Financial Advisory Support

Jobtailor; Dadri; On-site; INR 240,000 - 380,000; Full time

Job summary

Jobtailor in India seeks a proactive associate to support dedicated advisors and finance teams by driving digital marketing, content creation, and client service. You will contribute to a strong digital presence and help shape messaging across channels.

You will manage Facebook/LinkedIn posts, assist with website updates, and enable drip marketing while upholding data protection and client confidentiality. This role values collaboration and a service-oriented mindset.

Qualifications

• Graduate/MBA required.
• 0-2 years of experience in content creation or the digital marketing sector as an associate/analyst.
• Willingness to work evening hours: 8:00 pm to 4:30 am (9:30 am to 6:00 pm CST)
• Proven written and oral communication skills with client service orientation
• Prior customer-based interaction experience is an advantage
• Prior servicing and digital marketing sector experience is an advantage
• Experience interacting with financial advisors/business partners is preferred
• Basic financial planning knowledge and broad exposure to financial products such as mutual funds, insurance, and retirement services are advantageous
• Experience enabling start-ups/new business setups is a positive

Responsibilities

• Conduct smooth operations for dedicated advisors, financial advisor teams, and staff
• Help provide an outstanding digital experience
• Manage and organize digital marketing tools used in advisors' marketing activities
• Enable and structure updates across multiple marketing tools
• Maintain Facebook and LinkedIn platforms with relevant and timely posts
• Update team websites when necessary
• Enable drip marketing and prospecting through LinkedIn
• Conduct relevant research and development to upscale and upskill service support and analyst teams
• Protect client data and confidentiality
• Prioritize and perform work according to established processes and procedures
• Ensure effective communication and service delivery according to defined SLAs/KRAs
• Support content creation and manage social media channels as required

Skills

Digital Marketing

Content Creation

Social Media Management

Research and Development

Drip Marketing

Website Updates

Client Data Protection

Marketing Tools Management

Financial Planning Knowledge

Customer Interaction

Education

Graduate Degree

MBA

Tools

Facebook

LinkedIn

Digital Marketing Tools

Content Management Systems

Job description

• Conduct smooth operations for dedicated advisors, financial advisor teams, and staff
• Help provide an outstanding digital experience
• Manage and organize digital marketing tools used in advisors' marketing activities
• Enable and structure updates across multiple marketing tools
• Maintain Facebook and LinkedIn platforms with relevant and timely posts
• Update team websites when necessary
• Enable drip marketing and prospecting through LinkedIn
• Conduct relevant research and development to upscale and upskill service support and analyst teams
• Protect client data and confidentiality
• Prioritize and perform work according to established processes and procedures
• Ensure effective communication and service delivery according to defined SLAs/KRAs
• Support content creation and manage social media channels as required

Requirements

• Graduate/MBA
• 0-2 years of experience in content creation or the digital marketing sector as an associate/analyst
• Willingness to work evening hours: 8:00 pm to 4:30 am (9:30 am to 6:00 pm CST)
• Proven written and oral communication skills with client service orientation
• Prior customer-based interaction experience, written and verbal, is an advantage
• Prior servicing and digital marketing sector experience is an advantage
• Experience interacting with financial advisors/business partners is preferred
• Basic financial planning knowledge and broad exposure to financial products such as mutual funds, insurance, and retirement services are advantageous
• Experience enabling start-ups/new business setups is a positive

Core Competencies

Demonstrates strong capabilities in digital marketing, content creation, and client service, with a focus on effective communication and managing social media channels. Possesses foundational knowledge in financial products and the ability to support financial advisors in their marketing efforts.

Highest-signal resume keywords

• Digital Marketing
• Content Creation
• Client Service Orientation
• Social Media Management
• Financial Products Knowledge

ATS Optimization Keywords

Hard Skills

• Content Creation
• Digital Marketing
• Social Media Management
• Research and Development
• Drip Marketing
• Website Updates
• Client Data Protection
• Marketing Tools Management
• Financial Planning Knowledge
• Customer Interaction

Soft Skills

• Written Communication
• Oral Communication
• Service Delivery
• Team Collaboration
• Adaptability

Certifications & Qualifications

• Graduate Degree
• MBA

Industry Keywords

• Financial Services
• Digital Marketing Sector
• Client Confidentiality
• Service Level Agreements
• Key Result Areas

Tools & Technologies

• Facebook
• LinkedIn
• Digital Marketing Tools
• Content Management Systems