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Generalist analyst title and Gurgaon metro location increase applicant density.
Role-specific financial operations and advisor support skills moderately restrict cross-industry transferability.
Mandatory licensing willingness and night-shift requirement create moderate screening.
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Support financial advisors and Client Service Associates in client servicing including basic financial planning, investment research, and trade execution.
Manage and organize office workflow focusing on delivering a differentiated client experience.
Coordinate client meetings, prepare documentation for new business submissions, assist in marketing events, and handle administrative duties to support advisor practices.
Willingness to obtain licensing certifications such as SERIES 7, State Securities, State IAR, and State Insurance.
Ability to work evening hours: 8:00 pm to 4:30 am IST (9:30 am to 6:00 pm CST).
Basic proficiency in MS PowerPoint, MS Excel, and MS Word with strong attention to detail and accuracy.
Work Experience Required: Not explicitly mentioned in the JD.
Experience or exposure to financial products like mutual funds, insurance, retirement plans, and financial planning.
Comfortable interacting with advisors or U.S. business partners, indicating cross-cultural communication skills.
Operationally focused on meeting strict deadlines and supporting advisors in increasing their social media presence and client engagement activities.