Develop and execute marketing strategies to expand business in Mutual Funds, AIFs, and Equity products.
Build and maintain solid relationships with HNI and UHNI clients, providing investment insights and portfolio recommendations.
Conduct investor awareness programs, seminars, and promotional events to enhance brand visibility.
Identify potential clients, channel partners, and business opportunities to increase Assets Under Management (AUM).
Coordinate with internal teams for smooth execution of marketing campaigns and client servicing.
Prepare and present business performance reports, MIS, and client feedback summaries to management.
Manage and mentor the marketing/sales team to achieve set business targets.
Stay updated with market trends, competitor activities, and regulatory developments in the investment domain.

Job Requirements
Robust knowledge of Mutual Fund, AIF,



and Equity products.
Proven experience in business development, client acquisition, and marketing within the financial services industry.
Excellent communication, presentation, and relationship management skills.
Ability to handle HNI clients and manage a team effectively.
Result-oriented with robust analytical and negotiation abilities.
Experience in managing a small team and implementing marketing strategies to achieve organizational goals.

Disclaimer: This job posting has been aggregated from external source. Role details, content, and availability are subject to change. Applicants are advised to confirm the latest information directly on the company website before applying.

📌 Marketing Executive West Bengal
🏢 A1 Human Wealth Management
📍 West Bengal