Lead Offline Marketing

Job Title:

Lead Offline Marketing

Reporting To:

AVP Marketing

About Finnovate:

Finnovate is a holistic financial planning and wealth advisory platform. We are passionate about transforming the way Indians get personal finance advice. Our team is dedicated to providing comprehensive financial solutions that cater to the unique needs of our clients.

Job Summary

We are seeking an Offline Marketing Team Lead to plan and drive localized, funnel-based offline marketing initiatives from the Head Office. The role involves working closely with branch leaders to design proactive marketing calendars covering brand awareness, engagement programs, and curated client events where digital channels have limited reach.

The candidate will provide strategic direction, frameworks, and governance while supervising branch-level coordinators responsible for on-ground execution. The role emphasizes proactive planning, partnership development, brand consistency, and measurable funnel impact, rather than last-mile event logistics or operational execution.

Location:

Mumbai

Employment Type:

Full time

Key Responsibilities – Offline Marketing Team Lead (HO-Based)

1. Centralized Offline Marketing Strategy & Calendar Planning

· Develop and own the annual and quarterly offline marketing roadmap across regions in alignment with overall sales funnel targets.

· Proactively identify market-level opportunities in advance rather than reacting to branch requests.

· Define structured offline playbooks for Top, Mid, and Bottom funnel activities.

2. Funnel-Based Local Marketing Design

In collaboration with branch leaders, design offline initiatives across:

• Top of Funnel: Local brand visibility, association partnerships, sponsorships, medical ecosystem branding.
  
• Mid Funnel: Knowledge seminars, curated group engagements, educational meets.
  
• Bottom of Funnel: Closed-door roundtables, curated HNI/doctor meets, high-intent relationship events.
  

The role focuses on strategy, structure, and outcomes — not last-mile logistics.

3. Branch Coordination & Team Leadership

· Lead and mentor branch-level offline marketing coordinators/executives who manage on-ground execution.

· Provide clear briefs, event frameworks, and success metrics to branch teams.

· Review execution plans and ensure alignment with central brand and funnel objectives.

· Drive accountability through structured reporting and review mechanisms.

4. Localized Opportunity Sourcing (Strategic Level)

· Identify and establish strategic relationships with associations, hospitals, medical bodies, and relevant local partners at a conceptual and partnership level.

· Build scalable engagement models that branches can implement locally.

· Design repeatable event formats that can be replicated across cities.

5. Governance of Event Quality & Brand Standards

· Define premium brand experience guidelines aligned with wealth management positioning.

· Approve key elements such as event format, positioning, 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 where relevant.

· Ensure documentation, approvals, and audit-ready processes are maintained across branches.

Qualification & Skills:

· Minimum qualification: Graduation

· 5–8 years of experience in offline marketing, regional marketing, or event-led demand generation

· Planning and executing multi-city offline marketing calendars

· Designing and driving seminars, association tie-ups, knowledge sessions, and curated engagement events

· Coordinating with regional/branch sales teams to align marketing initiatives with revenue targets

· Managing branch-level coordinators or vendors for on-ground execution

· Working with professional audiences (doctors, HNIs, consultants, business owners, etc.)

· Budget planning and monitoring for offline campaigns (₹50L–₹2Cr annual regional budget range, where applicable)

· Tracking event performance through lead quality, pipeline creation, and conversion contribution

· Vendor empanelment, negotiation frameworks, and cost optimization

· Creating SOPs, templates, and repeatable marketing formats across locations

· 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 on being a part of Finnovate:

ü Health Insurance: Coverage including options for dependents.

ü Parental Leave: Paid time off for new parents, including maternity, paternity, and adoption leave.

ü Professional Development: Opportunities for training, workshops, conferences to support employees' career growth.

ü Recognition and Incentives: Performance-based variable pay or recognition programs to reward employees for their contributions.

ü Company Events and Celebrations: Company outings, team- building activities for bonding between team members

ü Employee Recognition Programs: Awards, incentives, or bonuses for outstanding performance or tenure.

ü Employee Referral Programs: Bonuses or incentives for referring qualified candidates who are hired by the company.