Anand Rathi - Revenue Lead - Digital Business (9-13 yrs)

Key Responsibilities:

- Develop comprehensive annual business and marketing plans for mutual fund products, outlining strategic objectives and targeting both existing and new market segments.

- Spearhead the acquisition of Mutual Fund customers, utilizing online channels, strategic business partnerships, referral programs, and alliances.

- Responsible for overall revenue for the Mutual Funds distribution business. Build Mutual Fund F AUM and drive growth in SIP numbers.

- Collaborate closely with marketing team to:

- devise and execute impactful online marketing initiatives tailored to attract new customers.

- fine-tune digital marketing channels to bolster lead generation and customer acquisition efforts.

- craft compelling and informative content, educating potential clients about mutual funds and investment benefits.

- Implement and oversee lead generation and conversion process by leading the voice team.

- Analyze data and market trends rigorously to identify opportunities for refining acquisition strategies, enhancing conversion rates, and driving revenue growth.

- Monitor and report key performance indicators (KPIs) related to online mutual fund acquisition, ensuring transparency and accountability in revenue generation efforts.

- Stay abreast of industry best practices, emerging trends, and cutting-edge technologies in investment space, fostering innovation and continuous improvement.

- Collaborate seamlessly with Product Management, Technology, Operations, and Customer Support teams to align on new product launches, ensuring consistent and compelling mutual fund products.

- Monitor external market trends and competitors' marketing efforts, proactively identifying best practices and adapting strategies to maintain a competitive edge in the mutual fund space.

- Take accountability for ongoing product delivery, overseeing features enhancements and positioning of the Mutual Fund app to ensure its relevance and competitiveness in the market.

- Address customer issues promptly, ensuring high satisfaction levels.

- Adhere diligently to operational processes and compliance norms.

- Promote cross-selling initiatives, offering clients a diverse range of products such as Equity, Debt, and Portfolio Management Services (PMS), enhancing the overall customer experience and increasing revenue streams.

Experience

- Strong business manager with 8-10 years of relevant experience of online client acquisition, digital marketing and revenue generation.

- Master's degree in Marketing, Business, or Finance from a reputed University.

- Proven experience in online marketing, lead generation, and customer acquisition, preferably in the financial services industry.

Personal Skills

- Proven experience of developing and executing demand generation and conversion. The candidate should have relevant experience in sales management and building/managing business partnerships.

- Deep knowledge of the mutual fund business, investment products, and financial markets.

- Strong knowledge of market trends, customer behavior, and competitive landscape.

- The candidate should have exceptional analytical and problem-solving abilities and the ability to interpret data to drive actionable insights.

- Exceptional communication and interpersonal skills, with the ability to collaborate and obtain results effectively working with cross-functional teams.

- Disciplined and process-oriented, able to design and implement the best controls and processes.

- Organized, high energy, and results driven, superior problem-solving skills.

- Self-motivated. You work best with a high level of autonomy and responsibility.

- Manage uncertainty and ambiguity well. You can make decisive calls without enough information.

- Care about the product. You want to build products that help make people more successful. You have insight into why some products succeed and others don't.

- Base level proficiency in digital marketing tools and platforms and analytics tools.

- Self-motivated, results-oriented, and able to thrive in a fast-paced, dynamic environment.

- High attention to detail and proven ability to manage multiple, competing priorities simultaneously with minimal supervision.

- Should be a self-starter and proactive target oriented. Fast Speed of Execution.