Customer Relationship Management Specialist Zoho

Job Description: Associate – CRM & Digital Platforms

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About Us

Wealth Impression LLP

About the Role

IT/CRM Executive

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.