Company

Udaan Credit

Location

Chandigarh (Work From Office)

Experience

Fresher - 1 Year

About Udaan Credit

Udaan Credit is building a Corporate Financial Wellness platform that helps employees access financial guidance, tax support, and lending solutions. Our long-term vision is to build an AI-powered financial wellness ecosystem for employees across India.

Job Overview

We are looking for a detail-oriented Data & CRM Executive who will help us build and manage our corporate, employee, and lending databases. This role is ideal for freshers who want to work at the intersection of data, operations, CRM, and future AI-driven products.

Key Responsibilities

CRM Management
- Maintain and update CRM records.
- Track leads, meetings, and follow-ups.
- Ensure data accuracy and completeness.

Corporate Database Management
- Build and maintain company databases.
- Research companies, HR contacts, and employee strength.
- Categorize companies by industry and location.

Employee Data Management
- Maintain employee records.
- Update financial wellness interactions.




- Organize employee engagement data.

Reporting & Analytics
- Prepare daily, weekly, and monthly reports.
- Track lead generation and conversion metrics.
- Support management with business insights.

Data Quality Control
- Identify duplicate records.
- Correct missing or inaccurate information.
- Maintain clean and structured datasets.

AI Data Preparation
- Organize structured business data.
- Tag and categorize records.
- Maintain datasets for future AI and analytics projects.

Research Work
- Research industry trends.
- Collect market intelligence.
- Support business development initiatives.

Skills Required

Mandatory
- Good knowledge of Microsoft Excel
- Solid attention to detail
- Basic internet research skills
- Good communication skills
- Ability to organize data efficiently

Preferred
- Knowledge of Google Sheets
- Basic understanding of CRM software
- Interest in AI, analytics, or fintech

Who Shou

📌 Data & CRM Executive (Chandigarh)
🏢 Udaan Credit
📍 Chandigarh