Key Responsibilities:

1. Centralized Offline Marketing
Strategy & Calendar Planning

· Develop and own the annual and quarterly
offline marketing roadmap across regions in alignment with overall sales
funnel targets.

· Proactively identify market -level
opportunities in advance rather than reacting to branch requests.

· Define structured offline playbooks for Top,
Mid, and Bottom funnel activities.

2. Funnel -Based Local Marketing
Design

· In collaboration with branch leaders, design
offline initiatives across:

· Top of Funnel: Local brand visibility,
association partnerships, sponsorships, medical ecosystem branding.

· Mid Funnel: Knowledge seminars, curated
group engagements, educational meets.

· Bottom of Funnel: Closed -door
roundtables, curated HNI/doctor meets, high -intent relationship events.

The role focuses on strategy, structure, and outcomes —
not last -mile logistics.

3. Branch Coordination & Team
Leadership

· Lead and mentor branch -level offline marketing
coordinators/executives who manage on -ground execution.

· Provide explicit briefs,



event frameworks, and
success metrics to branch teams.

· Review execution plans and ensure alignment
with central brand and funnel objectives.

· Drive accountability through structured
reporting and review mechanisms.

4. Localized
Opportunity Sourcing (Strategic Level)

· Identify and establish strategic relationships
with associations, hospitals, medical bodies, and relevant local partners at
a conceptual and partnership level.

· Build scalable engagement models that branches
can implement locally.

· Design repeatable event formats that can be
replicated across cities.

5. Governance of Event Quality &
Brand Standards

· Define premium brand experience guidelines
aligned with wealth management positioning.

· Approve key elements such as event format,
positioning, messaging themes, and target audience mix.

· Ensure consistency in experience across all
regions through structured SOPs.

📌 Lead Offline Marketing (Mumbai)
🏢 Finnovate
📍 Mumbai