Key Responsibilities
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.
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 recent CRM capabilities, tools, and integrations to support digital business expansion.
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.
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.
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.
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.
Valuable 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