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Tier-1 brand plus metro location increase applicant density for an early-career sales enablement role.
Requires financial-product familiarity yet CRM and enablement skills are moderately transferable across industries.
Prefers financial services experience and requires background checks, but years and certifications are flexible.
Support Financial Advisors by providing operational and execution support to sales teams for non-banking investment products.
Collaborate with sales and business stakeholders to create and distribute client-level opportunity lists to drive product adoption and influence client outcomes.
Manage reporting requests, conduct initial book reviews to identify solution opportunities, maintain sales-support resources, and leverage CRM tools to track activities and outcomes.
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.
Work Experience Required: 6 months to 2.5 years in financial services or related field (preferred).
Experienced in supporting sales teams within wealth or investment management contexts, focusing on product sales enablement.
Capable of managing multiple competing requests with strong organizational and prioritization skills.
Familiar with CRM tools and operational workflows, with a focus on improving efficiency possibly through automation or AI implementation.