CRM Associate (Gurugram)

CRM Associate (Gurugram)

15 Aug
|
BANKSATHI
|
Gurugram

15 Aug

BANKSATHI

Gurugram

Location: Gurugram, India OR Jaipur, India
Job Type: Full-time, Onsite
Experience: 2–3 years
Industry: Fintech
About the Role
BankSathi is looking for a data-driven Growth & Marketing associate to drive user engagement, activation, and revenue growth through automation, lifecycle marketing, and targeted campaigns.
The role will focus on building automated user journeys, customer segmentation, cross-sell and up-sell strategies, and multi-channel communication campaigns to improve advisor productivity and customer conversions on the platform.

Required Skills
Solid understanding of growth marketing and lifecycle marketing
Experience with CRM tools and marketing automation platforms
Ability to analyze user behavior and segmentation data
Knowledge of multi-channel campaign management
Strong analytical and problem-solving skills

Key Responsibilities
Set Automation
Design and implement automated user journeys across the user lifecycle (Onboarding → Activation → First Txn → Repeat txn).
Set up trigger-based automation for nudges, reminders, and engagement campaigns.




Optimize automation flows to improve user activation and retention.

Customer Profiling & Segmentation
Develop user segmentation models based on behavior, activity, and transaction data.
Create targeted segments for cross-sell, up-sell, and engagement campaigns.
Continuously refine segmentation to improve campaign performance and conversions.

Cross-Sell & Up-Sell Strategy
Identify opportunities to promote multiple financial products to users.
Build campaigns to encourage product diversification and repeat sales.
Improve revenue per user through effective cross-selling strategies.

Campaign Planning & Execution
Plan and execute growth campaigns for product promotion, offers, and engagement.
Run campaigns across multiple channels including:
Push notifications
WhatsApp
SMS
Email
In-app messaging
Monitor campaign performance and optimize based on results.

Communication Channel Management
Define and manage user

📌 CRM Associate (Gurugram)
🏢 BANKSATHI
📍 Gurugram

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