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Tier-1 brand, metro location, and generalist sales enablement role increase competition.
Requires wealth management product knowledge and financial services experience, limiting cross-industry transferability.
Preferred early-career experience and regulatory screenings create moderate gating for candidates.
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Support Financial Advisors by delivering operational and execution support across a broad range of investment products to drive sales and product adoption.
Collaborate with sales and business stakeholders to generate client opportunity lists and deliver specialized, timely reporting and sales materials.
Maintain internal sales resources, execute book reviews, implement efficiency improvements including AI, and support onboarding and training of new team members.
Bachelor's degree required.
6 months to 2.5 years of experience in financial services or a related industry preferred.
Authorization to work in India without durational restrictions.
Ability to successfully complete pre-employment screenings including background checks and assessments.
Experienced in sales support within financial services, particularly investment solutions or wealth management.
Skilled in using CRM tools and sales enablement resources to support product sales and client outcomes.
Demonstrates strong ownership, organization, and ability to manage multiple competing requests while maintaining quality and timeliness.