Vivek Agarwal

CEO

Bengaluru, Karnataka, India9 yrs 3 mos experience

Key Highlights

  • Built a mutual fund distribution business from scratch.
  • Led marketing for a ₹1500 Cr payments business.
  • Achieved significant ROI through innovative marketing strategies.
Stackforce AI infers this person is a Fintech and FMCG marketing leader with extensive experience in business development and strategy.

Contact

Skills

Core Skills

New Business DevelopmentPnl ManagementGrowth MarketingDigital MarketingRetail MarketingChannel MarketingMarketing StrategyTrade MarketingBusiness DevelopmentSales ForecastingBusiness AnalysisFinancial Reporting

Other Skills

Agency Relationship ManagementAssortment OptimizationB2B MarketingB2B Marketing StrategyBTL ActivationsBrand AwarenessBrand MarketingBusiness Relationship ManagementBusiness StrategyCategory DevelopmentCategory ManagementCommunicationCompetitive AnalysisConsumer Insight GenerationContent Strategy

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.

Experience

Rupeezy

Director/Business Head, Mutual Fund Distribution

Sep 2024Present · 1 yr 6 mos · Bengaluru, Karnataka, India · On-site

  • Built new business vertical 0→1; leading expansion with full P&L ownership to scale toward ₹1000 Cr AUM.
  • Own business strategy, 5Y GTM, growth roadmap; operationalize them into B2B sales planning, forecasting.
  • Lead 7-member sales, marketing and ops team; own hiring, KRAs/KPIs, performance management, 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 through funnel optimisation 10%→30%, outbound process, own sales cycle 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.
New Business DevelopmentPnL ManagementDistribution StrategiesTeam BuildingInfluencer Marketing

Phonepe

Senior Manager, Retail Marketing, Payments Business

Oct 2022Aug 2024 · 1 yr 10 mos · Bengaluru, Karnataka, India · On-site

  • 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%).
Growth MarketingDigital MarketingBTL ActivationsBrand MarketingPositioning (Marketing)Go-to-Market Strategy+4

Osmo

Manager, Shopper Marketing, International Business

Sep 2021Sep 2022 · 1 yr · Bengaluru, Karnataka, India · Remote

  • 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.
Retail MarketingChannel MarketingBTL ActivationsExperiential MarketingCategory DevelopmentRetail Category Management+5

Ab inbev india

2 roles

Senior Manager, Trade Marketing, Brand Assets

Promoted

Jun 2019Sep 2021 · 2 yrs 3 mos · On-site

  • 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%.
Marketing StrategyTrade MarketingInvestment StrategiesROI OptimizationGo-to-Market StrategyDigital Transformation+7

Area Sales Manager, General Trade

Jul 2017May 2019 · 1 yr 10 mos · On-site

  • 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
Business DevelopmentBusiness Relationship ManagementTeam LeadershipSales ForecastingCompetitive AnalysisDeal Closure

O3 capital

Investment Banking Summer Associate

Apr 2016May 2016 · 1 mo · Mumbai Area, India · On-site

Business AnalysisFinancial AnalysisIndustry Research

Axis bank

Assistant Manager in Market Risk

Jul 2014May 2015 · 10 mos · Corporate Office, Worli, Mumbai · On-site

Financial Reporting

Education

Management Development Institute, Gurgaon

Master of Business Administration (MBA)

Jan 2015Jan 2017

St. Xavier's College (Autonomous), Kolkata

Bachelor of Commerce - BCom — Accounting and Finance

Jan 2011Jan 2014

The Institute of Chartered Accountants of India

Chartered Accountancy (IPPC

Jan 2011Jan 2012

Don Bosco School, Liluah

Class 12 Higher Senior Secondary

Jan 2009Jan 2011

St. Denis School, Belur, Howrah

Class 10

Jan 1997Jan 2009

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