Mohit Goyal
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Mohit Goyal Email & Phone Number

CRM Manager at Jersey Finance
Location: St. Helier, Jersey 16 work roles 1 school
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✓ Verified August 2026 3 data sources Profile completeness 100%

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Current company
Role
CRM Manager
Location
St. Helier, Jersey
Company size

Who is Mohit Goyal? Overview

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Quick answer

Mohit Goyal is listed as CRM Manager at Jersey Finance, a with 50 employees, based in St. Helier, Jersey. AeroLeads shows a matched LinkedIn profile for Mohit Goyal.

Mohit Goyal previously worked as Principal Consultant at Infrasoft Technologies Ltd and Senior Consultant at Infrasoft Technologies Ltd. Mohit Goyal holds Bachelor Of Engineering (B.E.), Information Technology from Dwarkadas J. Sanghvi College Of Engineering.

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Email format at Jersey Finance

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Jersey Finance

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Profile bio

About Mohit Goyal

Proven project manager, business analyst and technical consultant having 19+ years of experience in delivering projects and business solutions for financial services industry in areas of CRM, COB, BI and regulatory technologies.Strong client facing, interpersonal and communication skills with team development and management expertise.Extensive experience of working and delivering results across all phases of project life-cycle that includes business analysis, requirements elicitation, analysis and validation, solution design, development, testing, deployment and support.Key Technical Skills:• CRM Tools - Salesforce, Oracle Siebel• Client On boarding Tool - Fenergo• ERP /Accounting Tool - MS Dynamics GP• Database - Microsoft SQL• ETL - Microsoft SSIS• Reporting Tools - Microsoft SSRS, Oracle BI Publisher, Actuate• RegTech - FATCA /CRS, FSCS, MIFID II

Listed skills include Siebel and Business Analysis.

Current workplace

Mohit Goyal's current company

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Jersey Finance
Jersey Finance
CRM Manager
st helier, jersey
Employees
50
AeroLeads page
16 roles

Mohit Goyal work experience

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Crm Manager

Current

Jersey, Uk

• Developing, planning and implementing CRM strategies to support the organisational business plan and objectives. • Supervise processes around data collection and processing.• Own the end-to-end data flow across integrated applications.• Apply KPIs and metrics against transactional systems to oversee and manage quality of operational data.• Deliver KPI reports to the Jersey Finance leadership team in a consistent and coherent way.• Ensuring the database is segmented effectively to support targeted marketing and business development activities.• Working closely with all departments to ensure the CRM system works effectively for all areas of the organisation.• Develop, analyze and report key metrics, trends and results to senior management.• Working with agency partners and external technical suppliers to deliver Jersey Finance’s digital activities in an effective, efficient and secure manner.• Developing and supporting projects to enhance Jersey Finance’s use of digital tools and CRM systems across the marketing and business development function. • Measure and report performance of all digital marketing campaigns and assess against campaign objectives.• Implement central and local policies to ensure compliance across data systems.

Jan 2022 - Present

Principal Consultant

Jersey, Uk

● Delivered innovative and flexible technology solutions and provided an exceptional customer service to business departments across the Channel Islands and UK in the areas of CRM, client on boarding, business intelligence and regulatory reporting.● Leading and contributing to a variety of CRM projects for the finance, sales and marketing teams that delivered cost saving initiatives, automated solutions, mitigated risks and audit findings, met regulatory and legal changes.● Leveraging business analytical skills and technology to enable timely preparation and submission of regulatory reports (generated out of CRM and core financial systems) thereby ensuring compliance with the regulators.● Conducting project and business analysis to identify key business objectives and goals, feasibility study and gap analysis to determine the best course of action.● Managing /liaising with external vendors and suppliers for project deliveries.● Acting as liaison between offshore IT team and Senior Business management to facilitate communication and achieve business goals.● Lead /manage offshore teams comprised of business analyst and developers, developing and managing project schedules for them.● Managing production support activities including key stakeholder management, on-site/ off-shore team coordination and out of hours troubleshooting.● Performing impact and risk analysis as well as other project activities for regulatory and ever greening projects.● Collaborating closely with the business stakeholders to prepare business requirement documents and other project documentation ensuring we are compliant with all the necessary laws, regulations, codes and RBC standards.● Analysis of the raw data and generating useful MI for the senior management.● Optimising processes and implementing best practises to deliver sustainable solutions aligned to customer and business needs.

Jul 2019 - Jan 2022

Consultant

Mumbai, Maharashtra, India

Apr 2009 - Jun 2010
Team & coworkers

Colleagues at Jersey Finance

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1 education record

Mohit Goyal education

FAQ

Frequently asked questions about Mohit Goyal

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What company does Mohit Goyal work for?

Mohit Goyal works for Jersey Finance.

What is Mohit Goyal's role at Jersey Finance?

Mohit Goyal is listed as CRM Manager at Jersey Finance.

Where is Mohit Goyal based?

Mohit Goyal is based in St. Helier, Jersey while working with Jersey Finance.

What companies has Mohit Goyal worked for?

Mohit Goyal has worked for Jersey Finance, Infrasoft Technologies Ltd, Capgemini, and Patni Computer Systems Ltd.

Who are Mohit Goyal's colleagues at Jersey Finance?

Mohit Goyal's colleagues at Jersey Finance include Allannah Camsell, Harry Cook, Hayley Mallet, Tom Mckenna, and An Kelles.

How can I contact Mohit Goyal?

You can use AeroLeads to view verified contact signals for Mohit Goyal at Jersey Finance, including work email, phone, and LinkedIn data when available.

What schools did Mohit Goyal attend?

Mohit Goyal holds Bachelor Of Engineering (B.E.), Information Technology from Dwarkadas J. Sanghvi College Of Engineering.

What skills is Mohit Goyal known for?

Mohit Goyal is listed with skills including Siebel and Business Analysis.

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