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- Act as the guardians of the brand
- ensuring that the services and product lines resonate with customers
About Our Client
Our Client is an India based investment advisory and portfolio management service provider for Family Offices, UHNWI's, HNWI's, Investment Managers, Wealth Managers and Brokers. Founded in 1997, Having more than 20 years of experience in wealth protection and wealth creation. Their Investment Research service has been active for more than 20 years. It provides Investment Managers globally with institutional grade financial research and analytics at a cost-efficient price. Today, their research team provides active coverage on 280+ Indian and Global companies as well as more than 600 Mutual Funds. Their Investment Advisory service offers Family Offices, UHNWI's, and Corporate Treasuries a truly bespoke approach to wealth protection and creation. Our service is consultative and collaborative in nature and it focuses on key aspects such as asset allocation, risk management, equity/debt portfolio strategies, stock selection and much more. They offers 5 unique PMS strategies that embody the companies research and analytical capabilities at a reasonable cost to clients. Our flagship strategy, the Moats and Special Situations Portfolio has an audited 10-year history that is best in class for risk adjusted returns. They also provides Multi-Asset, Quant, and Growth strategies to meet the dynamic needs of the traditional and modern investor.
Job Description
* Define the brand positioning, tonality, values and ensure consistency of brand across all platforms.
* Build and execute a cohesive social media strategy that creates engagement in the financial sector and execute the social media calendar.
* Planning, forecasting, and budgeting as part of the Business team
* Forging new relationships with partners in the digital space to sustain high growth rates in customer acquisition
* Develop a business-aligned marketing strategy and build high-impact, effective, and outcome-driven Integrated Marketing Campaigns
* Develop programs to enhance consumer contact.
* Articulate & execute the strategy on customer connect.
* Own the Communication strategy for Multiact - Internal & External building an overarching, comprehensive architecture for all stakeholders.
* Support Product & Distribution team to enable the right communication medium and methodologies for the dissemination of information throughout the distribution value chain
* Manage Customer Analytics with an aim of leveraging cross-sell, up-sell, and servicing opportunities to existing customers
* Collect insights on media movements, market intelligence regarding important regulatory or industry developments
* Identify industry trends and pitch stories to drive thought leadership.
* Craft PR positioning for the brand and guide spokespersons interaction with media
* Industry forums & media: Regularly interact with Industry bodies that conduct awards and other conference. Relationship building with media on behalf of brand
The Successful Applicant
* MBA in Marketing or Mass Communications or equivalent
* 5-7 years of internal and corporate communications experience, including extensive hands-on writing, editing, project management, and presentation building, in technology or financial services
* Experience in Asset & Wealth Management business and investment products is a must.
Strategic Orientation
* Ability to understand business levers- conceptual thinking for future indicators and translation to current actionable. * Ability to persuade the leadership team to agree on brand strategy and tactics
Innovation
* Using innovation to drive recall and brand presence * Create breakthrough ideas for the category External Awareness * High industry awareness with sensitivity to trends and shifts and drives pre-emptive actions
Business Acumen
* Quick understanding of competitive shifts and models of business Functional Competencies * Digital Marketing * Content Writing * Brand Management * Business Communication
What's on Offer
Work for an organisation that has grown to be a leading investment research house as well as a renowned provider of Portfolio Management Services through its subsidiary.
Job summary
- Function
- Marketing
- Sub Sector
- Category / Brand / Product Management
- What is your area of specialisation?
- Financial Services
- Location
- Mumbai City
- Job Type
- Permanent
- Job Reference
- JN-022023-5934873