Job Description: Associate – CRM & Digital Platforms Company: Wealth Impression LLP Location: Patna, Bihar Job Type: Full-Time Compensation: As per industry standards About Us Wealth Impression LLP is a Patna-based wealth advisory firm dedicated to guiding individuals and Institutions in achieving financial growth and security. We combine personalized advisory services with modern digital tools to deliver exceptional value to our clients. Role Overview We are looking for a dynamic and motivated Associate – CRM & Digital Platforms to join our team. The ideal candidate will manage our Zoho CRM system, support client engagement, and contribute to building our digital presence. This role blends technology, operations, and marketing to strengthen client relationships and promote the firm’s offerings. Key Responsibilities Manage and maintain Zoho CRM for client data, lead management, workflow automation, and reporting. Support client onboarding, servicing, and retention processes using CRM-driven solutions. Assist advisors with timely reports, portfolio summaries, and client communication. Drive digital initiatives including email campaigns, website updates, and social media promotions. Coordinate with the team to design and execute client engagement strategies across digital platforms. Track, analyze, and report on CRM usage, campaign effectiveness, and digital performance metrics. Ensure data accuracy, security, and compliance in all CRM and digital activities. Required Skills & Qualifications Graduate in Business, Finance, Marketing, or related field Hands-on experience with Zoho CRM and related Zoho applications. Knowledge of digital marketing platforms (social media, email marketing, website CMS). Strong communication and client-handling skills. Analytical mindset with attention to detail. Ability to work independently and as part of a collaborative team. 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.
As an Associate CRM & Digital Platforms at Wealth Impression LLP, your primary role will involve managing our Zoho CRM system, supporting client engagement, and contributing to building our digital presence. This position requires a blend of technology, operations, and marketing to strengthen client relationships and promote the firm's offerings. Key Responsibilities: - Manage and maintain Zoho CRM for client data, lead management, workflow automation, and reporting. - Support client onboarding, servicing, and retention processes using CRM-driven solutions. - Assist advisors with timely reports, portfolio summaries, and client communication. - Drive digital initiatives including email campaigns, website updates, and social media promotions. - Coordinate with the team to design and execute client engagement strategies across digital platforms. - Track, analyze, and report on CRM usage, campaign effectiveness, and digital performance metrics. - Ensure data accuracy, security, and compliance in all CRM and digital activities. Required Skills & Qualifications: - Graduate in Business, Finance, Marketing, or related field. - Hands-on experience with Zoho CRM and related Zoho applications. - Knowledge of digital marketing platforms (social media, email marketing, website CMS). - Strong communication and client-handling skills. - Analytical mindset with attention to detail. - Ability to work independently and as part of a collaborative team. At Wealth Impression LLP, you will have exposure to the wealth management and financial advisory industry, along with the opportunity to learn and grow with a professional, client-centric team. We offer competitive compensation aligned with industry standards and provide a dynamic work environment with scope for innovation.,