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.)

Good 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 trans