Assistant Manager- Strategies and Operations

Assistant Manager - Strategies & Operations

Company Overview:

 iVentures is a trusted partner in life's financial pursuits. As a 20-year-old SEBI-registered wealth management firm, we are honoured to design life and legacy solutions for over 850 affluent relationships and manage assets worth ₹1200+ Cr on behalf of prominent UHNI CEOs, CXOs, Founders, Trusts, Family Offices, and more.

Visit our website for more information – www.iventurescapital.in

Assistant Manager – Strategies & Operations

Key Responsibilities:

• Execute and manage communication workflows across

  Email and WhatsApp

  , ensuring timely and high-quality delivery of marketing and service messages.
• Maintain and optimize client data and activity pipelines within

  Zoho CRM.

• Create dashboards and performance reports to track client interactions, campaign outcomes, and sales activity.
• Implement and experiment with

  AI tools (e.g., ChatGPT, Canva AI, automation platforms)

  to improve content, design, and productivity.
• Collaborate with strategy, marketing, and sales teams to align campaigns with business goals and client engagement plans.
• Support execution of lead generation initiatives via automated and manual digital touchpoints.
• Participate in planning and deploying LinkedIn and email marketing automations for targeted outreach.
• Contribute to presentation decks and internal process documentation to streamline client communication.
• Assist in data management, reporting, and insights generation to support management decisions.

Qualification, Skills, and Traits:

• Bachelor’s degree in business, marketing, communications, or related field.

• 2- 4 years of experience

  in digital operations, CRM management, or strategy support.
• Hands-on experience with

  Zoho CRM

  and platforms like Mailchimp, WhatsApp Business API, or similar tools.
• Familiarity with

  AI-driven tools

  for content generation, marketing automation, and reporting.
• Proficiency in

  MS-Office (Excel, PowerPoint);

  knowledge of graphic/design tools is a plus.
• Excellent communication, time management, and execution skills.
• Ability to work cross-functionally in a fast-paced, growth-oriented setup.
• Creative, tech-savvy, and process-driven mindset.

What to Expect?

• A collaborative environment for operational and strategic growth
• Opportunity to drive technology-led change in a high-trust advisory business
• Continuous learning across domains: CRM, automation, analytics, and financial communication
• Access to premium tools, resources, and industry insights
• Ownership of impactful projects and visibility across leadership

Location:

Interested? Apply Now!