for Private Equity services is preferred.
  • Experience in a client support role, preferably with high profile, international clients.
  • The ability to engage, build rapport and influence a wide range of stakeholders, internal and external, for the good of our philosophy to drive positive change for people and planet.
  • Excellent organizational skills, attention to detail, time management and prioritization.
  • IT skills: Advance Microsoft Office (Excel, PowerPoint, Word) to a high level is essential.
What you will get in return

  • A genuinely unique opportunity to help support the development and delivery of a pioneering product.
  • Significant daytoday responsibility to contribute to the team and demonstrate your own abilities.
  • Learning opportunities across a variety of researchbased skills and sustainability topics.
  • Experience with a highly respected multinational organization in the financial sector.
  • Make a meaningful contribution to the improvement of businesses, communities, and the environment around the world.


We measure our success as a business, not only by delivering great products and services and continually increasing our assets under administration and market share, but also by how we positively impact people, society, and the planet.

For more information on our commitment to Corporate Social Responsibility (CSR) please visit ourCSR policy page.

If you are looking to take that next step in your career and are ready to work for a high performing organization, alongside talented people who take pride in delivering great results, please share your CV and cover letter
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