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Trafigura

MDM & Customer Onboarding Analyst

Mumbai, India1-3 yrsPosted today

Skills

SalesforceExcelCommunicationAttention to DetailAdaptabilityTime Management

Job description

About the Job

Puma Energy is a leading global downstream energy business , safely providing energy in more than 35 countries, primarily across central America and Sub-Saharan-Africa. Our downstream business segments include fuels, aviation, lubricants, LPG and bitumen. Our purpose is Energising Communities to help drive growth and prosperity by sustainably serving our customers’ needs in high potential countries around the world.

At Puma Energy, you will have the chance to build your career in Master Data Management centered around providing best-in-class customer experience during the customer onboarding journey. Our efforts are focused towards the customer, we put customers at the centre of everything we do.

Main Purpose

Customer onboarding is a crucial role in making it as easy as possible for our customers to do business with us. As MDM analyst, you will lead our customers through the onboarding process quickly, securely and without surprises through disciplined project governance and proven methodology. You will work across the firm locally & globally in close coordination with partners in Sales, Credit, Pricing, and Compliance.

You will be responsible for managing end-to-end onboarding activities, including creating accounts in Navision/Salesforce/other systems, and while maintaining accurate data to ensure a fast and efficient turnaround time (TAT) . In addition, the role includes updating fuel and lubes pricing in Navision and aviation pricing in Supplier One based on affiliate schedules. Accuracy is non-negotiable, with zero tolerance for errors. Clear & effective communication with customers and stakeholders is essential to ensure smooth and timely execution of all tasks. You shall possess ability to work independently or as a part of the team.

KEY RESPONSIBILITIES

Customer Onboarding

Responsible for onboarding the prospect as a customer of Puma Energy

Provide a list of required documents to the customer for the onboarding process. Maintains confidentiality, and handles all documents with the utmost sensitivity

Review documentation for entities such as corporations, trusts, private holding companies, and individuals in accordance with policy and jurisdiction for all KYC documents, and raise requests for additional information or documents

Call the customer to get the required information/documents; Communicate to customers with empathy and exceptional precision

Raise the KYC, credit and pricing request for the new customer, track & complete the end-to-end customer onboarding

Maintain absolute discretion when dealing with confidential matters and be detail-oriented and results-focused

Accurately record the relevant data in systems, communicate the onboarding stages to stakeholders & customer

Master Data Management

Create, modify & update customer master data in systems Salesforce, Navision, Payment 24, Supplier One etc.

Ensures awareness and full compliance of internal processes, regulations, policies, guidelines, procedures, and practices.

Daily deliverable of routine and defined tasks, while developing knowledge of the broader context in which work is being performed

Ensure master data objects are controlled & setup, created as per policies defined

Help create new & improved processes for customer/supplier master data management

Ensure master data objects are controlled & setup, created as per policies defined

Manage data policy & processes maps for the associated master data object

Act as a SME for a domain’s master data related questions and coordinate with IT and Business for the various system implementations

Partner with the Data Officer to implement rules, policies and controls to ensure master data is complete, consistent and accurate

Design Data quality issues to identify areas for data quality improvement and execute action plans to resolve issues

Implement process controls & improvements for prevention of data quality issues and integrity across key systems

Follow up with data owners/users to remediate data issues in order to maintain the agreed levels of quality

Daily capturing, uploading and controlling of data files from trading systems into accounting system ledgers

Performing system integrity checks, correcting errors immediately where possible or managing the issue with IT and business teams

Partner with the Data Officer to implement rules, policies and controls to ensure master data is complete, consistent and accurate

Help design and manage Master data workflows to improve processes

Requirements

Qualification:

Bachelor’s degree or above in Engineering, Business Administration, International Business or similar field

Master’s degree in Business Management such as MBA (preferred, not mandatory)

1 -3 years of experience in customer-facing roles (preferred, not mandatory)

Skills

Display excellent interpersonal skills, both written and oral, with exceptional follow-up and follow-through abilities

Demonstrate excellent stakeholder engagement skills and fluency in English

Collaborate effectively, demonstrating partnership and influencing skills with flexibility and adaptability

Identify critical requirements and potential gaps by understanding complex and interdependent processes

Experience working cross-culturally and in a Global environment

Meticulous attention to detail, strong prioritization and time management skills required

Advanced knowledge of Microsoft Office suite like Outlook, Excel, Word and PowerPoint

Apply on Trafigura