Marketing & Finance Content Executive

Company: A D Naik Wealth Pvt. Ltd.
Department: Marketing
Location: Mumbai On-site
Experience: 24 Years
Reporting To: Head Marketing

About A D Naik Wealth

A D Naik Wealth Pvt. Ltd. is a boutique wealth management firm managing over 4,200 crores in assets. Founded in 1989, we serve clients across 25 countries, providing personalized financial planning and investment advisory services.

Role Overview

We are looking for a creative, finance-savvy and execution-oriented Marketing & Finance Content Executive to support content creation, digital marketing, campaigns, events and day-to-day marketing operations.

The ideal candidate should have strong communication and writing skills, an understanding of financial markets and investments, and the ability to manage multiple marketing activities from planning to execution.

Key Responsibilities

Content & Financial Communication

- Create blogs, articles, newsletters, investor updates and financial content.
- Develop scripts and captions for reels, social media and educational videos.
- Create thought leadership content for LinkedIn, media and senior leadership.
- Simplify complex financial concepts into engaging and easy-to-understand content.
- Ensure content is accurate, engaging, SEO-friendly and aligned with applicable SEBI/AMFI guidelines.

Marketing Campaigns & Digital Marketing

- Plan and execute campaigns across WhatsApp, email, social media and landing pages.
- Manage social media content calendars and coordinate content publishing.
- Support lead-generation campaigns and track campaign performance.
- Monitor digital engagement, reach, leads and other marketing KPIs.




- Support community-building initiatives and digital engagement activities.

Marketing Operations

- Coordinate end-to-end execution of marketing activities and campaigns.
- Maintain marketing calendars, trackers, databases and campaign reports.
- Coordinate with internal teams, sales/advisors, creative agencies, vendors and external partners.
- Manage marketing collaterals, presentations, creatives and other communication materials.
- Coordinate webinars, client events, B2B engagements and promotional activities.
- Follow up with stakeholders to ensure timely completion of marketing deliverables.
- Track budgets, timelines, deliverables and campaign requirements.
- Prepare MIS and periodic reports on marketing activities and performance.
- Ensure consistency in brand communication across all platforms.

Research & Market Insights

- Stay updated on financial markets, mutual funds, investment trends and industry developments.
- Conduct research for content, campaigns and marketing initiatives.
- Identify new content formats, marketing trends and opportunities for brand positioning.
- Analyse campaign and audience data to generate actionable insights.

Key Performance Indicators (KPIs)

- Content creation and publishing targets




- Campaign execution and lead generation
- Social media reach and engagement
- Community growth and engagement
- Event/webinar execution
- Marketing campaign performance
- Timely completion of marketing activities
- Accuracy and compliance of financial content
- Marketing MIS and reporting

Desired Skills & Qualifications

- 2–4 years of experience in Marketing, Content Marketing, Digital Marketing or Financial Content.
- Experience in Wealth Management, Mutual Funds, BFSI or Financial Services will be preferred.
- Excellent written and verbal communication skills.
- Positive understanding of mutual funds, investments, financial markets and personal finance.
- Strong content writing, storytelling and research skills.
- Hands-on experience with Canva, Excel, social media platforms and email marketing tools.
- Basic understanding of SEO, digital marketing and campaign analytics.
- Strong coordination, project management and execution skills.
- Ability to manage multiple projects and deadlines.
- Creative mindset with strong attention to detail.

Preferred Qualifications: Degree in Finance, Economics, Marketing, Journalism, Mass Communication or a related field. CFP, CFA, MBA (Finance/Marketing) or similar certifications will be an advantage.

What We Offer

- Exposure to HNI/UHNI client marketing and the wealth management industry.
- Opportunity to work closely with senior leadership and industry experts.
- Ownership of high-impact marketing and content projects.
- Learning and growth opportunities.
- Competitive compensation with performance-based incentives.

📌 Marketing Executive (Mumbai)
🏢 Naik Wealth
📍 Mumbai