Senior Manager, Digital Insights & Analytics – Client Data & Experience JD - Mumbai, India - 23 Oct 2026

Amicorp Group; Mumbai; On-site; INR 4,000,000 - 7,000,000; Full time

Job summary

Amicorp Group is seeking a Senior Manager for Digital Insights & Analytics to align client data with market opportunities and growth strategies. You will unify CRM, Zoho, portals and messaging data into a trusted, single client view and lead dashboards, predictive models and client experience measurements across marketing, sales and client service.

You will own data quality, governance, and AI-enabled insights while collaborating with IT, Compliance and business leaders to enable data-driven

Qualifications

• Bachelor’s degree in Business, Communications, Marketing, Information Systems or a related field.
• 5–8 years of experience in client service operations, CRM, digital communications or conversational messaging.
• Hands-on experience with the WhatsApp Business Platform (API) at scale.
• Experience setting up service operating models including routing and escalation processes.
• Experience in financial services or a regulated industry is preferred.

Responsibilities

• Lead client data strategy, data model and integrations across platforms.
• Build and maintain a single client view from CRM, Zoho and other sources.
• Develop dashboards and analytics to measure CEI, NPS and customer outcomes.
• Oversee data quality, governance and privacy in multi-jurisdiction environments.
• Collaborate with IT, Compliance and Marketing to drive data-driven growth.

Skills

CRM experience

Data analytics

Cross-functional

Communication

Education

Bachelor’s degree in related field

Tools

WhatsApp API

Salesforce Service Cloud

CRM systems integration

Job description

Senior Manager, & Digital Insights & Analytics, Client Data & Experience

Amicorp Group is an independent global provider of corporate management, fiduciary, fund administration and financial markets services. Since 1992, we have helped entrepreneurs, families, investment managers, corporations and financial institutions simplify operations, stay compliant and protect and grow their assets. With offices across multiple jurisdictions worldwide, we combine local expertise with global reach.

The Opportunity

Amicorp’s markets are changing fast. New financial hubs are rising, clients and intermediaries expect digital service, and new opportunities are emerging in areas such as tokenization, fintech alliances and data centers. To capture them, Amicorp needs to know which clients, segments, services and markets offer the most growth, and to act on that insight quickly.

The Senior Manager, Digital Insights & Analytics will provide that insight. You will align Amicorp’s client data with market opportunities to show where to focus, which services to offer to whom, and how to grow, retain and serve clients better. To do this, you will connect the CRM, Zoho applications and other client platforms into a single, trusted view of each client. You will lead Amicorp’s client analytics, from data integration and quality to dashboards, predictive models and client experience measurement, and make data the basis for growth decisions across marketing, the sales offices and client service.

What You’ll Work On

Market Opportunity Insight

• Combine client data with market and competitor insight from the Market Intelligence Lead to size opportunities by client segment, service line and jurisdiction.
• Identify where Amicorp is under-represented, which clients and intermediaries are most likely to need new services (such as tokenization or data center structuring), and where to invest.
• Support the Head of Digital Business Development, the Special Projects Lead and the sales offices with data-backed opportunity analysis and business cases.
• Define and own Amicorp’s client data strategy, including the data model, key definitions (client, prospect, intermediary, account, service line) and how data flows between platforms.
• Build and maintain a single client view that brings together data from the CRM, Zoho applications, client portals, WhatsApp, marketing automation, the websites, events and finance systems.
• Set up the matching and de-duplication rules that link the same client, contact or intermediary across systems.
• Create a roadmap for client data and analytics capabilities, agreed with the Head of Digital Business Development and IT.
• Map every client-facing platform, the data it holds and how it connects to the others.
• Design and oversee integrations between the CRM, Zoho applications (such as Zoho CRM, Desk, Campaigns, Forms or Analytics, depending on what Amicorp uses) and other platforms, working with IT and vendors on APIs, connectors and data pipelines.
• Make sure key events, such as enquiries, event registrations, WhatsApp conversations, portal activity, onboarding steps and invoices, reach the right systems and the client record.
• Work with the Sales Operations & Office Liaison Lead, who administers the CRM and prospecting tools, so integrations support how the sales offices work.
• Work with the Web Development & MarTech Lead on website, tracking and marketing automation data.
• Evaluate and recommend data and integration tools, such as a data warehouse, integration platform or customer data platform, with a clear business case.

