Anirudh Gupta

Senior Salesforce Administrator @Trading Technologies

Ahmedabad, IN

Salesforce Platform ManagementConfigure and maintain Salesforce CRM to align with capital market workflows.Implement and manage custom objects, fields, workflows, validation rules, and formulas to suit capital market processes.Regularly update and manage security settings to ensure compliance with data privacy regulations.2. Data ManagementImport, clean, and manage data related to clients, trades, portfolios, and transactions.Implement data governance policies to ensure data accuracy and compliance with financial regulations like MiFID II, SEC rules, or Basel automated tools and processes to reduce manual errors and optimize operations.3. Integration with Capital Market SystemsConnect Salesforce with external platforms such as Bloomberg Terminal, market data feeds, trading platforms, and portfolio management systems.Collaborate with IT and third-party providers to streamline integrations and data flow between Salesforce and other capital market tools.4. Regulatory ComplianceConfigure Salesforce to assist with Know Your Customer (KYC), Anti-Money Laundering (AML), and other regulatory reporting.Monitor and document activities for audit and compliance purposes.Create dashboards and reports to track compliance metrics and risks.5. Client Relationship Management (CRM)Customize Salesforce for tracking client relationships, investment preferences, and interaction history.Implement client segmentation strategies to enhance relationship management.Build tools to enable personalized communication and marketing campaigns.6. Sales and Revenue OptimizationAssist sales teams with pipeline tracking, lead conversion, and opportunity management.Configure forecasting models tailored to capital markets, including trade volumes, asset allocation, or revenue streams.Provide dashboards and analytics for real-time decision-making.