Project Manager – Operations

5 days ago

Hyderabad, Telangana, India GoalFi Full time ₹ 40,00,000 - ₹ 80,00,000 per year

About GoalFi

GoalFi is a SEBI-registered investment research firm on a mission to
democratize investment intelligence
.

We build data-driven, factor-based investment models (smallcases) and offer research-backed advisory tools to empower investors.

Founded by
Robin Arya
, GoalFi combines the power of quantitative research and technology to redefine how Indians invest.

We're growing fast — and we're looking for a
Project Manager
who can bring structure, speed, and execution discipline across our operations.

The Role: Project Manager – Operations & Growth

We're seeking a
hands-on, execution-focused Project Manager
to streamline operations and ensure alignment across sales, customer success, research, and marketing.

This role is perfect for someone who thrives in high-growth environments and loves bringing order to creative chaos.

What You'll Do

  • Drive and manage cross-functional projects — from sales initiatives and product rollouts to research updates and investor programs.
  • Create and maintain
    project trackers
    , set clear timelines, and ensure accountability across teams.
  • Coordinate between
    sales (wealth & MF)
    ,
    tele-calling
    ,
    customer care
    , and
    research
    to remove bottlenecks and ensure seamless execution.
  • Monitor CRM hygiene, sales follow-ups, and lead conversion processes.
  • Standardize internal workflows and ensure team discipline in reporting and task closure.
  • Prepare
    weekly progress reports
    and
    execution dashboards
    for the Founder.
  • Support special initiatives like new product launches, marketing campaigns, and client experience improvements.

What We're Looking For

Minimum 5 years of experience in
project management / business operations / founder's office
roles

Background in
fintech, wealth management, mutual funds, or startups
preferred

Proven ability to manage multiple stakeholders and track parallel workstreams

Strong communication and follow-up skills — you get things done

Familiar with tools like
Asana / Notion / Trello / Google Sheets / Zoho CRM

Analytical mindset with a passion for structure, process, and measurable impact

Why Join GoalFi

  • Be part of a high-growth fintech redefining retail investing in India
  • Work directly with the
    Founder & leadership team
  • Ownership, autonomy, and visible impact from day one
  • Open culture, fast decision-making, and merit-driven growth opportunities

Compensation

Competitive salary: (based on experience) Between 4L to 8L per annum

Performance-based incentives & potential ESOPs for high performers

How to Apply

Apply here on LinkedIn or email your CV to

with the subject line:

  • "Project Manager – Operations & Growth | [Your Name]"

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