Location: Rajkot, Gujarat, India (In office / Full-time)
About Us:
Capius Wealth Private Limited is a forward-thinking wealth management and financial products distribution firm based in Rajkot. We leverage modern technology and cloud-based operations to deliver sophisticated investment solutions, including alternative funds and model portfolios, to our premium client base.
Role Overview:
We are looking for a tech-savvy, logically driven AI Automation & CRM Solutions Executive to join our team in Rajkot. In this role, you will be the core technical orchestrator of our software infrastructure. You will not be writing traditional code from scratch; instead, you will build, connect, and optimize our "No-Code/Low-Code" technology stack.
You will work side-by-side with our existing Digital Marketing team member to align incoming lead-generation campaigns with backend system workflows.
Key Responsibilities:
• CRM Administration: Configure, customize, and manage HubSpot CRM pipelines, user permissions, custom properties,
and client onboarding workflows.
• Workflow Automation: Build and monitor automated data pipelines connecting our website lead forms, HubSpot, synced ChatGPT business workspaces, and Dots messaging channels.
• Tool Deployment: Proactively research, test, and integrate daily emerging AI and low-code technologies to automate portfolio analysis, client reporting, and internal presentation generation.
• Data Hygiene & Security: Enforce strict data privacy configurations across our AI interfaces to secure high-net-worth client profiles and firm balances.
• Operational Analytics: Sync web hooks to ingest weekly marketing analytics from ad platforms into central data dashboards.
Required Qualifications & Skills:
• Education: BCA, B.Sc. in Information Technology, or a Diploma in Computer/IT Engineering.
• Experience: 0 to 1 year of experience. Fresh graduates with strong academic projects focused on cloud i