Head of Marketing

4 weeks ago

Pune, Maharashtra, India Oaklanecapital Full time

As Head – Marketing, you will shape how Oaklane Capital is perceived by the investing public. This is not a conventional marketing role. You will lead a compliance-aligned brand strategy that balances clarity, credibility, and long-term trust — with zero tolerance for product glamour or short-term hype.

You will craft campaigns that elevate investor understanding, not just drive inflows — rooted in the values of simplicity, compounding, and informed decisions.

Key Responsibilities

Marketing Strategy & Brand Positioning

Content & Client Communication

Investor Education & Value Messaging

Digital Marketing & Performance Analytics

Cross-functional & Partner Collaboration

Client-Centric Marketing Framework

The marketing function is aligned with what investors truly value in their wealth journey. Your major KPI and campaign design will be guided by the following investor priorities:

Sense of Security / Peace of Mind

Clarity on Financial Situation

Progress Toward Financial Goals

Portfolio Performance / Returns

Ideal Candidate Profile

20+ years in financial services marketing — preferably with AMCs or PMS firms with equity-first focus

What We expect you to Bring :

Exposure to both B2B (distributor) and B2C (retail) marketing

Familiarity with investor education mandates and AMFI/SEBI campaign norms

Network of content creators, influencers, and financial educators in the MF space

Prior AMC Experience Preference 

What Success will look like :

Brand messaging that resonates emotionally and intellectually with investors Brand recall and perception surveys among digital investors

Strong investor engagement across digital and offline channels

Digital traffic, campaign ROI, SIP funnel conversion

Investor education reach (languages, formats, geographies)

Content compliance and audit track record

Consistent delivery of marketing aligned to investor priorities — trust, clarity, goal tracking, and outcomes

Measurable impact on lead nurturing, investor onboarding, and client retention

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