Email Marketing Executive

Role & responsibilities

About SP Wealth

SP Wealth is a boutique wealth management firm based in Mumbai, offering customised advisory and portfolio solutions to Indian and NRI / Middle-East based clients. Our focus is building long-term client value through highly personalised communication and relationship-driven advisory not mass digital noise. Email is our core client acquisition and engagement channel.

Role Overview

We are looking for a proactive Email Marketing Specialist who can plan, draft, segment, schedule and optimise email campaigns targeted at HNI/NRI prospects. The role includes creating compelling communication flows, database nurturing, campaign analytics, follow-up funnels and improving conversions from cold outreach to qualified investor conversations.

Key Responsibilities

Develop targeted email campaigns for prospect nurturing, lead qualification and appointment booking

Draft high-quality, personalised email content aligned with the firms tone and positioning

Create and manage drip campaigns / follow-up sequences for HNI and NRI leads (India + Middle East)

Maintain prospect database hygiene segmentation, categorisation and tagging by stage/potential

Run A/B testing on subject lines, content style, offer hooks & call-to-actions

Track campaign performance metrics (open/CTR/reply/meeting conversion) and improve accordingly

Coordinate with wealth advisors to ensure timely follow-ups on high-intent prospects

Comply with regulatory communication norms applicable to wealth management communication

Required Skills & Experience

1 to 5 years of experience in email marketing, preferably in financial services / BFSI

Strong command of English copywriting (concise, persuasive, relationship-oriented tone)

Knowledge of email automation tools (HubSpot / Mailchimp / Zoho / Apollo etc.)

Understanding of segmentation & drip marketing funnels

Familiarity with UAE/Qatar/Kuwait audience communication style is an advantage

Experience with behavioural analytics (opens, clicks, sequences, response optimisation)

Compensation

Competitive, with performance-linked incentives based on lead quality and booked client meetings.

Preferred candidate profile

Personal Attributes

High ownership mindset and follow-through discipline

Detail-oriented with clean communication style

Comfortable working independently in a lean, high-trust boutique environment

Ability to convert attention into conversations and conversations into appointments