About the Company

We are a holistic financial planning and wealth advisory platform. We are passionate about transforming the way Indians get personal finance advice. Our team is dedicated to providing comprehensive financial solutions that cater to the unique needs of our clients

Role and Responsibilities

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 Funne...