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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.
Projekt-ID: 40263691
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11 freelancere byder i gennemsnit ₹19.341 INR på dette job

"Hello, I will help you handle and scale your digital marketing across Google, Meta, and other platforms. I’m a results-driven digital marketing specialist with strong expertise in Facebook, Instagram, and Google Ads. My focus is simple — build visibility, drive targeted traffic, and convert audiences into real customers. From high-performing ad campaigns to strategic SEO and engaging content creation, I create data-driven marketing systems designed for measurable growth. 1. Growth Solutions We Provide: • ROI-Focused Google Ads Management • Targeted Meta Ads for Leads & Sales • Technical & Content-Based SEO Optimization • Scalable Social Media Growth Strategies • Data-Driven Content Marketing 2. Reporting & Communication: • Weekly Performance Reports (Leads, CTR, CPC, CPA, ROI) • Monthly Growth & Performance Analysis • 1x Weekly Strategy Meeting • Available for calls & discussions • Consistent support & quick communication My goal is clear: More Visibility. More Leads. Better ROI. Let’s collaborate and scale your brand strategically. Best regards, Anju MA,
₹15.000 INR på 30 dage
6,4
6,4

Hi, I can help you build a consistent pipeline of qualified retail and HNI investors through a structured, compliance-focused lead generation strategy. For your mutual fund distribution business, I will: • Research and define precise target segments such as working professionals, NRIs, and business owners based on income brackets and financial intent. • Set up and manage Meta, LinkedIn, or Google Ads campaigns designed to capture high-quality leads (Name, Phone, Email, Investment Budget). • Create compliant ad creatives and landing pages aligned with AMFI and SEBI advertising guidelines. • Implement lead qualification filters to ensure prospects understand SIPs, lumpsum investments, and long-term wealth creation before they reach you. • Provide weekly performance reports covering CPL, lead quality, and conversion insights to continuously refine campaigns. My approach focuses on attracting serious investors rather than generating low-intent inquiries, ensuring your marketing spend translates into meaningful conversations and portfolio growth. You can review my work here: https://www.freelancer.in/u/yellowflashh58 Thanks Tusshar Nagose Humanize 161 words
₹25.000 INR på 7 dage
5,7
5,7

I can build a compliant, performance-driven lead engine tailored specifically for a Mutual Fund Distributor targeting retail and HNI investors. First, I’ll define clear audience segments, working professionals (₹10L+ annual income), business owners, NRIs, and tax-saving investors, using demographic filters, job titles, income proxies, and financial interest targeting. Messaging will focus on long-term wealth creation, SIP discipline, tax efficiency, and goal-based investing, while strictly adhering to AMFI and SEBI advertising guidelines. Lead generation will be executed primarily through Meta Ads and LinkedIn Lead Gen Forms, supported by a conversion-focused landing page if needed. Campaigns will be structured into awareness (financial education hooks), intent capture (SIP calculators, portfolio check-up offers), and retargeting for higher-quality leads. Every lead form will capture Name, Phone, Email, and Investment Budget range. Lead qualification will include filtering based on budget threshold, basic understanding of mutual funds, and intent confirmation (via form questions or follow-up screening). Deliverables will include 20–50 verified leads per week (volume adjustable based on budget), weekly performance reports covering CPL and conversion rates, and compliant ad creatives for approval. I’m available to begin immediately on a 1-month trial, with optimisation and scaling built into the plan for long-term growth.
₹35.000 INR på 30 dage
4,3
4,3

You’re looking to generate high-quality retail and HNI leads for mutual fund investments, focusing on SIPs, Lumpsum, and long-term wealth creation while ensuring compliance with AMFI and SEBI guidelines. I understand you need targeted audience research and lead qualification across LinkedIn, Facebook Ads, and Google Ads to build a reliable pipeline of genuine investors. With over 15 years of experience and 200+ projects completed, I specialize in API integration and web scraping, which will help automate lead capture and verification. My background in cloud and DevOps ensures smooth deployment and monitoring of marketing campaigns, while my expertise in database design allows efficient management of lead data. I will start by researching your target demographics, then set up and optimize ad campaigns on Meta and LinkedIn using automated workflows to capture and qualify leads. Weekly reports will track CPL and conversion rates, with basic ad creatives tailored for your approval. This can be initiated immediately for the one-month trial period you outlined. Let’s discuss your goals in more detail to tailor the approach perfectly to your mutual fund distribution needs.
₹13.750 INR på 7 dage
0,0
0,0

As a seasoned email marketing professional with a wealth of experience in lead generation, I am confident I have the skills and expertise to help you achieve your goal of acquiring high-quality clients for your mutual fund distributing business. Throughout my career, I have successfully crafted targeted email campaigns that have driven engagement, conversions, and growth for businesses across diverse sectors. My approach combines a strong understanding of the audience's psychology with comprehensive use of social media platforms such as Meta Ads and LinkedIn Lead Gen forms. One of my core competencies lies in the ability to build and segment high-quality email lists, a skill that includes robust understanding of target audience research. In keeping with your project scope, I'll identify potential investors based on income brackets and financial goals, ensuring we are reaching the right individuals who would benefit most from your services. Finally, I am well-versed in adhering to the strict advertising guidelines set by AMFI and SEBI codes of conduct. As such, proven compliance with industry regulations on our campaigns is something you can definitely count on me for. I'm excited to kick-start this project with you immediately for a trial period or for however long it takes to see the desired results! Let's connect today to discuss further.
₹25.000 INR på 7 dage
0,0
0,0

Already worked as a lead generation intern and founded many leads across many countries and can also do content writing
₹25.000 INR på 7 dage
0,0
0,0

Hi there! I specialize in lead generation for financial services, with hands-on experience running compliant, high-converting campaigns for MFDs and wealth managers. Here's what you get with me: — Audience segmentation + ad setup (LinkedIn & Meta) targeting working professionals, NRIs, and HNIs by income bracket and investment intent. — Qualified leads flowing in at a target CPL of ₹150–₹400, with weekly performance reports covering CPL, CTR, and conversion rates. I understand AMFI/SEBI advertising guidelines thoroughly — every creative, copy, and landing page I build stays fully compliant. No shortcuts. I will generate leads and qualify them. Every lead in the list will have confirmed awareness of mutual funds and demonstrated investment intent, so we are not wasting time on cold prospects. Deliverables: ✔ 20–50 verified leads/week ✔ Ad creatives submitted for your approval before launch ✔ Weekly campaign report with full transparency on spend vs. results I'm ready to start immediately. Let's build your investor pipeline the right way.
₹13.000 INR på 2 dage
0,0
0,0

Hyderabad, India
Medlem siden nov. 2, 2024
$1500-3000 AUD
$25-50 USD / time
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$250-750 AUD
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€12-18 EUR / time
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₹12500-37500 INR
$250-750 USD
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