About the Role

This is an execution-first, high-ownership role at the intersection of digital marketing and financial services. The person will translate marketing strategy and sales directives into precise, measurable digital actions — campaigns, content pipelines, lead funnels, and brand touchpoints — specifically within the Mutual Funds advisory and distribution ecosystem.

Think of this role as the engine room of marketing: strategy gets decided upstairs, and this person makes it run.

Key Responsibilities

Campaign Operations & Execution

• Plan and execute performance marketing campaigns across Google, Meta, YouTube, and LinkedIn targeting retail and HNI investor segments.
• Manage end-to-end campaign lifecycle — from brief to launch to optimisation to reporting.
• Operate and monitor marketing automation workflows (email, WhatsApp, SMS drips) for investor onboarding and engagement journeys.

Brand Engagement & Content Deployment

• Coordinate content calendars aligned to market events (SIP season, budget cycles, regulatory updates).
• Oversee publishing across owned channels — website, social media, YouTube — ensuring consistency in brand voice and compliance with SEBI/AMFI communication guidelines.
• Brief and manage creative/content vendors or in-house teams for rapid asset turnaround.

Lead Generation & Customer Acquisition

• Build and manage lead funnels using landing pages, lead magnets (calculators, guides, webinars), and paid acquisition.
• Work with the Sales Operations Director to ensure MQL-to-SQL handoffs are clean, tracked, and actioned.
• Manage CRM hygiene and ensure marketing touches are logged and attributed correctly.

Analytics & Reporting

• Maintain performance dashboards (Google Analytics, Meta Business Suite, CRM reports).
• Deliver weekly/monthly campaign reports with actionable insights — not just numbers.
• Track CAC, CPL, engagement rates, and funnel conversion metrics across investor segments.

Trend Awareness & Platform Adaptability

• Stay current with digital marketing trends relevant to financial services — SEBI digital guidelines,marketing norms, emerging platforms, influencer compliance, etc.
• Proactively bring platform updates, audience insights, or tool improvements to the strategy team.

Qualification & Experience Required :

• 3–6 years of hands-on digital marketing experience, with at least 1–2 years in financial services, fintech, AMC, or Mutual Fund distribution.
• Proficient in running paid campaigns on Meta and Google, and familiar with LinkedIn B2B targeting.

Working knowledge of tools like HubSpot / Zoho CRM / LeadSquared, Google Analytics 4, Meta Ads Manager, Mailchimp or similar.

• Comfortable with AMFI/SEBI communication compliance for financial product marketing.
• Understands investor personas — SIP starters, lump-sum investors, NRIs, HNIs — and can adapt messaging accordingly.
• Strong execution instinct: you close tasks, not just open them.
• Proactive communicator who flags blockers early and proposes solutions, not just problems.

What Sets the Right Candidate Apart

• Experience with investor education content formats (SIP calculators, fund comparators, risk profiling tools).
• Exposure to distributor/IFA channel marketing in addition to direct-to-investor marketing.
• Knowledge of ARN-holder ecosystem and how MFDs operate.
• Familiarity with WhatsApp Business API or conversational marketing for financial services.

Why This Role

You will operate with direct visibility to senior strategy and sales leadership. Your work will have real, measurable business impact — investor acquisitions, AUM growth, and brand recall in a competitive advisory landscape. This is a role for someone who wants to grow fast, learn the business from close range, and build a career at the intersection of marketing and wealth .