Portfolio Manager

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)

1. Develop customizations and configurations to the Microsoft Dynamics 365 platform, including entity customization, form design, workflow development, and business process automation.
2. Collaborate with functional teams to gather and document requirements for customizations and integrations.
3. Provide technical expertise and guidance to the functional teams on best practices for Dynamics 365 customization and integration.
4. Develop and maintain technical documentation, including design documents, specifications, and test plans.
5. Work with internal and external stakeholders to troubleshoot and resolve technical issues related to Dynamics 365 customizations and integrations.
6. Stay up-to-date with the latest Dynamics 365 features and technologies, and provide recommendations for process improvements and system enhancements

• Interacting via various channels, such as live chat, emails, social media and direct calls
• Modifying sales pitches in response to customer demand
• Acquiring and retaining contact information databases
• Put forward suggestions in accordance with the requirements of the consumer
• Ensure a smooth procedure for the consumer by transferring windows of opportunity to the appropriate department for further action

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

Desired Candidate Profile

• 1-2 yrs of experience of working in a tech/software company
• Excellent communication and presentation skills to formulate & articulate technical, financial and value points
• Strong technical skills and capabilities to understand business applications, analytics and platform technologies
• Data-driven with exceptional analytical and problem solving skills
• Strong interpersonal skills to create and maintain customer relationship        

Roles and Responsibilities:

• Establish viable opportunities.
• Generate new leads using cold calling, email marketing, social media, and other relevant marketing channels.
• Score the viability of an interested lead for the sales team.
• Classify hot, warm, and cold leads based on their need, budget, and decision-making capabilities. Accordingly, take the necessary steps to convert hot leads and nurture warm and cold leads.
• Organise and keep the lead status updated in the CRM software.
• Proficient in Lead generation through email, outreach platforms and data search tool like LikedIn; Sales Navigator
• Follow company decorum at all times when representing the organisation.

Desired Candidate Profile:

• A graduate in any stream (10+2+3 regular education)
• 3-5 years of experience in lead generation and prospecting
• Effective communication skills 

• Proficiency with CRM software

• Customer-focused and adaptable to different personality types
• Have the ability to multitask, set priorities and manage time effectively
• In-bound & Out-bound lead generation experience
• data building and data mining using search tools
• Excellent client servicing skills
• Top-notch verbal and written communication skills

Location : Noida/ Delhi
Notice Period : Immediate

Desired Candidate Profile

• A Master’s degree in business administration (MBA), Marketing
• Minimum 16 to 22 yrs of Sales experience in paper industry
• Excellent verbal and written communication skills
• Willingness to travel regularly to different markets
• Proficiency with Microsoft office
• Strong analytical skills and ability to work well with little supervision