Finotern Marketing Executive Work Guide

🚀 Finotern Marketing Executive

Complete Work Strategy & Implementation Guide

15+
Financial Products
12+
Partner Banks
4
Product Categories
100%
Digital Products
🏦
Product Portfolio
💰 Savings Accounts
  • IndusInd Bank
  • Axis Bank
  • Kotak Bank
  • Airtel Payment Bank
💳 Credit Cards
  • SBI Cards
  • HDFC Bank
  • ICICI Bank
  • Bank of Baroda
  • IndusInd Bank
🏠 Loan Services
  • Personal Loans
  • Home Loans
  • Business Loans
  • Vehicle Loans
🛡️ Insurance
  • TATA AIG (Motor/Health)
  • SBI Life Insurance
  • Health Insurance
  • Life Insurance
📈 Demat Accounts
  • Upstox
  • Angel One
  • Motilal Oswal
🎯
Marketing Strategies
🔥 Digital Marketing Focus

Target young professionals (25-45) who are digitally savvy and need comprehensive financial solutions.

📱 Multi-Channel Approach

Leverage social media, content marketing, email campaigns, and partnerships for maximum reach.

🎁 Value Proposition

One-stop financial solutions with expert guidance, competitive rates, and hassle-free digital processes.

⚡
Week 1-2: Immediate Action Plan
🚨 Priority Actions - Start These Immediately
  • Market Research: Analyze competitors, identify target audience demographics, and study customer pain points in financial services
  • Brand Guidelines: Create consistent messaging, visual identity, and communication templates for all products
  • Digital Presence Setup: Optimize website, create social media profiles, and set up Google My Business
  • Content Strategy: Plan educational content around financial literacy, product comparisons, and how-to guides
  • Lead Generation System: Set up CRM, create lead magnets, and design conversion funnels
📅
30-Day Marketing Timeline
Week 1
Foundation Building:
• Complete competitor analysis
• Set up social media accounts (LinkedIn, Instagram, Facebook)
• Create brand guidelines and templates
• Design lead capture forms and landing pages
Week 2
Content Creation:
• Write 10 educational blog posts about financial products
• Create comparison charts for different banks/products
• Design social media content calendar
• Develop email marketing sequences
Week 3
Campaign Launch:
• Launch social media campaigns
• Start Google Ads for high-intent keywords
• Begin LinkedIn outreach to potential customers
• Initiate partnership discussions with local businesses
Week 4
Optimization & Scaling:
• Analyze campaign performance and optimize
• A/B test landing pages and ad copies
• Expand successful campaigns
• Plan next month's strategy based on data
📊
Monthly Target KPIs
500+
Monthly Leads
50+
Conversions/Month
10%
Conversion Rate
₹5L+
Monthly Revenue
📋
Daily Tasks Checklist
  • Monitor and respond to social media inquiries
  • Follow up with warm leads via phone/WhatsApp
  • Create and schedule social media content
  • Update CRM with lead status and notes
  • Research and connect with potential customers on LinkedIn
  • Analyze previous day's campaign performance
  • Send personalized emails to prospects
🎨
Content Ideas
  • Educational Posts: "5 Things to Check Before Applying for Credit Card"
  • Comparison Content: "HDFC vs ICICI Credit Cards - Which is Better?"
  • Success Stories: Customer testimonials and case studies
  • Tips & Tricks: "How to Improve Your CIBIL Score in 6 Months"
  • Market Updates: Interest rate changes, new product launches
  • Interactive Content: Polls, quizzes about financial knowledge
🛠️
Essential Tools & Resources
📱 Social Media Tools
  • Canva (Design)
  • Buffer/Hootsuite (Scheduling)
  • LinkedIn Sales Navigator
  • WhatsApp Business
📧 Email & CRM
  • Mailchimp/SendGrid
  • HubSpot/Zoho CRM
  • Google Workspace
  • Calendly (Scheduling)
📊 Analytics
  • Google Analytics
  • Facebook Pixel
  • Google Tag Manager
  • Hotjar (Heatmaps)
💰 Advertising
  • Google Ads
  • Facebook Ads Manager
  • LinkedIn Campaign Manager
  • YouTube Ads