Job Roles & Responsibilities: The Digital Marketing Specialist will be responsible for developing, implementing, and managing marketing campaigns that promote our company and its products or services. You will play a major role in enhancing brand awareness within the digital space as well as driving website traffic and acquiring leads/customers . Key Responsibilities: • Performance Marketing: o Serve as the primary point-of-contact for the performance marketing agencyalign on goals, assets, and daily optimisations. o Launch, monitor, and refine paid campaigns across Google, Bing, LinkedIn, Meta, and display networks.o Track budgets, bids, ROAS, CPL/CAC, and share weekly insights and recommendations.o Coordinate landing-page testing and funnel improvements to maximise conversion rates.• CRM & Martech Ownership o Administer and optimise the marketing tech stack (HubSpot/Marketo or similar, tracking pixels, analytics, A/B tools).o Maintain data hygiene, segmentation, and automation workflows to support lead nurturing and reporting.o Partner with Sales/Ops to align lifecycle stages and attribution logic.• Campaign Management: Develop, implement, and manage digital marketing campaigns. Oversee and execute campaigns across various digital channels including SEO/SEM, email, social media, and display advertising. • Analytics and Reporting: Use analytics tools to measure the effectiveness of campaigns. Prepare reports and present them to the management team. • Email Marketing: Own the email channel end-to-end—calendar planning, list management, dynamic personalisation, testing, and deliverability. Segment lists and personalize email content to improve engagement. Report on open, click, and conversion metrics; iterate for continual improvement. • Cross-Functional Collaboration: Work with cross-functional teams to ensure alignment and integration of marketing strategies. Liaise with external vendors and agencies when necessary. Knowledge of SEO tools and techniques. What We Offer: Competitive salary and benefits package. Opportunities for professional development and career growth. A collaborative and innovative work environment with experts. Technical Skills: Experience with website analytics tools (e.g., Google Analytics, NetInsight, Omniture, WebTrends). Knowledge of SEO tools and techniques. Familiarity with email marketing platforms (e.g., Mailchimp, HubSpot). Personality & Interpersonal Skills: Good understanding of current digital marketing concepts, strategy, and best practices. Self-starter with a growth mindset who is eager and able to learn new tools, tactics, and technologies quickly Proficient in using digital marketing tools and platforms (e.g., Google Analytics, Google Ads, Facebook Ads Manager). Excellent written and verbal communication skills. Strong analytical skills and data-driven thinking. Ability to manage multiple projects simultaneously. Comfortable working under tight deadlines in a fast-paced, results-oriented environment Qualifications: • Bachelor’s degree (Marketing, Communications, Business, etc.) or final-year student at a wellknown Mumbai college (e.g. KPB Hinduja, Narsee Monjee, Mumbai University, IIDE, etc.) • Minimum of 2 years of experience in digital marketing or related field. Location: Nariman Point, Mumbai Working Days: - Monday to Friday in work from office mode
Responsibilities Assisting the US and Indian clients with on-boarding data across investment vehicles and Accounting (Initial and on-going) Learning and exploring different type of data feed on bankable assets (equities, mutual) funds, bonds, hedge funds, etc.), identify the sources and cleanse the data to match the platform s requirement. Learning and understanding investments management and accounting Learning different types of investment structures in the US (custodians, banks, etc.) and the type of transactional feed coming from these. Identify how the platform can be improved to match the feeds. Coordinating periodic reviews with clients to ensure sanity of database Working with clients (wealth owners, accountants, and CA s) on usage of the system. Understanding issues / bugs on the system and ensuring these are filed and tracked for resolution On the feet problem identification and resolving w.r.t internal and external issues in the system Identifying possible feature upgrades and optimizations based on client interactions and personal hands-on experience while working with client teams and soliciting feedback Techinical Skills Clear concise written and oral communication. Strong Excel and presentation skills. Process implementation management. Highly proactive in approach. Personality Interpersonal Skills Strong communication and relationship-building skills. Ability to understand and explain complex product features and processes. Strong problem-solving skills with the ability to identify issues and implement effective solutions. Ability to streamline functions and passion to learn and grow. Experience 2-5 years of relevant experience. Qualifications Any Graduate/Postgraduate, MCom or Any specialization Familiar with investment accounting and performance management Location Nariman Point, Mumbai
Responsibilities Identify and pursue new business opportunities through direct outreach, networking, referrals, and industry events Drive end-to-end sales cycle including prospecting, presentations, solutioning, pricing, negotiations, and closure Develop a strong pipeline and regularly update CRM with detailed client interaction history and deal progress Understand client requirements and effectively position Asset Vantage s SaaS platform as the ideal solution Collaborate with internal teams (Product, Marketing, Customer Success, Implementation Team) to tailor offerings and ensure successful onboarding Represent Asset Vantage at industry forums, webinars, and conferences Build long-term relationships with clients and partners to ensure high satisfaction and explore upselling opportunities Stay informed about market trends, competitive landscape, and regulatory changes affecting the wealth tech space Techinical Skills Prior experience dealing with HNWIs, wealth managers, family offices, financial institutions is essential. Excellent communication, presentation, and interpersonal skills. Proven track record of achieving revenue and client acquisition targets. Self-starter with strong business acumen and the ability to work independently. Willingness to travel domestically and internationally as required. Personality Interpersonal Skills Strong communication and relationship-building skills. Ability to understand and explain complex product features and processes. Strong problem-solving skills with the ability to identify issues and implement effective solutions. Ability to streamline functions and passion to learn and grow. Ability to deliver engaging presentations. Experience 5-8 years of experience in B2B sales, preferably in SaaS, or WealthTech Industries Qualifications Bachelor s degree in Business, Finance; MBA is added advantage Location Nariman Point, Mumbai
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