Abhinav Umbarje

• Planned & executed multi-level marketing strategies for three main verticals at Morningstar: Software & Data services, Managed Portfolios, and Sustainable investing division
• Executed automated email marketing (Oracle Eloqua), WhatsApp (Interakt), and paid social media campaigns to generate high-quality leads (MQLS) and brand awareness.
• Managed end-to-end campaign from defining messaging, building message templates, landing pages, optimizing canvas, and performing A/B testing & post-campaign analyses & reporting.
• Collaborated with various stakeholders to devise marketing plans involving customer acquisition, product messaging, platform differentiation, retention campaigns, etc.
• Worked alongside content agencies to develop customized content for various marketing assets and enhanced sales enablement materials to effectively communicate value proposition of our products and services.
• Managed workflow between staff, coordinating documents, planning, and creative material distribution.
• Engaged with dedicated spokespersons in planning and execution of webinars, podcasts & video shoots and publishing them on relevant promotion channels.
• Contributed to planning and execution of Morningstar's signature events: Morningstar Advisor forum and MICIN 2021 & 2022, with an attendance of 3500 individuals.
• Planned & scheduled Marketing Campaigns, Public Relations, and Social media calendar by engaging with global marketing teams and marketing support functions.
• Provided sales enablement support with event planning, lead generation and content management.
• Forecasted & submitted annual marketing budget for various verticals with quarterly audits.
• Procured branded merchandise for corporate gifting during promotional events

Achievements

• Generated 7000+ qualified marketing leads (MQLs) with 65% Sales acceptance (SAL) through focused demand generation campaigns, including email marketing, social media campaigns, paid WhatsApp promotional messaging, and company events
• Established Morningstar's 1st official verified WhatsApp business account for running paid promotional and automated scheduled marketing campaigns
• Initiated and executed Morningstar's first investor summit attracting 2500 registrations.

• Led team of marketers & in-house designers to create market-driven collaterals and devised content strategy to effectively engage target audience.
• Launched 3 websites and improved visibility by implementing SEO strategies (www.emkaywealth.com, www.emkayim.com & www.finlearnacademy.com).
• Monitored Google search console and Google analytics to track visitor behavior and improve user experience.
• Created and managed paid social media campaigns to increase brand engagement and generate high quality leads.
• Boosted public relations efforts by securing publication of articles, interviews and quotes in reputed news portals, disseminating press releases, and monitoring competitor's share of voice.
• Analyzed and reported on KPIs to validate and demonstrate success of marketing campaigns.
• Identified and evaluated new technologies, vendors and add-on applications to improve and optimize marketing team efforts.
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• Networked profitably with over 25 SME businesses to offer marketing services like developing brand identity , website, social media, online reputation, and printing solutions (https://artekchemicals.com , https://arkayelectronics.com ).
• Established and administered annual budget with controls to prevent overages, minimize burn rate, and support sustainability objectives.
• Oversaw end-to-end processes, from requirement gathering to client servicing, while supervising effective content generation and high quality creative asset designs.

• Strategized long-term business directions and developed innovative solutions to meet business goals
• Strengthened merchandising, CSR activities and promotional strategies to drive customer engagement and boost sales.
• Spearheaded cross-marketing of 3rd party financial products, developing go-to-market strategies focused on positioning, product launch, and sales support, resulting in increased revenue and customer engagement
• Leveraged data and analytics to make informed decisions and drive business improvements.
• Mentored team members to enhance professional development and accountability in workplace in compliance with regulatory SOPs.
• Maintained positive customer relations by addressing problems head-on and implementing successful corrective actions.

Achievements

• Increased branch profit to 20 million with YOY 60% growth through effective marketing campaigns to maximize profitability and align with organizational objectives.
• Launched 'YONO' mobile app in Koppal region with 5 lakh installations by ATL & BTL activations.

• Managed collateral agency operations across 400+ agri-based warehouses across India, ensuring smooth and efficient operations and compliance with regulatory requirements.
• Led team of 600+ employees, providing SOP training, performance monitoring, and recruitment.
• Spearheaded implementation of advanced SOPs across all warehouses, resulting in improved efficiency, productivity, and compliance.
• Reduced operational risks while organizing data to forecast warehouse trends.
• Conducted regular stock audits, reconciliation, forecasting, and inventory control to ensure compliance
• Launched staff engagement, gender diversity and cultural programs in addition to robust reporting tool that increased operational quality.
• Contributed to marketing activities, expansion drives, and research.

• Achieved 20% increase in institutional sales in Western Mumbai region by establishing five new MOU tie-ups.
• Successfully managed B2B sales for five office supplies verticals, including stationery, technology, furniture, pantry products, and corporate gifting.
• Established SKUs pricing for mark-up/mark-down pricing, contributing to overall revenue growth and profitability.
• Requisitioned supplies and equipment to facilitate timely delivery of products.

Achievements

• Onboarded first government client for Staples in India

• Developed and executed marketing programs and delivering business simulations in Asia Pacific region resulting in increased company exposure, customer traffic and elevated sales numbers.
• Onboarded 5 new partners efficiently by developing database listings, uploading information, and defining related lists.
• Created technical and non-technical marketing presentations, public relations campaigns, articles, and newsletters.
• Coordinated appointments and meetings for marketing director with 6 active projects