Customize and manage Zoho CRM for client onboarding, lead management, and client interactions. Implement Zoho Projects/Tasks for internal team coordination and deadline tracking. Automate routine workflows using Zoho Flow, Blueprints, and Forms. Prepare and maintain daily MIS reports, dashboards, and task trackers. Train internal team members to use CRM, Projects, and automation tools effectively. Integrate Zoho apps like Books, Desk, Campaigns, Sign, etc. for complete automation. Ensure clean and updated data across all platforms. Coordinate client follow-ups, reminders, and document collection processes
Job description for HR executive Hiring Training Organising Investor Awareness Program For Male candidates Accommodation will be provided Female preferred Should have two wheeler or four wheeler Salary range 25000 to 30000 per month Fuel + mobile extra
Job Summary: We are seeking a proactive, detail-oriented Personal Office Assistant to provide comprehensive administrative support to the executive team. The ideal candidate will be organized, discreet, and capable of managing multiple tasks efficiently while maintaining professionalism. Key Responsibilities: Manage and prioritize the executive’s calendar, appointments, and meetings Handle correspondence, emails, and phone calls on behalf of the executive Prepare and organize documents, reports, and presentations Arrange travel itineraries, accommodations, and logistics Coordinate with internal and external stakeholders Assist with personal errands and tasks as needed Maintain confidentiality of sensitive information Perform general administrative duties to ensure smooth office operations