Role Summary
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:
Mobile App
Website
Partner ecosystems – Bajaj & Other Partners
Campaign landing pages
Own monthly and quarterly investment KPIs:
SIP registrations
SIP book growth
Lumpsum AUM inflow
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:
Current SIP acquisition
SIP top-ups
Lumpsum investments during market opportunities
Cross-sell and upsell opportunities
Coordinate with marketing teams for:
Push notifications
WhatsApp campaigns
Email journeys
Paid digital campaigns
Customer Segmentation & Analytics
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 communicatio

📌 Digital Sales (Pune)
🏢 Bajaj Broking
📍 Pune