Mutual Fund Lead Generation Expert Needed
Budget: ₹12,500 – ₹37,500 INR
Project Title: Lead Generation Specialist for Mutual Fund Distributor (Financial Services)
Project Overview
I am a certified Mutual Fund Distributor looking for an experienced Lead Generation Specialist to help me acquire new, high-quality retail and HNI (High Net Worth Individual) clients. My goal is to build a pipeline of potential investors interested in SIPs, Lumpsum investments, and long-term wealth creation.
Scope of Work
Target Audience Research: Identify potential investors (working professionals, NRIs, or small business owners) based on income brackets and financial goals.
Lead Generation: Utilize LinkedIn, Facebook Ads, or Google Ads to capture qualified leads (Name, Phone, Email, Investment Budget).
Lead Qualification: Filter leads to ensure they understand mutual funds and have a genuine intent to invest.
Compliance: All marketing materials and outreach must strictly adhere to AMFI and SEBI code of conduct/advertising guidelines.
Required Skills
Proven experience in Financial Services Lead Generation (Insurance, Mutual Funds, or Banking).
Expertise in Social Media Marketing (Meta Ads or LinkedIn Lead Gen forms).
Ability to set up Email Marketing or Landing Pages that convert.
Understanding of the Indian Mutual Fund market and investor psychology.
Deliverables
A list of [Number, e.g., 20-50] verified leads per week.
A brief weekly report on campaign performance (CPL - Cost Per Lead, Conversion Rate).
Basic ad creatives/copy for approval.
Budget & Timeline
Type: Fixed Price or Hourly (Monthly Retainer preferred).
Timeline: Starting immediately for a [1-month] trial period, with long-term potential.
Project Overview
I am a certified Mutual Fund Distributor looking for an experienced Lead Generation Specialist to help me acquire new, high-quality retail and HNI (High Net Worth Individual) clients. My goal is to build a pipeline of potential investors interested in SIPs, Lumpsum investments, and long-term wealth creation.
Scope of Work
Target Audience Research: Identify potential investors (working professionals, NRIs, or small business owners) based on income brackets and financial goals.
Lead Generation: Utilize LinkedIn, Facebook Ads, or Google Ads to capture qualified leads (Name, Phone, Email, Investment Budget).
Lead Qualification: Filter leads to ensure they understand mutual funds and have a genuine intent to invest.
Compliance: All marketing materials and outreach must strictly adhere to AMFI and SEBI code of conduct/advertising guidelines.
Required Skills
Proven experience in Financial Services Lead Generation (Insurance, Mutual Funds, or Banking).
Expertise in Social Media Marketing (Meta Ads or LinkedIn Lead Gen forms).
Ability to set up Email Marketing or Landing Pages that convert.
Understanding of the Indian Mutual Fund market and investor psychology.
Deliverables
A list of [Number, e.g., 20-50] verified leads per week.
A brief weekly report on campaign performance (CPL - Cost Per Lead, Conversion Rate).
Basic ad creatives/copy for approval.
Budget & Timeline
Type: Fixed Price or Hourly (Monthly Retainer preferred).
Timeline: Starting immediately for a [1-month] trial period, with long-term potential.