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Strong brand, metro location, and early-career generalist sales role attract many qualified applicants.
Role requires wealth management product knowledge and advisor support, making skills less transferable across industries.
Explicit experience band, work authorization, and background checks create moderate candidate filtering requirements.
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Support Financial Advisors by managing field sales support and business development for investment products such as Advisory, Alternative Investments, Annuities, and Insurance.
Collaborate with Sales and Business stakeholders to generate and distribute client-level opportunity lists and specialized reports driving product adoption and influencing client outcomes.
Maintain sales resources, execute initial book reviews, leverage CRM tools, and identify workflow improvement opportunities including the use of generative AI to increase efficiency.
Bachelor’s degree required.
6 months to 2.5 years of experience in financial services or a related field 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 execution and client opportunity analysis in wealth management or financial services.
Skilled in managing multiple competing priorities with strong organizational discipline and accuracy under time constraints.
Comfortable engaging with stakeholders across sales and business units and proactively improving workflows utilizing modern tools such as CRM and AI technologies.