Head of Marketing

About Company

It is a data-driven asset management company that uses quantitative strategies and advanced analytics to deliver risk-adjusted returns and long-term wealth growth for investors.

Job Description

About Company

We are an investment management firm focused on delivering exceptional risk-adjusted returns through a combination of quantitative models and active investment strategies. Our offerings include Portfolio Management Services (PMS) across multiple strategies designed to help investors achieve their long-term financial goals.

With over ₹300 crore in discretionary PMS AUM (and ₹1,000 crore overall) and ambitious growth plans, we are looking for a Growth & Demand Generation leader who can help scale our client acquisition engine.

Role Overview

We are looking for a growth-oriented professional who will be responsible for generating qualified investor leads, building scalable acquisition channels, improving conversion funnels, and helping grow company’s assets under management.

The ideal candidate combines performance marketing, content distribution, CRM automation, analytics, and founder-led marketing to create a measurable and repeatable lead-generation engine.

This role reports directly to the Partners and will have a direct impact on the firm’s growth trajectory.

Key Responsibilities

Demand Generation

• Generate a consistent pipeline of qualified HNI and UHNI investor leads.
• Build and optimize acquisition funnels across digital channels.
• Develop campaigns focused on investor acquisition and conversion.
• Improve lead quality and conversion rates across the funnel.

Performance Marketing

• Manage Meta, Google, LinkedIn and other digital acquisition channels.
• Optimize CPL, CAC, lead quality, and campaign ROI.
• Work with internal and external teams to scale acquisition efficiently.
• Build and manage landing pages, lead magnets, and campaign funnels.

Content Distribution & Founder Branding

• Scale the personal brands of company's Partners across LinkedIn and other platforms.
• Drive growth of company's social media presence.
• Manage distribution of blogs, newsletters, videos, webinars, and podcasts.
• Coordinate with content, design, PR, and video agencies.

CRM & Lifecycle Marketing

• Design and implement lead nurturing journeys.
• Build automated email, WhatsApp, and CRM workflows.
• Improve lead-to-meeting and meeting-to-investor conversion rates.
• Work closely with Investor Relations and Sales teams.

Analytics & Reporting

• Create dashboards tracking:
• Leads generated
• Cost per lead
• Cost per acquisition
• Lead source performance
• Conversion rates
• Pipeline metrics
• Marketing ROI
• Establish attribution and reporting frameworks.

Partnerships & Events

• Support webinar programs, podcasts, industry events, and strategic partnerships.
• Build acquisition programs with distributors, wealth managers, and referral channels where relevant.

Ideal Candidate Profile

Experience

• 5-10 years of experience in:
• Growth Marketing
• Demand Generation
• Product Marketing
• Performance Marketing
• Customer Acquisition

Preferred Industry Background

• Wealth Tech
• FinTech
• Wealth Management
• PMS / AIF
• Investment Platforms
• SaaS
• High-ticket financial products 

Skills

• Performance Marketing
• Demand Generation
• Lead Generation
• Marketing Analytics
• CRM & Marketing Automation
• Funnel Optimization
• Webinar Marketing
• LinkedIn Growth
• Content Distribution
• Conversion Optimization
• Google Analytics
• Meta Ads
• Google Ads
• Zoho CRM
• HubSpot

Success Metrics

The candidate will be evaluated on:

• Qualified leads generated
• Cost per qualified lead
• Lead-to-meeting conversion
• Meeting-to-investor conversion
• Assets raised through marketing-led channels
• Growth of company and founder social presence
• Marketing ROI
• Pipeline contribution

Compensation
Competitive fixed compensation along with performance-linked incentives tied to growth and business outcomes.

Mandatory Requirement

Primary Job Profile : Marketing Analytics & Operations

Technical Skills : Digital marketing, Marketing, Business Strategy

Candidate Industry Requirement: WealthTech FinTech Wealth Management PMS / AIF Investment Platforms SaaS High-ticket financial products

Candidate Location Requirement: Any

Maximum Notice Period: 60 Days

Join Community

Join our Performance Marketing (West India) to get notified about updates and career opportunities

Join