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I need a seasoned social media mind to shape a performance-driven lead-generation program for a fintech and mutual-fund brand that already has a modest presence but now wants scale. Your plan must live where our audience spends its time—Facebook, Instagram and LinkedIn—and stay laser-focused on one outcome: qualified leads that move smoothly from ad to WhatsApp, consultation and onboarding. Here is what the assignment covers: Strategy & Funnel • Map the complete journey: ad creative, audience targeting, landing or WhatsApp hand-off, nurturing touchpoints and the follow-up cadence my sales desk can execute. • Build campaigns that respect SEBI/AMFI and other financial-advertising guidelines while still sounding human and trustworthy. Content & Calendars • Propose an editorial mix of educational posts, timely promotional offers and social-proof-rich client testimonials; detail frequency, formats and creative hooks for each platform. • Supply sample copy and visual cues so my in-house design team can produce quickly, or flag assets you can create yourself. Performance Architecture • Set up Meta Business Suite and LinkedIn Campaign Manager structures the clean way—naming conventions, A/B groups, conversion events, retargeting pools. • Define the reporting dashboard, CPL targets and quality-scoring model we will use to judge success. Presentation & Handover • Walk me through the rationale in a concise deck I can share with the client. • Include a rollout timeline, weekly optimisation checkpoints and clear next steps so the plan can go live immediately. Acceptance criteria The work is complete when I have: 1. A platform-specific, guideline-compliant strategy document. 2. A 30-day content and ad calendar with messaging pillars and KPIs. 3. Funnel wireframes that show every user touchpoint. 4. A performance-tracking template populated with sample data. If you have recent wins in BFSI or investment products and can present them convincingly, I would love to review your approach and get started right away.
Project ID: 40669093
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31 freelancers are bidding on average ₹18,597 INR for this job

Hello, Hope you are doing well. Our team of 50+ Facebook Ads specialists has helped businesses generate leads, increase conversions, and improve ROI through data-driven advertising. Share your website or Facebook page, and we’ll review your business and create a customized strategy aligned with your goals. Facebook & Instagram Ads Services Include: Strategy & Planning: Goal setting, audience research, funnel planning, and budget allocation. Account Setup: Meta Business Manager, ad account structure, Pixel/CAPI, and event tracking. Creative Development: Engaging image/video/carousel ads, copywriting, and A/B testing. Campaign Management: Campaign setup, placements, bidding, budget optimization, and scaling. Audience Management: Custom/lookalike audiences and retargeting strategies. Conversion & Tracking: Pixel/CAPI validation, custom conversions, and attribution tracking. Performance Optimization: Regular monitoring, pausing underperforming ads, and scaling winners. Our focus is on building profitable campaigns, improving performance continuously, and delivering measurable, sustainable growth. Let’s work together to turn your advertising budget into meaningful business results. Best regards!
₹12,500 INR in 30 days
10.0
10.0

Your main challenge is not just getting more leads for a fintech/mutual-fund brand, but building a social funnel that stays compliant while still feeling credible enough for people to move from ad to WhatsApp to consultation. I’d structure this around platform-specific messaging, cleaner handoff points, and a lead-quality scoring model so your sales desk is not chasing weak enquiries. I’ve worked on strategy-led campaigns where Meta and LinkedIn needed proper audience segmentation, retargeting logic, naming structure, creative testing, and reporting that management could actually use. For BFSI-style offers, the difference usually comes from trust signals, tighter follow-up cadence, and avoiding ad language that creates compliance risk or attracts low-intent clicks. I can also make the handover deck presentation-ready for your client. - Will the leads go to a landing page first, or do you want WhatsApp as the primary conversion path from day one? - Do you already have approved compliance language/disclaimers from the brand, or should I build the messaging framework from scratch? - Is your sales team using any CRM today for consultation and onboarding tracking?
₹16,500 INR in 7 days
9.7
9.7

Hello, Are you looking for a social media manager? I will optimize, manage and grow your Social Media Presence! Get more traffic, leads and sales! I am Social Media Marketing expert.I am doing all kind of social media marketing.I have more experience on Pinterest/ Facebook/Twitter /Instagram/tiktok /youtube and linkedin. My Social Media Steps:- > According to Targeted URLs best Keywords > Social Media Posts with Unique Image and Content > Action Plan :- 1) Social Media Management 2) Daily Posting 3) Quality hashtags with Description 4) Social Media organic Promotion 5) Incresing real Followers 6) Weekly Work Report I have 12 years experience in Digital Marketing Manager and Social Media Management. I have managed pages related to the following industries: Health & Fitness, Travel, Real Estate, Fashion And Beauty, E-commerce & Retailing, Food & Beverage, Affiliate Marketing and more... Waiting to discuss more Thanks Nishit
₹25,000 INR in 30 days
7.7
7.7

