Top Tech Jobs & Startup Jobs in Mumbai

Acquire and convert clients for financial planning and investment solutions, lead and mentor financial advisors, manage client relationships, provide wealth-management guidance, monitor portfolios, assess financial data, and represent the firm at industry events. The role requires strong sales leadership, financial advisory expertise, stakeholder management, and regulatory knowledge.

Create social media, digital campaign, internal, and external communication creatives across formats including banners, thumbnails, carousels, and infographics. Maintain brand consistency, collaborate with marketing and content teams, incorporate feedback, and use AI tools for ideation, image generation, creative enhancement, and workflow optimization.

Develop and execute content strategy across blogs, social media, newsletters, PR, video scripts, websites, and product materials. Research audiences and financial industry trends, simplify complex investment topics, maintain brand consistency, collaborate with finance, marketing, product, design, SEO, and research teams, and optimize content using performance analytics. Ensure content is accurate, compliant, SEO-friendly, grammatically sound, and delivered on schedule.

Acquire new clients, assess financial needs, and present investment and financial planning solutions. Lead and mentor financial advisors or relationship managers while managing performance and client service standards. Build long-term client relationships, provide customized wealth management guidance, monitor portfolios, evaluate financial data, and refine plans. Stay informed on market and regulatory developments and represent Finnovate at client meetings, conferences, and industry forums.

Leads centralized offline marketing strategy across regions, developing funnel-based campaigns, event frameworks, partnership models, brand standards, budgets, and ROI governance. Manages branch-level marketing coordinators, supports relationships with healthcare and local organizations, ensures consistent execution and compliance, and oversees measurable contribution to brand awareness, engagement, and conversion.

Manage daily wealth management operations across mutual fund purchases, redemptions, switches, SIPs, BSE transactions, KYC, onboarding, documentation, reconciliation, and client servicing. Resolve client and internal queries, coordinate with AMCs, BSE, RTAs, and other partners, track pending issues, maintain records and audit trails, prepare MIS reports, and ensure transactions comply with internal processes and regulatory requirements.

Acquire clients, assess financial needs, and present investment and wealth-management solutions. Build client relationships, advise on financial decisions, monitor portfolios, refine financial plans, and provide guidance based on market and regulatory developments. Represent the company at client meetings, conferences, and industry forums while promoting financial literacy and brand visibility.

Own paid advertising, retargeting, email marketing, lead nurturing, CRM lead management, brand campaigns, competitor analysis, and performance reporting. Manage campaigns across Meta, Google, LinkedIn, email, WhatsApp, and Zoho CRM while coordinating with content, design, and sales teams. Track funnel performance, optimize spend and nurture journeys, maintain lead quality, and ensure compliant brand messaging. Over time, build and lead a small marketing team.

Write and edit SEO-friendly finance content, research financial trends and competitors, develop keyword-driven content ideas, use AI tools to support creation, proofread for accuracy, track performance in spreadsheets, and collaborate on SEO content strategies.

Acquire new wealth management clients through prospecting, needs assessments, and solution presentations. Lead and mentor financial advisors and relationship managers while meeting performance and service standards. Build client relationships, provide financial planning and investment guidance, monitor portfolios, analyze financial data, track market and regulatory developments, and represent the firm at client meetings, conferences, and industry forums.