Offline Marketing Manager

Job Title:

Lead Offline Marketing                     

Reporting To:

AVP Marketing

About Finnovate:

Finnovate is India’s largest financial planning platform that specializes in providing successful professionals with a disciplined approach to help them achieve their financial goals safely, surely, swiftly

To date we have helped over 3500 professionals and their families achieve purpose and structure to their financial lives through our FinnFit™ Financial planning process. This is available through our experts as well as through a transparent technology platform. We are a zero-commission, product-agnostic and holistic SEBI-registered investment advisory (RIA) firm. Finnovate is a customer-first platform that prioritizes unbiased advisory and is gaining increased recognition with the rise of awareness of direct products.

 Finnovate has successfully raised over USD 3 million from marque investors to drive our next league of expansion and impact. We have recently secured a PMS license from SEBI to provide most convenient, flexible and multi-asset portfolio management using direct products for our clients.

We are in a growth phase where you can contribute ideas across the spectrum, and grow into a core member of a truly customer-first team. Finnovate offers a unique proposition where you can experience the freedom to think and operate like an entrepreneur within the organisation, while pursuing long-term career growth aligned with your strengths, aspirations and demonstrated competence

Job Summary

We are seeking an Offline Marketing Team Lead to plan and drive localized, funnel-based offline marketing initiatives from the Head Office. The role involves working closely with branch leaders to design proactive marketing calendars covering brand awareness, engagement programs, and curated client events where digital channels have limited reach.

The candidate will provide strategic direction, frameworks, and governance while supervising branch-level coordinators responsible for on-ground execution. The role emphasizes proactive planning, partnership development, brand consistency, and measurable funnel impact, rather than last-mile event logistics or operational execution.

Location:

Mumbai

Employment Type:

Full time

Key Responsibilities:

1. Centralized Offline Marketing Strategy & Calendar Planning

·       Develop and own the annual and quarterly offline marketing roadmap across regions in alignment with overall sales funnel targets.

·       Proactively identify market-level opportunities in advance rather than reacting to branch requests.

·       Define structured offline playbooks for Top, Mid, and Bottom funnel activities.

2. Funnel-Based Local Marketing Design

·       In collaboration with branch leaders, design offline initiatives across:

·       Top of Funnel: Local brand visibility, association partnerships, sponsorships, medical ecosystem branding.

·       Mid Funnel: Knowledge seminars, curated group engagements, educational meets.

·       Bottom of Funnel: Closed-door roundtables, curated HNI/doctor meets, high-intent relationship events.

       The role focuses on strategy, structure, and outcomes — not last-mile logistics.

3. Branch Coordination & Team Leadership

·       Lead and mentor branch-level offline marketing coordinators/executives who manage on-ground execution.

·       Provide clear briefs, event frameworks, and success metrics to branch teams.

·       Review execution plans and ensure alignment with central brand and funnel objectives.

·       Drive accountability through structured reporting and review mechanisms.

   4. Localized Opportunity Sourcing (Strategic Level)

·       Identify and establish strategic relationships with associations, hospitals, medical bodies, and relevant local partners at a conceptual and partnership level.

·       Build scalable engagement models that branches can implement locally.

·       Design repeatable event formats that can be replicated across cities.

5. Governance of Event Quality & Brand Standards

·       Define premium brand experience guidelines aligned with wealth management positioning.

·       Approve key elements such as event format, positioning, messaging themes, and target audience mix.

·       Ensure consistency in experience across all regions through structured SOPs.

  6. Budget Allocation & ROI Oversight

·       Allocate regional offline marketing budgets in consultation with leadership.

·       Monitor ROI, cost efficiency, and funnel conversion impact of offline initiatives.

·       Optimize spends through strategic vendor frameworks and negotiation guidelines.

7. Compliance & Process Framework

·       Establish compliance protocols inspired by pharma/healthcare event discipline where relevant.

·       Ensure documentation, approvals, and audit-ready processes are maintained across branches.

Qualification & Skills:

·       Minimum qualification Graduation

·       Strong experience in pharma, healthcare, or doctor-centric events .

·       Proven ability to manage multiple stakeholders and high-profile attendees

·       Excellent coordination, communication, and vendor management skills

·       Highly organized with strong attention to detail

·       Comfortable handling confidential and sensitive client information

·       Willingness to travel as per event requirements

Years of Experience:

9 years (preferably in pharma / healthcare events)