Marketing Specialist

Company Description 4X Wealth Financial Services, established in 2023 and headquartered in Mumbai, is an AMFI-registered Mutual Fund Distributor offering transparent and compliant investment solutions to individual and institutional clients. The firm provides a broad range of products, including mutual funds, insurance, PMS, Category 3 AIF, NPS, gold investments, bonds, fixed deposits, and unlisted equity. With a client-centric approach, 4X Wealth focuses on detailed profiling, customized portfolios, and clear communication to support informed investment decisions. A team of certified professionals combines deep market expertise with technology-enabled platforms for seamless transactions and real-time portfolio tracking. The organization is committed to integrity, professionalism, and long-term wealth creation through trust-based client relationships.

Role Description The Marketing Specialist will support brand awareness and client acquisition for 4X Wealth Financial Services through targeted marketing initiatives. This full-time, hybrid role is based in Thane, with a mix of on-site work and some work-from-home flexibility. Day-to-day responsibilities include conducting market research, developing and executing marketing campaigns across digital and offline channels, and creating marketing materials that communicate the firms value proposition and product offerings. The role involves coordinating with sales and advisory teams to generate qualified leads, managing customer communication touchpoints, and tracking campaign performance using analytics tools. The Marketing Specialist will also assist in organizing client education events, maintaining the companys online presence, and ensuring that all marketing activities adhere to regulatory and brand guidelines.

Qualifications

• Strong Communication and Customer Service skills to engage clients and internal stakeholders effectively.
• Proficiency in Market Research to analyze industry trends, competitor activity, and client needs.
• Experience in Sales and Marketing Strategy to design and implement campaigns that drive lead generation and conversion.
• Knowledge of financial products such as mutual funds, insurance, NPS, and investment advisory services is highly beneficial.
• Familiarity with digital marketing tools, social media platforms, and basic analytics or CRM systems.
• Ability to work in a hybrid setup in Thane, manage multiple projects, and meet deadlines with attention to detail.
• Bachelors degree in Marketing, Finance, Business, or a related field; prior experience in financial services or wealth management is an advantage.