Marketing Manager – Advisor Growth & Demand Generation (Uptiq Premier Mortgage) (Pune)

About the Role

This is a zero-to-one marketing role focused entirely on mortgage and lending demand generation —including home loans, SBLOCs, and other credit solutions

( See and for details on the business )

Your job is simple to define and hard to execute:

Drive advisor engagement that turns into pipeline.

You won’t inherit a system. You’ll build it.

From webinars to roundtables, from Linked

In content to direct outreach—you own the calendar, the audience, and the outcomes .

If you’re looking to “coordinate campaigns,” this isn’t it.

If you want to build a demand engine from scratch and see direct revenue impact , read on.

What You’ll Own

1. Advisor Engagement Engine (Core Responsibility)

• Plan and execute high-impact engagement formats:
• Webinars
• Brown bags & lunch-and-learns
• Branch visits
• Regional roundtables
• Conferences & closed-door sessions
• Own the entire lifecycle :
• Topic → Speaker → Audience → Attendance → Follow-ups → Pipeline
• Drive consistent attendance and repeat participation

2. Pipeline-Driven Demand Generation

• Build a repeatable pipeline engine for mortgage and lending products
• Align every activity to:
• Advisor activation
• Deal creation
• Loan applications
• Track and optimize for conversion, not just participation

3. Content & Distribution (Built from Scratch)

• Create and distribute:
• Linked

In content (posts, carousels, POVs)

• Educational content for RIAs (mortgage strategies, SBLOC use cases, etc.)
• Event-led content (pre/post/event amplification)
• Build distribution loops :
• Content → Event → Conversation → Deal → Content
• Experiment with:
• Thought leadership
• Community building
• Co-marketing with partners

4. Advisor Activation & Segmentation

• Systematically activate UPM’s RIA network
• Build a segmented outreach plan :
• Who gets a call
• Who gets an event invite
• Who gets a 1:1 interaction
• Create and execute a 90-day activation playbook
• Drive deeper engagement with top advisors

5. Follow-ups That Convert

• Own post-event and post-touchpoint follow-ups:
• Personalized outreach
• Nurture sequences
• Sales handoffs
• Work closely with sales to ensure:
• No lead drops
• Faster conversion cycles

What We’re Looking For

Must-Have

• 3–5 years in B2B marketing, demand generation, or growth roles
• Experience working with high-consideration products (financial services, SaaS, consulting, etc.)
• Robust ownership mindset—you can build and execute without dependencies
• Excellent communication skills (you will write, host, and present)
• Experience driving events, webinars, or community-led growth

Good-to-Have

• Experience working with RIAs, wealth managers, or financial advisors
• Understanding of mortgages, lending products, or capital markets
• Familiarity with Linked

In-led growth and personal branding

• Experience in early-stage or zero-to-one environments

What Success Looks Like (First 90 Days)

• A clear advisor segmentation and activation plan in place
• Consistent calendar of events and engagement programs
• Measurable increase in:
• Active advisors
• Event attendance
• Pipeline generated
• A functioning content + distribution engine
• Strong alignment with sales on follow-ups and conversions

Why This Role Matters

UPM already has access to a solid RIA network.

What’s missing is structured, consistent activation that converts attention into deals .

This role is critical to building that engine.

Who This Is Perfect For

• Someone who wants to own a business outcome, not just a channel
• Someone comfortable with ambiguity and zero-to-one building
• Someone who prefers shipping fast over over-planning

If you are interested, please send your resume to