Vinayak Pote
Dubai
Summary
Dedicated to achieving excellence in digital marketing and sales. Leveraging expertise to continuously enhance and optimize strategies over time.
Overview
16
16
years of professional experience
Work History
Assistant Vice President – Digital Engagement & Sales, Business Banking
Mashreq Bank
06.2021 - Current
- Digital Sales Lead for Mashreq NEOBiz and Business Banking - responsible for overall delivery of “digital sales budget” and the “digital acquisition target” for the NEOBiz and Business Banking.
- Work in close coordination with Marketing, Product Managers, BIU, Risk & Controls, sales & fulfillment and other stakeholder units to deliver digital sales while maintaining business CPA targets.
- Manage Top, Middle and Bottom of the acquisition Funnel:
- Run monthly acquisition campaigns with Marketing on paid channels like Google and Social-Media under assigned Media Budgets.
- Create customer offers and campaigns to support marketing effort.
- Work with product owners to track customer drop off point during the digital journey.
- Create and deploy customer acquisition strategy (like campaigns and offers) for customers lost during the journey. Continuously optimize (A/B Testing) the digital journey for minimizing drop-offs.
- Ensure conversion rates across the funnels are met and aim for aspirational conversion rates.
- Work closely with BIU to track end to end conversion rates by point of lead origination and campaign codes.
- Tracking and reporting performance parameters like – Impressions, Clicks, Leads, CPL, CPC and CPA by using tools like Google Analytics, FB Analytics, LinkedIn Analytics and internal tools like Power BI, etc.
- Ensure all Marketing spends, and efforts are tracked, recorded, reported, and analyzed for continuous improvement.
- Working closely with the SEO Agency and Marketing to improve organic traffic, improve CTR, higher website ranking for the relevant keywords and reduce bounce rate from the website.
- Digital Engagement Lead for Mashreq NEOBiz and Business Banking - August 2022 till date.
- Proficient on managing Engagement and communication tools and software’s like CDP Platform, Moengage Platform and SAS for sending out Push Notifications, In-App, In-Web, EDMs, SMSs, etc.
- Running weekly/Monthly/Quarterly Digital Campaigns for NTB and ETB for maximizing digital adoption rates among new and existing customers.
- Executing ad-hoc campaigns for regulatory, informational, downtime, etc. communication for NEOBiz and Business Banking customers.
- Portfolio Management of existing customers by running incentive based Quarterly Campaigns to increase deposits, Fund Transfers, Digital Adoption, Transactions, Debit/Credit Cards Usage, Bill Payments, etc.
- 90 Days Engagement Campaigns for New to Bank Customers to manage their customer life cycle post onboarding by making them profitable for the Bank.
Vice President – Digital Sales, RBWM
HSBC Bank, India
03.2018 - 07.2021
- Digital Product Development & CX Automation: Led development of world-class digital products for HSBC India—launched online personal loans, credit cards, bill payment solutions, and automated key customer journeys to enable seamless straight-through processing.
- Digital Sales Leadership: Managed digital sales across personal loans, mutual funds, insurance, credit cards, UPI, and more—overseeing the full sales funnel, optimizing campaigns, and benchmarking performance with global HSBC markets.
- Website & Engagement Management: Oversaw HSBC India’s website and executed targeted digital campaigns to boost engagement, drive conversions, and enhance overall customer experience.
- Strategic Partnerships & Key Initiatives: Established FinTech alliances (e.g., BillDesk, Kuliza, Infobip, CC Avenue, ToneTag) to launch initiatives like BBPS, digital lending, WhatsApp messaging, and net banking payment gateway—collaborating with internal, regional, and global stakeholders.
Senior Manager – Digital Acquisition
ICICI Prudential Asset Management Company, Mumbai
10.2016 - 03.2018
- Performance Marketing & Digital Projects: Led customer acquisition through paid digital campaigns and drove key strategic initiatives to strengthen ICICI Prudential AMC’s digital channel.
- FinTech & Digital Distributor Engagement: Onboarded and managed leading FinTech platforms and digital distributors (e.g., Paytm Money, Scripbox, Bankbazaar, Fisdom, FundsIndia) to scale digital mutual fund distribution.
- Digital Acquisition & Partner Management: Boosted ICICI AMC’s wallet share by driving digital acquisition through partner banks and national distributors, enhancing their mutual fund market share.
- Strategic Alliances & Ecosystem Expansion: Forged digital partnerships with banks, national distributors, and payment banks (e.g., Paytm, NSDL, Airtel, Vodafone) to expand the online investment ecosystem.
Manager – Digital Marketing & E-commerce
HDFC Life, Mumbai
03.2015 - 10.2016
- App Strategy & Account Management: Led HDFC Life’s mobile app growth strategy and managed key digital partners (e.g., Policybazaar, Bankbazaar), driving business, optimizing operations, and identifying new growth opportunities.
- Tech & Marketing Integration: Oversaw end-to-end partner onboarding—legal, API integration, white-labelling—and launched co-branded initiatives and SEO-focused content tie-ups to boost visibility and traffic.
- Strategic Partnerships & Alliances: Forged impactful partnerships with corporates, FinTechs, and online platforms (e.g., Flipkart, IRCTC, Practo) to scale digital distribution across B2B and B2B2C channels.
- CXO-Level Engagement & Deal Closure: Engaged senior decision-makers to pitch business propositions and close strategic deals, strengthening HDFC Life’s digital footprint.
Manager - Strategic Accounts
Enterprise Team, Monster.com, Mumbai, Pune and Bangalore
08.2011 - 02.2015
Wealth Manager
ICICI Bank, Bangalore
04.2011 - 08.2011
Business Development Manager
Bharti AXA General Insurance Company Ltd., Bangalore
05.2009 - 03.2011
Education
MBA - Marketing, Finance
Symbiosis Institute of Management Studies
01-2009
Skills
- Digital Marketing
- Digital Acquisition
- Digital Sales
- Digital Engagement
- Campaign Management
- Website Management
- Digital product management
- Partnerships & Strategic Alliances
- Corporate alliances
- Enterprise Sales
- Team Management
References
Available on request
Timeline
Assistant Vice President – Digital Engagement & Sales, Business Banking
Mashreq Bank
06.2021 - Current
Vice President – Digital Sales, RBWM
HSBC Bank, India
03.2018 - 07.2021
Senior Manager – Digital Acquisition
ICICI Prudential Asset Management Company, Mumbai
10.2016 - 03.2018
Manager – Digital Marketing & E-commerce
HDFC Life, Mumbai
03.2015 - 10.2016
Manager - Strategic Accounts
Enterprise Team, Monster.com, Mumbai, Pune and Bangalore
08.2011 - 02.2015
Wealth Manager
ICICI Bank, Bangalore
04.2011 - 08.2011
Business Development Manager
Bharti AXA General Insurance Company Ltd., Bangalore
05.2009 - 03.2011
MBA - Marketing, Finance
Symbiosis Institute of Management Studies
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