Back
Tier-1 brand, metro location, and early-career generalist role create moderate candidate competition.
Role requires financial products and advisor-facing experience, limiting cross-industry transferability.
Explicit early-career range and financial-services experience preference create moderate shortlisting rigidity.
Login to See Your Match Score
Create a free account or log in to unlock your CV match score across:
Support Financial Advisors by providing operational and execution assistance across investment solutions including Advisory, Alternative Investments, Annuities, and Insurance.
Collaborate with Sales and Business stakeholders to prioritize and distribute client-level opportunity lists to influence client outcomes and drive product adoption.
Maintain sales-support resources, respond to reporting requests, execute initial book reviews, and implement workflow improvements including leveraging generative AI.
Bachelor’s degree required.
6 months to 2.5 years experience in financial services or related industry preferred.
Authorization to work in India without durational restrictions.
Ability to complete pre-employment screenings including background checks and assessments.
Experienced in supporting sales teams with operational and tactical sales enablement in investment and wealth management domains.
Strong relationship management skills demonstrated by collaboration with Sales and Business stakeholders.
Comfortable managing multiple priorities with disciplined execution and openness to feedback to improve performance.