Vivek Agarwal

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.

Country

India

City

Bengaluru

Industry

Computer Software

Skill

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

Rupeezy

Director/Business Head, Mutual Fund Distribution

Rupeezy

LinkedIn
2024-9 - Present · 2 yrs 1 mo

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.

PhonePe

Senior Manager, Retail Marketing, Payments Business

PhonePe

LinkedIn
2022-10 - 2024-8 · 1 yr 11 mos

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%).

Osmo

Manager, Shopper Marketing, International Business

Osmo

LinkedIn
2021-9 - 2022-9 · 1 yr 1 mo

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.

AB InBev India

Senior Manager, Trade Marketing, Brand Assets

AB InBev India

LinkedIn
2019-6 - 2021-9 · 2 yrs 4 mos

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%.

AB InBev India

Area Sales Manager, General Trade

AB InBev India

LinkedIn
2017-7 - 2019-5 · 1 yr 11 mos

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

o3 Capital

Investment Banking Summer Associate

o3 Capital

LinkedIn
2016-4 - 2016-5 · 2 mos

Mumbai Area, India

Axis Bank

Assistant Manager in Market Risk

Axis Bank

LinkedIn
2014-7 - 2015-5 · 11 mos

Corporate Office, Worli, Mumbai

Education

Management Development Institute, Gurgaon

Management Development Institute, Gurgaon

LinkedIn

Business Administration and Management, General

2015 - 2017 · 2 yrs

Academically placed in Top Quartile of the Batch of 240 students

St. Xavier's College (Autonomous), Kolkata

St. Xavier's College (Autonomous), Kolkata

LinkedIn

Accounting and Finance

2011 - 2014 · 3 yrs

• Ranked first in first and second years in a batch of 60; ranked 12 in aggregate in 3 years in a batch of 506

The Institute of Chartered Accountants of India

The Institute of Chartered Accountants of India

LinkedIn

Accounting and Finance

2011 - 2012 · 1 yr

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

Email

******@***.com

Phone

(**) *** ****

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