Key Responsibilities

1. CRM System Management

- Oversee daily CRM operations including user access, data updates, lead flow monitoring, and basic troubleshooting.
- Ensure CRM hygiene by maintaining accurate records, validating entries, and driving timely updates across teams.
- Support the rollout of recent modules, features, dashboards, and tools within the CRM platform.

2. Innovation & Continuous Advancement

- Identify gaps, process bottlenecks, and improvement opportunities within the CRM journey.
- Collaborate with Product and Tech teams to implement enhancements and automation initiatives.
- Evaluate new CRM capabilities, tools, and integrations to support digital business expansion.

3. Lead Management & Funnel Tracking

- Monitor lead allocation, movement, status updates, and closure across partner channels and internal teams.
- Maintain and share funnel analytics, conversion reports, and productivity metrics with the business.

4. Stakeholder Coordination

- Act as a point of contact for CRM?related queries from sales teams, partners, aggregators, and internal users.
- Coordinate with Tech, Operations, Underwriting, and Marketing for CRM enhancements, issue resolution, and process alignment.

5. Reporting & Analytics

- Prepare daily, weekly, and monthly MIS on CRM performance, lead conversion, partner funnels,



and usage metrics.
- Support data extraction, report automation, and dashboard creation for business reviews.

6. Compliance & Process Governance

- Ensure CRM processes follow internal guidelines, data privacy norms, and compliance standards.
- Maintain audit?ready documentation for workflows, access logs, changes, and enhancements.

Qualifications

- Bachelor’s or Master’s degree in Business Administration, IT, Marketing, Analytics, or related fields.
- 2–5 years of experience in CRM management, digital operations, sales support, or analytics (preferably in BFSI/e?commerce/aggregator environments).
- Familiarity with CRM tools (Salesforce, Zoho, Leadsquared, Freshworks, etc.) is an advantage.

Skills & Competencies

- Strong understanding of CRM platforms, workflows, and lead lifecycle management.
- Good analytical skills with ability to work on dashboards, MIS, and data interpretation.
- Effective coordination and communication skills for cross?functional interactions.
- Ability to manage multiple tasks, maintain timelines, and ensure process discipline.
- Proactive problem?solving and a continuous?improvement mindset.
- Basic knowledge of automation, CRM integrations, and digital tools is a plus.

📌 Deputy Manager - Digital Business Group (Maharashtra)
🏢 HDFC ERGO General Insurance
📍 Maharashtra