Location: Chakala, Andheri East, Mumbai, Maharashtra (On-site)

Experience: 2-4 years of hands-on Zoho CRM experience

Education: Graduate (Postgraduate preferred)

About the Role

A Mumbai-based financial services firm is hiring a CRM Executive to manage and govern its Zoho CRM. The CRM is used daily by the Fund Raising, Investor Relations and Marketing teams to manage leads, deals, pipelines, campaigns and partner/investor conversations. You will own the CRM end to end, keeping it accurate, secure, well-structured and trusted, and you will report directly to senior leadership.

Key Responsibilities

- Administer and maintain Zoho CRM, including modules, fields, workflows, automations, user roles and permissions
- Set up new deals, sales pipelines and marketing campaigns in the CRM whenever a new offering is launched
- Build and test CRM changes in a sandbox before going live, and maintain a written change log with a rollback plan
- Ensure CRM data stays separate from the core financial record system: no financial figures are entered or calculated in the CRM
- Plan and execute bulk imports and data migrations with proper backups and verification before and after loading
- Fix the root cause of recurring data issues (duplicates, blank mandatory fields, incorrect entries) instead of correcting individual records
- Set up lead routing so every recent lead has a clear source and is assigned to the right salesperson without delay
- Design and maintain the handover process between the Fund Raising and Investor Relations teams so no investor or context is lost
- Build reports and dashboards for business teams; financial figures must be reviewed and signed off by Finance
- Integrate the CRM with email,



WhatsApp, marketing automation and analytics tools, and check integrations regularly
- Manage user access: provide role-based access on day one, and update or remove it the same day a user changes role or leaves
- Train new joiners on the CRM before they work on live records
- Run the CRM help desk, resolve user issues within agreed timelines, and escalate poor CRM usage using actual usage data
- Handle CRM-side personal data requests (access, correction, deletion) within required timelines
- Coordinate with external CRM vendors, giving them only the access they need and confirming delivery before invoices are approved

Requirements

- 2-4 years of experience managing and administering Zoho CRM (direct Revenue Operations experience is not mandatory)
- Experience with workflows, automation, custom modules, reports and integrations in Zoho
- Habit of testing every change before release and having a rollback plan
- Basic understanding of data privacy and confidentiality practices
- Clear written and verbal communication, and the ability to say no and escalate when a data or process rule matters
- Strong ownership mindset, time management and the ability to handle multiple requests accurately under deadlines

Good to Have

- Experience in financial services, BFSI or another regulated environment
- Exposure to vendor management and data handling terms
- Experience with Zoho Campaigns, Zoho Analytics or Deluge scripting

What We Offer

- Ownership of a business-critical system with direct visibility to senior leadership
- Real authority over how the CRM evolves
- A chance to build the fundraising and investor engagement process from the ground up

📌 CRM Executive (Zoho CRM) - JG (Mumbai)
🏢 IAssess Consultants
📍 Mumbai