Enhance Customer & Marketing Operations

- Analyze customer experience (CX) ticket data to identify recurring pain points and develop automated solutions to improve response quality and speed
- Automate the aggregation and review of marketing metrics, competitor campaign analysis, and content topic research to improve team productivity and campaign effectiveness

Automate Core Business Operations

- Develop and maintain automated scripts and workflows for routine data tasks, including compliance reporting, internal client reporting, and daily reconciliations (fees, client holdings, transactions)
- Build and manage dashboards that provide a single source of truth for regional KPIs, empowering leadership with actionable, real-time insights
- Design and implement automated workflows for reviewing compliance alerts and streamlining KYC/AML decisioning, reducing manual effort and improving accuracy
- Identify and eliminate points of friction in our compliance processes, creating a smoother and more productive experience for our clients without compromising rigor

📌 AI and Automation Specialist (Mumbai)
🏢 Wahed
📍 Mumbai