About Neo:

Neo Wealth and Asset Management is a rapidly growing financial services platform with businesses spanning wealth management, asset management, capital markets and lending. Founded in 2021 with a simple and enduring purpose, Do Good, Neo is building a modern financial institution from India, with global aspirations.

Today, Neo manages and advises on over 1.3 lakh crore in client assets, serves clients across more than 200 locations and is powered by a team of over 850 professionals. Its expanding presence includes India and the United States, with Dubai planned as the next step in its international growth.

Neo is backed by leading global and Indian institutional investors, including Peak XV Partners, MUFG Bank, Euclidean Capital and TVS Capital Funds, and has raised more than 3,000 crore in capital, making it a unicorn. Its growth has been driven by deep investment expertise, strong client relationships and a culture that values ownership, integrity and long-term thinking.

At Neo, people have the opportunity to help build an institution, not merely work within one.

Role Overview:

We are looking for an entrepreneurial digital growth leader to build and scale customer acquisition for AIF Direct. The role will own the end-to-end digital growth funnelfrom demand generation and lead acquisition to conversion optimization and customer journeysfor one of India's most differentiated alternative investment platforms.

The ideal candidate combines strong performance marketing expertise with deep understanding of digital investing platforms and customer acquisition in financial services.

Key Responsibilities:

- Own digital customer acquisition strategy for AIF Direct.

- Build scalable acquisition engines across paid, organic, referral, affiliate, partnerships, and lifecycle marketing.

- Drive qualified HNI and UHNI lead generation while optimizing customer acquisition cost (CAC) and conversion.

- Design and optimize digital customer journeys across web, app, CRM, and marketing automation platforms.

- Improve conversion through experimentation, A/B testing, funnel analytics, and landing page optimization.

- Partner with Product, Sales, Wealth Distribution, Technology, and Content teams to improve customer experience and conversion.

- Develop personalized acquisition and engagement campaigns for HNI investors across digital channels.

- Build growth dashboards and monitor key metrics including CAC, ROAS, lead quality, activation, conversion, and customer lifetime value.

- Leverage AI and automation to improve campaign performance, personalization, and marketing efficiency.

- Build and manage relationships with media agencies, digital partners, and technology platforms.

Ideal Candidate:

- 3-8 years of experience in digital acquisition, growth marketing, or performance marketing.

- Experience scaling customer acquisition for a fintech, wealth-tech, investment platform, or digital financial services company.

- Strong understanding of performance marketing across Google, Meta, LinkedIn, YouTube, affiliates, SEO, and CRM.

- Hands-on experience with marketing analytics, attribution, customer segmentation, and conversion optimization.

- Strong analytical mindset with experience using data to drive growth decisions.

- Familiarity with HNI / UHNI customer segments, wealth management, investing, alternatives, or capital markets is preferred.

- Comfortable working in a fast-paced, high-growth environment with cross-functional teams.

Success Measures:

- Qualified HNI / UHNI leads generated.

- Lead-to-investment conversion.

- Assets mobilized through digital channels.

- Return on marketing investment (ROMI).

- Funnel conversion across key customer journeys.

- Customer activation and engagement metrics.

- Organic traffic and referral contribution.

- Growth in digital investor base.