Senior Manager - Strategies & Operations

Company Overview:

iVentures is a trusted partner in life's financial pursuits. As a 20-year-old SEBI-registered wealth management firm, we design life and legacy solutions for over 850 affluent relationships and manage assets worth ₹1200+ Cr on behalf of prominent UHNI CEOs, CXOs, Founders, Trusts, Family Offices, and more.

Visit our website for more information – www.iventurescapital.in

Senior Manager – Strategies & Operations

Key Responsibilities:

• Lead multi-channel client communication (Email, WhatsApp, LinkedIn).

• Own CRM management, dashboards, and analytics for strategic decisions.

• Implement AI and automation tools to improve efficiency and personalization.

• Drive digital lead generation and optimize high-value client pipelines.

• Streamline processes, documentation, and internal reporting.

• Mentor junior team members and advise leadership on strategic initiatives.

Qualifications & Skills:

• Bachelor’s in Business/Finance/Marketing; MBA preferred.

• 5–7+ years in marketing, digital operations, or strategy, financial services or related preferred.

• Strong CRM (Zoho/Salesforce) and automation tool experience.

• Skilled in analytics, AI tools, and process improvement.

• Excellent communication, leadership, and execution skills.

• Proven ability to drive measurable business outcomes.

What to Expect?

• A collaborative environment for operational and strategic growth
• Opportunity to drive technology-led change in a high-trust advisory business
• Continuous learning across domains: CRM, automation, analytics, and financial communication
• Access to premium tools, resources, and industry insights
• Ownership of impactful projects and visibility across leadership

Location: Gurgaon

Interested? Apply Now!