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Netra Dalvi

Netra Dalvi

Assistant Manager – CRM Support Engineer

Talent
Mumbai Metropolitan RegionMember since June 30, 2026
MIS Reporting
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MIS Reporting

About

Result-oriented Assistant Manager with 9+ years of experience in Sales Support, Product Engineering, CRM Analytics, and MIS Reporting. Strong expertise in data-driven analysis, CRM tools, dashboard creation, and business performance monitoring. Experienced in supporting sales operations, identifying process improvements, and delivering actionable insights to drive business growth.

Experience

Assistant Manager – CRM Support Engineer - JM Financial Product Limited

(2018-07)

  • Utilize data-driven analytics tools to enhance sales productivity and operational efficiency
  • Designed and managed MIS reports, executive dashboards, and sales performance trackers to provide timely insights for decision-making
  • Built automated MIS dashboards, reducing manual reporting effort and improving turnaround time
  • Monitored KPIs, identified anomalies, and provided analytical recommendations to decision-making
  • Collaborated with cross-functional teams to identify potential issues and developed strategies to align with business objectives
  • Managed CRM security governance including user access controls, role-based permissions, data validation, and system configuration
  • Administered CRM user access management, ensuring secure and controlled system usage across departments

Technical Support Engineer - Fiber Optic Services

(2015-11 - 2018-07)

  • Handled troubleshooting and resolved customer queries to ensure timely issue resolution
  • Provided technical support and customized software solutions to enhance user experience
  • Coordinated with development teams for issue resolution and product improvements
  • Conducted webinars and client training sessions to empower clients with product knowledge

Education

Master's Degree - Financial Management (2019 - 2022)

Bachelors Degree - Electronics & Telecommunication (2011 - 2015)

Skills

Assistant ManagerCRM Support Engineer

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