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

📌 Zoho One Implementation Consultant Ahmedabad (India)
🏢 Neuron Wealth Advisors
📍 India