:

Summary: Experience of 1 to 3 years in CRM.

Description

- Performing administrative duties for CRM.
- Create, test, and implement new or modified forms, views, reports, templates, and dashboards that have been approved.
- Conduct periodic cleansing and audits of the database's data quality as necessary.
- Assigning a User profile, a Role, and under the profile, page-level access.
- Create or execute the workflow rules to the needs of the business.
- Keep data in the CRM system up to date, organized, and maintained to ensure accurate records of customer information like contact information, purchase history, and preferences.
- Additional responsibilities, including scheduling, planning, and logistics, may be needed to support the sales team's effective scheduling.
- Plan, test, and deploy solutions, new or modified Workflow rules, and authorized Fields.
- Collaborate with the development team to implement any integration.
- Manage and maintain applications to ensure system stability and availability.
- Create, test, and roll out forms, views, reports, templates, and dashboards that have been modified or added.
- Conduct regular database cleanup and audits of data quality as necessary.
- The assignment of a User profile, a Role, and access at the page level under the profile.
- Create/implement the workflow rules in line with business operations.
- By managing and keeping up with apps that support business activities, ensure system availability and stability.
- Performing all administrative duties for CRM
- Working as a SPOC between Clients and exchanging reports with the Organization




- Constant employee follow-ups according to business requirements and feedback requests
- Creation and installation of CRM analytics dashboards according to business requirements.
- As the organization's champion, you should train others to guarantee that both new and seasoned users can understand the CRM and support the system's expansion and development.

Basic Requirement

- Solid analytical/logical mindset and attention to detail
- Strong number crunching and analytical skills – proficiency in MS Excel and PowerPoint is a prerequisite to this position.

Take ownership of the full process and problem- solving.

- Strong interpersonal and time management skills
- Strong written and verbal communication skills (explicit, concise, and confident) with the ability to manage internal and external relationships.
- Ability to work under pressure and to meet deadlines ensuring high-quality reports.
- This position represents an interesting opportunity to have real tangible input and ownership of fundraising, deployment, and management working closely with the management.

Business Overview

It is a leading asset manager in real estate alternative investments. With over 40 years of team experience, they invest in real estate core/core+, debt and opportunistic investment strategies.

It provides investment and asset management services in the real estate market, partnering with other divisions and external parties as appropriate. Our work is multi- dimensional covering key markets, industry sectors, product types and geographies.

Only candidates who are ready for attendinf F2F interview only apply

📌 Urgent jon opening for CRM executive for real estate investment company-Mumbai
🏢 RECEX
📍 Mumbai