Associate - Operations

1% Club; Mumbai; On-site; INR 500,000 - 700,000; Full time

Job summary

A leading wealth-tech platform in Mumbai is seeking an Operations Associate to manage data analysis and CRM systems. The ideal candidate will have 2-3 years of experience in operations, proficiency with tools like Excel, and the ability to host webinars. Responsibilities include executing marketing communications, collaborating across teams, and adapting to new technologies quickly. This role encourages strategic contributions and ownership in a dynamic environment.

Qualifications

• Minimum of 2-3 years in an operation or similar role.

Responsibilities

• Proficient with data organization, cleaning, and analysis using spreadsheets.
• Manage CRM systems effectively.
• Execute communications via various platforms.
• Craft effective prompts for AI communication.
• Host webinars on Zoom, ensuring smooth operations.
• Adapt quickly to new software for backend operations.
• Coordinate and collaborate across teams to resolve operational issues.
• Provide strategic inputs and growth ideas.

Skills

Sales & support CRM

Data

Technical knowledge

Data tabulation

CRM dashboards

Excel

Operations

Team collaboration

SAS platform

Backend knowledge

Education

Bachelor’s degree in a related field

Tools

Zoho

LeadSquared

Microsoft Excel

Google Sheets

ListMonk

Mailmodo

MSG91

AiSensy

Gupshup

WebEngage

Zoom

Job description

About Us

At 1% Club, we’re on a mission to build India’s most trusted wealth‑tech platform, one that doesn’t just stop at financial products, but brings education, advisory, and execution together in a way no one else has.

In less than two years, we’ve managed to launch and scale our EdTech vertical, secure our RIA SEBI license, and build an 8M+ strong online following of India’s English‑speaking middle class.

We’ve done all of this with industry‑level low CACs, strong brand love, and consumer trust, while staying profitable.

We are backed by Gruhas, a fund by Zerodha’s Nikhil Kamath and Puzzolana Group’s Abhijeet Pai.

Job Title

Operations Associate

Location

Mumbai, India.

Key Responsibilities

• Data Tabulation and Analysis: Proficient with spreadsheets (Microsoft Excel and Google Sheets), for data organization, cleaning, and analysis.
• CRM Platform Management: Experienced with CRM systems such as Zoho and LeadSquared.
• 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: Communicates, 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.

Skills

• Sales & support CRM
• Data
• Technical knowledge
• Data tabulation
• CRM dashboards
• Excel
• Operations
• Team collaboration
• SAS platform
• Backend knowledge

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