Operations Associate - Fixed Income

Amplio Invest; Mumbai; On-site; INR 400,000 - 600,000; Full time

Job summary

Amplio Invest is looking for a dynamic Operations Associate in Mumbai, India, to streamline sales processes, manage leads, and provide account management support for key clients. This role is vital for driving sales efficiency and customer relationship management.

The ideal candidate will have a Bachelor’s degree in Business or Finance and at least 1 year of customer-facing experience, with strong organisational, analytical, and communication skills. Join us to contribute to the overall success of our sales team.

Qualifications

• 1+ years of experience in customer-facing roles.
• Ability to build and maintain strong relationships with clients.
• Demonstrated ability to manage multiple accounts and leads simultaneously.

Responsibilities

• Oversee end-to-end lead management process to optimise sales.
• Serve as account manager for key clients, ensuring personalised service.
• Collaborate with Sales teams to improve workflow efficiency.
• Manage and track sales metrics, KPIs, and performance reports.
• Oversee CRM system, ensuring data accuracy and process consistency.
• Coordinate with marketing and finance teams for smooth operations.
• Assist in developing and implementing new sales strategies.
• Identify and troubleshoot operational issues within the sales process.

Skills

Organisational Skills

Problem-Solving

Analytical Skills

Client Relationship Management

Communication Skills

Presentation Skills

Education

Bachelor’s Degree in Business or Finance

Job description

We are seeking a dynamic Operations Associate who will streamline and optimise sales processes, manage leads, and provide account management support for our larger clients. This role plays a pivotal part in driving sales efficiency, managing customer relationships, and contributing to the overall success of the sales team.

Key Responsibilities

• Lead Management: Oversee the end-to-end lead management process, from lead generation and tracking to conversion, ensuring that the sales pipeline is consistently optimised.
• Account Management: Serve as the account manager for key clients, ensuring that larger clients receive personalised service and solutions to meet their unique needs.
• Sales Process Optimisation: Collaborate with Sales teams to improve workflow efficiency and optimise the customer acquisition process.
• Sales Reporting & Analytics: Manage and track sales metrics, KPIs, and performance reports to support data-driven decisions. Regularly provide insights to the management team on sales performance and pipeline health.
• CRM Management: Oversee the CRM system, ensuring data accuracy and process consistency. Implement enhancements to improve lead tracking, client management, and sales forecasting.
• Cross-Department Collaboration: Coordinate with the marketing and finance teams to ensure smooth sales operations and alignment with overall business goals.
• Strategy Development: Assist in the development and implementation of new sales strategies and tools to drive team performance and exceed sales targets.
• Troubleshooting & Problem Solving: Identify and troubleshoot operational issues within the sales process, working proactively to implement corrective measures and continuous improvements.

Qualifications

• Bachelor’s degree in Business or Finance.
• 1+ years of experience in customer-facing roles.
• Excellent organisational, problem-solving, and analytical skills.
• Ability to build and maintain strong relationships with larger clients.
• Demonstrated ability to manage multiple accounts and leads simultaneously.
• Strong attention to detail, with a proactive and strategic mindset.
• Excellent communication, presentation, and client relationship management skills.