Key Responsibilities:
- Oversee and manage the Zoho CRM platform, ensuring smooth functioning and data accuracy across all modules.
- Record, update, and maintain comprehensive customer and investor information, including leads, contacts, accounts, deals, and interactions.
- Verify and validate data to maintain accuracy, completeness, and consistency across the CRM database.
- Collaborate with the Zoho and internal development teams to automate workflows, enhance system functionality, and create dashboards and reports as required by various business units.
- Support multiple business verticals by providing accurate and timely client information, analytics, and customized reports.
- Ensure client meetings, calls, and follow-ups are properly documented in the CRM based on inputs from team members.
- Generate, analyze, and share CRM reports and dashboards, including pipeline status, contact updates, and performance metrics, to support business decisions.
- Analyze customer and investor data to identify trends, patterns, and insights; prepare relevant metrics and dashboards for management review.
- Work with business managers to generate cross-sell and up-sell reports for existing clients.
- Maintain strict confidentiality of all customer and investor data in compliance with company data protection policies.
- Coordinate with internal teams to ensure timely CRM updates following client interactions and meetings.
- Identify and report data inconsistencies or system issues, ensuring prompt resolution.
- Train internal users and relationship managers on CRM functionalities, reporting, and customer engagement best practices.
- Drive automation of client and investor communication to enhance efficiency and customer experience.
Qualifications and Skills:
- Education: Bachelor’s degree in commerce, Business Administration, MBA or related field.
- 2-3 years of experience in CRM operations, or back-office support (preferably in financial services, insurance, or banking).
- Working knowledge of CRM software (Salesforce, Zoho, HubSpot, or MS Dynamics).
- Understanding client data management workflows and dashboards
- Proficiency in MS Excel and basic data management tools.
- High attention to detail, accuracy, and data confidentiality.
- Good communication and coordination skills.