About the Role

We are a SEBI Registered Investment advisor with 4 employees and are seeking an experienced Zoho One Implementation Consultant to lead the end-to-end setup, customization, and deployment of Zoho One applications.

Key Responsibilities

- Understand business processes specific to client acquisition, client onboarding, investment advisory, compliance workflows, and reporting.

- Evaluate and Map requirements to various Zoho One apps (CRM, Desk, Projects, People, WorkDrive, Sign, Invoices, Books, etc.)

- Customize and Create automated workflows for client onboarding, risk profiling, agreements, renewals, and reporting, etc.

- Implement / integrate Zoho with third-party apps if needed.

- Create analytics dashboards for client metrics, AUM, operations reporting, etc.

- Provide training and SOPs, documentation, and admin materials.

Job Types: Part time, Contractual / Temporary, Freelance

Application Question(s)

- Please explain your experience of implementing Zoho One in Financial Services industry (specifically to Investment Advisory business)

Experience

- Zoho One Implementation: 2 years (Required)

Work Location: Hybrid remote in Ahmedabad, Gujarat

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