For a mutual-fund and fintech brand, the hard part is usually balancing three things at once: compliance, trust, and lead quality. I’d build the plan around that balance so the campaign flow is practical for your sales desk, with clear user touchpoints from ad click through WhatsApp or landing handoff, nurturing, and consultation follow-up. This scope fits well with my work on social lead-generation systems where the deliverables had to be usable immediately, not just theoretical. I can map the Meta and LinkedIn structure cleanly, define test groups, retargeting pools, CPL logic, and prepare a concise strategy deck your client can review without needing extra explanation from you. I can also include sample hooks and post angles so your design team can start production faster. - Which audience segments matter most here: new investors, SIP-focused users, HNI prospects, or something else? - Do you want the 30-day calendar split separately for organic and paid, or combined into one execution view? - Will I be aligning the KPI model to volume only, or also consultation-booked and onboarding-completed stages?
₹15,000 INR in 7 days
6.9
6.9

Hello, I will help you generate leads and grow your business through smart social media management. With 10+ years of experience in social media marketing, I will help you grow your business through high-performing social media lead generation campaigns across Facebook, Instagram, and other platforms. I don’t just run ads—I build structured lead generation systems designed to attract the right audience, capture quality leads, and convert them into customers. 1. My social media lead generation campaign process includes: ✔ Audience & competitor research ✔ Targeted lead generation strategy ✔ High-converting ad creatives & copy ✔ Advanced targeting & retargeting ✔ Lead funnel setup & optimization ✔ A/B testing for better performance ✔ Budget scaling for maximum ROI ✔ Performance tracking & reporting My focus is simple—more qualified leads, lower cost per lead, and higher conversions. Let’s connect and build a powerful lead generation campaign that drives real business growth. Thank you, Anju MA,
₹12,500 INR in 30 days
6.6
6.6

Dear Aisha, I am Firoz, a seasoned digital marketing professional with over 8 years of expertise specializing in Meta (Facebook & Instagram) and LinkedIn campaigns, tailored for fintech and BFSI sectors. I offer a comprehensive, compliance-driven lead generation strategy focused on delivering high-quality, qualified leads by crafting seamless user journeys from ad engagement to WhatsApp interaction, consultation, and onboarding. My approach will include: - Detailed funnel mapping covering creative assets, audience targeting, compliant messaging aligned with SEBI/AMFI guidelines, and sales handoff protocols. - An editorial calendar mixing educational content, promotional offers, and authentic client testimonials, optimized per platform. - Precision campaign architecture using Meta Business Suite and LinkedIn Campaign Manager with best-in-class naming conventions, A/B testing frameworks, and retargeting pools. - A performance dashboard with CPL targets and quality scoring ensuring measurable outcomes. - A concise, client-ready presentation with rollout timelines and optimization checkpoints. I have consistently delivered robust results across 187+ projects, ensuring growth via transparent, data-driven strategies. I am confident this plan will accelerate your fintech brand’s scale and engagement. I look forward to discussing the next steps. Best regards, Firoz
₹12,500 INR in 31 days
6.4
6.4

Hello, I will generate leads and sales using targeted social media marketing. I have 8+ years of experience in Meta Ads, including scaling B2C campaigns with a strong focus on lead generation and ROI. 1. My experience includes: • Building full-funnel campaign strategies (audience targeting + structure) • Creating high-converting ad creatives (copy, images, short videos) • Setting up lead capture systems (forms or landing pages with CRM integration) • Managing and optimising campaigns daily for better CPL and lead quality • Using Meta Pixel & tracking tools for accurate performance data 2. Reporting & Availability: ✔ Weekly reports (CPL, lead volume, performance insights) ✔ Quick response within 24 hours ✔ Fast campaign setup and ongoing optimisation I focus on turning ad spend into qualified leads, not just traffic. I can share examples of B2C lead generation campaigns I’ve scaled successfully. Best regards, Raghav MA,
₹12,500 INR in 30 days
6.0
6.0

