CRM-Head

3 days ago

Hyderabad, Telangana, India Northeast Chit Fund Services Full time ₹ 6,00,000 - ₹ 12,00,000 per year

Role & responsibilities

CRM Platform Management (LeadSquared / Salesforce)

  • Manage and customize the LeadSquared or Salesforce CRM to align with chit fund workflows.
  • Set up custom fields, forms, lead stages, opportunity pipelines, and workflows tailored to our financial products.

Automation & Campaign Execution

  • Design and manage automated lead nurturing workflows, follow-ups, renewal alerts, and payment reminders.
  • Implement automation for lead scoring, task assignments, and escalation management.

Data Management & Integrity

  • Maintain clean and structured lead and customer data through imports, deduplication, validations, and regular audits.
  • Ensure compliance with regulatory and privacy standards for customer data.

Integration

  • Integrate CRM with tools such as:

  • Dialer platforms

  • WhatsApp/SMS platforms
  • Onboarding tools
  • Payment tracking systems
  • Ad platforms (Meta / Google) for lead capture syncing

Reporting & Analytics

  • Generate actionable dashboards and reports on:

  • Lead conversion

  • Disbursement timelines
  • Campaign performance

  • Collection efficiency

  • Share insights to help business teams make informed decisions.

User Training & Support

  • Train sales, marketing, risk, and support teams on CRM usage, dashboards, and best practices.
  • Conduct regular training for telecallers on lead status handling, CRM hygiene, call dispositioning, and follow-up workflows.
  • Provide ongoing technical support and troubleshooting for CRM users.

Continuous Improvement

  • Regularly audit workflows, processes, and reports to enhance performance and usability.
  • Coordinate with vendors or internal developers for customizations and new feature rollouts.

Preferred candidate profile

  • Bachelors degree in Business, Marketing, IT, or a related field.
  • 2–4 years of CRM experience, preferably with LeadSquared or Salesforce.
  • Strong understanding of lead management, sales pipelines, and customer lifecycle workflows in financial services.
  • Proficient in Excel (VLOOKUP, pivot tables, data cleaning, etc.).
  • Familiarity with ad tech, dialers, onboarding tools, or ticketing platforms is a plus.
  • Ability to collaborate across teams, manage data with precision, and communicate clearly.

Certifications in Salesforce or LeadSquared (optional but preferred).

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