01Responsibilities
- Strategize, implement and track monthly updates across digital marketing tools including -
- Website updates to build online credibility for Financial Advisors using advanced features like Landing Pages with gated content, client testimonials etc.
- Manage Social Media Platforms (Facebook, LinkedIn & Instagram) with timely and creative posts to build connections, generate engagements and drive traffic to website/ landing page.
- Execute targeted drip marketing campaigns aligned with advisor preferences, delivering monthly, audiencespecific outreach designed to warm prospects and drive call and meeting setups.
- Drive endtoend prospect outreach on behalf of Financial Advisors, initiating reachouts efforts via LinkedIn, email, mobile messaging, and permissible digital channels to generate qualified leads.
- Enable mobileled prospect engagement using thirdparty messaging tools for direct meeting invites, reminders, followups, announcements, and personalized touchpoints (birthdays/anniversaries).
- Generate and track high quality prospects organically, using integrated dashboards on CRM.
- Create relevant tasks on advisors CRM and help them set up meetings with prospects, as and when required.
- Schedule 1 connect with prospect every week using Online Scheduling feature and enable support in incremental client acquisitions for advisors/ practices.
- Create, share and discuss appealing reporting dashboards monthly, capture important DM metrics, add input and consult on the next steps being the subject matter expert.
- Maintain strong advisor relationships through regular (monthly/biweekly) connects, focusing on digital marketing performance, prospect outreach, upcoming prospect calls, and opportunities for incremental client acquisition.
- Protect confidential data and adhere to policies and compliances; prioritize and perform work in accordance with established processes/ DTPs.
- Ensure effective communication and service delivery being done as per the defined SLAs/KRAs.
- Required Qualifications:
- Minimum 2 years of experience in Digital Marketing as an associate/ analyst.
- Willing to operate in evening shift: 8:00 pm to 4:30 am (IST).
- Excellent verbal and written communication skills.
- Proven track record written and oral communication skills with client service orientation is a plus.
- Preferred Qualifications:
- Certified in digital marketing program. Google Ads and Meta Blueprint certified will be an added advantage.
- Prior experience of working in a digital marketing agency, managing clients/ projects related to digital marketing.
- Prior experience in customer-based interactions roles, both written and verbal communications.
- Experience of interacting with financial advisors/ business partners will be preferred.
- Basic understanding of financial planning and broad exposure to financial products like mutual funds, insurance, retirement services, etc. would be an added advantage.
- Experience of being part of and enabling start-ups/ new business set-up approach will also be considered a positive. .