As a performance marketer specializing in BFSI and fintech, I shape scalable, SEBI/AMFI-compliant lead-generation engines across Meta and LinkedIn. Here is how I will deliver your growth strategy: • Funnel & Compliance: Map seamless ad-to-WhatsApp/consultation journeys with automated nurturing, striking the right balance between strict financial guidelines and human, high-converting messaging. • Content Architecture: Build a 30-day cross-platform calendar combining educational pillars, social proof, and high-hook ad concepts with ready-to-use copy and visual briefs for your design team. • Performance Setup: Structure Meta Business Suite & LinkedIn Campaign Manager cleanly (custom naming, conversion API/tracking, granular A/B testing, and retargeting pools) alongside a quality-scoring model to maintain low CPLs. • Presentation: Deliver a client-ready strategy deck, funnel wireframes, a tracking dashboard template with sample data, and a 30-day rollout roadmap. Having led social lead-gen for fintech/investment brands, I bring proven frameworks ready for immediate execution. Let’s connect to discuss scaling your campaigns. Best regards, Tara D.
₹12,500 INR in 30 days
5.5
5.5

You already have some presence, so this is really about turning scattered social activity into a lead engine that can scale without creating compliance headaches. My approach would be to map the full conversion path first, then build the content mix, ad structure, retargeting logic, and sales follow-up cadence around qualified-lead intent rather than vanity metrics. I’ve handled planning work where Meta and LinkedIn needed to support a serious service funnel, including audience logic, event mapping, naming conventions, testing structure, and reporting templates that help teams judge lead quality properly. In finance-related campaigns, stronger qualification usually comes from the message architecture and handoff design more than from ad spend alone. I can shape the final deck so it is easy to present and act on immediately. - Is WhatsApp mandatory as the core handoff, or are you open to testing lead forms or a landing page alongside it? - Do you have past CPL or consultation-to-onboarding data I should use as a benchmark? - Should the wireframes stay high level, or do you want them detailed enough for direct execution by your internal team?
₹13,000 INR in 7 days
5.2
5.2

Hey there, Scaling a fintech and mutual fund brand across Meta and LinkedIn requires blending strict regulatory compliance (SEBI/AMFI) with high-converting financial storytelling and direct WhatsApp/consultation hand-offs. I specialize in building performance-driven lead funnels for investment and BFSI brands. How I’ll Deliver Your Lead Generation Blueprint: Compliant Funnel Mapping: Wireframe end-to-end user journeys from thumb-stopping ad creatives to WhatsApp onboarding and sales desk nurture sequences. SEBI-Compliant Content Calendar: Develop a 30-day editorial calendar blending investor education, market insights, and client testimonials with clear visual prompts for your design team. Full-Funnel Architecture: Set up clean campaign structures inside Meta Business Suite and LinkedIn Campaign Manager, configuring CAPI/pixel events, custom retargeting pools, and strict CPL targets. Client-Ready Pitch Deck & Tracking: Create a clear strategy deck, CPL/quality-scoring dashboard template, and a 4-week execution roadmap. Deliverables Included: Full strategy doc, 30-day content/ad calendar, funnel wireframes, and populated performance-tracking templates. Let’s connect to discuss your BFSI target profiles and review my portfolio! Best regards, Rajat Pathania
₹12,500 INR in 30 days
5.1
5.1

Hi, I’m Sanket, a digital marketing specialist experienced in lead generation, Meta Ads, LinkedIn campaigns, funnel strategy and performance tracking. I can build a complete lead-generation framework for your fintech/mutual-fund brand, focused on moving qualified prospects from ad → WhatsApp → consultation → onboarding. My approach includes: • Audience and ICP segmentation for Facebook, Instagram and LinkedIn • Full funnel mapping with landing/WhatsApp handoff and sales follow-up • Educational, promotional and testimonial-based content pillars • 30-day content + advertising calendar with hooks, formats and KPIs • Meta and LinkedIn campaign structure with naming conventions, testing and retargeting • Conversion events, lead tracking and quality scoring • CPL targets and reporting dashboard structure • Funnel wireframes showing every customer touchpoint • Weekly optimisation checkpoints and rollout plan • Messaging designed with applicable SEBI/AMFI and financial advertising requirements in mind I’ll focus on lead quality and downstream conversion, not simply generating cheap leads. The strategy will be structured so your sales team can clearly see where each prospect came from and what action should happen next. I can also prepare the strategy as a concise presentation for client/stakeholder approval and provide a ready-to-use performance template with sample data. Regards, Sanket
₹30,000 INR in 7 days
2.1
2.1

