Review any request that could let money information be entered or changed from the CRM side; stop it or escalate genuine exceptions to the COO. If money data is wrongly pushed into AIMS from the CRM, stop it immediately, investigate the cause, and permanently close the route. Monitor CRM–AIMS discrepancies; fix CRM-side issues and escalate AIMS-side issues to the appropriate owner Build CRM changes first in a safe test/sandbox copy,never directly in live; obtain team review and approval before release.Maintain a written change log covering what changed,when, who approved it, and the rollback method.For larger releases, brief affected teams and keep how to documentation/internal guides current.Set up automated CRM actions (e.g., auto-assigning new sales leads) and test thoroughly before activation.Set up new investment deals, sales pipelines and marketing campaigns in the CRM whenever a new deal is launched.Plan large data migrations/bulk imports in advance; keep a backup and verify data before and after loading.Before buying/importing investor data externally, confirmuse is permitted under the investor’s consent.When CRM errors recur (duplicates, blank required fields, bad entries), fix the underlying setting rather than only correcting individual records.CRM system management such as zoho. Outside vendor and contract management.CRM governance and data governance.
Pay: ₹150,000.00 - ₹700,000.00 per year
Work Location: In person
