Job Description
Full job description
Job Title: Lead – Offline Marketing
Company: Finnovate
Location: Mumbai
Experience: 7+ years (preferably in pharma / healthcare events)
Employment Type: Full-time
About Finnovate
Finnovate is a holistic financial planning and wealth advisory platform dedicated to transforming the way Indians receive personal finance advice. Our team provides comprehensive solutions tailored to the unique needs of each client.
Role Summary
We are seeking a Lead – Offline Marketing to plan and drive localized, funnel-based offline marketing initiatives from the Head Office. The role emphasizes strategic planning, frameworks, and measurable ROI, rather than last-mile event logistics or operational execution. You will work closely with branch leaders to design proactive marketing calendars covering brand awareness, engagement programs, and curated client events where digital channels have limited reach.
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
Qualifications & Skills
Minimum graduation
Strong experience in pharma, healthcare, or doctor-centric events
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
Benefits
Health Insurance including dependents coverage
Paid Parental Leave (maternity, paternity, adoption)
Professional development opportunities (training, workshops, conferences)
Performance-based recognition and incentives
Team-building activities and company celebrations
Employee referral programs
Working Days & Hours
Monday to Saturday (Alternate Saturdays off)
8:30 AM – 5:30 PM / 9:30 AM – 6:30 PM (Employees working Sundays eligible for 1 comp off)
Pay: From ₹50,000.00 per month
Work Location: On the road
Job Title: Lead – Offline Marketing
Company: Finnovate
Location: Mumbai
Experience: 7+ years (preferably in pharma / healthcare events)
Employment Type: Full-time
About Finnovate
Finnovate is a holistic financial planning and wealth advisory platform dedicated to transforming the way Indians receive personal finance advice. Our team provides comprehensive solutions tailored to the unique needs of each client.
Role Summary
We are seeking a Lead – Offline Marketing to plan and drive localized, funnel-based offline marketing initiatives from the Head Office. The role emphasizes strategic planning, frameworks, and measurable ROI, rather than last-mile event logistics or operational execution. You will work closely with branch leaders to design proactive marketing calendars covering brand awareness, engagement programs, and curated client events where digital channels have limited reach.
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
Qualifications & Skills
Minimum graduation
Strong experience in pharma, healthcare, or doctor-centric events
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
Benefits
Health Insurance including dependents coverage
Paid Parental Leave (maternity, paternity, adoption)
Professional development opportunities (training, workshops, conferences)
Performance-based recognition and incentives
Team-building activities and company celebrations
Employee referral programs
Working Days & Hours
Monday to Saturday (Alternate Saturdays off)
8:30 AM – 5:30 PM / 9:30 AM – 6:30 PM (Employees working Sundays eligible for 1 comp off)
Pay: From ₹50,000.00 per month
Work Location: On the road
💡 Quick Summary
Seeking a career-building opportunity? The Offline Marketing Lead position is now open for candidates interested in the Marketing Executive 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 Marketing Executive Jobs is a plus.
