Nandi Housing Pvt Ltd
Website:
nandihousing.com
Job details:
Job Summary
We are looking for a proactive Junior Business Automation & CRM Analyst to support automation, CRM management, and data reporting activities. This role will assist in improving sales efficiency by maintaining accurate data, supporting automated processes, preparing reports, and ensuring smooth CRM operations.
This is an execution-focused role ideal for candidates early in their careers who are strong in Excel, data handling, and coordination.
Key Responsibilities
Automation & Process Support
- Assist in automating routine processes and reports
- Support integration of forms with CRM systems
- Maintain trackers, templates, and automated workflows
- Help identify manual tasks that can be streamlined
CRM & Lead Management
- Update and maintain lead data in CRM
- Monitor lead status and follow-up timelines
- Ensure data accuracy and completeness
- Support booking form updates and documentation
Data Reporting & Analysis
- Prepare weekly and monthly sales reports
- Update dashboards using Excel / Power BI
- Track performance of lead sources and campaigns
- Compile feedback summaries and analytics
Support Analytics
- Track channel partner lead contributions
- Prepare lead summaries and performance sheets
- Assist in analyzing portal leads performance
- Support demographic and market data reports
Coordination & System Maintenance
- Update action trackers and shared documents
- Maintain folders for templates and reports
- Coordinate with internal teams for data requirements
- Assist in testing new tools or system updates
Required Skills
Technical Skills
- Strong Microsoft Excel skills (mandatory)
- Basic Power BI knowledge (preferred)
- Familiarity with CRM systems (training can be provided)
- Comfort working with data and reports
Soft Skills
- Attention to detail
- Willingness to learn
- Good coordination and communication
- Ability to handle multiple tasks
Qualifications & Experience
- Bachelor’s degree in Commerce, Business, Engineering, or related field
- 0–2 years of experience (freshers with strong analytical skills may apply)
- Interest in data analysis, automation, and CRM systems
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