Product Sales Enablement Analyst, Investment Solutions, Analyst, Wealth Management

Overview

Support Financial Advisors in Mumbai through product sales enablement for investment solutions within Wealth Management.

What you'll do

• Partner with Sales to support Financial Advisors across advisory, alternative investments, annuities, and insurance.
• Collaborate with stakeholders to identify, prioritize, and distribute client opportunity lists to influence outcomes and drive adoption.
• Respond to requests for specialized reporting and deliver prospect/client support materials aligned to sales priorities.
• Execute initial stages of book reviews by assessing existing holdings and identifying potential solution opportunities.
• Maintain and enhance internal sales-support webpages with timely market-driven updates and process resources.
• Leverage CRM tools to track workflow execution, activity, and outcomes.
• Support onboarding by training and upskilling new team members for consistent execution.

What you'll need

• Bachelor’s degree required.
• 6 months–2.5 years of experience in financial services or a related industry preferred.
• Exceptional written and verbal communication skills.
• Strong time-management and prioritization capabilities.
• Authorization to work in India without durational restrictions.
• Ability to complete required pre-employment screenings including background checks and assessments.

Details

• Location: Mumbai, India.