Operations Analyst

Sahamati; Bengaluru; On-site; INR 600,000 - 1,100,000; Full time

Job summary

Sahamati in Bengaluru, India, is seeking an Operations Analyst to support daily operations, onboarding, reporting, and ecosystem engagement. You will work with Leads Operations and cross-functional teams to ensure smooth processes and high-quality stakeholder support.

The role covers CRM maintenance, reporting, dashboard publishing, content management, and routine data analysis to monitor performance against SLAs. Strong communication and attention to detail are essential.

Qualifications

• 3-4 years of experience in operations and/or customer relationship management in BFSI sector
• Management degree with specialisation in finance or equivalent
• Ability to operate Google suite and Zoho suite applications and will be preferred
• Good communication skills in English, appropriate for formal business communication both via email or telephonic conversations
• High attention to detail, ability to execute tasks as per the given SLAs
• Tolerant of ambiguity and comfortable with a start-up setup

Responsibilities

• Managing the CRM database up to date with information regarding member organizations
• Maintaining Documentation of all onboarding participants as per the company policies
• Publishing ecosystem updates and advisories via various communication channels
• Assisting in generating reports and conducting basic data analysis; preparing routine reports on operational performance or key metrics
• Ensure publication of MIS/Dashboards to different stakeholders and ecosystem members in a timely manner
• Raising critical issues to manager or team lead that affects report delivery and client satisfaction
• Assisting internal and external stakeholders in ensure operations policies and guidelines are met

Skills

Operations management

CRM familiarity

Data analysis

Stakeholder communication

Google Suite

Zoho Suite

Attention to detail

Startup mindset

Education

Management degree with specialisation in finance

Tools

Google Suite

Zoho Suite

Job description

Job Summary

Operations Analyst will be responsible for supporting daily operations and reporting to the Leads Operations. The role involves various tasks related to member relationship management, member onboarding, project management for events, issue resolution, dashboard management, and content management. Operations Analyst will work closely with internal teams and external stakeholders to ensure operations and provide exceptional support to the ecosystem participants.

Roles and Responsibilities

• Managing the CRM database up to date with information regarding member organizations


• Maintaining Documentation of all onboarding participants as per the company policies


• Publishing ecosystem updates and advisories via various communication channels


• Assisting in generating reports and conducting basic data analysis; preparing routine reports on operational performance or key metrics


• Ensure publication of MIS/Dashboards to different stakeholders and ecosystem members in a timely manner


• Raising critical issues to manager or team lead that affects report delivery and client satisfaction


• Assisting internal and external stakeholders in ensure operations policies and guidelines are met

Key Skills and Traits required

• 3-4 years of experience in operations and/or customer relationship management in BFSI sector


• Management degree with specialisation in finance or equivalent


• Ability to operate Google suite and Zoho suite applications and will be preferred


• Good communication skills in English, appropriate for formal business communication both via email or telephonic conversations


• High attention to detail, ability to execute tasks as per the given SLAs


• Tolerant of ambiguity and comfortable with a start-up setup

If you are passionate about FinTech and have a talent for crafting compelling content that engages and informs, we encourage you to apply for this exciting opportunity.