Asset & Wealth Management - Advisor & Revenue Enablement - Associate

Location: Bengaluru / Bangalore (Karnataka)

Job Overview

Experience: 4.0 - 5.0 Years

Salary: 6 - 11 India-INR L.P.A.

Qualification: Graduate

Specialization: 0

Course: 0

Other Course: Graduate - Qualification Mentioned in Job Description

Other Specialization: 0

Posted On: Jun 16, 2025

Valid Upto: Jul 16, 2025

Job Type: PermanentJob

Gender: Both Male & Female

Function:

PWD: 0

Job Description

Job Summary :

<p><strong>Job Responsibilities</strong></p><ul><li>Devise, execute, evaluate and sustain strategies aimed at amplifying our commercial influence within the Wealth Management division</li><li>Collaborate with Advisor and Regional Heads to develop and implement logic based rule sets, utilizing both low-code and full-code capacities, to effectively identify, highlight and prioritize the most promising client prospects</li><li>Promptly understand and react to unexpected macroeconomic occurrences, such as fiscal or geopolitical events, that are not typically accommodated within our strategic systems</li><li>Perform comprehensive competitor analysis, including asset allocation studies and leverage third-party data aggregator feeds to identify and monitor potential opportunities for increasing our wallet share across Wealth Management</li></ul><p><strong>Basic Qualifications</strong></p><ul><li>Master s degree of Finance, Economics, Business or Commerce.</li><li>Experience in financial services industry, preferably in an analytical or strategy function</li><li>Strong communication and interpersonal skills</li><li>Advanced understanding of Microsoft Office products, tools and utilities for business use, acquaintance to Business Intelligence tools (Tableau, Qlik Sense, Altreyx) is advantageous</li><li>Strong understanding of wealth management, investment advisory and financial planning products and landscape</li></ul>
Company Info

Company: Monster.com (India) Private Limited

Type: IT-ITeS 

Contact Person: Foundit

Email: ixxx@foundit.in

Phone: 80xxxxx11

Website: https://www.foundit.in/

Address: Wing B, 6th Floor, Smartworks, Aurobindo Galaxy, Plot No 01, Sy. No 83/1, TSIIC, HITECH City, Raidurg, Hyderabad, Telangana, 500081