I can build a complete performance-driven lead generation strategy for your fintech/mutual-fund brand across Facebook, Instagram and LinkedIn, focused on generating qualified leads and moving them smoothly through Ad → WhatsApp → Consultation → Onboarding. I’ll handle the funnel strategy, audience targeting, 30-day content/ad calendar, Meta & LinkedIn campaign structure, retargeting, conversion tracking, CPL/lead-quality framework, and a clear presentation your team can implement immediately. I’ll also ensure the messaging is trust-focused and aligned with applicable financial advertising guidelines. My goal is simple: not just more leads, but better-quality leads that have a clear path toward conversion. Send me your current website/page and target market, and I can outline the first campaign structure I’d recommend. Best regards, Shakib
₹12,500 INR in 7 days
0.0
0.0

I can complete your project within 7 days with the help of my team. Depending on the scope of the work, it may take at least 2 days to complete properly. If you’re interested in working with me, my total fee is **$100**, with **50% ($50) required as an advance payment** to get started. Please let me know if you’d like to proceed. I’d be happy to work with you.
₹25,000 INR in 1 day
0.0
0.0

You already named SEBI/AMFI, which most bidders nod at and ignore, so I will go a level deeper, because compliance here does not just add a disclaimer, it decides what the ads can say. For mutual funds you cannot promise or imply returns or say "best fund," and past-performance carries the prescribed caveat plus the mandatory "market risks, read all scheme documents" line. That rules out the return-chasing hooks that usually drive fintech ads, so the creative sells the outcome of good planning, goal-based investing, tax-saving windows, SIP discipline, not a number. That is what keeps the account unflagged while converting. Second, the WhatsApp hand-off has a rule that stalls launches: any message more than 24 hours after the lead last wrote needs a pre-approved template, and financial templates get extra Meta scrutiny. So the nurture cadence must be built on approved templates up front, or the follow-up will not send the week you launch. Third, lead quality: "qualified" here means investable and KYC-able, not a cheap click, so the funnel qualifies for intent and ticket-size before your sales desk, or the desk drowns in tyre-kickers while CPL looks fine. INR 12,500 delivers the full plan: compliant funnel map, platform content calendar with sample copy and hooks, and the Meta/LinkedIn structure with naming, A/B groups and conversion tracking. Is the WhatsApp number on the Business API yet, and are you promoting regular schemes or also advisory?
₹12,500 INR in 3 days
0.0
0.0

I can build a performance-focused social media and lead-generation strategy for your fintech/mutual-fund brand across Facebook, Instagram, and LinkedIn. I’ll map the complete ad-to-WhatsApp-to-consultation funnel, create a 30-day content/ad calendar, define compliant messaging, retargeting, A/B testing, KPIs, CPL targets, and lead-quality scoring. I’ll also structure Meta Business Suite and LinkedIn Campaign Manager with clean naming and conversion tracking, plus provide funnel wireframes and a reporting template with sample data. You’ll receive a concise client-ready strategy deck, rollout plan, and weekly optimisation framework designed for scalable, qualified leads and smooth sales handover.
₹25,000 INR in 7 days
0.0
0.0

Hi there, I can deliver a complete, SEBI/AMFI-compliant social lead-generation strategy and operational framework tailored for your mutual fund and fintech brand within 7 days. Here is exactly how I will structure and deliver the four key milestones you outlined: 1. Guideline-Compliant Strategy Document: I will map out end-to-end user journeys across Meta (Facebook & Instagram) and LinkedIn. The strategy will integrate SEBI/AMFI regulatory compliance into compliant copy hooks, audience targeting pools, and ad formats that build trust while driving action. 2. 30-Day Content & Ad Calendar: You will receive a complete calendar detailing core messaging pillars, publishing frequency, format breakdowns (Reels, Carousels, Static), sample ad copy with visual cues for your design team, and clear KPIs for each stage. 3. Funnel Wireframes & Handoff: I’ll map out the full journey from ad impression to direct WhatsApp hand-off, including automated greeting scripts and a clear follow-up cadence for your sales desk to convert conversations into completed onboardings. 4. Performance Architecture & Tracking: I’ll provide the operational blueprint for Meta Business Suite and LinkedIn Campaign Manager—including clean naming conventions, retargeting pools, A/B test groups, CPL target models, and a ready-to-use performance dashboard template pre-populated with sample.
₹25,000 INR in 7 days
0.0
0.0

