Process Trainee - Financial Advisory Support

The candidate will be responsible to take up an instrumental role and help conduct smooth operations for a dedicated advisor/a team of financial advisors and staff to help provide an outstanding digital experience. The specialist will assist in managing and organizing relevant digital marketing tools available as part of the key marketing activities in an advisor's practice that differentiates advisors' practice presence on the website and social media platforms. This position will consistently follow high standards of business and professional ethics and legal and regulatory requirements when dealing with others and/or performing work activities.

Key Responsibilities:

• Enable and structure updates across multiple marketing tools being utilized as part of the process
• Maintain social media platforms (Facebook and LinkedIn) with relevant and timely posts
• Update team website when necessary
• Enable drip marketing and prospecting for advisor practices through LinkedIn
• Enable relevant research and development to consistently upscale/upskill the service support and team of analysts
• Protect client data and confidentiality; prioritize and perform work in accordance with established processes/procedures
• Ensure effective communication and service delivery is done as per the defined SLAs/KRAs
• As required, provide support in content creation and managing social media channels

Required Qualifications:

• Graduate/MBA
• 0-2 years of experience in content creation, digital marketing sector as an associate/analyst
• Willing to work evening hours: 8:00 pm to 4:30 am (9:30 am to 6:00 pm CST)
• Good communication skills - proven written and oral communication skills with client service orientation

Preferred Qualifications:

• Prior experience in customer-based interaction roles, both written and verbal, will be an added advantage
• Prior experience in servicing and digital marketing sector will be an added advantage
• Experience of interacting with financial advisors/business partners will be preferred
• Basics of financial planning and broad exposure to financial products like mutual funds, insurance, retirement services, etc. would be an added advantage
• Experience of being part of and enabling start-ups/new business setup approach will also be considered a positive