Sales Executive

About the role

This position is focused on improving funnel outcomes, shaping lifecycle communication, and driving measurable business results through digital journeys.

What you will do

• Own the message plan across the customer lifecycle, including what to say, who should receive it, which channel to use, and when to trigger it.
• Drive journeys related to KYC completion, first trade, repeat trading, cross-sell, retention, and reactivation.
• Create event-based, behavior-led, and cohort-based communication flows across push notifications, WhatsApp, email, SMS, and in-app channels.
• Develop journey blueprints for critical moments such as KYC or funding drop-offs, first-trade drop-offs, trading inactivity, churn risk, portfolio underperformance, and new launches in F&O, MTF, mutual funds, insurance, and lending.
• Set and maintain communication rules, frequency limits, cadence planning, and fatigue controls.
• Improve the full digital funnel from lead to KYC activation, trading, repeat usage, and retention.
• Increase conversion at each funnel stage through better journey design, trigger tuning, sequencing, and channel coordination.
• Take ownership of revenue outcomes tied to digital journeys, including trades, ADTO, TO, and cross-sell revenue.
• Work with growth and product teams to scale high-intent groups such as funded non-traders, dormant traders, and high-frequency traders.
• Own activation programs such as first trade, first deposit, and activation of products like F&O, mutual funds, lending, and insurance.
• Strengthen engagement through improved frequency, recency, feature adoption, and multi-product usage.
• Build retention and churn-prevention programs using lifecycle analytics and trigger-based actions.
• Plan reactivation campaigns for dormant users using both time-based and behavior-based cohorts.
• Define communication frameworks for transactions, nudges, educational content, trading ideas, and portfolio prompts.
• Work with brand and content teams on templates, tone of voice, and personalization layers.
• Use customer behavior, product interest, trading persona, risk profile, and lifecycle stage to personalize messages at scale.
• Manage content governance, including approvals, compliance review, and communication hierarchy.
• Own the lifecycle MarTech stack, with CleverTap as the primary platform and other tools such as Netcore, WebEngage, and MoEngage as needed.
• Guide event instrumentation, user-state modeling, journey logic, and trigger design.
• Partner with product and data teams on real-time pipelines, user attributes, and identity resolution.
• Ensure journeys run reliably, meet SLA expectations, and scale across millions of users.
• Set up experimentation frameworks using test vs. control, holdout groups, and incrementality measurement.
• Track ROI, revenue lift, CAC reduction, and activation/retention gains from lifecycle programs.
• Build dashboards for funnel conversion, uplift versus baseline, and revenue attribution.
• Continuously retire low-value journeys and scale those delivering strong impact.
• Build and manage a high-performing team covering journey management, campaign operations, automation, and QA.
• Act as the single point of ownership for digital lifecycle growth across platforms.
• Collaborate with product, growth, analytics, brand, compliance, and technology stakeholders to deliver outcomes.
• Present journey results, revenue impact, and roadmap updates to leadership.
• Monitor core KPIs, including activation, repeat trading, retention, reactivation, revenue, trading volume, incremental uplift, and journey reliability.

Eligibility

Applicants must have at least 1 year of relevant experience. The role is suitable for candidates with experience in digital growth, lifecycle marketing, CRM, or journey management within fintech, broking, consumer tech, or similarly scaled apps.

Additional details

This is a full-time, onsite role based in Delhi. The application deadline is 2026-07-12 23:59:59. The organization is led by an authorized person of Angel One who has been offering stock-market financial services since 2020, with support for trading and investment decisions.

Perks and benefits

• Five-day work week
• Informal dress code
• Complimentary snacks and beverages
• Cab or transportation support
• Health insurance
• Life insurance