Sapana Desai

• Lead US client engagement strategy focused on expanding and deepening the client footprint within institutional (Corporate and Investment Banking) and consumer business (Wealth and Private Banking) through integrated experiential marketing programs that produced tangible ROI.
• Streamlined internal processes, resulting in improved productivity and cost savings for the department.
• Increased brand awareness by developing and implementing strategic marketing campaigns.
• Mentored junior staff members, providing guidance in professional development and fostering a collaborative team environment within the department.
• Analyzed competitive landscape, identifying potential threats and opportunities for strategic positioning in the marketplace.
• Improved lead generation efforts by implementing targeted inbound marketing strategies that attracted high-quality prospects.
• Identified target audiences and devised campaigns to match target demographics and optimize results

Built new experiential and field marketing programs for Consumer Bank, specifically the affluent market (Chase Private Client) resulting in new business (increased deposits/investments), brand awareness (social media impressions) and deeper client relationships (referrals).

• Created a field marketing sponsorship strategy of lifestyle experiences, which included integrated channels such as branding, events, social media, tickets, and branch activation. Sponsorships include Sundance Film Festival, Houston Rodeo, Epcot Food & Wine, Pebble Beach Food and Wine, LA Food and Wine, Savor Dallas, Newport Beach Food & Wine, and South Beach Food and Wine, Western & Southern Open, Scottsdale Food & Wine, and Taste of Washington.
• Developed branch experience strategy to increase foot traffic, transform retail space for client experiences and open the doors to the community. Collaborate with Chase for Business clients, Corporate Philanthropy, and non-profits to provide financial coaching and marketing workshops.
• Leveraged JPMC Thought Leaders content and speakers to develop a portfolio of investment events, including Market Outlook, College Savings, and Retirement. In 2013, the business went from 10 events to 300 events, which resulted in an uptick in investment accounts.
• Manage tactical execution and budget of all events, including contract negotiation, event content, programming, site selection, event logistics, stakeholder buy in, legal and compliance reviews, and hosting run of shows.
• Partner with senior stakeholders to ensure the appropriate clients and prospects are invited to events, and ensure client invites and attendees are tracked.
• Develop success metrics and partner with analytics team to track events and communicate success metrics on a regular basis.
• Monitored industry trends, keeping current on latest changes and competition in industry.
• Led development of strategic marketing plans to raise awareness and drive sales growth.
• Cultivated strong relationships with key stakeholders, including customers, vendors, regulators, and community leaders to promote collaboration and long-term success.

• Executed marketing campaign programs to increase brand recognition and product awareness.
• Developed and implemented marketing strategies to use for launches, rebranding campaigns and promotions.
• Executed marketing campaign programs to increase brand recognition and product awareness.
• Developed event strategy to promote thought leadership to wealthy investors and increase net new money for the firm. Events included one-on one events, roundtables, non-deal roadshows, client appreciation events, and prospecting events.
• Organized roadshows (400+) to create a high impact experience for financial advisors, clients, and prospects.
• Directed and edited audio podcasts and videos to highlight value propositions.
• Increased media coverage by pitching stories, drafting press releases, and executing press events.
• Published marketing collateral and presentations that were consistent with the overall brand strategy.
• Established relationships with strategic partners and vendors to maximize co-marketing opportunities.
• Spearheaded communication plans for product launches to increase visibility of new offering.

• Developed global marketing annual plans while establishing and planning for the overall marketing budget.
• Improved lead generation efforts through targeted email marketing campaigns, resulting in increased conversion rates.
• Published communication pieces such as external newsletters, internal bulletins, release notes, memo announcements, year-end accomplishments, and success stories.
• Created marketing content for websites, marketing/educational collateral, and PowerPoint presentations.
• Implemented client surveys to understand target market perception and satisfaction.
• Managed promotional materials while ensuring accurate and timely delivery within marketing budget.
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• Created marketing plans and budgets for more than 10 financial business-to-business products.
• Coordinated successful trade shows and events, increasing brand exposure and generating new business leads.
• Collaborated with sales team to drive revenue growth, implementing data-driven marketing tactics.
• Managed cross-functional projects, ensuring timely delivery of high-quality marketing materials.
• Developed compelling presentations for internal stakeholders and external clients, showcasing marketing successes.
• Created eye-catching visual assets for print and digital campaigns that resonated with target audiences.
• Edited website content and database to keep information correct and up-to-date.