CRM

Responsibilities:

● Execute campaigns on Facebook, Google Ads & other portals to drive growth.

● Work on optimization of campaigns through lever like CTR, conversion rate, average order value, etc.

● Analyzing & Reporting of Data & executing changes based on learnings.

● Coordinate with the design team to ensure campaign implementation. ● Planning & Testing of creatives & Audiences.

● Work on creatives & communication for the ads on various portals.

Must Haves: -

● Experience: 1.5 - 2 years in Performance Marketing

● Good written and verbal communication skills.

● Knowledge of Microsoft Excel

About the Company:-

Our Client is a leading mid‐market investment bank with strong practices around M&A, PE, Capital Markets, Institutional Equities, Wealth Management, Insurance Broking, and Portfolio Management Services.

Job description:-

• General Insurance Domain Knowledge

• Increase reach and market share by adding new clients in the desired segment to the Organization’s Portfolio

• Achieve financial targets articulated in the strategic plans of the Organization in terms of the brokerage earned through

✓ Conversion of new clients

✓ Retention of existing clients

✓ Support of specialist vertical budgets

• Create potential databases from insurers and other sources

• Insurance Data Management

• GAP Analysis / Tender Bidding

• Client Management & Visits on a periodical basis

• Market Research on Large Accounts and Strategy Planning

• Updating self on Product Knowledge to ensure the right offerings to the Client

Location:- Mumbai

Qualification:-

• Graduation / MBA / Post-Graduation

• Insurance-related qualifications would be added advantage

Prior Experience: 6 - 10 years of experience in Corporate Sales

Technical Skills:

• Ability to handle diverse types of Clients / Large Corporates within India

We are seeking a highly motivated and skilled Solution Architect/Business Analyst to join our dynamic team. As a Solution Architect, you will be an integral part of our new clients onboarding team, responsible for understanding the Finflux SaaS lending platform and its functionalities. Your primary role will be to work closely with customers from financial institutes, NBFCs, Fintechs, and banks to understand their requirements and effectively map them with the

Finflux product, while identifying any gaps or customization needs. Additionally, you will collaborate with productmanagers to prioritize requirements and implement identified.

Roles & Responsibilities:

• Product Understanding: Gain in-depth knowledge of the Finflux SaaS lending platform, including its Loan

Management System (LMS), Loan Origination System (LOS), Business Rules Engine (BRE), and

Delinquency Management System (Collections).

• Customer Requirements Analysis: Collaborate with customers to gather and analyze their business

requirements, pain points, and objectives. Identify their specific needs related to lending operations and

processes.

• Solution Design: Develop comprehensive and innovative solutions by mapping customer requirements with

the Finflux product. Propose recommendations to bridge any identified gaps or customization needs.

• Requirement Prioritization: Work closely with product managers to prioritize customer requirements based

on business impact, feasibility, and strategic goals. Participate in backlog grooming and sprint planning

sessions.

• Documentation: Prepare detailed requirement specifications, solution design documents, functional

specifications, and process flows to clearly articulate the proposed solutions to internal stakeholders and

customers.

• Stakeholder Communication: Act as a liaison between customers and internal teams, including development,

implementation, and support teams. Ensure effective communication and alignment of objectives throughout

the onboarding process.

• Project Management: Manage multiple client onboarding projects simultaneously. Develop project plans,

monitor progress, and ensure timely delivery of solutions within agreed-upon timelines.

• Collaboration: Collaborate closely with cross-functional teams, including product managers, development,

and implementation teams, to implement identified gaps and customization requirements. Participate in agile

ceremonies and provide input on solution implementation.

• Training and Support: Conduct training sessions and workshops for customers to familiarize them with the

Finflux product and its functionalities. Provide ongoing support during the onboarding process and address

any inquiries or issues raised by customers.

Required Skills:

• Experience: Minimum of 5 years of experience as a Business Analyst, Solution Architect, or similar role in

the software industry, preferably working with SaaS solutions or lending platforms.

• Domain Knowledge: Strong understanding of lending operations, loan management processes, and

regulatory requirements in the financial industry. Familiarity with financial institutes, NBFCs, Fintechs, or

banks is highly desirable.

• Technical Aptitude: Ability to grasp complex software solutions quickly and effectively. Prior experience

working with loan management systems, loan origination systems, business rules engines, or delinquency

management systems will be advantageous.

• Analytical Skills: Proficient in analysing business processes, identifying gaps, and proposing practical and

efficient solutions. Strong problem-solving abilities and attention to detail are essential.

• Communication: Excellent written and verbal communication skills. Ability to articulate complex ideas and

concepts to both technical and non-technical stakeholders. Active listening skills to understand customer

requirements thoroughly.

• Project Management: Proven experience in managing multiple projects concurrently, prioritizing tasks, and

meeting deadlines. Ability to adapt to changing project requirements and work in a fast-paced, dynamic

environment.

• Collaboration: Strong team player with the ability to collaborate effectively with cross functional teams and

build relationships with customers. Customer-centric mindset with a focus on delivering.

• Previous working experience as a PHP Developer for 3 years
• BS/MS  in Computer Science, Engineering or a similar relevant field
• User authentication and authorization between multiple systems, servers, and environments
• Integration of multiple data sources and databases into one system
• Familiarity with limitations of PHP as a platform and its workarounds
• Proficient in PHP, HTML5, JavaScript, JQuery Expert
• Experience with PHP MVC frameworks (Symfony)