* 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
