**: Head of Marketing — PhillipCapital India

About PhillipCapital India

PhillipCapital India is part of the Singapore-headquartered PhillipCapital Group, a global integrated financial house operating across 15+ countries with $50B+ in assets under management/custody. In India, PhillipCapital offers a full suite of capital market services spanning Retail Broking, Institutional Equities, Wealth Management, PMS, Mutual Funds, and Advisory Services.

As we scale our digital platforms and physical distribution network nationwide, we are hiring an ROI-driven Head of Marketing to shape our brand strategy, build scalable client acquisition engines, and lead market expansion across retail, HNI, and institutional segments.

Executive Summary The Head of Marketing will serve as a core commercial leader driving brand equity, client acquisition, and digital growth across PhillipCapital India’s retail, wealth, and institutional verticals.

Managing an integrated, multi-channel marketing function across B2C, B2B, and HNI channels, this role holds direct accountability for brand authority, pipeline generation, client lifecycle management (LTV/CAC), and performance marketing ROI.

Core Responsibilities

1. Brand Strategy & Market Positioning

Build and evolve the brand strategy across retail, wealth, PMS, and institutional lines while enforcing brand governance across all touchpoints. Establish brand tracking systems to benchmark recall, trust, and domain authority against domestic financial competitors.
1. Growth Strategy & Client Acquisition





Design acquisition funnels across mobile and web platforms to drive demat openings, PMS/Wealth AUM, and institutional leads. Align marketing efforts with market cycles and product launches while tracking lead quality, CPA, and LTV.
1. Performance Marketing & Digital Channels

Lead paid media strategy across Meta, Google, LinkedIn, YouTube, and programmatic channels with accountability for CAC, CPL, and ROAS. Optimize app onboarding and landing pages while running structured weekly performance reviews for leadership.
1. CRM, MarTech & Lifecycle Growth

Drive automated CRM retention, cross-sell (Broking to Wealth/PMS), and lifecycle flows via WhatsApp, Email, and SMS. Manage the MarTech stack (attribution, CDPs, automation) to optimize funnel visibility, increase share-of-wallet, and lower churn.
1. PR, Thought Leadership & Financial Content

Oversee financial content creation and leverage research insights to build thought leadership across mainstream media (CNBC, ET, Moneycontrol). Lead PR, corporate communications, and reputation management, while managing major client events and investor summits.
1. Branch & Distribution Network Marketing

Equip regional branches, sub-brokers,



and authorized partners with localized marketing toolkits and hyper-local acquisition campaigns.
1. Strategic Partnerships & Sponsorships

Negotiate strategic alliances with fintechs and aggregators while directing sponsorship activations at major BFSI forums.
1. Budgeting, Analytics & ROI Reporting

Allocate multi-channel budgets, build financial forecasting models, and report ROI, unit economics, and revenue impact directly to executive board.
1. Leadership, Compliance & Team Governance

Build and mentor a high-performing marketing team across performance, brand, SEO, and CRM. Ensure strict adherence to SEBI regulations, NSE/BSE advertising guidelines, and internal compliance standards.

Experience & Qualifications

5 years & Above of marketing leadership experience in BFSI, FinTech, or Wealth Management (e.g., Retail Broking, AMC, Wealth Tech, or Private Banking).

Proven track record of managing large digital performance budgets with full accountability for acquisition metrics (CAC, AUM growth, demat activations).

Strong working knowledge of SEBI advertising codes and capital market regulations.

MBA or Post Graduate degree in Marketing or Finance from a premier institute.

Key Attributes

Commercial Mindset: Strong grasp of unit economics, client LTV, and revenue-linked marketing.

Analytical Approach: Ability to leverage performance media and customer trading data for continuous optimization.

Regulatory & Strategic Vision: Skilled at balancing quick-paced performance acquisition with SEBI compliance and long-term brand equity.

Q**

📌 Head of Marketing- Stock Broking Background (Mumbai)
🏢 PhillipCapital India
📍 Mumbai