Job description
Do you want to be part of building India’s finest advisory service ?
Intellistocks is a new age financial services company focused on generating wealth for customers through personalized portfolio building services. We are in the business of generating wealth for investors for the last 10 years and have recently launched www.intellistocks.com to connect with a wider audience and service a larger customer base. This is the first version of the website and we plan to add various CRM modules in the future, including mobilizing the entire customer experience
We are offering services to Indian’s and NRI’s to invest in the Indian and Global markets and are looking for a CRM Administrator to lead our CRM efforts on Zoho and other proprietary tools across all digital channels. You must be an energetic and enthusiastic individual with great project management skills and ability to work across multiple stakeholders. A solid understanding of the CRM process and marketing funnel are two most important requirements.
Requirements:
- Understand Sales processes, especially what is involved in winning new customers
- Planning and delivering CRM strategies across the company encouraging customer retention and customer loyalty.
- Deciding on the CRM platform structure and architecture ensuring it works seamlessly across the organization and captures all required information at key points in the customer life cycle.
- Customer Journey Mapping analyzing touch points with the organization and maximizing commercial opportunities.
- Working closely with all departments to ensure the CRM works effectively for all aspects of the company.
- Overseeing direct communications with customers through the CRM. Develop marketing strategies that engage and retain our users using email, SMS push notifications and in app messaging.
- Monitor and maximize customer lifetime value strategies ensuring maximum profitability.
- Ensuring the database is segmented effectively for targeted marketing activities. Track and monitor past and current campaign performance and recommend strategies and campaigns that will increase loyalty and engagement.
- Overseeing the migration of all direct communications to lower cost mediums such as SMS and email.
- Developing testing strategies for all aspects of the CRM to ensure the most effective approach for the company and its products.
- To be able to run CRM not as an IT solution, but as a tool to help an organization to better understand what their customers want and need
- Minimizing Duplications and data quality, Enforcing Data Entry Standards & Maintaining the Data
- Train and Support the use of Mobile technology
- The ideal background of a CRM Manager:
- Hunger and passion to grow
- Extensive experience of direct and digital marketing ideally in a similar industry.
- Strong background in customer acquisition, re-engagement and retention strategies. Familiarity with CRM especially Zoho CRM is a big plus.
- Graduate or Masters Degree educated with a minimum of a 3 years of work experience.
- A Confident and articulate communicator capable of inspiring strong collaboration in an organization
- Comfortable to work in an “all hands on deck” environment, able to operate and coordinate across multiple teams.
Job function
Marketing,Product Management,Business Development