General Manager – Finance and CRM

Locations: MUMBAI, NAHUR

Department: Information Technology

Total Work Experience: 15+

Education: Educational background in IT, Computer Science, or related fields.

Duties and responsibilities :-

1. IT Strategy:

• Define and implement the IT applications strategy aligned with business goals.
• Lead the development and maintenance of CRM and Financial applications, ensuring scalability
• and efficiency.
• Researching out of the box features of existing CRM and Financial Applications and implementing
• the same
• Ensure compliance with regulatory requirements and industry standards.
• Ensure data integrity, security, and compliance across all IT applications.

2. Application Development and Management:

• CRM:
• Design robust lead management, customer service, Geo Tagging, custom Dashboards and
• Integrations in CRM application
• Collaborate with Internal IT stakeholders and External Vendors to integrate services using
• peripheral application APIs for real-time sync, data retrieval and analysis.
• Manage and oversee the development, and deployment of CRM applications change requests,
• upgrades, and existing integrations.
• Periodic reporting of operational issues to senior management and stakeholders
• Manage application support and ensure seamless BAU
• Finance
• Accounting tool and contract management.
• Ensure accuracy and completeness of financial data within applications, oversee data cleansing,
• and support the creation of financial reports and dashboards.
• Analyze current financial processes and identify areas where application features can improve
• efficiency, accuracy, and automation
• Collaborate with Internal IT stakeholders and External Vendors to integrate services using
• peripheral application APIs for real-time sync, data retrieval and analysis

3. Team and Vendor Management:

• Lead and mentor a team of Application Managers and developers.
• Collaborate with external vendors and partners for technology solutions and services.
• Monitor performance and ensure timely delivery of IT projects.

4. Stakeholder Collaboration:

• Work closely with business units to understand requirements and deliver tailored IT solutions.
• Act as a bridge between technical teams and non-technical stakeholders.

Specialized skills and competencies :-

• 12-15+ years of experience in IT applications management, preferably in the insurance industry.
• Expertise in application development, project management, and digital transformation.
• Strong leadership and team management skills.
• Knowledge of CRM and Financial applications for insurance domain and regulatory requirements.
• Educational background in IT, Computer Science, or related fields.