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