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Strong Morgan Stanley brand and Mumbai location increase applicant competition, moderated by niche wealth-management focus.
Role needs wealth-management expertise and sales enablement skills, moderately limiting cross-industry transferability.
Preferred experience range and finance domain knowledge create moderate resume filtering.
Support Financial Advisors across investment solutions by partnering with Sales to drive product adoption and client outcomes.
Deliver tactical and strategic client-level opportunity lists, specialized reporting, and sales support materials aligned with sales priorities.
Maintain sales-support resources, execute book reviews, utilize CRM tools, and implement efficiency improvements including generative AI for workflow scaling.
Bachelor's degree required.
6 months to 2.5 years of experience in financial services or related industry preferred.
Authorization to work in India without durational restrictions.
Ability to pass all pre-employment screenings including background checks and assessments.
Experienced with supporting sales teams in investment product environments, including advisory and insurance solutions.
Proficient in using CRM tools and ability to operationalize data to influence client outcomes and sales effectiveness.
Strong ownership mentality with disciplined execution, able to manage multiple priorities and seek continuous performance improvement.