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Tier-1 brand, metro location, and a generalist junior analyst sales role increase applicant competition.
Role requires wealth management and financial services knowledge, reducing cross-industry transferability.
Preferred experience band and sector-specific skills moderately filter candidates during shortlisting.
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Support Financial Advisors by partnering with Sales to drive product adoption across investment solutions such as Advisory, Alternative Investments, Annuities, and Insurance.
Collaborate with stakeholders to create and distribute client-level opportunity lists and specialized reports aimed at influencing client outcomes and sales priorities.
Maintain sales-support resources and leverage CRM and AI tools to improve workflow efficiency and track execution, while also training new team members.
Bachelor’s degree required.
Experience: 6 months to 2.5 years in financial services or a related industry preferred.
Authorization to work in India without durational restrictions required.
Ability to complete pre-employment screenings including background checks and assessments.
Demonstrates strong organizational skills with the ability to manage multiple sales support requests and deliver on time.
Proficient with sales tools, CRM, and capable of leveraging AI to enhance workflows in sales enablement environments.
Shows accountability with a strong work ethic and ability to build trusted relationships with sales teams and stakeholders.