ABOUT TIKONA CAPITAL
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Tikona Capital Finserv Pvt Ltd is a wealth management firm providing Wealth Management Services , driven by in-depth research, professional network, and strong conviction to C-suite executives, Working professionals, High Net worth Individuals, Family Offices, Corporates, and Institutions. Further details on www.tikonacapital.com Our founder, Mr. Sumit Poddar, has over 20+ years of experience in Equities, Investments and Portfolio Management, working with top institutions like Aditya Birla Sunlife, SUD LIFE , and TCS. All India Rank holder in CA, completed CFA level 2 and BCom from Mumbai University.
www.linkedin.com/in/sumitpoddar
We provide institutional-grade equity research and financial advisory to serious long-term investors — senior professionals, entrepreneurs, HNIs, and family offices. We are building India's most credible independent financial research brand. Our positioning: depth over breadth, trust over reach, research over tips.
Products we work across:
- Equity Research Reports (Subscription Platform)
- Model Portfolios (Research-backed advisory)
- Equity Portfolio Review Service
- Mutual Fund Distribution (SIP, Lumpsum, STP, SWP)
- Comprehensive Financial Planning
- Unlisted Shares & Pre-IPO Opportunities
We are growing rapidly and need a sharp, driven Marketing & Business Development Executive to join us and build the client engine of this business from the ground up.
Our belief is to create WIN WIN situation with our clients as well as our associates. We believe in sharing success of outcomes! If you are one who resonate with our beliefs then you must apply
THE ROLE
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This is not a back-office or support role. You will be the front-facing growth driver of Tikona Capital — responsible for attracting, nurturing, and converting clients across our product portfolio, while building Tikona's digital presence and brand credibility.
You will work directly with the Founder & CIO. Every week, real output ships — content published, leads tracked, clients onboarded. If you want to learn how financial markets, wealth management, and institutional research work from the inside, this is the role.
KEY RESPONSIBILITIES
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MARKETING & DIGITAL:
- Manage and grow Tikona Capital's LinkedIn, Instagram, and YouTube presence — 3–5 posts per week, consistent with brand voice
- Build and send weekly email newsletter to research platform subscribers and prospects (Mailchimp or similar)
- Create content from Founder's research notes — LinkedIn posts, email copy, social assets, podcast show notes
- Manage WhatsApp Business broadcast campaigns across 4 client segments
- Track and report weekly marketing metrics: follower growth, email open rates, leads generated, content reach
- Coordinate podcast production logistics for "Tikona Conversations" — guest outreach, scheduling, show notes, distribution
SALES & BUSINESS DEVELOPMENT:
- Identify, qualify, and nurture leads across four target segments: Young Wealth Builders (25–35), Corporate Leaders (35–50), Entrepreneurs (30–55), HNI & Family Offices (45+)
- Conduct initial discovery conversations to understand prospect investment goals and match them to the right Tikona product
- Manage the full sales pipeline using CRM tools (Zoho / LeadSquared) — log leads, update statuses, schedule follow-ups
- Schedule and support discovery calls, prepare prospect briefs, send follow-up materials post-call
- Coordinate referral outreach — CA/CS/CFO professional partnerships, client referral program management
- Support Research Platform subscriber onboarding, trial-to-paid conversions, and renewal follow-ups
- Track weekly pipeline metrics: new leads, calls held, conversions, AUM added, subscriptions sold
OPERATIONS:
- Maintain the weekly execution dashboard — content calendar, leads tracker, KPI scorecard
- Manage inbound enquiries across LinkedIn DMs, email, and WhatsApp — respond to standard queries, escalate to Founder
- Coordinate event logistics — speaking engagements, webinars, client roundtables
- Apply SEBI compliance checklist before publishing any client-facing communication
TARGET CLIENTS YOU WILL WORK WITH
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- Young Wealth Builders: salaried IT professionals and early-career individuals starting their investment journey
- Corporate Leaders: CXOs, VPs, and senior professionals seeking portfolio advisory and research
- Entrepreneurs & Business Owners: high-surplus individuals looking for diversification beyond real estate
- HNI & Family Offices: investors with ₹1 Cr+ seeking comprehensive financial planning and exclusive deal access
WHAT WE ARE LOOKING FOR
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MUST HAVE:
- Strong written and verbal English — you can write a professional paragraph without three rounds of editing
- Genuine interest in financial markets, investing, and wealth management — you read Mint/ET and understand how mutual funds work
- Organised and self-driven — you maintain task lists, follow up without being reminded, and update CRM the same day
- Comfortable with digital tools: Canva, Mailchimp (or similar), LinkedIn, Excel/Google Sheets, WhatsApp Business
- A finisher — you complete tasks before moving to the next one. Drafts become published. Leads get followed up.
GOOD TO HAVE:
- Prior internship or work experience in financial services, wealth management, financial content, or B2B sales
- Familiarity with CRM tools (Zoho, HubSpot, or similar)
- Experience managing social media for a brand or business
- Basic understanding of SEBI regulations, MF products, or equity research
- Has written a newsletter, blog, or content about markets (even personal Substack counts)
YOU WILL THRIVE HERE IF:
- You want to understand how money actually works — not just marketing
- You prefer ownership over instruction
- You treat the content calendar as a commitment, not a suggestion
- You are comfortable working directly with a founder and handling ambiguity
- You want a role where your work is visible and consequential from Day 1
COMPENSATION STRUCTURE
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- Fixed CTC: ₹3,00,000 – ₹4,20,000 per annum
- Performance Variable: ₹80,000 – ₹1,80,000 per annum (linked to: AUM added, research subscriptions sold, leads converted, content milestones)
- Total CTC Range: ₹4,00,000 – ₹6,00,000 per annum
- Variable is paid quarterly. Targets are transparent, realistic, and agreed upfront.
- High performers will see variable component grow significantly with business growth.
WHAT YOU WILL GAIN
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- Direct mentorship from a CFA + CA founder with deep equity research and wealth management experience
- End-to-end exposure to financial services: MF distribution, equity research, unlisted deals, portfolio advisory
- Real ownership of a marketing and sales function — not a support role
- A reference that carries weight in financial services — SEBI RA and AMFI MFD credentials on your CV
- Learning equivalent to 3 years at a larger firm, compressed into 1 year of hands-on ownership
- Performance-based career growth — top performers move into senior BD or Research Operations roles within 12–18 months
WORKING ENVIRONMENT
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- Office: Mumbai-based preferred. Hybrid arrangement (2–3 days in office, rest flexible) available for right candidates.
- Remote: Fully remote considered for exceptional candidates based in other cities.
- Hours: 5 days a week. Outcome-focused — not clock-in/clock-out. Approximately 8–9 focused hours per day.
- Culture: Direct, merit-based, intellectually driven. You are judged by what ships, not by how long you sat at your desk.
- Team: Small, focused. You will work closely with the Founder and any interns or contractors. This is a high-trust, high-accountability environment.
HOW TO APPLY
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Apply via Indeed and also apply at https://forms.gle/JR198ZY6FbGjybR97
Pay: ₹33,000.00 - ₹50,000.00 per month
Work Location: Hybrid remote in Malad, Mumbai, Maharashtra
