Preeta Devi
@preetadevi
Results-oriented CRM and retention marketing specialist with 6+ years experience.
IndiaWhat I'm looking for
I am a results-oriented CRM and retention marketing specialist with over six years of experience in the Fintech, D2C, E-Commerce, and BFSI sectors. My expertise lies in developing and executing omnichannel marketing campaigns that drive user engagement and enhance customer lifetime value. I have a proven track record of leveraging tools like CleverTap and Netcore to create automated lifecycle journeys, optimize marketing funnels, and implement data-driven strategies that significantly boost conversions.
Throughout my career, I have successfully led CRM initiatives that contributed to substantial user growth and retention. At Angel One, I spearheaded strategies that increased monthly active users by 26.46% within six months and improved conversion rates by 21.35% through targeted customer segmentation and personalized messaging. My analytical skills, combined with my ability to collaborate cross-functionally, have enabled me to design effective marketing calendars and dashboards that align with business goals and enhance customer experiences.
Experience
Work history, roles, and key accomplishments
Senior Marketing Executive – Digital Revenue
Angel One
Aug 2023 - Present (2 years)
Led CRM and retention marketing strategies across onboarding, engagement, referral, loyalty, and NPS programs, contributing to sustained user growth and higher customer lifetime value. Built and managed omnichannel communication campaigns across Email, WhatsApp, Push Notifications, In-App, SMS, and Nudges using CleverTap and Netcore, increasing MAUs by 26.46% within six months.
Marketing Analyst
Leaf Gift Pvt. Ltd
Feb 2023 - Aug 2023 (6 months)
Executed retention and reactivation campaigns via WhatsApp and Email using CleverTap, improving engagement and repeat purchase rates. Led customer lifecycle communication initiatives focused on CLV growth and churn reduction through behavior-based triggers and segmentation.
Assistant Manager - Growth
Kotak Mahindra Bank Ltd.
May 2021 - Feb 2023 (1 year 9 months)
Led end-to-end lifecycle marketing for Gold Loan customers using Email, SMS, and Push Notifications, boosting conversion and engagement metrics. Created segmented customer journeys focused on location, behavior, and stage-based triggers for timely outreach.
Product Associate – Gold Loan
Axis Bank Ltd.
Jul 2018 - Mar 2021 (2 years 8 months)
Designed and optimized Gold Loan CRM journeys using Email, SMS, in-app, and push channels to drive acquisition and onboarding. Conducted extensive market research to identify emerging communication trends, product opportunities, and branch expansion strategies.
Education
Degrees, certifications, and relevant coursework
Pillai HOC Institute of Management Studies and Research, Mumbai University of Mumbai
Masters of Management Studies, Finance
2016 - 2018
Grade: 70%
Completed a Masters in Management Studies with a specialization in Finance. Achieved a score of 70% from the University of Mumbai.
Pillai HOC College of Arts, Science and Commerce, Mumbai University of Mumbai
Bachelor of Commerce, Commerce
2013 - 2016
Grade: 71.5%
Obtained a Bachelor of Commerce degree from the University of Mumbai. Achieved a score of 71.5% and was awarded for academic excellence.
Tech stack
Software and tools used professionally
Availability
Location
IndiaAuthorized to work in
Job categories
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