Marketing and Sales Executive in Oakshield

Job Title: Sales and Marketing Executive in Oakshield

Company: Oakshield Wealth

Location: Navi Mumbai, Maharashtra

Job Type: Results-driven and client-focused sales professional in financial services and investment advisory.

About Us:

At Oakshield Advisory, we believe in the power of innovation and the thrill of taking on challenges that push us to grow. As a dynamic Wealth management in financial markets. We are seeking individuals who are passionate about making a difference, eager to embrace challenges, and committed to continuous learning. With a commitment to excellence, we empower our team to thrive in a collaborative and intellectually stimulating environment.

Professional Summary

Results-driven Marketing Executive with 2+ years of experience in both digital and offline marketing. Proven track record of developing and executing innovative marketing strategies that drive brand awareness, customer engagement, and revenue growth. Skilled in SEO, SEM, social media marketing, content creation, event planning, and print advertising. Adept at analysing market trends and consumer behaviour to optimize marketing campaigns and achieve business objectives. Strong leadership and communication skills with a passion for delivering exceptional results.

Marketing Executive

• Planned and executed integrated digital + offline marketing campaigns for investment products.
• Generated qualified leads per month through targeted ad campaigns.
• Managed companys online presence across social media, website, and financial forums.
• Organized offline activities including seminars, client events, and exhibitions to boost awareness.
• Collaborated with sales team to design customized pitch materials and investor education content.
• Achieved reputation in brand engagement and growth in client acquisition.

Digital Marketing Associate

• Handled SEO, paid ads, and content for financial services campaigns.
• Designed and executed email campaigns to nurture investor leads.
• Assisted in branding initiatives such as brochures, presentations, and offline collaterals.
• Research and post ideas for social media presence

Qualifications:

• Bachelors degree in marketing, Business Administration.

• MBA/PGDM in Marketing (preferred, not mandatory).

• Excellent communication and interpersonal skills.

• Basic knowledge of financial markets, instruments.
• Promoted investment products including mutual funds, insurance, PMS, and fixed income instruments.
• Clarity of moral values
• Ability to learn quickly and adapt to a rapidly evolving startup environment.

Core Skills

• Digital Marketing: SEO, SEM, Google Ads, Facebook/Instagram Ads, LinkedIn Campaigns
• Social Media Management: Content creation, engagement, analytics
• Offline Marketing: Events, seminars, print media, outdoor advertising, networking
• Content Strategy: Copywriting, blogs, newsletters, investor education content
• Lead Generation & Conversion: Email campaigns, drip marketing, funnel building
• Brand Building: Positioning, storytelling, reputation management
• Analytics & Tools: Google Analytics, Meta Business Suite, Canva, MS PowerPoint
• Team Coordination: Vendors, designers, agencies, and field teams

How to Apply: To apply for this position, please submit your resume, a cover letter, and any relevant supporting documents to Please include " Sales and Marketing Executive In Advisory Application" in the subject line.

Benefits:

• Competitive salary and performance-based incentives (Subjective)
• Professional development opportunities
• Collaborative and innovative work environment
• Opportunity for rapid career advancement
• Mentorship and training