Company Description At A D Naik Wealth, we are enablers of aspirations with a legacy of excellence spanning 35 years. We manage assets worth over Rs. 3900+ Crore and serve more than 5360 families across 217 locations in India and 25 countries worldwide. We focus on financial freedom and have received prestigious awards like Best Financial Advisor and Best Performing Regional Financial Advisor. Role Description This is a full-time on-site role for a Junior Deputy Growth Manager located in Mumbai at A D Naik Wealth. The role involves day-to-day tasks related to analytics, communication, sales, project management, and analytics to drive growth and success. Qualifications Analytical Skills and Analytics capabilities Strong Communication skills Sales experience Project Management abilities Bachelor's degree in Business, Finance, or related field Experience in the financial industry is a plus Show more Show less
Key Responsibilities: Manage executive calendars, appointments, and travel arrangements (domestic and international) Prepare and edit correspondence, reports, presentations, and other documents Handle confidential information with the utmost discretion Coordinate meetings, including preparing agendas, logistics, and minutes Liaise with clients, stakeholders, and internal departments on behalf of executives Track and follow up on projects, action items, and deadlines Manage expenses and prepare reports Provide personal assistance as needed Requirements: Bachelor’s degree preferred 5–12 years of experience supporting senior executives, ideally in finance, banking, or professional services Exceptional communication and organizational skills Proficiency in Microsoft Office Suite (Outlook, Word, Excel, PowerPoint) Ability to work under pressure, multitask, and prioritize effectively High level of integrity and professionalism Discretion and sound judgment in handling sensitive information
???? Role Overview As a Marketing Executive, you will work closely with the Head of Marketing to execute campaigns, coordinate events, manage content, and build digital communities. This is a hands-on role suited for someone who thrives in a fast-paced, high-performance environment and loves turning ideas into impact. ???? Key Responsibilities 1. Event Marketing Coordinate logistics for client and B2B events across cities Manage stall branding, collaterals, giveaways, and technology setup Ensure timely and creative execution of 515 min speaking slots Track and report stall traffic, conversions, and leads 2. Webinar Execution Assist in planning, promotion, and post-session communication Coordinate with speakers and clients Drive webinar attendance and engagement Extract actionable insights and leads from Q&A and polls 3. Content & Collateral Creation Draft and proofread content for blogs, monthly newsletter (Wealth Compass), brochures, and videos Generate ideas and scripts for Instagram Reels and stories Coordinate with graphic designers and editors to ensure quality outputs 4. Digital Campaigns & Community Building Promote campaigns via WhatsApp, emailers, and landing pages Increase engagement in the Road to ?100 Crore WhatsApp community Monitor campaign performance (CTRs, engagement, conversion) 5. Client Engagement & Offline Events Assist in conceptualizing and executing physical client events Ensure branding consistency and quality experiences at every touchpoint 6. Reporting & Coordination Maintain weekly and monthly marketing trackers Ensure timely coordination with sales, advisors, vendors, and speakers Present campaign performance insights and suggest improvements ???? KRAs & KPIs (Sample Metrics) No. of leads generated from events and webinars Growth and engagement in WhatsApp community Instagram content output and reach Timeliness and quality of newsletters/blogs Feedback scores from internal and external stakeholders ???? Desired Skills & Qualifications 13 years of experience in marketing, preferably in financial services or startups Strong written and verbal communication skills Excellent organizational and project management skills Basic understanding of Canva, Excel, Instagram, Mailchimp, or similar tools Ability to juggle multiple projects and meet deadlines A collaborative mindset with a can-do attitude ???? What Youll Get Exposure to HNI/UHNI client marketing Opportunity to contribute ideas and lead projects Fast learning and visible impact Supportive team culture and professional growth path Show more Show less
Key Responsibilities ●Identify process gaps, malfunctions, and red flags; submit reports to management. ●Coordinate with process owners and department heads for timely task completion. ●Monitor end-to-end processes, maintain daily/weekly/monthly checklists. ●Provide regular process updates and exception reports to superiors. ●Create and maintain Sales KPI dashboards ; track and map leads. ●Manage pre- and post-client data for events/webinars and operations. ●Oversee client gifting activities and ensure timely delivery. ●Support team handling and new process implementations. Graduate in Commerce/Management or related field. ●2–4 years of experience in operations/process coordination (financial services preferred). ●Advanced MS Excel skills (data analysis, reporting, dashboards). ●Strong follow-up, execution, and organizational skills.