Lead - Offline Marketing

About Company

The company operates within the financial technology industry, providing innovative digital solutions that enhance and streamline modern financial services.

Job Description

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.