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CRM Marketing Analytics - BFSI
CRM Marketing Analytics - BFSI

CRM Marketing Analytics - BFSI at Hansa Cequity · Mumbai · 4 - 7 years · ₹9L - ₹11L / yr · Posted 26 Aug 2026

Hansa Cequity's logo

CRM Marketing Analytics - BFSI

SAHIL GAMRE's profile picture
Posted by SAHIL GAMRE
4 - 7 yrs
₹9L - ₹11L / yr
Mumbai
Skills
BFSI
Mutual funds
Customer Relationship Management (CRM)
Salesforce
CleverTap
Netcore
Product Strategy
Campaign

Position Overview: The ideal candidate will assist in supporting and driving MarTech, CRM, and Loyalty initiatives, with a focus on the BFSI business segment. This role will involve collaborating with cross-functional teams, including Data Analytics, Data Science, Campaign, Digital, and Customer Experience Center, while learning to contribute to the execution of key projects and strategies. Strong teamwork and communication skills are essential for effectively supporting these initiatives and driving results.


Key Responsibilities:

  • Oversee the BFSI business segment in developing and executing strategies to drive growth and profitability.
  • Manage the MarTech, CRM, and client retention programs to enhance customer lifetime value (CLV).
  • Collaborate with cross-functional teams including Campaign, Data Analytics, Data Science, Digital, and Customer Experience, to foster teamwork and innovation.
  • Help implement customer lifecycle management (CLM) strategies to optimize the customer journey and improve experience.
  • Track and analyze key metrics to assess campaign success and drive continuous improvement.
  • Stay current with industry trends in MarTech, CRM, and BFSI to identify growth opportunities.
  • Apply knowledge of BFSI, Mutual Funds, Insurance and client servicing to enhance customer engagement.
  • Support campaign management activities, ensuring timely execution and optimal results.
  • Use basic MS Excel proficiency for analysis and deriving actionable insights from data.


Qualifications:

  • Experience in MarTech, CRM, and campaign management in the BFSI sector.
  • Knowledge of BFSI, Mutual Funds, Insurance, client servicing, and campaign management strategies.
  • Ability to collaborate effectively with cross-functional teams and contribute to shared goals.
  • Understanding of customer retention and lifecycle management principles.
  • Familiarity with data analytics and using insights to improve marketing and customer experience.
  • Strong communication skills and the ability to work well with internal teams and external stakeholders.
  • Proactive, results-oriented mindset and ability to thrive in a fast-paced environment.
  • Basic proficiency in MS Excel for data analysis.


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About Hansa Cequity

Founded :
2008
Type :
Services
Size :
100-1000
Stage

About

Hansa Cequity helps enterprises and growth-stage brands drive business transformation through strategy, data, AI, and experience design. Discover our approach.
Read more

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  • Reporting. Track and report weekly on the funnel: reach, engagement, MQLs, meetings booked, sales-accepted leads, pipeline value, and channel ROI.


Success metrics (first 6–12 months)


  • Qualified meetings per month accepted by the banking sales team (target set jointly with sales)
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  • Cost per qualified meeting, by channel
  • Growth in engagement from target accounts, measured by account coverage and multi-contact engagement


Requirements


  • 5–8 years in B2B demand generation or growth marketing, with at least 3 years targeting US buyers
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  • Willing to work with regular overlap with US Eastern time


Preferred


  • Experience marketing to US banks, credit unions, fintechs, or regulated industries
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  • Exposure to account-based marketing (ABM)
  • Understanding ofAI or enterprise software positioning
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Role Overview - NPrep is hiring a Marketing Operations Manager, who will be responsible for driving the planning, execution, and optimization of all marketing initiatives across the organization. This role ensures that campaigns are delivered efficiently, timelines are met, and cross-functional teams remain aligned.

