Posted:1 month ago|
Platform:
Work from Office
Full Time
Location: Lower Parel, Mumbai (On-site)
Job Type: Full-Time
Industry: Investment Advisory / Financial Services Experience Required: 2+ years
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 ManagementManage 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
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
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
Maintain performance dashboards for lead tracking, engagement, and conversion metrics
Present actionable insights to leadership to optimize strategy
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
Background in financial services, wealth management, or advisory
Proactive and self-driven
Creative mindset with attention to detail
Comfortable working in a fast-paced, client-focused environment
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
Super Scholar
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