Business Development Manager

The Assistant Manager - Marketing role is divided into two parts: Core Marketing Work and Marketing

Operational Work. The role combines content and campaign execution with technology, data, coordination,

approvals, reporting and continuous process improvement.

Part 1: Core Marketing Work

1. Content and Brand Communication

 Plan and compile Wealth Compass, Weekly Wealth Nuggets, website blogs and educational content

for clients and prospects.

 Coordinate social media posts, captions, and WhatsApp messages.

 Manage Canva-based creatives, publishing schedules, platform-wise posting and final approvals.

2. Reel Shooting and Segmented Boosting

 Plan reel topics and prepare scripts; after scripting, coordinate compliance approval from Certitude,

the compliance agency, before reel shooting.

 Coordinate speakers, shoot schedules and setup, followed by raw footage, editing, captions, final

approvals and publishing across the selected platforms.

 Boost reels through separate audience segments such as existing clients, prospects and event leads,

based on the campaign objective.

 Coordinate the boosting budget and track reach, engagement, clicks and leads so that follow-up-

ready lead lists can be shared with the team.

3. Campaigns, Surveys and Lead Generation

 Design and set up the 7-question Reality Check Survey for Road to Rs. 100 Crore and different

surveys for new events or campaigns.

 Finalize survey questions, response flow, form or landing-page setup and user journey with the

relevant team.

 Test the survey before launch and ensure that responses are captured correctly.

 Manage survey-generated lead data, cleaning and qualification, and distribute leads to the relevant

Growth Managers or teams for timely follow-up and campaign tracking.

4. Events, Webinars and Client Engagement

 Support topic and speaker finalization, Zoom setup, invitations, reminders, participant

communication and recording uploads for webinars.

 Prepare event creatives, standees, registration forms, client messages, testimonials and other

required communication material.

 Coordinate vendors, technical requirements, on-ground execution, participant data, feedback and

post-event follow-up reports.

 Conceptualise and design the Manifestation Diary and calendar, and coordinate their content,

approvals, printing and distribution; also support client gifting, Naik Premier League and other

engagement projects.

Part 2: Marketing Operational Work

5. Technology and Automation Coordination

 Act as the coordination bridge between marketing, internal technology teams and external vendors.

 Translate marketing requirements into clear workflows for Zoho or CRM sheets, forms, integrations,

dashboards and campaign systems.

 Coordinate WhatsApp and email automation, link journeys, data flow and other technical project

requirements.

 Conduct user testing, identify issues, follow up on fixes and support timely rollout of each system or

campaign.

6. Data, Dashboards and Reporting

 Maintain campaign trackers, lead sheets, allocation records, due dates, response data and project

status.

 Support data cleaning, duplicate checks, dashboard updates and live performance monitoring.

 Check data accuracy before information is shared with management, Growth Managers or other

teams.

 Prepare concise project updates, completion summaries, performance reports and actionable

observations.

7. Digital Engagement Systems

 Manage Fame TV operations, including content coordination, scheduling, publishing and execution

tracking.

 Coordinate the Friday Wealth Quiz, participant tracking and live leaderboard; verify the user journey,

attempt controls, timestamps and scores.

 Use feedback and performance data to improve future quizzes, surveys and campaigns.

8. Brand Governance, Compliance and Approvals

 Maintain brand consistency across content, creatives, presentations, videos and campaign

communication.

 Coordinate approval from the Marketing Head and other relevant stakeholders before publishing or

distribution.

 Check credible sources, required registration details, ARN display, disclaimers and suitable marketing

language.

9. Team Support and Process Improvement

 Resolve daily marketing or system blockers and escalate decisions requiring senior approval.

 Document workflows, coordinate timelines and follow up with owners for timely completion.

 Identify practical improvements that increase team efficiency and strengthen the client experience.