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

- Strong 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
- Robust 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 communication channels and messaging strategies.
- Ensure timely delivery of relevant and personalized communication to users.
- Improve engagement by optimizing content timing, frequency, and messaging.

Data Analysis & Performance Tracking

- Work closely with MIS and analytics teams to track campaign performance.

Monitor key growth metrics such as:

- Activation rate
- Conversion rate
- Cross-sell rate
- User engagement
- Generate insights and implement data-driven improvements.

Cross-Team Collaboration

- Collaborate with product, marketing, MIS, and business teams to implement growth initiatives.
- Work with creative teams to develop campaign messaging and creatives.

Preferred Qualifications

- 2–3 years experience in growth marketing, lifecycle marketing, or CRM automation
- Experience working in fintech, digital platforms, or startups
- Familiarity with user engagement tools, analytics platforms, and campaign automation

📌 CRM Associate (Growth & Marketing) (Gurugram)
🏢 BANKSATHI
📍 Gurugram