Works Closely With:
Wealth Management Business,Product Team, Research, Sales, Digital Marketing, Operations, Technology,Creative Agencies and External Partners.
Qualification
- PG/ MBAin Marketing, Communications or equivalent Postgraduate qualification.
Role Purpose
Lead the marketing function for the Wealth Managementbusiness by developing integrated marketing strategies that enhance brandvisibility, strengthen client engagement, support business growth, and positionthe organization as a trusted wealth advisory partner. The role will driveproduct marketing, client communication, investor engagement, strategicpartnerships, events, and digital initiatives while ensuring regulatorycompliance.
Key Responsibilities
Strategic Marketing
- Developand execute the annual marketing strategy aligned with the WealthManagement business objectives.
- Builddifferentiated positioning for the Wealth Management business across HNIand UHNI customer segments.
- Drivebrand awareness, lead generation, and customer engagement initiatives.
Product Marketing
- Leadend-to-end marketing for investment products including Mutual Funds, PMS,AIFs, Bonds, Structured Products, Insurance and Wealth Advisory solutions.
- Planproduct launch campaigns from concept to execution.
- Createproduct communication, campaign messaging, brochures, presentations andsales enablement material.
Client & Partner Engagement
- Designand execute client engagement initiatives including investor meets,webinars, knowledge sessions and exclusive HNI events.
- Buildmarketing programs to strengthen engagement with relationship managers,channel partners and key clients.
- Developmarketing initiatives that improve client acquisition and retention.
Event Management
- Leadplanning and execution of investor awareness programs, wealth forums,partner events and leadership conferences across India.
- Manageevent budgeting, vendor coordination, logistics and post-eventeffectiveness analysis.
- Deliverhigh-quality client experiences aligned with the company's premium brandpositioning.
Brand & Communication
- Driveintegrated marketing campaigns across digital, print, outdoor and events.
- Developmarketing collateral including brochures, presentations, newsletters,videos and client communication.
- Ensureconsistent brand messaging across all communication channels.
Digital Marketing
- Workclosely with the digital marketing team to execute campaigns across socialmedia, website, SEO, SEM, email marketing and CRM.
- Improvedigital engagement, website traffic and marketing-qualified leads.
- Monitorcampaign analytics and optimize marketing ROI.
Stakeholder Management
- Partnerwith Product, Sales, Research and Compliance teams to deliver timelymarketing initiatives.
- SupportRelationship Managers with marketing tools, presentations andcommunication collateral.
- Buildstrong relationships with external creative agencies, event partners andmedia vendors.
- Managemarketing agencies, creative partners, printers, digital vendors and eventpartners.
- Negotiatecommercial agreements and ensure optimum utilization of marketing budgets.
- Monitorcampaign expenses and vendor performance.
Compliance & Governance
- Ensureall marketing communication complies with SEBI, AMFI and internalregulatory guidelines.
- Coordinatewith Compliance and Legal teams for approvals of product communication andcampaigns.
Performance Measurement
- Monitorcampaign performance through defined KPIs.
- Prepareperiodic dashboards on campaign effectiveness, client engagement, leadgeneration and marketing ROI.
- Recommendcontinuous improvements based on market insights and analytics.