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CRM Marketing Analytics - BFSI
CRM Marketing Analytics - BFSI

CRM Marketing Analytics - BFSI at Hansa Cequity · Mumbai · 4 - 7 years · ₹9L - ₹11L / yr · Posted 26 Aug 2026

Hansa Cequity's logo

CRM Marketing Analytics - BFSI

SAHIL GAMRE's profile picture
Posted by SAHIL GAMRE
4 - 7 yrs
₹9L - ₹11L / yr
Mumbai
Skills
BFSI
Mutual funds
Customer Relationship Management (CRM)
Salesforce
CleverTap
Netcore
Product Strategy
Campaign

Position Overview: The ideal candidate will assist in supporting and driving MarTech, CRM, and Loyalty initiatives, with a focus on the BFSI business segment. This role will involve collaborating with cross-functional teams, including Data Analytics, Data Science, Campaign, Digital, and Customer Experience Center, while learning to contribute to the execution of key projects and strategies. Strong teamwork and communication skills are essential for effectively supporting these initiatives and driving results.


Key Responsibilities:

  • Oversee the BFSI business segment in developing and executing strategies to drive growth and profitability.
  • Manage the MarTech, CRM, and client retention programs to enhance customer lifetime value (CLV).
  • Collaborate with cross-functional teams including Campaign, Data Analytics, Data Science, Digital, and Customer Experience, to foster teamwork and innovation.
  • Help implement customer lifecycle management (CLM) strategies to optimize the customer journey and improve experience.
  • Track and analyze key metrics to assess campaign success and drive continuous improvement.
  • Stay current with industry trends in MarTech, CRM, and BFSI to identify growth opportunities.
  • Apply knowledge of BFSI, Mutual Funds, Insurance and client servicing to enhance customer engagement.
  • Support campaign management activities, ensuring timely execution and optimal results.
  • Use basic MS Excel proficiency for analysis and deriving actionable insights from data.


Qualifications:

  • Experience in MarTech, CRM, and campaign management in the BFSI sector.
  • Knowledge of BFSI, Mutual Funds, Insurance, client servicing, and campaign management strategies.
  • Ability to collaborate effectively with cross-functional teams and contribute to shared goals.
  • Understanding of customer retention and lifecycle management principles.
  • Familiarity with data analytics and using insights to improve marketing and customer experience.
  • Strong communication skills and the ability to work well with internal teams and external stakeholders.
  • Proactive, results-oriented mindset and ability to thrive in a fast-paced environment.
  • Basic proficiency in MS Excel for data analysis.


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About Hansa Cequity

Founded :
2008
Type :
Services
Size :
100-1000
Stage

About

Hansa Cequity helps enterprises and growth-stage brands drive business transformation through strategy, data, AI, and experience design. Discover our approach.
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Job Description : Marketing Operations Manager



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We are an enterprise AI company selling to large, regulated businesses with long sales cycles and multi-person buying committees. Marketing here runs on named accounts rather than broad campaigns, and every claim we make carries a number behind it.


This role owns the execution engine underneath that: demand generation, the marketing technology stack, performance marketing, search and answer-engine visibility, developer and customer marketing, and the reporting that proves any of it worked. It is a hands-on role in a small team — you build these systems yourself.


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WHAT WE ARE LOOKING FOR?

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  • Clear written English, and the judgement to start from context rather than a brief.
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BONUS POINTS

  • B2B enterprise or regulated-industry experience
  • Account-based marketing
  • Developer marketing or technical community work
  • An informed opinion on how large language models surface brands
  • Enough HTML and CSS to unblock yourself
  • Exposure to both Indian and international markets.
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Jaipur
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Customer Support
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We are looking for a CRM Executive to manage day-to-day process coordination, CRM updates, internal team follow-ups, and client-related requirements. The candidate will work closely with Sales, Marketing, SEO, Social Media, Content, Design, and other teams to ensure smooth workflow and timely completion of tasks.


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  • Track client requirements, feedback, approvals, and pending information.
  • Ensure proper client onboarding and handover between teams.
  • Monitor CRM follow-ups and ensure no leads or client activities are missed.
  • Identify process delays and escalate issues to the concerned manager.
  • Prepare daily/weekly MIS and process reports for management.
  • Maintain trackers, documentation, and process records.
  • Support the team in improving internal processes and workflow efficiency.


Requirements:

  • 1–2 years of experience in CRM, Operations, Process Coordination, or Client Coordination.
  • Good knowledge of Excel/Google Sheets and CRM tools.
  • Strong communication and follow-up skills.
  • Excellent organizational and time-management abilities.
  • Ability to coordinate with multiple teams simultaneously.
  • Strong attention to detail and problem-solving skills.
  • Basic understanding of digital marketing is preferred.
  • Ability to work in a fast-paced agency environment.


Key Skills:

CRM Management | Process Coordination | Client Coordination | Follow-ups | MIS Reporting | Excel | Team Coordination | Task Management | Communication | Documentation

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Sandra Baiju
Posted by Sandra Baiju
Hyderabad
2 - 5 yrs
₹18L - ₹24L / yr
Marketing Strategy
Digital Marketing
Customer Acquisition
Growth Marketing
Social Media Marketing (SMM)
+4 more

LinkedPhone is looking for a high-potential marketer to help build our marketing function from the ground up.

No inherited marketing machine. No established playbook.

You’ll work directly with the founders to identify growth opportunities, understand our US & Canadian customers, run experiments, improve acquisition and conversion, and help build LinkedPhone’s marketing playbook.


We’re looking for:

• 2–4 years in Growth Marketing, Performance Marketing, B2B SaaS, startups, product companies, or strong digital agencies

• Strong analytical and problem-solving skills

• Hands-on experience with customer acquisition, campaigns, funnels, CRO, marketing analytics, or growth experiments

• A generalist mindset — not someone limited to only SEO, content, or social media

• Experience with US/Canada or international markets strongly preferred

• Strong understanding of North American buyers and SMB customers

• Comfortable using AI for research, analysis, experimentation, and automation.


🎓 MBA/PGDM from a strong Indian business school preferred — including IIMs, ISB, XLRI, FMS, SPJIMR, MDI, MICA, and similar institutions. Pedigree matters less than execution and potential.


Why LinkedPhone?

Work directly with the founders. Own real growth problems. Build from zero. And grow your responsibility as the marketing function grows.

📍 Hyderabad

💼 2–4 years

💰 ₹18–24 LPA CTC

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