
Growth and Operations Associate
11 hours ago
Job hiring for
Valuefy Technologies
Job Title:
Growth & Operations Associate
Location: Thane
Experience: 1-4 years of experience
About the role:
We are looking for a detail-oriented and proactive
Operations Associate
to join our growing team. You will be responsible for driving operational excellence, ensuring seamless customer experience, supporting business development strategies, and contributing to overall process improvements. This role is ideal for someone who thrives in a dynamic, fast-paced environment and is eager to learn, adapt, and deliver measurable impact. You should have good understanding of business processes as well as principles of technical teams' work. We also expect you to have good analytical capabilities and to be a result-driven team player.
You will be responsible for:
Operations & Process Excellence:
• Set up and refine processes to resolve customer complaints
• Achieve and maintain accuracy in mutual fund transaction processing.
• Implement and manage CRM systems, lead tracking processes, and client feedback systems.
• Collaborate with the product team to upgrade existing product offerings.
• Execute customer engagement campaigns, including:
- Regular emails to active customers with updates and product information.
- Reactivation email campaigns for inactive customers.
Business Development & Strategy:
• Work closely with leadership to design revenue models and test frameworks with market players.
• Conduct market validation of revenue models with potential partners.
• Drive customer acquisition through direct outreach:
• Launch and grow the revenue subscription model, leveraging partnerships to drive customer growth.
Requirements:
• Bachelor's degree in business, Finance, Operations, or a related field.
• 1–4 years of experience in operations, financial services, or customer success
• Familiarity with CRM tools and customer engagement strategies.
• Excellent written and verbal communication skills.
• Ability to multitask, prioritize, and thrive in a fast-paced environment.
• Willingness to pursue and obtain necessary regulatory certifications (e.g., RIA).
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