Marketing Executive

Company Profile:

A D Naik Wealth is one of India’s top mutual fund distributors, specializing in wealth creation and protection for High-Net-Worth Individuals (HNIs). As a trailblazer in financial services, A D Naik Wealth emphasizes trust, innovation, and exceptional client service.

Job Description: Marketing Executive

Role Overview

Key Responsibilities

1. Event Marketing

• Coordinate logistics for client and B2B events across cities
• Manage stall branding, collaterals, giveaways, and technology setup
• Ensure timely and creative execution of 5–15 min speaking slots
• Track and report stall traffic, conversions, and leads

2. Webinar Execution

• Assist in planning, promotion, and post-session communication
• Coordinate with speakers and clients
• Drive webinar attendance and engagement
• Extract actionable insights and leads from Q&A and polls

3. Content & Collateral Creation

• Draft and proofread content for blogs, monthly newsletter (Wealth Compass), brochures, and videos.
• Generate ideas and scripts for Instagram Reels and stories.
• Coordinate with graphic designers and editors to ensure quality outputs.

4. Digital Campaigns & Community Building

• Promote campaigns via WhatsApp, emailers, and landing pages
• Increase engagement in the “Road to ₹100 Crore” WhatsApp community
• Monitor campaign performance (CTRs, engagement, conversion)

5. Client Engagement & Offline Events

• Assist in conceptualizing and executing physical client events
• Ensure branding consistency and quality experiences at every touchpoint

6. Reporting & Coordination

• Maintain weekly and monthly marketing trackers
• Ensure timely coordination with sales, advisors, vendors, and speakers
• Present campaign performance insights and suggest improvements

KRAs & KPIs (Sample Metrics)

• No. of leads generated from events and webinars
• Growth and engagement in WhatsApp community
• Instagram content output and reach
• Timeliness and quality of newsletters/blogs
• Feedback scores from internal and external stakeholders

Desired Skills & Qualifications

• 1–3 years of experience in marketing, preferably in financial services or startups
• Strong written and verbal communication Excellent organizational and project management skills
• Basic understanding of Canva, Excel, Instagram, Mailchimp, or similar tools
• Ability to juggle multiple projects and meet A collaborative mindset with a can-do attitude

What You’ll Get

• Exposure to HNI/UHNI client marketing
• Opportunity to contribute ideas and lead projects
• Fast learning and visible impact
• Supportive team culture and professional growth path

Location:
Goregaon / Ram Mandir