* Manage and maintain the Zoho CRM system and ensure data accuracy and governance.

* Set up and manage investment deals, sales pipelines, campaigns, leads, and workflows.

* Ensure proper CRM governance and maintain the boundary between *CRM and AIMS.

* Review and control CRM changes, testing, approvals, releases, and rollback plans.

* Maintain change logs, process documentation, and internal CRM guidelines.

* Manage CRM data imports, bulk uploads, migrations, backups, and data verification.

* Identify and resolve *duplicate records, missing information, data errors, and recurring CRM issues.

* Manage integrations with Email, WhatsApp, Marketing Automation, Analytics, and other business tools.

* Create and maintain CRM reports, dashboards, and MIS.

* Ensure proper lead source tracking and automatic lead allocation to the relevant salesperson.

* Manage the Fund Raising- Investor Relations handover to ensure complete investor information and smooth transition.

* Manage CRM user access, onboarding, role-based permissions, and access removal.

* Provide CRM training and day-to-day technical support to internal teams.

* Support data privacy requests and CRM-related security incidents.

* Coordinate with external CRM vendors and manage vendor access, contracts, deliverables, and offboarding.

* Monitor CRM usage and work with teams to improve CRM adoption and process compliance.

* Troubleshoot CRM issues

Pay: From ₹48,000.00 per month

Work Location: In person

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