Head - Marketing - Mutual Funds

Job Description

- Marketing Strategy & Brand Positioning

- Content & Client Communication

- Investor Education & Value Messaging

- Digital Marketing & Performance Analytics

- Cross-functional & Partner Collaboration

- Client-Centric Marketing Framework

- The marketing function is aligned with what investors truly value in their wealth journey.

Your KPIs and campaign design will be guided by the following investor priorities:

- Sense of Security / Peace of Mind

- Clarity on Financial Situation

- Progress Toward Financial Goals

- Portfolio Performance / Returns

What We expect you to bring :

- Exposure to both B2B (distributor) and B2C (CCCl) marketing

- Familiarity with investor education mandates and AMFI/SEBI campaign norms

- Network of content creators, influencers, and financial educators in the MF space

- Prior AMC experience preference

- Brand messaging that resonates emotionally and intellectually with investors Brand recall and perception surveys among digital investors

- Strong investor engagement across digital and offline channels

- Digital traffic, campaign ROI, SIP funnel conversion

- Investor education reach (languages, formats, geographies)

- Content compliance and audit track record

- Consistent delivery of marketing aligned to investor priorities - trust, clarity, goal tracking, and outcomes

- Measurable impact on lead nurturing, investor onboarding, and client retention

- 15+ years in financial services marketing - preferably with AMCs or PMS firms with equity-first focus