CRM Technology Lead

9 hours ago

Mumbai Maharashtra India, Maharashtra equentis Full time

Job Title: Vice President- CRM TechnologyLead Location: MumbaiDepartment: Technology / ITExperience Required: 7–12+ years in IT leadership, ideally within BFSI or CRM side.Job Summary:We are seeking a leader who led the digital transformation and technology function ofour company. The ideal candidate will bring strong experience in financial servicestechnology, with a solid understanding ofinvestment platforms, CRM systems, dataprivacy regulations, and digital client engagement tools. This leadership role is critical inaligning technology with our firm's mission to deliver personalized, secure, and scalablewealth management services.Key Responsibilities:Technology Strategy s Leadership• Develop and execute the firm's technology roadmap in line with business goals.• Partner with leadership to drive innovation in client servicing, portfoliomanagement, and operational efficiency.• Lead the adoption of digitaltools, platforms, and client engagement channelsacross the organization.Platforms CRM Management• Oversee the selection, implementation, and optimization of Internal CRMplatforms and Salesforce or equivalent.• Ensure seamless integration with portfolio management systems, risk profilingtools, and client portals.• Enhance client onboarding, reporting, and servicing through technology-enabledworkflows.Data Management & Security• Establish robust data governance policies, ensuring client data privacy, security,and compliance (e.g., SEBI, RBI, GDPR, etc.).• Manage cybersecurity risk and IT infrastructure to support a secure digitalenvironment.• Drive the use of data analytics for clientinsights,reporting, and decisionmaking.Operational Efficiency• Automate and digitize internal processes such as compliance checks,documentation, and transaction processing.• Evaluate and implementfinancial planning and investment advisory tools tosupport advisors and clients.Team s Vendor Management• Build and lead a technology team or manage outsourced tech vendors/partners.• Evaluate and manage relationships with fintech vendors, custodians, and techplatforms.• Manage IT budgets, procurement, and system maintenance.Required Qualifications:• Bachelor’s or master’s degree in computer science, Information Technology, orrelated field.• 7–12+ years oftechnology leadership experience, preferably in financialservices, wealth management, orfintech.• Strong experience with CRM systems, investment platforms, API integrations,and cybersecurity frameworks.• Deep understanding of regulatory compliance (SEBI, RBI, GDPR, etc.) as itrelates to technology.• Proven ability to lead technology strategy, manage digitaltransformation, anddeliver scalable solutions

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