Shraddha Pathak
Mumbai
Summary
A self-driven & motivated professional with a progressive career of 8+ years, providing Digital, Cross Sell - Upsell & Product management services for accelerated and sustained growth. Hands on experience in empaneling with principals for new and innovative product offerings thereby contributing to business growth. Brings with me the strong and in depth knowledge of how the market and Industry operates which is the key to building strategies and execution to take the business to its next level. Proven track record in designing successful go-to-market strategies and creating comprehensive product roadmaps
Overview
9
9
years of professional experience
1
1
Certification
Work History
Manager - Marketing & Strategies
Quantum Mutual Fund
Mumbai
06.2023 - Current
- Develop and implement comprehensive product marketing strategies to drive market penetration and growth.
- Designed, implemented, and managed engaging digital customer journeys and leading growth marketing initiatives across channels.
- Drive strategies to activate entire distributor channel through various mediums - email, SMS, whatapps etc.
- Act as a subject matter expert on audience data and segmentation to deliver highly targeted, personalized campaigns that focus producing exceptional results in lead generation, sales enablement, and customer lifecycle marketing.
- Developed and executed impactful mailer campaigns to communicate fund performance updates, market insights, and product launches.
- Analyzed product performance metrics to refine marketing strategies and improve customer acquisition and retention.
- Initiated data analysis to extract actionable insights, enabling data-driven decision-making for marketing strategies.
- Critical thinking and problem-solving through platform reports & Analytics - analyzing user behavior, draw insights from these numbers and use the same in campaign journeys & communications.
- Designed and implemented customer journeys to enhance the client experience throughout the investment lifecycle
- Played a pivotal role in the successful launch and management of the Quantum Small Cap New Fund Offering (NFO) and Quantum Multi Asset Allocation New Fund Offering (NFO)
- Organized and executed impactful distributor events to foster relationships, provide product updates, and strengthen brand positioning
- Collaborated with cross-functional teams and Associations - AAFM, MFDAK, Café Mutual, PIFAA, FIFA to align marketing efforts and create brand visibility
Senior Manager, Marketing
Kotak Mahindra Bank Ltd.
Mumbai
12.2022 - 06.2023
- Positioning, identify target audiences, and develop marketing plans with specific objectives across different channels and segments.
- Driving aggressive Working Capital sales across branches and Lead the execution of marketing programs from start to finish, leveraging internal support and driving collaboration.
- Analyse customer insights, consumer trends, market analysis, and marketing best practices to build successful strategies.
- Work in close coordination with group companies for communications across products.tract key insights for future campaign development and go-to-market strategies, complete with formal proposals and recommendations on tactics
- Partner with email, performance marketing and web teams to design, test and evolve lead nurturing tactics.
- Working in partnership with the creative team, develop creative briefs and guide creative direction to meet objectives for all advertising and public-facing communications, including print, digital, and video assets.
- Present ideas and final deliverables to internal and external teams, and communicate with senior leaders about marketing programs, strategies, and budgets
Marketing Manager
Bank of India Mutual Fund
Mumbai
11.2021 - 12.2022
- Develop and implement campaign strategy for various mutual fund schemes to build brand
- Maintain a keen understanding of industry trends and make appropriate recommendations around communications strategy
- Assisting in conceptualizing, designing new marketing collaterals / sales aids
- Managing existing set of collaterals
- Regulatory advertising - Designing and scheduling of all regulatory advertising in co-ordination with legal & compliance teams
- Solely responsible for driving client engagement activities across products and driving webinars, podcasts, live event with fund managers & industry experts across Asset Management companies and tracking business end to end
- Timely update content pieces to enhance website ranking from SEO perspective
- Conceptualize & plan promotional events, launch activities, product promotions to facilitate investment knowledge
- Collaborated with cross-functional teams to develop product roadmaps and ensure timely delivery of marketing materials
- Presented importance of digital platforms in the market and launched social media channels - Instagram, LinkedIn, Facebook, Twitter.
