Head - Retention Marketing

Location : Mumbai / Gurgaon

Function : Marketing & Growth

Experience : 6–11 years in retention, lifecycle, CRM, or growth roles (preferably in fintech, broking, wealthtech, or consumer apps)

About InCred Money

InCred Money is reshaping India’s financial ecosystem by building a holistic wealth platform that brings all major asset classes together—Unlisted Shares, Digital Gold, Equity Broking, and soon Mutual Funds & US Stocks. We are building a customer-first, data-driven investing experience for the next 100M Indian investors.

Role Overview

We are looking for a dynamic Head of Retention Marketing who will own the end-to-end customer lifecycle—from onboarding, activation, engagement, and cross-sell to long-term retention and revenue expansion.

This leader will build a highly personalised, insight-driven retention engine using CRM, automation, segmentation, nudges, rewards, and product-led growth motions.

This is a strategic leadership role driving SIP Book Growth , AUM Expansion , Cross-sell across asset classes , Active Users , and LTV .

Key Responsibilities

1. Customer Lifecycle & CRM Strategy

• Own the complete lifecycle : onboarding → activation → engagement → growth → winback.
• Build and optimise automated journeys across Push, Email, SMS, In-app, WhatsApp.
• Define lifecycle KPIs : activation %, repeat investment %, cross-asset participation, SIP start rate, SIP continuity, churn reduction.

2. Segmentation & Personalisation

3. Activation & First-Time Investment

4. SIP & AUM Growth (Core KRAs)

5. Cross-Sell & Up-Sell

6. Loyalty, Rewards & Referral Engines

7. Experimentation & Growth Loops

8. Data, Analytics & Attribution

9. Cross-Functional Collaboration

10. Team Leadership

Key Metrics (KRAs)

Requirements