Vivek Agarwal
Director/Business Head, Mutual Fund Distribution @ Rupeezy
About
Business and marketing leader with end-to-end P&L ownership, GTM strategy, offline marketing, sales excellence and partner ecosystem management across fintech, payments, edtech and FMCG. Built and scaled a 0 to 1 mutual fund distribution business with Rs. 1000 Cr AUM ambition, driving strategy, 5Y planning, AOP, funnel optimisation, product prioritisation and creator-led growth. Led a 7-member sales, marketing and ops team and managed commercial negotiations with 47 AMCs, 1200 partners and multiple vendors. At PhonePe, led marketing for the Rs. 1500 Cr payments business across 3 Cr stores, driving brand positioning, POS device launches, merchandising innovation, BTL activations, D2C growth and merchant retention. Earlier roles include shopper marketing at OSMO and national trade marketing at AB InBev, delivering strong ROI, retail visibility, digital transformation and revenue uplift across markets and channels.
India
Bengaluru
Computer Software
GTM Strategy, Sales Management, Investment Strategies, Digital Transformation, Consumer Insight Generation, Agency Relationship Management, Brand Marketing, New Business Development, Distribution Strategies, Influencer Marketing, Product Management, PnL Management, Paid Search Campaigns, Search Engine Marketing (SEM), Employee Training, Digitization, Digital Marketing, Positioning (Marketing), Content Strategy, Loyalty Programs
Experience

Director/Business Head, Mutual Fund Distribution
Bengaluru, Karnataka, India
• Built new business 0→1; working closely with founder/CEO; full P&L ownership; targeting ₹1000 Cr AUM. • Own business strategy, 5Y GTM, growth roadmap; operationalize them into B2B sales planning, forecasting. • Lead 7-member inside sales, marketing and ops team; own hiring, KRAs/KPIs, performance, training. • Manage relationships with 1200+ distributors/channel partners and negotiations with 47 AMCs, vendors. • Collaborate with product and engineering so Rupeezy solutions are competitive and meet partner needs. • Drive sales by pipeline/funnel optimisation 10%→30%, outbound processes, own sales from leads to closure. • Scale creator/influencer partnership 0→20; optimize commercial models, brand placement to maximise ROI. • Lead brand, customer marketing—creative development, social media, events, digital marketing, CRM.

Senior Manager, Retail Marketing, Payments Business
Bengaluru, Karnataka, India
• Led marketing for ₹1500 Cr payments business across 3 Cr stores; managed 7-person national+regional team. • Drove brand positioning and creative storytelling for Smart Speakers, POS devices and e-commerce app. • Led POS device launch—brand communication, packaging design, website and sales enablement content. • Built merchandising innovations, planogram using channel insight, delivering 2% share gain, 15% cost savings. • Built D2C online ordering channel for POS devices; delivered ₹64 Cr incremental revenue at 75% lower CAC. • Designed BTL strategy, brand activation for Pincode app, generating 100 orders/day via hyperlocal marketing. • Improved merchant retention (+6%); cross-sold Smart Speaker (+1000 leads/month), up-sold UPI Lite (+50%).

Manager, Shopper Marketing, International Business
Bengaluru, Karnataka, India
• Led retail strategy to drive $4.8M sell-out at 200% ROAS; collaborated with peers across cultures, time zones. • Developed marketing calendar with POSM, festival-tied promotions, BTL activations for new launches. • Defined shopper journey for 5 key retailers across 50 states—owned awareness, consideration, trials, sales. • Led market research with 750 shoppers to improve signage (+47% visibility) and messaging (+54% relevance) • Managed 10+ agencies for BTL and retail execution; achieved 30% cost savings through vendor optimization.

Senior Manager, Trade Marketing, Brand Assets
Bengaluru, Karnataka, India
Led national trade marketing for $300M business; managed $4M budget, 60-member team across 4 regions. • Developed commercial investment strategy across states, brands, and channels; added $11M net revenue. • Led digital transformation with AI/IoT fridges; won Global Trade Champions 2019, improved shelf share +7%.

Area Sales Manager, General Trade
Hyderabad, Telangana, India
Skills – Field Sales, Distributor Management, People Management, Business Development, Business Forecasting) • Led account management, relationship for 1000 customers, $25M business, team of 11; +6% market share
Education
Accounting and Finance
1. Articleship for 11 months wherein conducted statutory and internal audit of companies, identified and discussed critical auditing matters with partners of the firm. 2. Discussed audit findings with clients and prepared audit reports after considering deviations and explanations for these deviations. 3. Ensured conflict resolution between the firm and the clients. Sourced new clients for the firm to generate more business.
Vivek Agarwal's Contact Information
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