Experience : 5 - 12 Years

Education:

MBA from Tier-1 institutes preferred (IIMs, ISB, XLRI, FMS, SPJIMR, JBIMS, MDI, etc. )

Bachelor's degree in Finance, Economics, Business, Engineering, or related fields

About the Role:

- We are looking for a high-impact Growth Lead to drive customer acquisition, revenue growth, engagement, and strategic expansion for our Wealth Management and Mutual Funds business.

- The ideal candidate should possess strong experience in scaling financial products, driving investment-led customer journeys, and building growth strategies across digital and assisted channels.

- This role requires a blend of analytical thinking, business strategy, customer understanding, and execution excellence.

- The candidate should have prior experience in wealth-tech, mutual funds, investment platforms, private banking, fintech, AMC, broking, or financial services ecosystems.

- The Growth Lead will work closely with Product, Business, Marketing, Sales, Analytics, Partnerships, and Leadership teams to drive customer growth, AUM expansion, retention, and monetization initiatives.

Key Responsibilities:

- Define and execute growth strategies for Wealth Management and Mutual Fund products across retail and affluent customer segments

- Drive customer acquisition, activation, retention, and revenue growth initiatives

- Build scalable growth funnels to increase AUM, SIP registrations, cross-sell, and repeat investments

- Identify new business opportunities, customer segments, and growth channels

- Develop GTM strategies for new investment products and financial offerings

- Optimize digital and assisted acquisition journeys across app, web, partnerships, and offline channels

- Drive funnel conversion improvements from lead generation to investment completion

- Design lifecycle marketing strategies to improve engagement, retention, and wallet share

- Work closely with CRM teams to implement targeted campaigns, personalization, and customer segmentation strategies

- Improve customer onboarding and investment experience to maximize activation rates

- Mutual Funds & Wealth Management Expertise

Strong understanding of:

- Mutual Funds

- SIP/STP/SWP products

- Wealth advisory ecosystem

- Investment products and asset allocation

- Retail investment behavior

- Capital markets and financial products

- Collaborate with investment advisory and product teams to improve customer investment journeys

- Analyze investor behavior and recommend initiatives to improve investment penetration and AUM growth

- Data Analytics & Performance Management

- Drive data-led decision making using customer, funnel, and revenue analytics

Monitor KPIs such as:

- CAC

- Conversion rates

- AUM growth

- SIP growth

- Retention metrics

- Customer LTV

- Revenue per customer

- Build dashboards, reporting frameworks, and growth models

- Conduct cohort analysis, A/B testing, and campaign performance optimization

Cross-functional Collaboration:

- Partner with Product teams to enhance user journeys and platform capabilities

- Collaborate with Marketing teams on acquisition campaigns and brand initiatives

- Work with Sales and Relationship Management teams to improve customer conversion and advisory effectiveness

- Coordinate with Compliance and Risk teams to ensure regulatory adherence across growth initiatives

Required Skills & Experience: 5 - 12 years of experience

- Strong understanding of Mutual Fund ecosystem and investment products

- Proven experience in growth, business strategy, customer acquisition, or digital business roles

- Strong analytical and problem-solving capabilities

- Experience in managing growth funnels and performance marketing metrics

- Excellent stakeholder management and cross-functional collaboration skills

- Strong communication and presentation abilities

- Experience in digital wealth platforms or fintech startups

- Exposure to affluent/HNI customer segments

- Familiarity with CRM tools, analytics platforms, and growth automation tools

- Understanding of digital investment journeys and customer behavior analytics

- Prior experience driving AUM growth and investment-led business KPIs

- Strong commercial acumen with strategic thinking ability