Revenue Operations & CRM Executive
Location
Chakala, Andheri East,
Mumbai
Experience
36 Years
Qualification
Graduate (Postgraduate
preferred)
Function
Revenue Operations
Data Governance
CRM |
About Arbour & the Role
Arbour Alternate Advisors Private Limited is a Mumbai-based investment management firm focused on structured real
estate credit and high-yield debt strategies, operating in the alternative investments space. We manage institutional-grade
investment opportunities delivering superior risk-adjusted returns through a strong network of strategic distribution
partners spanning Wealth Management Firms, National Distributors, Independent Financial Advisors (IFAs), Multi-Family
Offices, Private Banks, Asset Management Companies (AMCs), and other strategic channel partners.
CRM currently Zoho is where Fund Raising, Investor Relations and Marketing manage leads, deals, pipelines, campaigns,
and conversations with partners/investors. Arbour Investment & Monitoring System (AIMS) is the system of record for
money: what an investor committed, paid, or was paid becomes true there. Numbers may flow from AIMS into the CRM for
visibility; they must never flow the other way. This role owns that boundary and ensures the CRM is accurate, secure, well-
governed, useful, and trusted. It is a hands-on, single-owner role reporting directly to theCOO, with authority to stop
requests that break the rule and take responsibility to find a safe way to support everything else.
Core CRM & Revenue Operations Areas
CRM Governance & Arbour Investment & Monitoring
System Boundary
Deals, Data & Integrations
Changes, Releases & Change Control
Reporting & Fund Raising Investor Relations Handover
Key Responsibilities
A. Protecting the Arbour Investment & Monitoring System
boundary

Review any request that couldlet money information be
entered or changed from the CRM side; stop it or
escalate genuine exceptions to the COO.
If money data is wrongly pushed into AIMS from the CRM,
stop it immediately, investigate the cause, and
permanently close the route.
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Monitor CRMAIMS discrepancies; fix CRM-side issues
and escalate AIMS-side issues to the appropriate owner.
Build CRM changes first in a safe test/sandbox copy,
never directly in live; obtain team review and approval
before release.
B. Changes, releases and change control
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Maintain a written changelog covering what changed,
when, who approved it, and the rollback method.
For larger releases, brief affected teams and keep how-
to documentation/internal guides current.
Set up automated CRM actions (e.g., auto-assigning new
sales leads)



and test thoroughly before activation.
Set up new investment deals, sales pipelines and
marketing campaigns in the CRM whenever a new deal is
launched.
C. Deals, data and integrations
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Plan large data migrations/bulk imports in advance; keep
a backup and verify data before and after loading.
Before buying/importing investor data externally, confirm
use is permitted under the investors consent.
When CRM errors recur (duplicates, blank required
fields, bad entries), fix the underlying setting rather than
only correcting individual records.

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Connect CRM with business tools including email,
WhatsApp, marketing automation and analytics;
regularly verify integrations.
Build CRM reports/dashboards for relevant teams. Any
report containing a money figuremust be reviewedand
signed off by Finance; money figures are never
calculated inside the CRM.
D. Reporting and Fund Raising Investor Relations
handover
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Ensure every new sales lead has a clear source and is
automatically routed to the right salesperson without
delay.
Design and maintain the automatic handover from Fund
Raising, which brings in new investors, to Investor
Relations, which manages them afterward, so no
investor or context falls through the gap.
E. Access, onboarding and security
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Grant new employees CRM access on day one, scoped
only to their role; remove/adjust access the same day
they change role or leave.
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Train every new joineron CRM beforethey toucha live
record.
Act as CRM-side IT/security contact during security
incidents and support investigations using system
knowledge.
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Handle CRM-side personal data requests (access,
correction, deletion) withinlegally required timeframes.
F. Vendors and outside help
When external CRM support is needed, compare at least
two options, verify data trustworthiness, and contract for
data handling, including end-of-relationship treatment.
Give vendors only necessary access, through named
logins with an end date; never shared credentials or
open-ended access.
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Confirm agreed work was delivered before approving
invoices.
On termination, removevendor access immediately and
obtain written confirmation that Arbour data has been
returned or deleted.
G.



Day-to-day support
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Run the CRM help desk and resolve/fix reported issues
within agreed response times.
For recurring questions/problems, fix the root cause
rather than repeatedly addressing the symptom.
If a team consistently fails to use the CRM properly,
escalate to its manager and the COO using actual usage
data.
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If CRM goes down, notify affected teams immediately,
help them continue working, restore service, and
document how recurrence will be prevented.
Candidate Profile
Basic Requirement
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36 years managing a CRM system (such as Zoho),
ideally within financial services or a comparable
regulated environment.
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Demonstrated habit of testing every change safely before
making it live, always with a rollback plan.
Working understanding of data privacy fundamentals
handling personal-data requests correctly and reporting
data incidents on time.
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Real experience managing contracts and relationships

with outside vendors, including data handling and
offboarding terms.
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Comfortable saying no and escalating when a rule
genuinely matters, rather than finding a workaround that
quietly breaks it.
Core Competencies
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Habit of fixing thereal underlying causeof repeated
problems, not just patching symptoms.
Strong ownership instinct takes the full process from
request to resolution rather than handing pieces off.
Strong interpersonal and time-management skills, with
discipline to manage multiple team requests without
losing quality.
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Explicit, concise and confident written/verbal
communication, withability to manage internal and
external relationships.
Ability to work under pressure and meet deadlines while
producing accurate, high-quality output this role sits
at the intersection of trust and speed.
This position represents a genuine opportunity to own a
system that touches almost every part of how Arbour
raises and manages capital with direct visibility to the
COO, real authority over how the CRM evolves, and a
meaningful hand in getting the Fund Raising, Investor
Relations and Marketing engine right from theground up.
Opportunity
Preferred Background & Key Skills
Preferred Background
Key Skills
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Financial services or a comparable regulated
workplace
CRM system management such as Zoho
Data privacy and Personal-Data Handling
Outside vendor and contract management
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CRM Governance & Data Governance
Revenue Operations & CRM Support
Change Control, Testing & Rollback
Integrations, Reporting & Stakeholder Management
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📌 Revenue Operations & CRM Executive (Mumbai)
🏢 Arbour Investments
📍 Mumbai