Growth and Operations Associate

Valuefy Technologies

Growth & Operations Associate

Location: Thane

Experience: 1-4 years of experience

About the role:

Operations Associate

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).