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Job Description
Job Title : CRM Specialist
Reporting To : VP Sales
About Finnovate :
Finnovate is a holistic financial planning and wealth advisory platform. We are passionate about transforming the way Indians get personal finance advice. Our team is dedicated to providing comprehensive financial solutions that cater to the unique needs of our clients.
https : / / www.finnovate.in / services / financial-planning-for-doctors /
Location : Mumbai
Employment Type : Full Time
Key Responsibilities :
- Maintain and update customer records in Zoho CRM software.
- Use ZOHO CRM software to track client interactions and analyze data.
- Generate reports on customer trends, feedback, and engagement.
- Ensure data accuracy and security at all times.
Qualification & Skills :
Years of Experience :
0-2 years of experience (especially with Zoho Software)
How to join our Dream- Team
1. Apply with a copy of your resume
2. Level 1 screening : Interview by the HR Team
3. Level 2 screening : Interview with Departmental / Operational Head
4. Final Round with the Management
Working Days
Monday to Saturday
Saturday – Half Day)
Working Time
9.30 am to 6.30pm
Requirements
MS Excel