Organizational Relationships

Works Closely With: Wealth Management Business, Product Team, Research, Sales, Digital Marketing, Operations, Technology, Creative Agencies and External Partners.

Qualification

- PG/ MBA in Marketing, Communications or equivalent Postgraduate qualification.

Role Purpose Lead the marketing function for the Wealth Management business by developing integrated marketing strategies that enhance brand visibility, strengthen client engagement, support business growth, and position the organization as a trusted wealth advisory partner. The role will drive product marketing, client communication, investor engagement, strategic partnerships, events, and digital initiatives while ensuring regulatory compliance.

Key Responsibilities

Strategic Marketing

- Develop and execute the annual marketing strategy aligned with the Wealth Management business objectives.
- Build differentiated positioning for the Wealth Management business across HNI and UHNI customer segments.
- Drive brand awareness, lead generation, and customer engagement initiatives.

Product Marketing

- Lead end-to-end marketing for investment products including Mutual Funds, PMS, AIFs, Bonds, Structured Products, Insurance and Wealth Advisory solutions.
- Plan product launch campaigns from concept to execution.
- Create product communication, campaign messaging, brochures, presentations and sales enablement material.

Client & Partner Engagement

- Design and execute client engagement initiatives including investor meets, webinars, knowledge sessions and exclusive HNI events.
- Build marketing programs to strengthen engagement with relationship managers, channel partners and key clients.
- Develop marketing initiatives that improve client acquisition and retention.

Event Management

- Lead planning and execution of investor awareness programs, wealth forums,



partner events and leadership conferences across India.
- Manage event budgeting, vendor coordination, logistics and post-event effectiveness analysis.
- Deliver high-quality client experiences aligned with the company's premium brand positioning.

Brand & Communication

- Drive integrated marketing campaigns across digital, print, outdoor and events.
- Develop marketing collateral including brochures, presentations, newsletters, videos and client communication.
- Ensure consistent brand messaging across all communication channels.

Digital Marketing

- Work closely with the digital marketing team to execute campaigns across social media, website, SEO, SEM, email marketing and CRM.
- Improve digital engagement, website traffic and marketing-qualified leads.
- Monitor campaign analytics and optimize marketing ROI.

Stakeholder Management

- Partner with Product, Sales, Research and Compliance teams to deliver timely marketing initiatives.
- Support Relationship Managers with marketing tools, presentations and communication collateral.
- Build solid relationships with external creative agencies, event partners and media vendors.

Vendor & Budget Management

- Manage marketing agencies, creative partners, printers, digital vendors and event partners.
- Negotiate commercial agreements and ensure optimum utilization of marketing budgets.
- Monitor campaign expenses and vendor performance.

Compliance & Governance

- Ensure all marketing communication complies with SEBI, AMFI and internal regulatory guidelines.
- Coordinate with Compliance and Legal teams for approvals of product communication and campaigns.

Performance Measurement

- Monitor campaign performance through defined KPIs.
- Prepare periodic dashboards on campaign effectiveness, client engagement, lead generation and marketing ROI.
- Recommend continuous improvements based on market insights and analytics.

📌 Manager - Marketing (Wealth Management) (Mumbai)
🏢 Emkay Global Financial Services
📍 Mumbai