CRE: Last Mile

Roles and Responsibilities

• Actively prospect and acquire new clients through various sales and marketing techniques, including cold calling, networking, and referrals.
• Build and maintain strong relationships with clients to understand their trading needs and provide tailored investment solutions.
• Execute trades on behalf of clients and ensure timely and accurate order execution.
• Stay updated on market trends, economic indicators, and geopolitical events to provide clients with informed trading recommendations.
• Collaborate with the research and analysis team to develop market insights and trading strategies.
• Provide exceptional customer service and support to clients throughout the trading process.
• Meet and exceed sales targets and performance metrics.

Desired Candidate Profile

• Bachelor's degree in Finance, Business, Economics, or a related field.
• Proven track record of success in client acquisition and sales within the financial services industry, preferably in FX trading.
• Strong understanding of financial markets, trading instruments, and risk management principles.
• Excellent communication, negotiation, and interpersonal skills.
• Ability to thrive in a fast-paced, competitive environment.

Perks and Benefits

• Desired Incentives.
• Overseas Trip by Company.
• Monthly Contest & Trophies.
• Quarterly and Annual Rewards and Recognition.

Associate Manager - Mortgage Operations

We are seeking a driven and experienced professional to join our team as an Associate Manager for Mortgage Operations. This position is brimming with opportunities for professional growth and development, especially for a dedicated individual who thrives in a dynamic and customer-centric environment.

Key Responsibilities

·       Managing end-to-end Mortgage Operations ranging from Origination to Servicing.

·       Ensuring proactive Customer Relationship Management - You will be the single point of contact for customers to address any operations-related queries.

·       Ensuring required Service Level Agreements (SLA) and Turn Around Time (TAT) are maintained at all times.

·       Scheduling and attending regular meetings with clients to stay connected and reporting on team performance.

·       Streamlining transitions (offshore) with new clients without any challenges and ensuring effective communication during this process.

·       Identifying opportunities with existing customers for upselling and cross selling other services.

·       Creating/Managing process documentation for all customers.

·       Collaborating with the MIS team to ensure timely delivery of performance reports to all clients.

Skills and Qualifications

·       Prior experience in Operations Management.

·       12+ years in Mortgage Operations.

·       Experience of managing a team of 40-60 Full-time Employees.

·       Leadership and CRM skills.

·       Excellent Communication skills.

·       Transition Experience.

·       Hands-on experience in handling clients directly.

·       Proven track record in People Management.

Benefits

·       Performance-based Incentives.

·       Flexible work Environment.

Location

The role will be situated at our J P Nagar office.

Role and Responsibilities

1 The primary job of the incumbent is to detail and document all customer impacting processes.

2 He/ She shall also be the domain expert on credit card management system and be the interface for system enhancements as well as testing the functionalities prior to release of those enhancements into production

3  Document all customer impacting processes.

4 Discuss with all stakeholders to lay out the processes for the organisation.

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5  Discussion with stakeholders on business enhancements required on Credit Card management system and automation required on satellite systems/ End User computing systems.

6·Business Analysis for enhancements to the Credit Card Management System/ EUC systems.

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7 Lead the UAT for Credit Card Management systems/ EUC systems.

8 Define and execute test cases for code and product changes pending implementation.

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9 Research transactional data to identify anomalies and facilitate process improvement efforts.

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10 Manage/ Control the overall process depository.

Qualifications and Education Requirements

 SKILLS required

·       Deep understanding of the Credit Card life cycle.

·       Deep understanding of Credit Card Management systems (Cardpac, VisionPlus, Any )

·       2/3 years’ experience in a Credit Card Operations/ Service

·       Highly organized with strong communication, problem-solving, documentation, and presentation skills.

·       Bachelor’s degree preferred, but relevant years’ experience considered.

·       Experience with use case development and testing coordination.

·       Knowledge of process analysis and process efficiencies.

·       Proficiency in Microsoft Word and Excel.

He/ she should be a post-graduate or graduate with at least 6 years of professional experience in a variety of business environments with hands on experience in Microsoft Dynamics. Candidates must have excellent analytical skills, good knowledge of project life cycles and the ability to work in a team environment. Experience of interaction with client stakeholders will be useful.

Microsoft certification is good to have.

Financial domain understanding is good to have.

The person should have good experience of working in Agile environment.

Technical skills required

• Must be well versed with any versions of Microsoft Dynamics CRM including Dynamics 2011.
• Experience with Dynamics 365, preferably cloud implementation.
• Must have knowledge on CRM modules (Sales, Service & Marketing) of how these modules work. Also aware of new features available in different CRM version.
• Experience in migrating / upgrading CRM system from older version to newer versions will be very useful.
• Must have good knowledge of CRM SDK and tools which are used with CRM for development.
• Experience in integrating CRM system with other ERP systems and/or custom application.
• C# development experience.
• Experience with .Net (C#,WCF/Web API) skills  including CRM
• Experience of working with .NET Core is useful.
• Experience of working with MS SQL Server.
• Experience of working with micro services will be useful.

Nice to have

• Any experience with Microsoft Azure Service Bus or similar technology

Soft skills required

• Good communication skills, both verbal and written. S/he should be able to articulate well.
• Comfortable in working directly with the client stakeholders and doing meetings and discussions as needed.
• Experience of working in agile environment. Well versed in different agile ceremonies.
• Focus on self-learning and self-upgrade.

Work hours

• UK shift 8:30am to 5:30pm GMT (Summer 1pm IST to 10pm IST and Winter 2pm IST to 11 pm IST)
• Flexible to work in shifts to maintain overlap with UK working hours.
• Flexible in working outside of core business hours if needed (mostly during releases)

Qualifications

Graduate

Additional information

Experience in years - at least 6 years.

