Offline Marketing Manager

Finnovate isIndia’s largest financial planning platform that specializes in providingsuccessful professionals with a disciplined approach to help them achievetheir financial goals safely, surely, swiftly

To date we havehelped over 3500 professionals and their families achieve purpose andstructure to their financial lives through our FinnFit™ Financial planningprocess. This is available through our experts as well as through atransparent technology platform. We are a zero-commission, product-agnosticand holistic SEBI-registered investment advisory (RIA) firm. Finnovate is acustomer-first platform that prioritizes unbiased advisory and is gainingincreased recognition with the rise of awareness of direct products.

Finnovate has successfully raised over USD 3million from marque investors to drive our next league of expansion andimpact. We have recently secured a PMS license from SEBI to provide mostconvenient, flexible and multi-asset portfolio management using directproducts for our clients.

We are in agrowth phase where you can contribute ideas across the spectrum, and growinto a core member of a truly customer-first team. Finnovate offers a uniqueproposition where you can experience the freedom to think and operate like anentrepreneur within the organisation, while pursuing long-term career growthaligned with your strengths, aspirations and demonstrated competence

Job Summary

We are seeking anOffline Marketing Team Leadto plan anddrive localized, funnel-based offline marketing initiatives from the HeadOffice. The role involves working closely with branch leaders to designproactive 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 governancewhile supervising branch-level coordinators responsible for on-groundexecution. The role emphasizes proactive planning, partnership development,brand consistency, and measurable funnel impact, rather than last-mile eventlogistics or operational execution.

Employment Type

Full time

Key Responsibilities

• Develop and own the annual and quarterlyoffline marketing roadmap across regions in alignment with overall salesfunnel targets.
• Proactively identify market-levelopportunities in advance rather than reacting to branch requests.
• Define structured offline playbooks for Top,Mid, and Bottom funnel activities.
• 2. Funnel-Based Local MarketingDesign
  • In collaboration with branch leaders, designoffline initiatives across:
  • Top of Funnel:Local brand visibility,association partnerships, sponsorships, medical ecosystem branding.
  • Mid Funnel:Knowledge seminars, curatedgroup engagements, educational meets.
  • Bottom of Funnel:Closed-doorroundtables, curated HNI/doctor meets, high-intent relationship events.
• The role focuses on strategy, structure, and outcomes —not last-mile logistics.
• 3. Branch Coordination & TeamLeadership
  • Lead and mentor branch-level offline marketingcoordinators/executives who manage on-ground execution.
  • Provide clear briefs, event frameworks, andsuccess metrics to branch teams.
  • Review execution plans and ensure alignmentwith central brand and funnel objectives.
  • Drive accountability through structuredreporting and review mechanisms.
• 4. LocalizedOpportunity Sourcing (Strategic Level)
  • Identify and establish strategic relationshipswith associations, hospitals, medical bodies, and relevant local partners ata conceptual and partnership level.
  • Build scalable engagement models that branchescan implement locally.
  • Design repeatable event formats that can be bereplicated across cities.
• 5. Governance of Event Quality &Brand Standards
  • Define premium brand experience guidelinesaligned with wealth management positioning.
  • Approve key elements such as event format,positioning, messaging themes, and target audience mix.
  • Ensure consistency in experience across allregions through structured SOPs.
• 6. Budget Allocation& ROI Oversight
  • Allocate regional offline marketing budgets inconsultation with leadership.
  • Monitor ROI, cost efficiency, and funnelconversion impact of offline initiatives.
  • Optimize spends through strategic vendorframeworks and negotiation guidelines.
• 7. Compliance & Process Framework