Head of CRM Technology & Innovation

Job Title : Vice President- CRM Technology

Lead Location : Mumbai

Department : Technology / IT

Experience Required : 7–12+ years in IT leadership, ideally within BFSI or CRM side.

Job Summary :

We are seeking a leader who led the digital transformation and technology function of

our company. The ideal candidate will bring strong experience in financial services

technology, with a solid understanding ofinvestment platforms, CRM systems, data

privacy regulations, and digital client engagement tools. This leadership role is critical in

aligning technology with our firm's mission to deliver personalized, secure, and scalable

wealth management services.

Key Responsibilities :

Technology Strategy s Leadership

• Develop and execute the firm's technology roadmap in line with business goals.
• Partner with leadership to drive innovation in client servicing, portfolio

management, and operational efficiency.

across the organization.

Platforms CRM Management

platforms and Salesforce or equivalent.

tools, and client portals.

workflows.

Data Management & Security

and compliance (e.G., SEBI, RBI, GDPR, etc.).

environment.

Operational Efficiency

documentation, and transaction processing.

support advisors and clients.

Team s Vendor Management

platforms.

Required Qualifications :

related field.

services, wealth management, orfintech.

and cybersecurity frameworks.

relates to technology.

deliver scalable solutions