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Key Skills & Qualifications

Experience & Education

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  • Strong understanding of marketing funnels, campaign execution, and performance metrics
  • Proven experience managing cross-functional projects and teams
  • Hands-on experience with tools like CRM platforms, marketing automation tools, and project management tools (Asana, Jira, etc.)
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  • Excellent communication and stakeholder management skills
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The Role


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This role requires someone who's comfortable owning a number, not just a calendar. You'll be expected to build workflows using tools like n8n and use AI tools like Claude to move faster, so the demand engine keeps improving without needing more manual effort every quarter.

Success in this role is measured by pipeline contribution, campaign performance, and how much of the funnel runs on automation rather than manual work.


What You'll Own

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  • ABM: Build and run targeted campaigns against high-value accounts, working closely with Sales on account selection, messaging, and outbound sequences.
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  • Deliverability & Compliance: Manage sender reputation, SPF/DKIM/DMARC, list hygiene, and ensure campaigns stay compliant with CAN-SPAM, GDPR, and PDPA.
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  • Team: Lead and mentor a small team of email marketing specialists, and work closely with Content, Design, Product Marketing, and Demand Gen to keep messaging aligned.


What We're Looking For

  • 2-5 years of hands-on B2B email marketing experience, ideally in SaaS or tech.
  • A track record of managing large-scale email programs (100K+ contacts).
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  • Strong copywriting skills; you can write email content that's concise and actually persuasive.
  • Solid understanding of email deliverability, segmentation, and compliance (CAN-SPAM, GDPR, PDPA).
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  • Comfortable using AI and automation tools like Claude and n8n to speed up and scale campaign work.


Good to Have

  • Experience in HR-tech, insurtech, payroll, or workforce management.
  • Exposure to Account-Based Marketing (ABM) email strategies.
  • Familiarity with CDPs (Customer Data Platforms) and advanced personalization tools.
  • Prior experience managing or mentoring a small marketing team.


Why This Role

  • Own a high-impact function with a direct line to pipeline and revenue.
  • Work with modern AI and automation tools as a core part of how you operate, not an afterthought.
  • Build the demand engine for one of India's fastest-growing insurance brokerages.
  • Be part of a performance-driven culture where growth is based on impact and results.
  • Direct visibility with leadership on a function that shapes the company's growth trajectory.

How We'll Measure Success (First 6-12 Months)

  • Pipeline and MQL/SQL growth from your campaigns.
  • Email and ABM campaign performance (open, reply, and conversion rates).
  • Share of your workflow that's automated versus manual.
  • Cost per lead / cost per opportunity trending down over time.
  • Improvement in list health and deliverability metrics.



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Tap Invest
Anusree TP
Posted by Anusree TP
Bengaluru (Bangalore)
2 - 4 yrs
₹5L - ₹6L / yr
b2c

Job Description

Marketing Executive / Marketing Manager

Department: Marketing

Location: Bangalore

About the Role

We are seeking a dynamic and results-driven Marketing Executive / Marketing Manager to lead channel marketing initiatives that drive partner engagement, enhance brand visibility, and support business growth. The role is responsible for planning and executing marketing campaigns aligned with the sales calendar, enabling the sales team with effective marketing collateral, and ensuring consistent communication with channel partners.

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Channel Partner Marketing

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  • Plan and execute marketing campaigns aligned with the sales and product calendar.
  • Drive product launch campaigns, incentive and payout campaigns, seasonal promotions, and business initiatives.
  • Monitor campaign performance and optimize campaigns based on engagement metrics and business outcomes.

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  • Sales presentations and pitch decks
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  • Product FAQs
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Regional Marketing Support

  • Partner with regional sales teams to execute localized marketing initiatives.
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  • Customize campaigns and collateral based on regional business requirements.

Cross-Functional Collaboration

  • Work closely with Sales, Product, Design, Operations, and Leadership teams to ensure timely campaign execution.
  • Gather feedback from sales teams and channel partners to continuously improve marketing effectiveness.

Reporting & Analytics

  • Track campaign performance using predefined KPIs.
  • Prepare regular reports on campaign engagement, partner participation, lead generation, and overall marketing effectiveness.
  • Recommend improvements based on campaign analytics and business feedback.

