Lead-Focused Marketing Strategist

₹37500-75000 INR

Closed

Posted about 2 months ago

₹37500-75000 INR

Paid on delivery

Key Responsibilities ✔ Build, onboard, and scale Open Market Client Networking and referral partners. ✔ Acquire HNI & affluent investors and drive consistent AUM inflows. ✔ Own monthly/quarterly targets and deliver growth. ✔ Work closely with advisory, product, and marketing teams to close high-value deals. ✔ Track partner productivity and improve conversions. ✔ Ensure compliant and quality sourcing. ✔Advise clients on investment products and wealth construction. If you’re confident you can architect and run this process, let’s talk about timelines and milestones so we can start turning prospects into customers.

Investment Management

Project ID: 40191426

About the project

5 proposals

Remote project

Active 18 days ago

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5 freelancers are bidding on average ₹47,100 INR for this job

@sidhrajsing

Hello Sir/Madam, I have carefully read your project details and I am confident I can deliver exactly what you need. I have hands-on experience in graphic design, social media posts, banners, and online promotional content. I always focus on clean design, fast delivery, and clear communication. You will get 100% original work with unlimited revisions until you are satisfied. Let’s discuss your project requirements and get started immediately. Thank you for considering my bid.

₹37,500 INR in 3 days

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@KRIDHUB

I’ve analyzed your requirements, and it’s clear that the challenge isn't just finding people it's building the HighTrust Infrastructure needed to move affluent investors into action. Selling to HNI clients requires a very different handshake than standard retail sales. kindly reach out so i'll discuss more How I’ll solve this.

₹56,250 INR in 7 days

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@basant429

Hi, I'll build your partner network, acquire HNI investors, and deliver AUM growth. 6+ years in wealth management BD—I exceed targets through relationship-driven strategies. Partner Network: Onboard referrers (IFAs, CAs, tax/real estate advisors) Enablement: training, collateral, incentives Performance tracking, productivity optimization 15-20 active partners (Months 1-2) HNI Acquisition: Multi-channel sourcing (₹50L+ surplus) Referrals, events, LinkedIn, networks Discovery meetings, tailored solutions Consistent monthly closures Target Ownership: Monthly/quarterly AUM met (110-140% history) Pipeline management, conversion metrics Weekly reporting: leads, meetings, closures, AUM Proactive adjustments Collaboration: Advisory: client suitability Product: custom solutions Marketing: campaigns, events Seamless onboarding Compliance: SEBI adherence KYC/risk profiling rigor Quality-first approach Client Advisory: Wealth construction, asset allocation MF, PMS, AIF, structured products Goal-based planning, reviews Track Record: 50+ partner networks built 200+ HNI clients (avg ₹75L) Exceeded targets consistently CFP/NISM certified Metrics: ✓ Monthly AUM ✓ Active partners ✓ HNI acquisitions ✓ Conversions ✓ 100% compliance Ready to architect sustainable growth. Best, [Basant Awasthi]

₹56,250 INR in 7 days

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@abdullahsajid897

Hey there, I specialize in turning prospects into loyal clients and building networks that bring steady growth. I can help you scale referral partners, connect with HNI and affluent investors, and ensure consistent AUM inflows all while keeping everything compliant and organized. I work hands-on with teams to make sure leads actually turn into clients, track what’s working, and adjust quickly to get results. My focus is on creating a simple, effective system that grows your business and strengthens partnerships. I’d love to discuss timelines and milestones so we can start driving growth right away. Best regards, Abdullah Sajid.

₹45,000 INR in 7 days