Associate - Operations

Job Title

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Location

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About Us

RIA SEBI license

8M+

Zerodha’s Nikhil Kamath

Abhijeet Pai.

Key Responsibilities

• Data Tabulation and Analysis: Proficient with spreadsheets (Microsoft Excel and Google Sheets), for data organization, cleaning, and analysis. Comfortable learning new tools such as Metabase and WebEngage for database management/visualization to create interactive dashboards and reports.
• CRM Platform Management: Experienced with CRM systems such as Zoho and LeadSquared, to manage customer data, sales processes, marketing automations, and team dashboards.
• Utility and Marketing Communications: Executes all manual and automated communications via email, WhatsApp, or SMS using platforms like ListMonk, Mailmodo, MSG91, AiSensy, Gupshup, WebEngage etc.
• AI Prompting Proficiency: Skilled in crafting effective prompts for AI tools like ChatGPT or Google Gemini to generate communication copies, messages, and assist with day-to-day tasks.
• Webinar Hosting: Hosts online sessions/webinars on Zoom, managing backend operations like chat moderation, polls, Q&A, and troubleshooting to enhance audience experience.
• Tech Adaptability for Backend Operations: Quick learner of new software and tools to handle backend operations, automations, and integrations.
• Team Collaboration: Communiticates, coordinates, and collaborates across all teams in the company to resolve their operational issues, queries, and requirements, acting as a central hub.
• Operational Strategy: Provides strategic inputs, growth ideas, and contributions beyond routine tasks. We follow a horizontal hierarchy here, and really appreciate that kind of ownership.
  

Qualifications

• Education: Bachelor’s degree in a related field.
• Experience: Minimum of 2-3 years in an operation or similar role.