Key Performance Indicators (KPIs)

  • Campaign engagement and reach
  • Partner participation and activation
  • Lead generation support for the sales team
  • Product campaign adoption
  • Sales enablement effectiveness
  • Timely delivery of marketing campaigns
  • Quality and effectiveness of marketing collateral
  • Regional campaign execution success
  • Feedback and satisfaction from channel sales teams





Qualifications

Education

  • Bachelor's degree in Marketing, Business Administration, Communications, or a related discipline.
  • MBA in Marketing is preferred.

Experience

Marketing Executive

  • 1–4 years of experience in marketing, preferably in B2B, FinTech, Financial Services, or Channel Marketing.

Marketing Manager

  • 5–8 years of experience managing marketing campaigns, partner engagement, and sales enablement initiatives.

Required Skills & Competencies

  • Strong campaign planning and execution capabilities.
  • Excellent written and verbal communication skills.
  • Experience managing email marketing, WhatsApp campaigns, and digital communication channels.
  • Ability to create compelling marketing collateral and presentations.
  • Strong stakeholder management and cross-functional collaboration skills.
  • Analytical mindset with the ability to interpret campaign performance and recommend improvements.
  • Excellent project management and organizational skills.
  • Proficiency in Microsoft Office and Google Workspace.
  • Experience with CRM and marketing automation platforms is preferred.
  • Familiarity with Canva, Adobe Creative Suite, or similar design tools is an advantage.

Preferred Industry Experience

  • FinTech
  • Financial Services
  • Wealth Management
  • Investment Platforms
  • Banking & NBFC

Success in This Role

A successful candidate will:

  • Drive consistent engagement with channel partners through structured marketing initiatives.
  • Execute high-impact campaigns aligned with business and sales objectives.
  • Improve product awareness and partner participation.
  • Enable the sales team with timely and effective marketing collateral.
  • Support lead generation and revenue growth through strategic marketing programs.
  • Build a scalable partner marketing engine that strengthens brand recall and business performance.
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StarApps
at StarApps
2 candid answers
Shivani Kawade
Posted by Shivani Kawade
Pune
1 - 4 yrs
₹6L - ₹12L / yr
Marketing
B2B Marketing
SaaS
Social Media Marketing (SMM)
Artificial Intelligence (AI)
+1 more

About AppMaker (by StarApps)


We don’t just build apps; we build massive revenue channels for the world's most exciting brands.

AppMaker is a top-tier, zero-code mobile app builder for Shopify merchants. We empower brands to create stunning, high-performance native iOS and Android apps that drive real growth. We are the trusted engine behind the mobile commerce success of industry leaders and iconic global and Indian brands, including Levi’s, Jockey, XYXX, Rare Rabbit, Supertails, Kalki, and many more.


The Opportunity

The mobile app market is growing at an unprecedented pace, and with $1M ARR, AppMaker is positioned extremely well as a proven leader in this category. We are now looking for a creative, data-obsessed, and AI-native marketer to help us scale our demand generation, expand our global footprint, and elevate our brand presence to the next level.

If you love the intersection of SaaS, e-commerce, and cutting-edge tech, this is your playground.


What You’ll Drive


A. Business Growth & Global Expansion

  • Drive International Demand: Execute targeted campaigns to systematically increase demos and pipeline velocity in the North American market.
  • Foundation SEO & Ads: Take ownership of our digital foundation by focusing heavily on high-intent SEO and paid ad strategies to drive consistent inbound growth.
  • Multi-Channel Execution: Design and optimize high-converting campaigns across email, LinkedIn, YouTube, Instagram, and newsletters.


B. Brand & Community Curation

  • Curate Events for B2C Brands: Design, organize, and execute high-impact experiential events tailored for leading B2C and D2C brands.
  • Curate Podcasts: Host and curate insightful podcast properties that bring together industry leaders, innovators, and thinkers.
  • Curate Social Media Strategy: Build and execute a comprehensive, high-engagement social media strategy to position Appmaker as a thought leader.


