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Job Description & How to Apply Below
We are looking for a results-driven professional to lead digital sales for mutual fund products with a strong focus on driving SIP (Systematic Investment Plan) and Lumpsum investments through digital channels and owned assets. The role will be responsible for maximizing customer acquisition, activation, and investment conversion across digital journeys. Doing Orchestration between marketing campaigns & other channels – B2B & B2C.
The ideal candidate should have experience in digital financial services, investment products, performance marketing coordination, customer funnel optimization, and revenue growth through app/web ecosystems.
Key Responsibilities
Digital Revenue & Investment Growth
Drive SIP and lumpsum investment volumes through digital assets including:
Mobile App
Website
Partner ecosystems – Bajaj & Other Partners
Campaign landing pages
Own monthly and quarterly investment KPIs:
SIP registrations
SIP book growth
Lumpsum AUM inflow
Conversion rate
Digital revenue contribution
Funnel & Conversion Optimization
Improve customer journey from discovery to investment completion.
Analyze drop-offs and optimize onboarding, KYC, payment, and transaction funnels.
Work closely with Product, UX, Analytics, and Tech teams to enhance digital conversion.
Campaign Management
Execute targeted campaigns for:
New SIP acquisition
SIP top-ups
Lumpsum investments during market opportunities
Cross-sell and upsell opportunities
Coordinate with marketing teams for:
Push notifications
Whats App campaigns
Email journeys
Paid digital campaigns
Customer Segmentation & Analytics
Leverage customer behavior, demographics, and transaction data to create targeted investment propositions.
Track campaign effectiveness and ROI using dashboards and analytics tools.
Stakeholder Management
Collaborate with:
Mutual Fund product teams
Digital product managers
Marketing teams
Compliance & operations
Technology teams
Ensure regulatory and compliance adherence in all customer communications and journeys.
Key Performance Indicators (KPIs)
Monthly SIP count and value
Net SIP book growth
Lumpsum investment inflows
Digital AUM growth
Conversion rate improvement
Cost per acquisition (CPA)
Customer activation and repeat investment rate
Campaign ROI
App/Web investment journey completion %
Desired Candidate Profile
Experience
4–8 years of experience in:
Digital sales
Wealth-tech / fintech
Mutual funds
Banking or investment platforms
Experience in driving investment products through digital channels is preferred.
Educational Qualification
MBA / PGDM preferred
NISM certifications preferred
Skills Required
Strong understanding of mutual fund products and investor behavior
Knowledge of SIP, STP, SWP, and lumpsum investment journeys
Digital funnel management
Campaign analytics and performance tracking
SQL / Google Analytics / CRM tools exposure preferred
Strong stakeholder management and communication skills
Preferred Background
Candidates from the following industries/platforms would be preferred:
AMC digital teams
Wealth-tech platforms
Banks / broking platforms
Fintech investment apps
Digital acquisition teams in BFSI
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