Hiring AVP-Digital Acquisitions -Wealth Management Focus- Gurgaon

Position Title: AVP Digital Acquisitions

Location: Novus Towers, Gurugram

Experience Level: 10+ years of overall experience in client acquisitions, with 3-5

years focused on Wealth Management / Financial Planning

About the Role:

We are seeking an experienced and results-driven digital acquisition strategy lead

for client acquisitions, particularly in the wealth management/retirement planning

space. You will oversee execution of digital marketing campaigns via agencies

across channels, including Google Ads, Meta platforms (Facebook & Instagram),

WhatsApp, and other key digital platforms. The ideal candidate will be well-versed in

managing a monthly budget of ₹50 Lakhs, collaborating with agencies (including

affiliates and search ads), and ensuring high-performance client acquisition

strategies to meet acquisitions targets and maximise the budget impact.

This is an individual-led role that requires expertise in managing digital agencies

towards client acquisitions using various digital channels. The role demands good

background in performance optimization, and a deep understanding of digital

analytics will be required. If you are someone who thrives on driving results,

optimizing clickstream funnels, and collaborating with agencies and various teams,

this is the role for you.

Key Responsibilities:

1. Client Acquisition Management:

• Develop, implement, and optimize client acquisition strategies via

various digital marketing channels (Google Ads, Meta, WhatsApp,

etc.).

• Work on the Cost Per Lead (CPL) model and ensure that campaigns

align with KPIs and budget constraints.

2. Agency Management:

• Manage and collaborate with external agencies, including affiliates and

search ad agencies, to ensure the smooth execution of acquisition

campaigns.

• Set and ensure agencies meet key performance metrics and

deliverables.

3. Campaign Optimization & Funnel Management:

• Lead efforts in optimizing clickstream funnels to enhance conversion

rates across various digital touchpoints.

• Ensure seamless end-to-end management of campaigns, from

inception to analysis, including landing page optimization and user

journey refinement.

4. Analytics & Reporting:

• Analyze and extract insights from various client segmentations using

tools like CleverTap, Webengage, and CRM systems.

• Develop and communicate clear reports on key marketing metrics such

as Customer Acquisition Cost (CAC), Lifetime Value (LTV), and Return

on Investment (ROI).

• Provide regular updates and detailed reports on campaign

performance to senior leadership.

5. Lead Management & CRM Systems:

• Leverage Lead Management Systems (LMS) and CRM tools to track,

manage, and optimize leads generated through digital marketing

efforts.

• Utilize data dashboards (e.g., Mixpanel, Google Data Studio) to

monitor and analyze lead flow and conversion metrics.

6. Market Research & Strategy Development:

• Conduct ongoing research into the wealth management space, staying

informed on trends, competition, and consumer behaviour.

• Develop and refine strategies to enhance client acquisition in the

retirement planning and wealth management.

Qualifications:

• Education:

• MBA in Marketing (preferred) or a Digital Marketing Certification from a

well-recognized institute with demonstrated ability to lead acquisitions.

• Experience:

• Minimum 10+ years of experience in digital acquisitions, with at least 3-

5 years specifically in in the wealth management industry.

• Proven experience managing a monthly budget of ₹50 Lakhs or more

in digital marketing campaigns.

• Demonstrated expertise in working with affiliate agencies, search ads,

and performance marketing channels.

• Skills & Competencies:

• Strong hands-on experience with platforms like Google Ads, Meta Ads

(Facebook & Instagram), and WhatsApp marketing.

• In-depth understanding of digital marketing analytics tools (CleverTap,

Webengage, Mixpanel, etc.) and their application for customer

segmentation and campaign optimization.

• Proficiency in managing Lead Management Systems (LMS) and CRM

tools.

• Excellent understanding of key performance metrics such as CAC,

LTV, conversion rates, and ROI.

• Proven track record in optimizing digital customer acquisition funnels

and enhancing conversion rates.

• Strong communication skills, capable of presenting and reporting

marketing metrics to senior stakeholders effectively.

Key Performance Indicators (KPIs):

1. Client Acquisition: Achieve targeted client acquisition through various digital

channels, focusing on a CPL model.

2. Agency Collaboration: Ensure seamless management and collaboration

with external agencies for client acquisitions.

3. Funnel Optimization: Optimize and improve conversion rates through

effective clickstream funnel management.

4. Analytics Insights: Derive actionable insights from tools like CleverTap,

Webengage, and client segmentation.

5. CRM & Dashboards: Ensure efficient management of leads and use of data

dashboards for performance tracking.

6. Reporting Metrics: Clear communication of marketing metrics such as CAC,

LTV, and ROI to key stakeholders.

• development and progression.

If you're a data-driven, performance-focused professional with experience in digital

acquisitions and wealth management, we would love to hear from you!

If you are interested then pls share your resume on sonam.singh@bajajcapital.com