UK shift 8:30am to 5:30pm GMT (Summers 1pm IST to 10pm IST and Winters 2pm IST to 11 pm IST)

Skills  

• Experience in building or implementing requirements on ZOHO CRM plus products, Zoho Creator, Zoho Projects, Zoho Work-drive, Zoho one 
• Experience in writing Zoho custom functions, with a deep understanding of Deluge, preferred 

• Experience and knowledge of relational databases including work with MongoDB, or other common RDBMS 

Job Responsibilities 

• Deliver technology solutions that are critical to the day-to-day operations and continued growth of the business 
• Participate in requirements-gathering sessions with business users 
• Document requirements for new features, data capture, process functions, reports, and training 

• Functional and System Knowledge 
• CRM customization and assisting CRM Implementation 
• Scripting/Configuring in Zoho CRM / Creator / Desk and other Zoho apps 
• Writing custom functions/ basic integrations/testing and implementing extensions custom functions for ZOHO CRM, Creator, and other Zoho Apps 
• Configuring APIs integration with various systems and Zoho Testing, creation of screens, functionality, and UI in Zoho Creator. 

• Understand system integrations and dependencies 
• Analyze the impact of changes on systems and integrations 
• Process mapping and workflow creation 
• Must have a Functional & Technical Understanding of Zoho applications. 
• Managing all Zoho applications for internal teams including - workflows, knowledge base setup, and user access management. 

• Understand requirements by function and setup processes in Zoho 
• Ensure smooth running of existing applications and handle any kind of challenge being faced by the team 
• Setup knowledge for users by the team, to learn and execute their set of processes 
• Identify opportunities for integration with external apps 
• Act as internal Zoho Support/Zoho creator desk to troubleshoot queries/issues 

• Train users to utilize their specific Zoho apps for their use case 
• Planned, implement, and manage process change initiatives with respective department heads. 
• Configuration of core Zoho Applications like CRM, Desk, Creator, Project, Campaign, etc. 
• Act as internal Zoho Support desk to troubleshoot queries/issues. 
• Conduct monthly reviews with teams to understand adoption/improvements 

• Plan, implement, and manage process change initiatives with respective department heads 
• Use data and reports to make evidence-based decisions to increase Zoho adoption 

Desired Candidate Profile 

• Excellent communication skills. 
• Minimum 3 years experience in Zoho Application. 

• Hands-off experience/inclination to work with Zoho applications. 
• Configuration on Zoho CRM, Desk, Project 
• Workflow / Custom Functions / Blueprint configuration on Zoho. 
• Understanding of Business Processes

Farmers Fresh Zone aims at unlocking access to safe-to-eat, pesticide-free fruits & vegetables directly sourced from our farmers. We are an omnichannel platform having both an offline and online presence. Backed by the Indian Angel Network, We are one of the first Indian agri-tech firms to introduce unit-level traceability for all our products which means consumers can track the origin of a product including details of the farms and farmers.

We are all in the quest to create a positive movement, a movement aimed at reducing the gap between a consumer & a farmer, a movement that gives consumers access to safe & non-toxic farmers' produce, a movement that is uplifting the farmer community. Today we are proud to say that we are connecting 1500+ farmers to urban consumers. We envisage our brand to go global soon, post creating a cemented presence in India.

We are not looking for job-seekers, we are looking for impact-creators with a go-getter attitude. We are looking for dynamic individuals who are honestly driven by the cause and are customer-obsessed, be it our end-user, farmer, vendor, or even our internal community.

As a Customer Retention & Market Automation Specialist, you will play a key role in driving & growing our mobile app & website’s engagement and retention metrics. You will run various messaging experiments on multiple channels like notifications, SMS, Email, Whatsapp.

Our ideal candidate will have strong analytical and problem solving skills, led or managed teams, and have understanding of engagement tools like Moengage, Clevertap or Webengage. We love people who are humble and collaborative with hunger for excellence.

Responsibilities:

• Create omni-channel (push notifications, Whatsapp, In-app prompts, SMS, Email etc) marketing campaigns & journeys based on different user segments to drive user acquisition, activation, engagement & retention.

• Define AARRR KPIs and Optimize them with Moengage multi-channel journeys by continuously performing A/B tests. Drive increased engagement & retention.

• Be responsible for and own execution, monitoring and measurement of marketing campaigns and their success. Collaborate with designers & Content creators to get graphic/text content.

• Compile regular reports of campaign performance and results, collaborate with analyst to monitor and review past campaigns and journeys.

• Improve new campaigns using data and feedback from existing and previous projects.

• Create detailed and diverse user-segments to identify high, medium & low activity cohorts. 

• Create communication & content strategies to increase the size of high-activity cohorts.

• Analyze website & mobile traffic, create user journeys & campaigns to enable cross-channel product experience and marketing.

Qualification & Requirements:

• Bachelor’s Degree in Computer Science, Engineering or any other related field.

• 1+ years of experience in creating mobile/web application journeys & campaigns on tools like moengage, clevertap etc.

• In-depth knowledge & hands on experience of digital analytics software like Zoho Page Sense, Google Analytics, CleverTap, Branch, Firebase, Facebook Analytics.

• Excellent copy writing skills to produce high quality copies for marketing campaigns and journeys.

Soft Skills:

• Ability to prioritize and manage multiple milestones and projects efficiently.

• Team spirit, good time-management skills, strong communication skills to collaborate with various stakeholders.

Detail oriented, advanced problem solving skills with customer-centric approach