Data Quality & Governance

• Set and enforce data quality standards for completeness, accuracy, consistency and timeliness across all client platforms.
• Run regular data quality checks and dashboards, and lead clean-up programs with the offices and system owners.
• Define data ownership, access rights and naming conventions for client data.
• Keep documentation of data sources, definitions and integrations up to date, so others can rely on and reuse them.
• Build the enterprise dashboards that show the full client journey: marketing reach, leads, pipeline, conversion, onboarding, service, revenue and retention.
• Measure marketing and sales performance end to end, including campaign and channel contribution to pipeline and revenue, working with the Senior Marketing Specialist, Digital and the Sales Operations & Office Liaison Lead.
• Provide analysis by client segment, service line, jurisdiction, intermediary and office.
• Answer ad-hoc questions from executives, business line leaders and the sales offices with clear, reliable data.
• Make dashboards self-service where possible, and train users to read and use them.

Advanced Analytics & AI

• Develop models that predict client attrition risk, cross-sell and upsell opportunities, lead quality and client lifetime value.
• Segment clients and intermediaries by behavior, value and needs to support targeting and personalization.
• Use AI to analyze unstructured data, such as WhatsApp conversations, emails, survey comments and service requests, to identify themes and sentiment.
• Apply AI responsibly, with human review, clear documentation and compliance with Amicorp policies.

Client Experience Measurement

• Own the enterprise Client Experience Index (CEI) and the Voice of the Client program, including NPS, CSAT and Customer Effort Score.
• Link client experience scores to the single client view, so feedback can be analyzed by client, service, office and journey stage.
• Connect client experience to business outcomes such as retention, share of wallet, referrals from intermediaries and cost to serve.
• Map key client journeys, such as entity formation, fund launch, trust set-up, onboarding and KYC, and identify friction points using data.

Data Protection & Compliance

• Make sure client data is collected, integrated, stored and used in line with data protection, confidentiality and regulatory requirements in each jurisdiction, including GDPR and AML/KYC rules.
• Work with Compliance, Legal and Information Security on consent, data retention, data residency and access controls.
• Apply privacy-by-design to every integration and analytics project.
• Build and lead a small analytics capability over time, using internal staff, vendors and partners as needed.
• Promote a data-driven culture across marketing, sales offices and client service.
• Report regularly to the Head of Digital Business Development and executive leadership on insights, priorities and the value delivered.

How This Role Fits the Team

• Head of Digital Business Development is this role’s line manager and uses its insights to set digital growth priorities and targets.
• Sales Operations & Office Liaison Lead administers the CRM and prospecting tools and supports the sales offices. This role owns how client data connects across platforms, and the analytics built on it.
• Web Development & MarTech Lead owns the websites, marketing automation, tracking and consent tools. This role uses their data and designs how it links to the client record.
• Senior Marketing Specialist, Digital owns campaign and channel reporting. This role connects that reporting to pipeline, revenue and client outcomes.
• Client Messaging & WhatsApp Lead runs the WhatsApp channel. This role integrates conversation and consent data and analyzes it for insight.
• Market Intelligence Lead covers the external market and competitors. This role covers Amicorp’s own client data. Together they size and prioritize market opportunities.
• Integrated Content Strategist and the Head of Group Marketing use this role’s segments and insights to shape audiences and messaging.
• Global Events Lead shares event data, which this role links to clients and pipeline.
• IT, Compliance and Information Security are key partners for integrations, security and data protection.

Qualifications, Skills, and Experience

• Bachelor’s degree in Business, Communications, Marketing, Information Systems or a related field.
• 5–8 years of experience in client service operations, CRM, digital communications or conversational messaging, including at least 2 years running a messaging channel such as WhatsApp Business at scale.
• Hands-on experience with the WhatsApp Business Platform (API), including template management, opt-in rules and automation.
• Experience setting up service operating models, such as routing, response-time targets and escalation processes.
• Experience in financial services, banking, wealth management, fund administration or another regulated industry strongly preferred.
• Experience coordinating teams across offices or leading a small team.

Skills & Tools

• Experience with messaging and service platforms such as Twilio, Infobip, 360dialog, Respond.io, Zendesk, Sprinklr or Salesforce Service Cloud.
• Experience with CRM systems (e.g.Salesforce, Microsoft Dynamics or HubSpot) and their integration with messaging tools.
• Experience designing chatbot and automated conversation flows.
• Solid understanding of data protection, consent and record-keeping requirements for client communications.
• Excellent written communication skills, with the ability to write short, clear and professional messages.
• Strong organizational and problem-solving skills, and the ability to stay calm and responsive in a fast-paced environment.
• Experience in complex, multi-jurisdictional organizations; additional languages are a plus.

Additional Information

• This is an onsite role based in Mumbai, India; it is not a remote opportunity.
• Occasional travel to regional offices may be required.