Marketing & Engagement Strategist

2 years

5 - 6 Lacs

Posted:2 months ago| Platform: Linkedin logo

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Work Mode

On-site

Job Type

Full Time

Job Description

Job Title: Marketing & Engagement StrategistLocation: Lower Parel, Mumbai (On-site)Job Type: Full-TimeIndustry: Investment Advisory / Financial ServicesExperience Required: 2+ years

Role Overview

TBNG Capital Advisors, a trusted investment advisory firm working with HNIs, NRIs, and CXOs, is looking for a dynamic and results-driven Marketing & Engagement Strategist. This role is ideal for someone who combines digital marketing knowledge with client engagement skills to drive business development and create exceptional brand experiences.

Key Responsibilities

Lead Generation & Funnel Management
  • Manage inbound and outbound leads through digital platforms, paid campaigns, and referrals
  • Own the CRM funnel from initial contact to meeting conversion
  • Perform timely and consistent follow-ups to qualify and nurture leads
Digital Marketing Execution
  • Coordinate with agencies and internal teams to implement digital campaigns
  • Support ongoing outreach via email, WhatsApp, and LinkedIn
  • Monitor and analyze campaign performance; suggest data-driven improvements
Client Engagement & Events
  • Organize high-touch webinars, masterclasses, and networking events for prospects
  • Handle logistics, guest lists, invitations, and post-event follow-ups
  • Ensure seamless brand experience aligned with client expectations
Reporting & Analytics
  • Maintain performance dashboards for lead tracking, engagement, and conversion metrics
  • Present actionable insights to leadership to optimize strategy

Candidate Profile

Required Skills & Experience
  • Minimum 2 years in digital marketing, lead generation, or event strategy
  • Strong communication skills – both written and verbal
  • Proficient in CRM tools, Excel, email platforms, and social media
  • Highly organized with the ability to manage multiple projects simultaneously

Preferred (Not Mandatory)

  • Background in financial services, wealth management, or advisory
Soft Skills
  • Proactive and self-driven
  • Creative mindset with attention to detail
  • Comfortable working in a fast-paced, client-focused environment
What’s Offered
  • Opportunity to work with elite clientele (CXOs, NRIs, HNIs)
  • Mentorship from experienced financial and marketing professionals
  • Competitive compensation with performance-linked incentives
  • Accelerated career growth in a high-performance team
Skills: social media,event marketing strategy,email platforms,event based marketing,lead generation,communication skills,event strategy,digital marketing,excel,crm tools,event handling,investment advisory,financial services

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