Realized a 56x Return on Investment

for an Educational Institute through Effective Student Enrollment Strategies

Current Numbers / Results / Achievements

No. of Leads

207

ROI Achieved

56x

Overview

This project focuses on lead generation and increasing visibility for a financial advisory firm that offers a wide range of financial services, including home loans, business loans, insurance, mutual funds, portfolio management, equity, and fixed deposits through its network of banks and AMCs.

 

Targets / Objectives

The main objective was to generate high-quality leads through targeted campaigns on Google and Facebook. These campaigns focused on services like business loans, independent financial advisors, and home loans (both B2B and B2C). The primary locations targeted included Mumbai, Thane, Navi Mumbai, and Pune.

 

Challenges Faced

  • Limited Digital Marketing Presence: The company previously relied heavily on cold calling by the sales team and lacked sufficient visibility through digital channels.
  • Low Lead Quality: Initial lead generation campaigns yielded unqualified leads, with many not meeting the criteria for services such as corporate loans.
  • Documentation and Verification Issues: Delays in the Google Ads account verification process affected campaign performance.

 

Our Solution (Marketing Strategy)

To address these challenges, a comprehensive digital marketing strategy was implemented, focusing on lead generation and brand visibility:

  • Google Search Ads: Highly targeted search campaigns were launched using precise audience segmentation and relevant keywords to attract quality leads. The focus was on financial services like business loans, home loans, and investment opportunities.
  • Facebook Lead Generation Campaigns: Facebook Ads were deployed with targeted messaging for both B2B and B2C audiences, focusing on customers looking for financial services such as corporate loans, portfolio management, and mutual funds.
  • Post Engagement and Brand Awareness: Campaigns were developed to build brand credibility and engagement, ensuring long-term visibility and trust among potential clients.

Target Customer

The target audience for these campaigns comprised both B2B and B2C customers, primarily aged between 35 and 50, who were seeking various financial services.

  • B2C Customers: Individuals looking for services such as home loans, corporate loans, insurance, mutual funds, equity investments, and portfolio management.
  • B2B Customers: Agents and individuals who can refer customers from their network for financial services like business loans and home loans.

Challenges in Execution

  • Stakeholder Delays: The campaign performance was impacted by delays in decision-making and input from stakeholders.
  • Junk Leads: A significant number of irrelevant leads were generated initially, which did not meet the desired target audience criteria for services like corporate loans.
  • Small Ticket Leads: For business loans, the campaign attracted small-ticket loans that didn’t meet the minimum loan requirement of ₹1 Cr.

Services Provided by Paarami

Duration of the Project

This ongoing project has spanned over three years, during which continuous optimization and adjustments were made to improve campaign performance and lead quality.

Results

  • Improved Lead Quality: By refining audience targeting and keywords, the campaign was able to generate higher-quality leads that met the specific criteria for services like home loans and business loans.
  • Increased Brand Visibility: Brand awareness campaigns significantly improved the visibility of the financial advisory firm across the targeted regions, enhancing trust and engagement.

 

Future Plan of Action

Looking ahead, the focus will be on optimizing the cost per lead while maintaining or improving lead quality. Additional campaigns will be launched to promote new financial services and further expand the company’s customer base.

Testimonials