Arbour Alternate Advisors Private Limited is a Mumbai-based investment management firm focused on structured real estate credit and high-yield debt strategies. The company works with Wealth Management Firms, National Distributors, IFAs, Multi-Family Offices, Private Banks, AMCs and other strategic channel partners.
The Revenue Operations & CRM Executive will be the single owner of CRM governance and operations, ensuring the CRM remains accurate, secure, well-governed and trusted. The role will work closely with Fund Raising, Investor Relations, Marketing, Finance and other internal teams. Arbour_Revenue Operations & CRM…
Key Responsibilities
• CRM Governance & AIMS Boundary
• Ensure money-related information is not entered or modified from the CRM side.
• Monitor CRM–AIMS discrepancies and resolve/escalate issues appropriately.
• Investigate and permanently close incorrect data-flow routes. Arbour_Revenue Operations & CRM…
• CRM Changes & Change Control
• Test all CRM changes in a sandbox/test setting before going live.
• Maintain change logs, approvals and rollback plans.
• Configure and test CRM automation such as lead assignment.
• Maintain user guides and documentation for major releases. Arbour_Revenue Operations & CRM…
• Deals, Data & Integrations
• Set up investment deals, sales pipelines and marketing campaigns in Zoho.
• Manage bulk imports/data migrations with proper backup and validation.
• Maintain data quality and resolve recurring issues such as duplicates and missing fields.
• Integrate CRM with email, WhatsApp, marketing automation and analytics tools. Arbour_Revenue Operations & CRM… Arbour_Revenue Operations & CRM…
• Reporting & Lead Management
• Build CRM reports and dash