Job Description
Key Responsibilities
1. Centralized Offline Marketing Strategy & Planning
• Own annual and quarterly offline marketing roadmap aligned with sales funnel targets
• Identify market-level opportunities proactively rather than reacting to branch requests
• Define structured offline playbooks for Top, Mid, and Bottom funnel activities
2. Funnel-Based Local Marketing Design
• Collaborate with branch leaders to design initiatives such as:
• Top of Funnel: Local brand visibility, partnership associations, sponsorships, medical ecosystem branding
• Mid Funnel: Knowledge seminars, curated group engagements, educational meets
• Bottom of Funnel: Closed-door roundtables, HNI/doctor meets, high-intent relationship events
3. Branch Coordination & Team Leadership
• Lead and mentor branch-level offline marketing coordinators/executives responsible for on-ground execution
• Provide clear briefs, event frameworks, and success metrics to branch teams
• Review execution plans to ensure alignment with central brand and funnel objectives
• Drive accountability through structured reporting and review mechanisms
4. Localized Opportunity Sourcing (Strategic Level)
• Build strategic relationships with associations, hospitals, medical bodies, and local partners
• Develop scalable engagement models and repeatable event formats that branches can implement locally
5. Governance of Event Quality & Brand Standards
• Define premium brand experience guidelines aligned with wealth management positioning
• Approve key elements such as event format, 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
• Ensure documentation, approvals, and audit-ready processes are maintained across branches
1. Centralized Offline Marketing Strategy & Planning
• Own annual and quarterly offline marketing roadmap aligned with sales funnel targets
• Identify market-level opportunities proactively rather than reacting to branch requests
• Define structured offline playbooks for Top, Mid, and Bottom funnel activities
2. Funnel-Based Local Marketing Design
• Collaborate with branch leaders to design initiatives such as:
• Top of Funnel: Local brand visibility, partnership associations, sponsorships, medical ecosystem branding
• Mid Funnel: Knowledge seminars, curated group engagements, educational meets
• Bottom of Funnel: Closed-door roundtables, HNI/doctor meets, high-intent relationship events
3. Branch Coordination & Team Leadership
• Lead and mentor branch-level offline marketing coordinators/executives responsible for on-ground execution
• Provide clear briefs, event frameworks, and success metrics to branch teams
• Review execution plans to ensure alignment with central brand and funnel objectives
• Drive accountability through structured reporting and review mechanisms
4. Localized Opportunity Sourcing (Strategic Level)
• Build strategic relationships with associations, hospitals, medical bodies, and local partners
• Develop scalable engagement models and repeatable event formats that branches can implement locally
5. Governance of Event Quality & Brand Standards
• Define premium brand experience guidelines aligned with wealth management positioning
• Approve key elements such as event format, 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
• Ensure documentation, approvals, and audit-ready processes are maintained across branches
💡 Quick Summary
Seeking a career-building opportunity? The Event & Marketing Manager position is now open for candidates interested in the Event Management Jobs sector. This role in Mumbai offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Event Management Jobs is a plus.