We are looking for a proactive, target-oriented, and business-driven Sales and Marketing Executive to drive the growth of its mutual fund investment app. The candidate will be responsible for acquiring new customers, building and managing partner relationships, promoting app adoption, generating business leads, and supporting investor onboarding.

The ideal candidate should have strong communication and sales skills, a customer-focused approach, and the ability to execute sales and marketing activities to achieve business targets. Experience in fintech, mutual funds, financial services, or digital platforms will be an added advantage.

Key Responsibilities

1. Sales and Business Development

- Identify and develop current business opportunities to increase adoption of Vedant’s mutual fund app.
- Generate leads, approach prospective customers, conduct follow-ups, and convert leads into active users and investors.
- Achieve monthly and quarterly targets for customer acquisition, app registrations, investor onboarding, and business generation.
- Build relationships with prospective investors, financial professionals, and distribution partners.
- Conduct sales presentations, product demonstrations, and customer meetings to explain the app’s features and benefits.
- Explore new markets and customer segments to expand the company’s reach.

1. Partner Acquisition and Relationship Management

- Identify and onboard mutual fund distributors, independent financial advisers, financial professionals, and other potential business partners.
- Build and maintain strong relationships with existing partners to encourage regular business generation.
- Explain the app’s features, onboarding process, business proposition, and partner support facilities.
- Conduct partner follow-ups, training sessions, and engagement activities.
- Encourage partners to refer new investors and increase active participation on the platform.
- Track partner performance and implement initiatives to improve partner activation and productivity.

1. Customer Acquisition and App Promotion

- Promote Vedant’s mutual fund app through direct sales, referrals,



partner networks, field activities, and digital channels.
- Drive app downloads, registrations, KYC completion, and successful investor onboarding.
- Assist prospective customers with the app registration and onboarding process.
- Follow up with registered users to encourage completion of onboarding and their first investment, where appropriate.
- Collect customer feedback and coordinate with internal teams to resolve onboarding difficulties.
- Support customer engagement and retention initiatives.

1. Marketing and Promotional Activities

- Execute local marketing campaigns and promotional activities to increase brand awareness and app adoption.
- Support digital marketing initiatives, social media promotions, WhatsApp campaigns, and referral programs in accordance with company policies.
- Organize and participate in investor awareness sessions, seminars, partner meetings, business events, and local market activation activities.
- Distribute approved marketing materials, product presentations, brochures, and promotional content.
- Coordinate with the marketing team to execute campaigns and generate qualified leads.
- Identify effective promotional channels and recommend opportunities to improve lead generation and customer conversion.

1. Lead Management and Sales Follow-Up

- Maintain a structured database of leads, prospects, customers, and business partners.
- Follow up with potential customers and partners through calls, emails, meetings, and other approved communication channels.
- Track leads through the sales funnel, from initial contact to registration and investor activation.
- Maintain accurate records of sales activities, customer interactions, follow-ups, and conversions.




- Identify reasons for lead drop-offs and take corrective action to improve conversion rates.

1. Business Reporting and Target Achievement

- Meet assigned daily, weekly, and monthly sales and business development targets.
- Monitor performance against targets for leads generated, partners onboarded, app registrations, active investors, and business conversions.
- Prepare regular sales reports and share market feedback with the reporting manager.
- Track the effectiveness of sales and marketing campaigns and recommend improvements.
- Coordinate with sales, marketing, operations, product, and compliance teams to achieve business objectives.

1. Customer Service and Regulatory Compliance

- Provide accurate information about the app, its features, and the investor onboarding process.
- Ensure all customer communications and promotional activities use approved materials and comply with applicable SEBI regulations, AMFI guidelines, and company policies.
- Avoid making unauthorized claims about investment returns or guaranteed performance.
- Protect customer information and follow applicable data privacy and information security policies.
- Coordinate with the appropriate internal teams to address customer queries and onboarding issues.

Key Performance Indicators (KPIs) Performance will be measured against agreed business targets, including:
- Number of recent leads generated and qualified.
- Number of customers acquired and app registrations completed.
- Number of investors successfully onboarded.
- Number of new partners acquired and activated.
- Number of active partners and investors generated through partner referrals.
- Lead-to-registration and registration-to-first-investment conversion rates.
- Sales target achievement and business contribution.
- Effectiveness of marketing campaigns and promotional activities.
- Customer follow-up, engagement, and retention.
- Quality and timeliness of sales reporting.

Pay: ₹400,000.00 - ₹600,000.00 per year

Experience

- Sales: 2 years (Required)
- Marketing: 1 year (Required)

Work Location: In person

📌 Sales and Marketing Executive (Ranchi)
🏢 Kartik Technologies Private
📍 Ranchi