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Senior Associate - CRM (Customer Relationship Management)

Upstox · 30+ days ago
Negotiable
Full-time
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The Upstox Story:

Upstox is one of India's leading Fin-Tech companies with a mission to simplify trading & investing to make it easily accessible to the masses. We aim to enable everyone, from new investors to seasoned traders, to invest across multiple categories with our state-of-the-art trade & investment platform and commission-free pricing. We offer numerous asset categories to invest in, like Stocks, IPOs, Mutual Funds, and more.

By focusing on our customers’ needs and equipping them with personalised yet powerful tools, we witnessed a steep growth of 800% in our customer base from 25 Thousand in 2017 to 2 Lakh in 2019. With 1500% growth in 2020, currently, over 10 million customers trust us with their investment decisions, thus setting us on the course to become an industry-leader in the country. 

Our mission is simple - to break down the complexities of investing and make it more effortless, accessible, affordable, and easy for the masses to adopt. This key principle when infused with intuitive design and leading-edge technology will help us empower every Indian to take control of their investments.

RKSV Securities was founded by Ravi Kumar and Shrinivas Viswanath in 2009 and was soon graced by Kavitha Subramanian as the third co-founder in 2016. Backed by Ratan Tata, Upstox had raised $4 million in Series A funding in early 2016 that was led by Kalaari Capital. The Series B funding round scaled multifold and witnessed an investment of $25 million by US-based investment firm - Tiger Global Management in September 2019. 

We have a team of highly skilled technology and finance professionals, and are currently looking for highly motivated field experts to be part of our high-energy team. 

Here is what you need to know about this role:

Job Title: Senior Associate - CRM (Customer Relationship Management) (Full-time)

Location: Mumbai

Job description summary:
-Collaborate with marketing team to understand campaign objectives and target audience
-Develop and execute marketing campaigns leveraging the marketing automation platform - CleverTap
-Design customer journeys and workflows to automate engagement, lead nurturing, and conversion processes
-Segment the customer database based on demographics, behaviours, and preferences for targeted campaigns
-Monitor campaign performance, tracking key metrics such as open rates, click-through rates, and conversion rates
-Continuously optimise campaigns through A/B testing and data analysis to improve engagement and conversion
-Manage data hygiene and ensure the accuracy and completeness of customer information in the CRM
-Provide actionable insights by analysing campaign results and suggesting improvements
-Collaborate with cross-functional teams to align CRM strategies with overall business goals
-Stay updated with industry trends and best practices in marketing automation and CRM

Meet your team:You will work closely with the CRM team, Product, Growth Marketing team and the support staff.

Your way to impact:
Be self-driven / quick starter
Have an ownership mindset
Aggressively drive and deliver results

In your day-to-day role you will:
As a Senior Associate - CRM (Customer Relationship Management), you will play a vital role in enhancing our customer relationships and campaign effectiveness. You will be responsible for strategizing, implementing, and analysing marketing campaigns using our marketing automation tool to ensure personalised and impactful interactions with our audience.

What do you need to bring?
Bachelor's degree in Marketing, Business, or a related field3 years of experience in a similar role, with a strong focus on marketing automation
Proficiency in using marketing automation tools, specifically CleverTap
Solid understanding of CRM principles and best practices
Experience in creating and optimising marketing campaigns to drive engagement and conversion
Strong analytical skills to interpret data and derive actionable insights
Excellent communication skills - both written and verbal
Detail-oriented with a commitment to data accuracy and quality
Ability to work independently and as part of a team in a fast-paced environment
Familiarity with Fintech is a plus

If you fit the above description, we would love to connect with you! APPLY NOW!


Upstox is an Equal Opportunity Employer; all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, veteran status, or other characteristics.

Last updated on Nov 20, 2023

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About the company

UpstoxUpstox is an online trading and investment platform that offers equity, derivatives, and currency trading services.

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