Lead Offline Marketing

JobTitle

ReportingTo

AVP Marketing

AboutFinnovate

• Finnovate is a holistic financial
• planning and wealth advisory platform. We are passionate about transforming
• the way Indians get personal finance advice. Our team is dedicated to
• providing comprehensive financial solutions that cater to the unique needs of
• our clients.

Job Summary

We are

• seeking an Offline Marketing Team Lead to plan and drive localized,
• funnel-based offline marketing initiatives from the Head Office. The role
• involves working closely with branch leaders to design proactive marketing
• calendars covering brand awareness, engagement programs, and curated client
• events where digital channels have limited reach.
• The candidate will provide strategic direction, frameworks, and governance
• while supervising branch-level coordinators responsible for on-ground
• execution. The role emphasizes proactive planning, partnership development,
• brand consistency, and measurable funnel impact, rather than last-mile event
• logistics or operational execution.

Location

Mumbai

EmploymentType

Full time

Key Responsibilities – Offline

Marketing Team Lead (HO-Based)

• 1.
• Centralized Offline Marketing Strategy & Calendar Planning
• ·Develop and own the annual and quarterly
• offline marketing roadmap across regions in alignment with overall sales
• funnel targets.
• ·Proactively identify market-level
• opportunities in advance rather than reacting to branch requests.
• ·Define structured offline playbooks for
• Top, Mid, and Bottom funnel activities.
• 2.

Funnel-Based Local Marketing Design

In collaboration with branch leaders,

design offline initiatives across:

Top

of Funnel: Local brand visibility, association

partnerships, sponsorships, medical ecosystem branding.

Mid

Funnel: Knowledge seminars, curated group

engagements, educational meets.

Bottom

• of Funnel: Closed-door roundtables, curated HNI/doctor
• meets, high-intent relationship events.
• The role focuses on strategy,
• structure, and outcomes — not last-mile logistics.
• 3.

Branch Coordination & Team Leadership

• ·Lead and mentor branch-level offline
• marketing coordinators/executives who manage on-ground execution.
• ·Provide clear briefs, event frameworks, and
• success metrics to branch teams.
• ·Review execution plans and ensure alignment
• with central brand and funnel objectives.
• ·Drive accountability through structured
• reporting and review mechanisms.
• 4.

Localized Opportunity Sourcing (Strategic Level)

• ·Identify and establish strategic
• relationships with associations, hospitals, medical bodies, and relevant
• local partners at a conceptual and partnership level.
• ·Build scalable engagement models that
• branches can implement locally.
• ·Design repeatable event formats that can be
• replicated across cities.
• 5.
• Governance of Event Quality & Brand Standards
• ·Define premium brand experience guidelines
• aligned with wealth management positioning.
• ·Approve key elements such as event format,
• positioning, messaging themes, and target audience mix.
• ·Ensure consistency in experience across all
• regions through structured SOPs.
• 6.

Budget Allocation & ROI Oversight

• ·Allocate regional offline marketing budgets
• in consultation with leadership.
• ·Monitor ROI, cost efficiency, and funnel
• conversion impact of offline initiatives.
• ·Optimize spends through strategic vendor
• frameworks and negotiation guidelines.
• 7.

Compliance & Process Framework

• ·Establish compliance protocols inspired by
• pharma/healthcare event discipline where relevant.
• ·Ensure documentation, approvals, and
• audit-ready processes are maintained across branches.

Qualification&Skills

·Minimum qualification

Graduation

• ·5–8 years of experience in offline marketing,
• regional marketing, or event-led demand generation
• ·Planning and executing multi-city offline marketing
• calendars
• ·Designing and driving seminars, association tie-ups,
• knowledge sessions, and curated engagement events
• ·Coordinating with regional/branch sales teams to
• align marketing initiatives with revenue targets
• ·Managing branch-level coordinators or vendors for
• on-ground execution
• ·Working with professional audiences (doctors, HNIs,
• consultants, business owners, etc.)
• ·Budget planning and monitoring for offline campaigns
• (₹50L–₹2Cr annual regional budget range, where applicable)
• ·Tracking event performance through lead quality,
• pipeline creation, and conversion contribution
• ·Vendor empanelment, negotiation frameworks, and cost
• optimization
• ·Creating SOPs, templates, and repeatable marketing
• formats across locations
• ·Proven ability to manage multiple stakeholders and
• high-profile attendees
• ·Excellent coordination, communication, and vendor
• management skills
• ·Highly organized with strong attention to detail
• ·Comfortable handling confidential and sensitive
• client information
• ·Willingness to travel as per event requirements

Benefitsonbeingapart

• of Finnovate:
• üHealthInsurance:Coverageincludingoptionsfordependents.
• üParentalLeave:Paidtimeofffornewparents,includingmaternity, paternity, and adoption leave.
• üProfessionalDevelopment:Opportunitiesfortraining,workshops, conferences to support
• employees' career growth.
• üRecognitionandIncentives:Performance-basedvariablepayor recognitionprogramstorewardemployeesfortheircontributions.
• üCompanyEventsandCelebrations:Companyoutings,team-building activities for bonding between team members
• üEmployeeRecognitionPrograms:Awards,incentives,orbonusesfor outstanding performance or tenure.
• üEmployeeReferral Programs: Bonusesorincentives for referring qualified
• candidates who are hired by the company.

WorkingDays

Monday to Saturday (Alternative Saturdays areoff)

WorkingTime

8.30amto5.30pm

9.30amto6.30pm

(Employeesworkingon Sundaysareeligiblefor1compoff)