Company Description 5nance is known for creating India’s first AI-powered, multi-asset portfolio called All Rounder. This innovative platform allows investors to build high-performing portfolios across various market conditions with world-class advisory services. With AI precision, investing in assets such as stocks, bonds, gold, and global indices has become more accessible and affordable for all. Role Description As an Assistant Marketing Manager at 5nance.com, you will be responsible for developing and implementing marketing strategies, conducting market research, and managing digital marketing campaigns. This is a full-time, on-site role located in Mumbai. Your day-to-day tasks will include coordinating with different teams to ensure brand consistency, analyzing market trends, and creating innovative marketing content to engage our audience. Qualifications \n Marketing Strategy, Content Creation, and Campaign Management skills Experience in conducting Market Research and Data Analysis Digital Marketing, Social Media Marketing, and SEO skills Excellent written and verbal communication skills Strong organizational and project management abilities Experience in the financial services industry is a plus Bachelor's degree in Marketing, Business Administration, or a related field
Company Description 5nance is renowned for creating India's first AI-powered, multi-asset portfolio called All Rounder. This innovative platform allows investors to build top-performing portfolios across varying market conditions with world-class advisory. By utilizing AI precision, 5nance makes investing across asset classes such as stocks, bonds, gold, and global indices accessible and affordable. Role Description This full-time on-site role in Mumbai -Malad West, (Mindspace) whichinvolves developing and executing data-driven, multi-channel marketing campaigns to drive customer acquisition, engagement, and retention. The Campaign & Strategy Executive will analyze market trends, craft performance-focused strategies, and strengthen brand presence. The role also includes coordinating with cross-functional teams, managing projects, and ensuring alignment with overall business objectives. Qualifications Strong Technical Skills and expertise in Finance Proficiency in Communication and Management Consulting Ability to work collaboratively in a fast-paced environment MBA or related advanced degree preferred Experience: 3-5 years in digital/campaign marketing, preferably in fintech, wealth management, or BFSI sector Areas of Responsibility Plan and execute digital campaigns to drive customer acquisition, engagement, retention, and reactivation. Manage multi-channel digital journeys (Email, Push, SMS, WhatsApp, Social, Website) with a focus on performance tracking and optimization. Utilize tools like Netcore, GupShup, Google Analytics, and Meta Business Suite for campaign management and insights. Lead A/B testing to derive actionable insights and enhance campaign effectiveness. Collaborate with creative, product, tech, and media teams for seamless execution and innovation. Drive the annual marketing calendar aligned with business goals to boost revenue, visibility, and brand positioning. Monitor KPIs (CTR, open rate, conversions, CAC, etc.) and present insights to leadership for strategic decisions. Develop and implement customer segmentation for personalized and impactful communication. Why Join 5nance - www.5nance.com Be part of a team redefining how marketing gets done, human + AI, side by side. Work on global campaign's that push boundaries and set trends. Creative freedom and no cookie cutter marketing. Growth opportunities across 5nance expanding ventures in Fintech, AI and digital innovation.
Role & Responsibilities - She/He will be responsible for acquisition of Referral Partners and setting up/ managing the processes for driving and continuously improving the HNI sales. Converting leads into opportunities i.e. key focus on business closures with the customers. Ensuring continuous improvements in business ratios. Onboarding New customers. Address all the queries of the customer and able to create the trust and credibility with the customer. Encouraging and implementing innovative ideas. Close coordination with other business functions. Preferred candidate profile - Prior experience of around 4-5 years, with experience in handling HNI business/mostly from partners. Strong hold on wealth management products. High degree of process understanding and experience in implementing relevant tools. Deep customer focus with business acquisition skills. Demonstrable abilities of innovation implementations.
Areas of Responsibility- She/he will be responsible for setting up and managing the processes for driving and continuously improving the Channel B2B Sales. The candidate would be responsible for onboarding new channel partners & getting revenue targets achieved through them which includes Chartered Accountant, Equity Sub - broker, Mutual Fund Distributor, Insurance Brokers etc. Address all the queries of Channel Partners/Distributors and be able to create trust and credibility. The candidate will be on field job in Mumbai. Should be able to cross-sell and up-sell across all product categories which includes Equity, Mutual Funds, Insurance, etc. Coordination with on-ground team for any customer request or servicing requirements. Technical Expertise: Minimum 5-8 years of experience in the area of managing DSA/Sub-brokers/Channel Partners/IFAs in broking/investment advisory/capital markets. Worked in sales with an Investment Advisory company, AMCs, Equity Broking Houses. Excellent track record of sales performance and achievement of revenue targets.