Job Role: Senior Marketing Executive / Assistant Manager

Experience: 5+ Years

Location: Mumbai (Santacruz East)

Qualifications: Bachelor’s or master’s degree in marketing, communications, design, business, finance, or a related discipline.

Roles and Responsibilities:

Creative design and brand management

• Conceptualize and produce creatives for social media, digital advertising, investor awareness campaigns, events, presentations, and other marketing initiatives.

• Use Adobe Photoshop, Canva, and AI-powered creative tools to create and adapt high-quality visual content.

• Translate investment concepts, market insights, and product information into clear and engaging visual communication.

• Develop and maintain reusable templates for social media posts, factsheets, presentations, newsletters, advertisements, and investor communications.

• Maintain consistency across our brand identity, tone of voice, visual standards, and communication formats.

• Coordinate with creative agencies, printers, media partners, and other external vendors where required.

Fund launches and investment-product communication

Marketing collateral and documentation

• Create, edit, format, proofread, and maintain investor-facing and internal documents.

• Assist with monthly and quarterly factsheets, investment presentations, product notes, market updates, newsletters, investor letters, and other communication material.

• Convert complex financial or investment-related information into clear, accessible, and visually effective content.

• Maintain an organised repository of templates, approved creatives, disclosures, source files, and final documents with appropriate version control.

Digital advertising and investor awareness

Content and communication

• Support the development of social media calendars, campaign themes, captions, email communication, website content, and investor education material.

• Work with internal subject-matter experts to develop content around investment philosophy, market developments, financial education, and company initiatives.

• Edit content for clarity, accuracy, tone, grammar, and brand consistency.

• Use AI tools responsibly to support design, research, drafting, editing, and content adaptation, while ensuring appropriate human review.

• Repurpose approved long-form content into social posts, short-form creatives, presentations, emails, and campaign assets.

Compliance and governance

• Ensure that marketing and investor-facing materials are routed through the appropriate internal review and approval processes before release.

• Incorporate required disclaimers, risk factors, source references, dates, and regulatory disclosures accurately.

• Handle confidential investment, investor, performance, and company information responsibly.

Required qualifications and experience

• Bachelor’s or master’s degree in marketing, communications, design, business, finance, or a related discipline.

• Five to seven years of relevant experience in marketing, digital communication, brand management, or creative production.

• Prior experience with an AMC, asset manager, PMS, AIF, mutual fund, wealth manager, brokerage, or financial-services organization is strongly preferred.

• Demonstrable experience producing financial-services or investor-facing marketing collateral.

• Experience managing digital advertising campaigns and coordinating with multiple internal stakeholders.

• A portfolio of social media creatives, advertisements, presentations, factsheets, brochures, or other branded communication material is preferred.

Skills and capabilities

• Strong working proficiency in Adobe Photoshop and Canva; familiarity with Illustrator, InDesign, or similar tools is an advantage.

• Experience using AI tools for creative development, content drafting, image generation, editing, and productivity.

• Working knowledge of Meta Ads Manager, LinkedIn Campaign Manager, Google Ads, and relevant analytics tools.

• Advanced proficiency in Microsoft PowerPoint and Word