CRM Specialist

Navnit Insurance Broking Pvt. Ltd.

Location: Mumbai, Maharashtra, India
Job type: Full-time

Required skills

API
compliance
CRM
end-to-end

About the role

Navnit Insurance Broking Pvt. Ltd.

Website: navnitinsurance.com
Job details:
Core Objective

CRM operations, integrations, automations & journey alignment

Key Responsibilities

CRM ↔ P365 Portal integrations
API coordination & data alignment
Event triggering & automation control
Lead management & assignment logic (B2C, B2B)
Leave-based lead reassignment
Special lead handling (Petrol Pump leads)
POSP onboarding & post-onboarding journey management
POSP validation & compliance checks
Digital lead integrations (Meta, Website)
WhatsApp, SMS & Email integrations
CRM workflows & automation setup
Reporting & performance tracking
End-to-end journey testing & QA
SOPs, documentation & training support
Day-to-day CRM operational support

Click on Apply to know more.

This page is fully interactive when JavaScript is enabled. Please enable JavaScript to apply or browse related roles.