Who You Are

  • Experienced in the Space: You have 1–4 years of marketing experience, ideally in SaaS.
  • AI-Native: You actively use AI tools to multiply your output and optimize your marketing workflows.
  • An Experimenter at Heart: You aren't afraid to test new channels, scale what works, and pivot fast based on data.


Bonus Points If You Have:

  • Deep knowledge or prior experience within the Shopify ecosystem.
  • Experience building highly automated AI outbound workflows.



Why Join Us?

At AppMaker, you will be at the forefront of the mobile commerce revolution, working from our Pune office with a fast-moving, innovative team. You’ll get the creative freedom to test bold ideas, the resources to capture the global market, and the opportunity to grow your career alongside a rapidly scaling global SaaS product.


Ready to build the future of mobile commerce? Apply now.

Read more
AbleCredit
at AbleCredit
2 candid answers
Arpita Das
Posted by Arpita Das
Remote, Bengaluru (Bangalore)
3 - 6 yrs
Best in industry
B2B Marketing
growth marketing
Demand generation
account based marketing
enterprise marketing
+34 more

Growth Marketing Manager — Enterprise


ABOUT THE ROLE

We are an enterprise AI company selling to large, regulated businesses with long sales cycles and multi-person buying committees. Marketing here runs on named accounts rather than broad campaigns, and every claim we make carries a number behind it.


This role owns the execution engine underneath that: demand generation, the marketing technology stack, performance marketing, search and answer-engine visibility, developer and customer marketing, and the reporting that proves any of it worked. It is a hands-on role in a small team — you build these systems yourself.


WHAT YOU WILL DO?

  • Demand generation inside account plays. Build and ship the landing pages, sequences, personalised outreach and targeted social that account-based plays require, against a single list shared with sales.
  • Own the martech stack end to end. CMS and hosting, GA4 and Tag Manager, CRM and marketing automation, attribution, SEO tooling and dashboards — selection, configuration, integration, access and cost.
  • Website operations and technical SEO. Site and landing page builds, architecture, structured data, redirects, page speed, indexation.
  • SEO and AEO. Own organic visibility, and build the tracking for how often we appear in AI-generated answers to buyer questions. This part has no established playbook.
  • Performance marketing. Paid social to named buying-committee roles, retargeting and paid search — small budgets, tight tests, honest reporting.
  • Developer marketing. Run the developer-facing surface with engineering — documentation and sandbox operations, sample repositories, technical content programming, developer events and hackathon presence, and adoption measurement.
  • Customer marketing. Own the reference programme with sales — case studies, verified reviews on marketplaces andreview platforms, logo permissions, advocacy and reference calls.
  • Events and community. Executive dinners, conferences, sponsorships and an invitation-only practitioner circle — logistics, follow-up and attributed pipeline.
  • Reporting. One dashboard, one source of truth, reported weekly on pipeline influenced and accounts moved rather than lead volume.


WHAT WE ARE LOOKING FOR?

  • 3–4 years in growth marketing, demand generation or marketing operations. Early-stage startup experience strongly preferred someone who has built a function, not inherited one that already ran.
  • Hands-on across a modern martech stack — you have configured analytics and tag management, built automation workflows and shipped CMS pages yourself. We care that you have wired tools together, not which brands you used.
  • Real technical SEO ability — audits, structured data, internal linking, redirect strategy, and confident use of crawl and keyword tools.
  • Performance marketing you ran personally, with a view on what small B2B budgets can and cannot buy.
  • Strong with spreadsheets, dashboards and light no-code automation. SQL is a bonus, not a filter.
  • Comfortable with technical audiences and with customers — you can brief engineers on developer content, and ask a live customer for a case study or a review without flinching.
  • Clear written English, and the judgement to start from context rather than a brief.
  • Willing to be measured on pipeline influenced.


BONUS POINTS

  • B2B enterprise or regulated-industry experience
  • Account-based marketing
  • Developer marketing or technical community work
  • An informed opinion on how large language models surface brands
  • Enough HTML and CSS to unblock yourself
  • Exposure to both Indian and international markets.
  • Apply with a page you shipped end to end, a dashboard you built, and one campaign that did not work and what you changed because of it.
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