Marketing Executive

2 days ago


Kolkata, West Bengal, India A1 human wealth management private limited Full time

Job Title : Marketing Executive

Job Location : Kolkata -Strand Road

Industry : Securities Investment Co.

Experience : 5 to 10Yrs

Job Purpose:

To drive overall marketing and business development activities for Mutual Funds, AIFs, and Equity products. The role involves expanding business reach, managing HNI clients, leading a small team, and implementing marketing strategies to achieve organizational goals.

Key Responsibilities:

  • Develop and execute marketing strategies to expand business in Mutual Funds, AIFs, and Equity products.
  • Build and maintain strong relationships with HNI and UHNI clients, providing investment insights and portfolio recommendations.
  • Conduct investor awareness programs, seminars, and promotional events to enhance brand visibility.
  • Identify potential clients, channel partners, and business opportunities to increase AUM (Assets Under Management).
  • Coordinate with internal teams for smooth execution of marketing campaigns and client servicing.
  • Prepare and present business performance reports, MIS, and client feedback summaries to management.
  • Manage and mentor the marketing / sales team to achieve set business targets.
  • Stay updated with market trends, competitor activities, and regulatory developments in the investment domain.

Key Skills & Competencies:

  • Strong knowledge of Mutual Fund, AIF, and Equity products.
  • Proven experience in business development, client acquisition, and marketing within the financial services industry.
  • Excellent communication, presentation, and relationship management skills.
  • Ability to handle HNI clients and manage a team effectively.
  • Result-oriented with strong analytical and negotiation abilities.

Job Types: Full-time, Permanent

Pay: ₹2,000, ₹2,500,000.00 per year

Work Location: In person



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