Why WealthTree..??

Culture together makes Wealthtree Advisors Private Ltd. a great place to work. The team is a good blend of Youth and Experience.

Assistant Manager 1
Location:Mumbai
Experience: 3 to 5 years
Qualification : MBA (Marketing)
Initial Location :Mumbai
Min. Exp. : 3 to 5 years

Required Skill Set :

Job Description / Responsibilities :
Provide Marketing/ Sales administration support to the Marketing & Sales Team. Supports business development activities by researching and developing Marketing & PR opportunities and plans also assist in implementing the sales plans.

Work with the Marketing & Sales function including:

  • Lead MyCFO efforts to position itself as the business partner of choice for outsourced CFOing and Finance Effectiveness solutions​ - Researching potential prospects using the internet, CRM and databases, developing an assessment of the needs of the prospect, the organisation structure and decision makers, and potential for MyCFO to assist them.
  • Assistance in development and Preparation of ​marketing material in the form of ​mailers​, brochures ​and Microsites ​by ​developing and ​formatting content and ​designing ​graphics to support the Sales function.
  • Maintains Sales and marketing ​content ​library by checking and replenishing inventory as required in future.
  • Provides marketing tracking and research information by collecting, analyzing, and summarizing data and trends​ on MyCFO's activities on twitter, linkedin and facebook​.
  • Respond to Enquiry mailers with template mailers and cred pack's explaining MyCFO services and position our services accordingly in relation to an organisation’s requirements.
  • Assisting in managing the diaries and time of the Senior Sales team.
  • Assistance in preparing proposals drafts and quot​ations.
  • Maintenance and updation of all aspects of Lead, Prospects and client records in the CRM.
  • Participating in team projects and effectively managing individual projects around improving the efficiency of the sales & Marketing function.
  • Attending exhibitions and events as required.
  • Collating information and reporting on PR and Sales activities for the team.​
  • Assisting the Marketing Head to organize events and webinars.
  • Handholding team members in non Sales support functions by making them more familiar with traditional and non traditional (ditigal) social medial tools.
  • Help in shooting Audio-Videos to add to the PR content library of the company.
  • Co-ordiante with MyCFO's PR partner, to ensure that the company's PR plan is effectively implemented.
  • Help in positioning MyCFO as the company of choice with the job market (young CAs with industry experience).

 

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