Digital Sales - Mutual Funds

Bajaj Broking; Pune District; On-site; INR 1,200,000 - 1,800,000; Full time

Job summary

Bajaj Broking in Pune is seeking a results-driven professional to lead digital sales for mutual funds, with a strong focus on SIP and lumpsum investments through digital channels and owned assets.

The role emphasizes maximizing customer acquisition, activation, and investment conversion across web and app journeys, while orchestrating between marketing campaigns and partner ecosystems. Prior experience in digital financial services and campaign analytics is essential for driving revenue growth.

Qualifications

• 3-5 years of experience in mutual funds, banking or investment platforms.
• Experience in driving investment products through digital channels is preferred.
• MBA / PGDM preferred.

Responsibilities

• Drive SIP and lumpsum investment volumes through digital assets including website and partner ecosystems.
• Own monthly and quarterly investment KPIs: SIP registrations, conversion rate, digital revenue contribution.
• Improve customer journey from discovery to investment completion; optimize onboarding, KYC, and payments funnels.
• Execute targeted campaigns for new SIP acquisition, SIP top-ups, and lumpsum investments, coordinating with marketing teams for push notifications, WhatsApp campaigns, and paid campaigns.
• Collaborate with mutual fund product teams, digital product managers, marketing, compliance, operations, and technology to ensure regulatory adherence and strong ROI.

Skills

Mutual funds

Digital marketing

Campaign analytics

Stakeholder management

Customer journey optimization

KYC

Education

MBA / PGDM

Tools

CRM

Dashboards (Tableau/Power BI)

Job description

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:
• Website
• Partner ecosystems - Bajaj & Other Partners
• Own monthly and quarterly investment KPIs:
• SIP registrations
• 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
• WhatsApp campaigns
• Paid digital campaigns
• 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
• Digital AUM growth
• Conversion rate improvement
• Customer activation and repeat investment rate
• Campaign ROI

Desired Candidate Profile

Experience

3-5 years of experience in:

• Mutual funds
• Banking or investment platforms
• Experience in driving investment products through digital channels is preferred.

Educational Qualification

• MBA / PGDM preferred

Skills Required

• Strong understanding of mutual fund products and investor behavior
• Knowledge of SIP, STP, SWP, and lumpsum investment journeys
• Campaign analytics and performance tracking
• Strong stakeholder management and communication skills

Preferred Background

Candidates from the following industries/platforms would be preferred: