Marketing & Finance Content Executive

Job Description:

Role Overview

This role is a hybrid of marketing execution and financial content creation. You will contribute to campaigns, events, and digital engagement while also producing high-quality financial content for brand building, thought leadership, and client education.
It’s ideal for someone who is both creative and finance-savvy, with strong communication skills and the ability to translate ideas into impact.

Key Responsibilities

Content & Thought Leadership

• Draft articles, newsletters, investor updates, and blogs.
• Create scripts/captions for reels, stories, and educational videos.
• Convert leadership insights into thought leadership content for LinkedIn, media, and speaking engagements.
• Ensure all content is engaging, SEO-friendly, and compliant with SEBI/AMFI guidelines.

Marketing Campaigns & Events

• Plan and execute marketing campaigns across WhatsApp, emailers, landing pages, and social media.
• Coordinate client events, B2B engagements, and webinars (logistics, branding, promotions).
• Track campaign performance and present insights to leadership.
• Drive community engagement (e.g., “Road to ₹100 Crore” WhatsApp group).

Research & Insights

• Stay updated on markets, investment strategies, and financial regulations.
• Simplify complex financial concepts into relatable, actionable content.
• Generate fresh ideas for storytelling and brand positioning.

Coordination & Reporting

• Work closely with sales, advisors, vendors, and speakers.
• Maintain marketing trackers and report KPIs.
• Ensure consistency in messaging and branding across platforms.
  
  

KRAs & KPIs (Sample):
● Leads generated from campaigns/events.
● Growth and engagement in digital communities.
● Content output: blogs, newsletters, reels, investor updates.
● Audience reach, engagement, and feedback.
● Compliance and accuracy of financial content.

Desired Skills & Qualifications:
● 2–4 years of experience in marketing and/or financial content writing (wealth management/financial services preferred).
● Strong written and verbal communication skills.
● Knowledge of investments, mutual funds, and personal finance.
● Proficiency in Canva, Excel, Mailchimp, SEO basics, and social media platforms.
● Excellent organizational, project management, and research skills.
● Collaborative, creative mindset with attention to detail.

Preferred:
● Degree in Finance, Economics, Journalism, or related field.
● Professional certifications like CFP, CFA, MBA (Finance).

What You’ll Get
● Exposure to HNI/UHNI client marketing and high-value financial markets.
● Direct collaboration with senior leadership and industry experts.
● Opportunity to lead projects with visible impact.
● Competitive salary + performance-based incentives.
● Supportive and growth-oriented work culture.