Customer Relationship Management Specialist Zoho

2 days ago

Pune, Maharashtra, India Wealth Impression LLP Full time ₹ 4,00,000 - ₹ 8,00,000 per year

Job Description: Associate – CRM & Digital Platforms

Company:
Wealth Impression LLP

Location:
Pune, Maharashtra

Job Type:
Full-Time

Compensation:
As per industry standards

About Us

Wealth Impression LLP
is a Pune-based wealth advisory firm dedicated to guiding individuals and Institutions in achieving financial growth and security. We combine personalized advisory services with modern digital tools to deliver exceptional value to our clients.

About the Role

We are seeking a dynamic and detail-oriented
IT/CRM Executive
to manage and optimize our
Zoho CRM
system and related platforms. The ideal candidate will ensure smooth CRM operations, streamline client data management, enhance automation efficiency, and support digital engagement initiatives across social media and communication platforms.

This role will be central to improving our client experience, operational efficiency, and digital presence.

Key Responsibilities:

  • Manage, customize, and maintain
    Zoho CRM
    and integrated Zoho apps (Zoho Campaigns, Zoho Forms, Zoho Social, Zoho Analytics, Zoho Books, etc.).
  • Create and manage workflows, automation, templates, dashboards, and reports.
  • Ensure data hygiene, client information accuracy, and regular updates in CRM.
  • Integrate CRM with communication tools (email, WhatsApp, social media, etc.).
  • Support the sales and advisory teams by providing CRM insights and analytics.

IT Systems & Integration:

  • Act as the point of contact for CRM-related technical issues and troubleshooting.
  • Coordinate with Zoho support or external vendors for system upgrades and automation.
  • Manage access controls, data backups, and ensure compliance with internal security protocols.

Digital Marketing & Social Media Support:

  • Assist in managing and promoting content across
    Facebook, Instagram, LinkedIn, and WhatsApp
    .
  • Coordinate with the marketing team for posting schedules, tracking engagement, and reporting performance analytics.
  • Support creation and distribution of newsletters, client updates, and digital campaigns using Zoho Campaigns or similar tools.

Reporting & Analytics

  • Generate periodic CRM and campaign performance reports for management.
  • Analyze client engagement trends and suggest process or content improvements.

Required Skills & Experience

  • Bachelor's degree in
    Information Technology, Computer Science, Marketing, or related field
    .
  • 1–3 years
    of experience managing
    Zoho CRM
    and related applications (Zoho One suite preferred).
  • Strong understanding of CRM workflows, automation, and integrations.
  • Basic knowledge of digital marketing tools and social media platforms.
  • Proficiency in MS Excel / Google Sheets and data handling.
  • Good communication skills and ability to work cross-functionally.

What We Offer

  • Exposure to wealth management and financial advisory industry.
  • Opportunity to learn and grow with a professional, client-centric team.
  • Competitive compensation aligned with industry standards.
  • A dynamic work environment with scope for innovation.

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