Marketing & Engagement Strategist

Job Title: Marketing & Engagement Strategist Location: Mumbai (On-site) Job Type: Full-Time Industry: Investment Advisory / Financial Services Experience 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

Job Types: Full-time, Permanent

Pay: ₹500,000.00 - ₹600,000.00 per year

Schedule:

• Day shift

Application Question(s):

• How many years of experience do you have with digital marketing, lead generation, or event strategy?
• Which CRM tools have you used regularly in your previous role?
• How many events/webinars have you helped organize (end-to-end) in your previous role?
• Have you directly managed paid campaigns (Google/Facebook/LinkedIn)?
• Do you have experience in financial services, wealth management, or investment advisory?
• What is your current and expected CTC?
• What is your notice period?

Work Location: In person