Hi, I can build a performance-driven social media lead-generation strategy for your fintech and mutual-fund brand across Facebook, Instagram and LinkedIn, with qualified leads as the primary KPI. My approach will cover: * Complete ad-to-WhatsApp/consultation funnel strategy * Audience research, targeting and retargeting * Meta Business Suite and LinkedIn Campaign Manager structure * Educational, promotional and social-proof content strategy * 30-day content and advertising calendar * Lead nurturing and sales follow-up workflow * Conversion events, naming conventions and A/B testing structure * CPL targets and lead-quality scoring * Performance dashboard and reporting template * Weekly optimization checkpoints * SEBI/AMFI-conscious messaging and compliance considerations * Presentation deck explaining the strategy and rollout plan The focus will be on generating genuine, qualified prospects and improving the journey from first interaction through consultation and onboarding—not simply maximizing impressions or low-quality leads. I’m ready to review your existing campaigns, target audience and current funnel and prepare a practical strategy that your team can implement immediately.
₹12,500 INR in 30 days
0.0
0.0

As a Full Stack SEO & Digital Strategist, I build lead generation funnels rooted in deep search intent, conversion architecture, and strict compliance rules. For fintech and mutual fund brands, performance isn't just about launching ads—it's about capturing user intent and structuring a compliant conversion path from social feeds to WhatsApp and consultation. Here is how I will deliver your project in 7 days: SEBI/AMFI-Compliant Funnel Architecture: Map user touchpoints across Meta & LinkedIn (Direct-to-WhatsApp & Lead Forms), incorporating strict SEBI advertising rules (no guaranteed returns or non-compliant advisory terminology). 30-Day Content & Ad Calendar: Build 12 high-intent ad creative frameworks (educational hooks, SIP goal calculators, tax-saving ELSS triggers) with visual briefs for your design team. Targeting & Event Tracking Matrix: Define high-net-worth audience interest clusters and configure custom pixel/event parameters for clean conversion tracking. Lead Scoring & Client Pitch Deck: Create a CPL/Lead-Quality scoring template for your sales desk and an executive-ready presentation deck to hand to your client. I can start immediately and share sample SEBI-compliant ad copy angles in chat.
₹14,500 INR in 7 days
0.0
0.0

Hello! Before we start, I’ll do 1 of these 3 things for free: — Map a sample Ad → WhatsApp → Consultation → Registration funnel. — Audit your current social presence and identify lead-generation gaps. — Prepare 3 campaign angles for fintech/mutual fund audiences. I can build a practical lead-generation system for Meta and LinkedIn focused on qualified prospects, not vanity metrics. What I’ll do: — Map the complete customer journey and follow-up flow. — Segment audiences by intent and funnel stage. — Build Meta & LinkedIn campaign structures. — Plan WhatsApp handoff and sales-team touchpoints. — Develop a 30-day content and advertising calendar. — Create messaging, copy samples and creative directions. — Structure educational, promotional and trust-building content. — Plan A/B tests, retargeting and conversion events. — Define CPL targets and lead-quality scoring. — Create a performance tracking template. — Prepare weekly optimization checkpoints. — Deliver a client-ready strategy presentation and implementation roadmap.
₹37,500 INR in 7 days
0.0
0.0

Hello, I’d love to help manage and grow your social media presence with a combination of creative content, strategic planning, audience engagement, and consistent brand communication. I bring hands-on experience managing social media projects for established brands across beauty, fashion, e-commerce, travel, consumer products, technology, and parenting. My previous work includes: Amazon Lakmé India Samsonite India Endurance Warranty Therapearl Infitrak Azilen Technologies Yepme FirstCry India What I Can Bring to Your Project • Social media strategy & content planning • Creative post concepts and copywriting • Instagram, Facebook, LinkedIn & X/Twitter content • Brand-focused visual content direction • Captions, hashtags and CTAs • Content calendars and campaign planning • Audience engagement & community management • Promotional and seasonal campaigns • Performance-focused content optimization Having worked with recognizable brands, I understand the importance of maintaining brand consistency while creating content that is engaging, relevant and conversion-focused. I am reliable, creative and comfortable working with established brand guidelines as well as developing fresh content ideas from scratch. I’d be happy to discuss your requirements and create a social media approach tailored specifically to your brand. Looking forward to working with you!
₹12,500 INR in 7 days
0.0
0.0

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