The Upstox Story:
Upstox is one of India's leading Fin-Tech companies with a mission to simplify wealth creation for all and 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 Manager - Research & Insights (Full-time)
Location: Mumbai
Job description summary:
-Liaise with stakeholders across Brand, Product, Growth, and other teams to understand business challenges, ask the right questions, and suggest appropriate research solutions.
-Drive strategic and tactical research studies (e.g., U&A, triggers and barriers, brand tracks, funnel diagnostics, concept tests, ad tests) and own the UX research process end to end.
-Manage daily research activities, including capturing briefs, designing questionnaires, executing studies, and preparing reports.
-Share actionable insights with stakeholders through clear and concise presentations and learning walkthroughs.
-Build and maintain relationships with various stakeholder groups.
-Collaborate with business intelligence/analytics units and conduct secondary research to provide comprehensive insights.
-Mentor and guide a team of moderators/executives, overseeing their daily operations and supporting their technical and personal development.
-Manage relationships with agency partners across qualitative and quantitative fields and evaluate new agencies/vendors for improved research outcomes.
-Contribute to building the research ecosystem and disseminate research learnings across the organisation through newsletters and consumer immersions.
-Assist in fostering a consumer-centric culture and mindset within the organisation.
-Able to operate independently without constant manager supervision
Meet your team:
You will work closely with the Research, Product and Design team, in addition to other teams, on a day-to-day basis.
Your way to impact:
Be self-driven / quick starter
Have an ownership mindset
Aggressively drive and deliver results
Passionate about human stories and data
In your day-to-day role you will:
-As a Senior Manager - Research & Insights, you will liaise with stakeholders across Brand, Product, Growth, and other teams to understand business challenges and propose research solutions.
-Drive strategic and tactical research, including U&A, triggers and barriers, brand tracks, funnel diagnostics, concept tests, and ad tests, while owning the end-to-end UX research process.
-Manage day-to-day research activities, including capturing briefs, designing questionnaires, executing studies, and preparing reports.
-Share actionable insights with stakeholders through clear presentations. Build and manage relationships with stakeholders, collaborate with business intelligence/analytics units, and conduct secondary research.
-Mentor and guide a team of moderators/executives, manage relationships with agency partners, evaluate new agencies/vendors, and seek new solutions to improve research outcomes.
-Contribute to building the research ecosystem, disseminate learnings, and foster a consumer-centric culture.
What do you need to bring?
-Minimum of 10-12 years of relevant research experience across various qualitative, quantitative, and other methodologies, including 2-3 years in UX research
-At least 2-3 years of experience leading a small team
-Ability to translate business inquiries into research problems/studies, suggesting appropriate methodologies (study design, sampling, TG selection) and executing accordingly (DG/questionnaire prep, study execution, analysis, and reporting)
-Proficient in handling multiple data sets/sources to create compelling and impactful narratives
-Strong communication and presentation skills, capable of building credibility through expertise and personal skills
-Comfortable interacting with, managing, and presenting to senior stakeholders
-Ability to independently manage studies and take ownership with minimal managerial support
-Strong analytical, planning, and multi-tasking skills to deliver effectively within business constraints and needs
-Ability to operate independently without constant manager supervision
Good-to-haves:
Both agency and client side experience is preferred
Experience in the financial category is a plus
Moderation skills are a bonus
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.