Lead - Wealth Operations & CRM Analytics

The 1 Club; Mumbai; Presencial; INR 2.000.000 - 2.600.000; Jornada completa

Descripción de la vacante

The 1% Club in Mumbai is seeking a senior Wealth Operations lead to own onboarding, KYC, documentation, transaction processing and post-investment servicing across the growing investment product shelf. You will run CRM governance and analytics to improve visibility across the client journey, drive team productivity, and support business conversion through data-driven insights.

This role demands 7–12 years in wealth management with hands-on PMS operations, CRM expertise, advanced Excel, and

Formación

• 7-12 years in wealth management or investment operations with team ownership.
• Hands-on PMS operations experience with wealth products.
• CRM platforms like Zoho CRM or Salesforce with dashboards/reporting.
• Strong Excel skills; experience with Zoho Analytics/Power BI; SQL is a plus.
• Balance execution with process improvement and stakeholder management.

Responsabilidades

• Wealth onboarding, KYC, documentation, transactions, reconciliation, and post‑investment servicing.
• Own operational relationships with investment partners and service providers.
• Maintain lifecycle stages, allocation workflows, data quality and follow‑ups.
• Build dashboards on funnel conversion, activity, and team performance.
• Establish SOPs, controls, and audit-ready records with Compliance and Finance.
• Collaborate with Product and Tech on integrations, automation; grow the operations team.

Conocimientos

Wealth operations

CRM platforms

Data dashboards

Excel

SQL knowledge

Herramientas

Zoho CRM

Salesforce

Zoho Analytics

Power BI

Descripción del empleo

About 1% Club

1% Club is an education-led fintech platform that helps people make smarter decisions with their money.

Founded by Sharan Hegde and Raghav Gupta, 1% Club was built on a core belief: financial literacy is the first step to financial independence. That belief built Indias most trusted personal finance education brand, and has since evolved into a fintech platform with an app that helps users invest, plan, and manage their money in one place, powered by AI.

Company Snapshot

Headquarters: Mumbai, India

Team Size: 200+

Backed by Gruhas (Nikhil Kamath)

What We Do

Financial Education

7L+ learners across personal finance, taxation, insurance, credit cards, and investing through live masterclasses and a subscription-based membership.

Fintech Services

The 1% Club app is built to replace the traditional bank RM with something smarter, faster, and always available. It combines an AI finance copilot with a curated set of financial products, including mutual fund baskets, fixed deposits, and stock baskets, with plans to solve for credit cards, taxation, insurance, and loans over time. For users who want deeper guidance, the app offers Personal CFO, a premium SEBI-registered advisory service for end-to-end financial planning. Insurance advisory is handled through Pillow, an independent vertical focused on transparent, long-term protection.

Compliance Governance

1% Club operates under:

SEBI-registered Investment Advisor (RIA) license

SEBI-registered Research Analyst (RA) license

Trust is the foundation. Compliance is how we protect it.

The Road Ahead

Build the simplest, smartest way for Indians to manage their money, end to end, in one app. The modern replacement for your bank RM.

Come build it with us.

Role overview

Own end-to-end wealth operations for the Wealth arm of 1% Club, ensuring smooth client onboarding, investment execution and ongoing servicing. Lead CRM governance and analytics to improve visibility across the

client journey, team productivity and business conversion.

Key responsibilities

• Wealth operations: Manage onboarding, KYC, documentation, transaction processing, reconciliation and post-investment servicing across the existing and expanding investment product shelf.
• Partner coordination: Own operational relationships with investment partners and service providers, ensuring timely execution and resolution of exceptions.
• CRM ownership: Maintain accurate lifecycle stages, allocation workflows, data quality, follow-up tracking and automated reminders.
• Analytics and reporting: Build dashboards covering funnel conversion, lead inactivity, meeting outcomes, ageing cases, service turnaround times and team performance; translate findings into corrective actions.
• Processes and controls: Establish SOPs, service standards, operational checks and audit-ready records, working closely with Compliance and Finance.
• Technology and team building: Partner with Product and Tech on integrations, automation and new launches; build and manage the operations team as the business scales.

Ideal candidate

• Approximately 7-12 years of relevant experience in wealth management or investment operations, including team or function ownership.
• Strong hands‑on understanding of PMS operations, with exposure to mutual funds, AIFs, fixed income or other wealth products.
• Demonstrated expertise in CRM platforms such as Zoho CRM or Salesforce, including workflows, dashboards and reporting.
• Strong Excel skills and experience with Zoho Analytics, Power BI or equivalent; SQL knowledge is an advantage.
• Comfortable combining daily execution with process improvement, stakeholder management and team leadership.

Success measures

Timely onboarding and servicing, accurate transactions and reconciliations, reliable CRM data, actionable reporting and measurable reduction in operational delays and missed follow-ups