Reporting To:

Manager, GTM Sales Operations

Shift:

EMEA (1:30 pm - 10:30 pm IST) (India)

About Russell Investments, Mumbai:

Russell Investments is a leading outsourced financial partner and global investment solutions firm providing a wide range of investment capabilities to institutional investors, financial intermediaries, and individual investors around the world. Building on an 90-year legacy of continuous innovation to deliver exceptional value to clients, Russell Investments works every day to improve the financial security of its clients. The firm is “Top 12 Ranked Consultant (2009-2024)” in P&I survey 2024 with $962 billion in assets under advisement (as of December 31, 2025) and $376.9 billion in assets under management (as of December 31, 2025) for clients in 30 countries. Headquartered in Seattle, Washington in the United States, Russell Investments has offices around the world, including London, New York, Toronto, Sydney, Tokyo, Shanghai – and has opened a new office in Mumbai, India in June 2023.

Joining the Mumbai office is an incredible opportunity to work closely with global stakeholders to support the technology and infrastructure that drives the investment and trading processes of a globally recognized asset management firm. Be part of the team based out of Goregaon (East) and contribute to the foundation and culture of the firm’s growing operations in India. The Mumbai office operates with varying shifts to accommodate time zones around the world.

For more information, please visit https://www.russellinvestments.com.

Job Description:

Apprenticeship is a 12-month program that will provide a comprehensive learning experience, blending theoretical knowledge with on-the-job training. Over the 12-month period, apprentices at Russell Investments will gain valuable exposure to industry while developing essential soft skills and acclimating to a professional corporate environment.

Eligibility

• Should not be self-employed

• Should not be enrolled under other government-funded programs

• Should not be practicing professionally at the time of application

• Should not be registered on EPF/ ESIC Portal

• Should not have completed their education from a foreign university

Apprentices who enroll should have their Aadhaar seeded with their personal mobile number and personal email address. This is a mandate.

Position Summary

The CRM Business Analyst Apprentice will support Salesforce and CRM-related initiatives, business analysis activities, enhancement requests, data quality efforts, user adoption programs, and AI-enabled CRM projects. This role offers practical experience working with enterprise CRM platforms and business stakeholders across the organization.

Key Responsibilities

• Support Salesforce enhancement and optimization initiatives.

• Assist with requirements gathering and business process analysis.

• Document business requirements, user stories, and process flows.

• Participate in testing and user acceptance activities.

• Monitor and track CRM enhancement requests.

• Assist with Salesforce data quality reviews and audits.

• Support CRM reporting and dashboard development.

• Analyze business processes and recommend improvements.

• Support vendor integration and data exchange activities.

• Assist with AI and automation initiatives related to Salesforce and customer data.

Qualifications

• Recent graduate or currently pursuing a degree in Business, Information Systems, Computer Science, Data Analytics, or a related field.

• Strong analytical and problem-solving skills.

• Excellent verbal and written communication skills.

• Strong attention to detail and documentation skills.

• Ability to work effectively with technical and business stakeholders.

• Interest in CRM technology, data management, analytics, and AI.

Preferred Skills

• Salesforce exposure or certification coursework.

• Experience with Excel, Power BI, or data analysis tools.

• Understanding of databases and data structures.

• Familiarity with business process mapping.

• Interest in emerging AI technologies and automation.