Marketing Manager
ICICI Securities Ltd
Mumbai
06.2017 - 10.2021
- Develop and implement campaign strategy for various products to build brand equity
- Solely responsible for driving client engagement activities across products and driving webinars, podcasts, live event with fund managers & industry experts across Asset Management companies and tracking business end to end
- Created customer acquisition journey to boost business
- Coordinating with each AMC for driving NFO launch and building 360-degree calendar to drive business
- Conceive and implement direct product marketing campaigns by analyzing consumer investment pattern, product suitability, demographic potential and insights for customer engagement
Business Development Manager
Computer Age Management Services Pvt Ltd
Mumbai
12.2015 - 05.2017
- Cross Selling & Upselling of Mutual funds (ICICI Prudential AMC) to HNI clients
- Campaigns on NFO, FATCA, Redemption Retention
- Updating clients on Market Outlook and suggesting schemes as per their risk appetite
- Achieving Targets - Quarterly & Season based
- Sole responsibility to handle the ROSS campaign (Redemption of Sales Service)
- To work on daily basis for the leads follow up
Education
Post Graduate Diploma - Finance
Welingkar Institute of Management
Mumbai01.2018
Bachelor of Commerce -
Vivekanand Education Society
Mumbai01.2015
H.S.C - Commerce
Sanatan Dharam Vidyalaya
Mumbai01.2012
High School -
Hindi High School
Mumbai01.2010
Skills
- Strategy making and execution
- Campaigns and CRM development
- Customer Segmentation
- Product Launch Management
- Market/ Business trends analysis
- Stakeholder Collaboration
- Content Strategy
- Product Marketing Strategy
- Digital on-boarding of products
- New Customer Acquisition
Certification
Digital Marketing Course, 2018-2019
Careeraccomplishments
- 123% growth in distributor empanelment through marketing strategies applied in Quantum MF.
- 5% redemptions value reduced through dedicated campaigns to customers who have intended to redeem.
- 100% new leads nurtured through automated customer communication journeys
- Worked very closely with team McKinsey Consultants for developing all customer communication & also in developing purchase journey.
- Solely managing brand name project and execution end to end.
- Contributed to the growth of business at for FY 17-18 which is growth of 25% over previous year in isec.
- Conceived the modus operandi of Lead Management System and process notes with respect to its implementation for multiple products binded with compliance.
- Able to retain 11% of the clients redeeming in the franklin Templeton closure of 7 Mutual funds.
- Conducted 92 webinars and 117 podcasts contributing to 8% of New Client Acquisition.
Timeline
Manager - Marketing & Strategies
Quantum Mutual Fund
06.2023 - Current
Senior Manager, Marketing
Kotak Mahindra Bank Ltd.
12.2022 - 06.2023
Marketing Manager
Bank of India Mutual Fund
11.2021 - 12.2022
Marketing Manager
ICICI Securities Ltd
06.2017 - 10.2021
Business Development Manager
Computer Age Management Services Pvt Ltd
12.2015 - 05.2017
Post Graduate Diploma - Finance
Welingkar Institute of Management
Bachelor of Commerce -
Vivekanand Education Society
H.S.C - Commerce
Sanatan Dharam Vidyalaya
High School -
Hindi High School
Similar Profiles
KETAN PALIWALKETAN PALIWAL
Manager at HSBC Mutual Fund(Merger With L & T Mutual Fund)Manager at HSBC Mutual Fund(Merger With L & T Mutual Fund)
Christian Dale SalasChristian Dale Salas
Accounting Support at Pag-Ibig Fund Home Development Mutual FundAccounting Support at Pag-Ibig Fund Home Development Mutual Fund
Gaurav Sudhanshu TripathiGaurav Sudhanshu Tripathi
Relationship Manager (Associate Vice President) at UTI Mutual FundRelationship Manager (Associate Vice President) at UTI Mutual Fund
Priti SharmaPriti Sharma
Senior AVP (Senior Business Executive - Consultant), Audit and Governance at Wells Fargo International Solutions Private LimitedSenior AVP (Senior Business Executive - Consultant), Audit and Governance at Wells Fargo International Solutions Private Limited
Mohammad Kaif ShaikhMohammad Kaif Shaikh
Relationship Manager at ICICI BankRelationship Manager at ICICI Bank