We are looking for a Customer Lifecycle Marketing Manager to own the lead-to-partner lifecycle strategy across AssetPlus's Brand portfolio.
What You'll Do:
- Own the lead lifecycle strategy across the funnel from lead capture through nurturing, engagement, and conversion into an empaneled MFD partner.
- Design and execute multi-channel lifecycle/nurture campaigns (email, push/in-app, SMS, WhatsApp and other relevant channels) mapped to key milestones in the lead's journey toward becoming an MFD partner.
- Build and manage segmentation and trigger-based automation journeys in our marketing automation tool, and maintain lead data hygiene and lifecycle stage tracking in Zoho CRM / backend.
- Partner closely with Sales and Product teams across all three verticals to identify the nudges and moments that matter most for moving leads toward conversion in an MFD-led distribution model
- Define and track lead lifecycle KPIs per vertical (lead engagement, nurture-to-conversion rate, time-to-empanelment, course completion/certification rates for Academy)
and report regularly on the key performance metrics
- Run A/B tests and iterate on messaging, timing, and channel mix to continuously improve lead-to-partner conversion across all verticals
- Ensure all lifecycle communications are compliant in nature and align with applicable regulatory and industry standards for mutual fund distribution and wealth management (SEBI, AMFI, and related guidelines)
- Collaborate with Content/Brand teams to ensure lifecycle messaging is on-brand and appropriately tailored for prospective MFD partners and financial services stakeholders
- Maintain a clean, well-documented lifecycle marketing tech stack (marketing automation platform, Zoho CRM, and any connected analytics tools) and evolve it as recent verticals are added
- Build lifecycle programs with an eye toward scalability, given the business plans to add further verticals in the near term