Merisis Advisors - Head - Marketing - Wealth Management

• About Merisis Advisors:
• Merisis Advisors is one of India's leading investment banking firm offering
• independent advisory services on fund raising and M&A to emerging growth & mid-market segment corporate clients and institutional investors.
• To know about the transaction variety and client experience please visit www.merisisadvisors.com

Merisis has forayed into the Wealth Management space. We cater to Founders, CXOs, UHNWI, Family Offices and Institutions. Trust and long-term commitment form the core of our strategy. We are seeking highly energetic, self-motivated individual with a passion to create wholistic, technology driven wealth management experience for its customers.

Key responsibilities include:

• The role involves lead generation, brand building, brand awareness through designing targeted campaigns, conducting client engagement activities, and building strong brand recall.
• Be the custodian of group brand and ensure adherence and development of brand guidelines.
• Responsible for website, collateral and PR initiatives

Key Responsibilities:

1. Create strategies to capture new customers which are in sync with the customer segments that we are targeting

2. Client Acquisition strategies to convert existing Investment banking relationships to wealth. This will require a good understanding of creating customer databases, and enriching data to help in further micro segmentation.

3. Manage and optimize digital marketing campaigns including, social media, email marketing, webinars and content marketing. Utilize data analytics to track campaign performance, provide insights, and refine strategies.

4. Create offline strategies of deepening relationships with curated prospects and existing customers - print advertising, direct mail campaigns, and events targeting high-net-worth individuals.

• 5. Managing partnerships with relevant financial institutions, luxury brands, and other organizations to enhance brand visibility and credibility
• 6. Added responsibility of also managing the content for the investment banking business
• 7. Manage all the content repositories - website, LinkedIn pages for all the businesses and be the custodian of the wealth brand as well as other group brands
• 8. Executing joint PR activities for the group
• Partnerships & Collaborations:
• 1. Identify and manage strategic partnerships with relevant financial institutions, luxury brands, and other organizations to enhance brand visibility and credibility.
• 2. Manage and develop the ecosystem relationships to increase brand awareness, collaborate on lead generation and client acquisition.
• We are looking for therefore:
• 1. proven track record of having done cross sell across various financial products. A prior experience of working in financial services is therefore an important criteria
• 2. familiarity with using CRM and creating databases to capture and enriching existing data. Ability to analyse and utilise the data for targeted campaigns
• 3. Expertise in using online media to do targeted campaigns.
• 4. At least 5 years of experience
• 5. Decision making skills with strong sense of ownership and ability to work under pressure
• 6. Ensure compliance with key regulatory and organization level requirements
• Desired Knowledge / Skills:
• 1. Strong industry and product knowledge, including understanding of applicable compliance rules and regulations
• 2. Ability to think and execute strategically, prioritize and resolve complex problems
• 3. Detail-oriented with superior organizational and time management skills, including delegation of work
• 4. Team player with the ability to collaborate with others
• 5. Ability and interest to work in a fast-paced, evolving environment
• Our commitment to Diversity, Equity and Inclusion:

The diversity of our people is one of our greatest strengths. An inclusive and equitable environment enables us to deliver innovative and sustainable outcomes for our people, clients, shareholders and communities.

From day one, you will l be encouraged to be yourself and supported to perform at your best.