Job Description

Marketing Head – Growth & Lead Generation

AwealthZ Finserve LLP

Department: Marketing & Growth
Reporting To: CEO
Location: Jaipur (with travel as required)
Employment Type: Full-Time

About AwealthZ Finserve

AwealthZ Finserve is a 4 year old comprehensive wealth management and financial advisory firm committed to helping individuals, families, professionals, entrepreneurs and corporates achieve long-term financial success through unbiased advice and customized financial solutions. At present we are having 100 Cr+ asset under management with a client base of 1400+.

Our service offerings include:

- Comprehensive Financial Planning
- Mutual Fund Advisory
- Portfolio Management Services (PMS)
- Alternative Investment Funds (AIF)
- Fixed Income & Bonds
- Life & Health Insurance
- Corporate Insurance Solutions
- Estate & Succession Planning
- Retirement Planning
- Tax-Efficient Wealth Strategies
- Family Office Solutions
- Women-Centric Financial Planning
- Doctor Wealth Management Program
- NRI Wealth Advisory

We believe in long-term relationships built on trust, transparency and professional excellence.

Position Summary

The Marketing Head – Growth & Lead Generation will be responsible for creating a predictable, scalable, and high-quality client acquisition engine for AwealthZ Finserve.

The role extends beyond conventional marketing. The incumbent will build the firm's brand, drive digital and offline lead generation, develop strategic alliances, optimize marketing ROI, and ensure a continuous flow of qualified prospects for the advisory team.

The ideal candidate should think like a growth strategist, execute like a performance marketer, and measure every initiative through business outcomes.

Key Responsibilities

1. Business Growth Strategy

Develop and execute the annual marketing and lead generation strategy aligned with the company's business objectives.

Build a scalable acquisition model capable of generating qualified investors across all business verticals.

Create quarterly growth plans with measurable revenue impact.

2. Premium Lead Generation

Generate high-quality prospects for:

- High Net Worth Individuals (HNIs)
- Ultra High Net Worth Individuals (UHNIs)
- Doctors & Medical Professionals
- Business Owners
- Entrepreneurs
- Corporate Executives
- Women Investors
- Senior Citizens
- NRIs
- Young Professionals
- Families requiring holistic financial planning





Develop separate acquisition strategies for each customer segment.

3. Brand Positioning

Position AwealthZ Finserve as one of Central India's most trusted wealth management firms.

Build thought leadership through:

- Investor education campaigns
- CEO thought leadership
- Market insights
- Whitepapers
- Podcasts
- Webinars
- Financial literacy initiatives
- Media interviews
- Public relations
- Awards and recognitions

Ensure all communications reflect professionalism, credibility and trust.

4. Content & Social Media Leadership

Lead the development of educational and engaging content across platforms.

Content should include:

- Investment insights
- Personal finance education
- Retirement planning
- Tax planning
- Wealth creation
- Insurance awareness
- Estate planning
- Women financial planning
- Doctor-specific financial solutions
- Market commentary

Drive consistent engagement across LinkedIn, Instagram, Facebook, YouTube and WhatsApp communities.

5. Campaign Management

Design and execute integrated campaigns around:

- SIP Awareness
- Tax Saving Season
- Retirement Readiness
- Women's Financial Independence
- Doctor Wealth Clinics
- Family Financial Health Check
- Portfolio Review Campaigns
- Insurance Protection Month
- Corporate Employee Financial Wellness
- NRI Investment Solutions

6. Strategic Partnerships

Develop institutional partnerships with:

- Hospitals & Medical Associations
- Chartered Accountant Firms
- Law Firms
- Educational Institutions
- Industry Associations
- Corporate HR Departments
- Real Estate Developers
- Rotary, Lions and Business Clubs
- Qualified Associations
- Start-up Ecosystems

Generate referral-based business through long-term alliances.

7. Referral Marketing

Design structured referral programs for:

- Existing clients
- Doctors
- Chartered Accountants
- Tax Consultants
- Advocates
- Business Owners
- Women Entrepreneurs

8. Events & Investor Engagement

Conceptualize and manage:

- Investor Awareness Seminars
- Financial Planning Workshops
- Client Appreciation Events
- Exclusive HNI Roundtables
- Women Wealth Forums




- Doctor Wealth Conferences
- Corporate Financial Wellness Programs
- Webinars and Hybrid Events

Ensure every event generates measurable business opportunities.

Desired Candidate Profile

Education

- MBA in Marketing preferred
- Bachelor's degree in Marketing, Business Administration, Finance or related discipline

Experience

- 8–15 years of experience in marketing and growth leadership
- At least 5 years in Wealth Management, Investment Advisory, Financial Services, Banking, Insurance, FinTech or Asset Management
- Demonstrated success in building lead generation systems and scaling business growth

Behavioural Competencies

- Strategic Thinking
- Entrepreneurial Mindset
- Business Acumen
- Leadership
- Innovation
- Data-Driven Decision Making
- Relationship Building
- Communication Excellence
- Project Management
- Execution Discipline

Key Performance Indicators (KPIs)

KPI

Annual Target

Marketing Qualified Leads (MQLs)

As per Business Plan

Sales Qualified Leads (SQLs)

As per Business Plan

Monthly Client Meetings Generated

Target Achievement

Lead-to-Meeting Conversion

≥35%

Meeting-to-Client Conversion

As per Company Benchmark

Customer Acquisition Cost (CAC)

Within Approved Budget

Cost per Lead (CPL)

Continuous Reduction

Website Traffic Growth

Minimum 50% YoY

Organic Lead Contribution

Minimum 40%

Referral Lead Contribution

Minimum 25%

Brand Awareness Score

Continuous Improvement

Campaign ROI

Positive

Client Event ROI

Positive

Social Media Engagement

Quarterly Growth

What Success Looks Like

Within 12–18 months, the Marketing Head will have:

- Established AwealthZ Finserve as a recognized and trusted wealth management brand.
- Built a predictable lead-generation engine delivering a steady pipeline of high-quality prospects.
- Strengthened premium verticals such as Doctor Wealth Management and Women Financial Planning.
- Increased referral-driven and organic business while reducing dependence on paid acquisition.
- Created a high-performance marketing team driven by data, innovation, accountability, and measurable business outcomes.

Our Promise: At AwealthZ Finserve, marketing is not measured by impressions or likes—it is measured by meaningful client relationships, business growth, and long-term value creation.

Pay: ₹30,000.00 - ₹50,000.00 per month

Benefits:

- Cell phone reimbursement

Work Location: In person

📌 Head - Marketing & Lead Generation (India)
🏢 AwealthZ Finserve
📍 India