Offline Marketing Manager

Job Title:

Lead Offline Marketing

Reporting To:

AVP Marketing

About Finnovate:

Finnovate is

India’s largest financial planning platform that specializes in providing

successful professionals with a disciplined approach to help them achieve

their financial goals safely, surely, swiftly

To date we have

helped over 3500 professionals and their families achieve purpose and

structure to their financial lives through our FinnFit™ Financial planning

process. This is available through our experts as well as through a

transparent technology platform. We are a zero-commission, product-agnostic

and holistic SEBI-registered investment advisory (RIA) firm. Finnovate is a

customer-first platform that prioritizes unbiased advisory and is gaining

increased recognition with the rise of awareness of direct products.

Finnovate has successfully raised over USD 3

million from marque investors to drive our next league of expansion and

impact. We have recently secured a PMS license from SEBI to provide most

convenient, flexible and multi-asset portfolio management using direct

products for our clients.

We are in a

growth phase where you can contribute ideas across the spectrum, and grow

into a core member of a truly customer-first team. Finnovate offers a unique

proposition where you can experience the freedom to think and operate like an

entrepreneur within the organisation, while pursuing long-term career growth

aligned with your strengths, aspirations and demonstrated competence

Job Summary

We are seeking an Offline Marketing Team Lead to plan and

drive localized, funnel-based offline marketing initiatives from the Head

Office. The role involves working closely with branch leaders to design

proactive 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 governance

while supervising branch-level coordinators responsible for on-ground

execution. The role emphasizes proactive planning, partnership development,

brand consistency, and measurable funnel impact, rather than last-mile event

logistics or operational execution.

Location:

Mumbai

Employment Type:

Full time

Strategy & Calendar Planning

offline marketing roadmap across regions in alignment with overall sales

funnel targets.

opportunities in advance rather than reacting to branch requests.

Mid, and Bottom funnel activities.

Design

offline initiatives across:

association partnerships, sponsorships, medical ecosystem branding.

group engagements, educational meets.

roundtables, curated HNI/doctor meets, high-intent relationship events.

not last-mile logistics.

Leadership

coordinators/executives who manage on-ground execution.

success metrics to branch teams.

with central brand and funnel objectives.

reporting and review mechanisms.

Opportunity Sourcing (Strategic Level)

with associations, hospitals, medical bodies, and relevant local partners at

a conceptual and partnership level.

can implement locally.

replicated across cities.

Brand Standards

aligned with wealth management positioning.

positioning, messaging themes, and target audience mix.

regions through structured SOPs.

& ROI Oversight

consultation with leadership.

conversion impact of offline initiatives.

frameworks and negotiation guidelines.

pharma/healthcare event discipline where relevant.

audit-ready processes are maintained across branches.

attendees

Years of Experience:

9 years (preferably in

pharma / healthcare events)

Working Days

Monday to Saturday (Alternative Saturdays are off)

Working Time

8.30am to 5.30pm