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). With a legacy spanning over three decades, the company has served over 18,000 satisfied clients across 217 cities and 25 countries. 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 skills. Excellent organizational and project management skills
• Basic understanding of Canva, Excel, Instagram, Mailchimp, or similar tools
• Ability to juggle multiple projects and meet deadlines. 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
Compensation & Location
Salary: ₹25,000 per month
Location: Goregaon