About the job Company Description -SN Wealth is a financial advisory firm focused on helping individuals and corporates build, manage, and grow their wealth through goal-based investing and disciplined strategies. Our approach combines detailed risk assessment, structured financial planning, and continuous portfolio monitoring to deliver long-term, sustainable outcomes. We are committed to simplifying financial decisions and being a trusted partner in our clients’ wealth creation journey.
About the Role -We are looking for a proactive and detail-oriented Executive Assistant to support senior management in business development and administrative activities. The ideal candidate should have excellent communication skills, be comfortable with LinkedIn outreach, and possess the ability to coordinate and schedule discovery calls with potential clients, industry leaders, and business professionals.
Key Responsibilities -1. Prospecting & List Building
Build and maintain a live pipeline of HNI / corporate executive prospects sourced from LinkedIn, referrals, networking events, and existing client introductions.
Tag each prospect with profile data: designation, company, estimated AUM band, resident/NRI status, and current advisor relationship where known
2. Outreach & Appointment Setting
Run daily outbound contact (calls, WhatsApp, LinkedIn InMail) to the assigned prospect list
Use approved scripts and “Office of the Founder” positioning for every first touch
Handle objections at the gatekeeper / EA level to secure a discovery-call slot
Run structured follow-up sequences for non-responders and reschedules until a call is booked or the prospect is marked dead
3. Pre-Call Qualification
Confirm basic qualifying information before each call: current investments, advisor relationship, decision authority, urgency
Brief the Founder with a one-line prospect snapshot ahead of every call
4. Joining Discovery Calls with Founder
Join every discovery call (in person or virtual) alongside the Founder as note-taker and process owner
Capture structured call notes: prospect's current portfolio, pain points, decision timeline, and next-step commitment
Manage call logistics in real time — link/screen-share troubleshooting, time-keeping — so the Founder stays focused on the conversation
Log the full call summary in the CRM the same day and flag the prospect as hot / warm / cold
Draft the post-call follow-up message (thank-you note, relevant collateral, next-meeting link) within 24 hours, for the Founder's review before sending
5. Founder Calendar & Travel Management
Own the Founder's complete daily calendar end-to-end: discovery calls, client meetings, internal team syncs, podcast recordings, and networking events
Coordinate logistics for in-person HNI meetings and industry events, including venue, timing, and travel where applicable
Block protected outreach and deep-work hours on the Founder's calendar and guard against double-booking
Send calendar invites (Google Meet/call links) and pre-call reminder messages to prospects
6.CRM & Reporting
Log every touchpoint, outcome, and next action in the CRM the same day
Submit a weekly pipeline report: prospects contacted, calls booked, calls held, conversion rate, source-wise breakdown
7. Event & Network Coordination
Manage RSVPs, guest lists, and follow-ups for HNI networking events, client appreciation meets, and webinars
Coordinate guest scheduling and logistics for the YouTube podcast interview series (e.g., PMS fund manager episodes)
Desired Candidate Profile -
Background: telesales / business development, bank RM support desk, premium hospitality or concierge, insurance HNI desk, or EA to a CXO / business owner
2–5 years of experience; prior exposure to financial services or premium client-facing work preferred
Confident, polished phone and written communication in English, Hindi, and Marathi
Comfortable with rejection-heavy outbound work; persistent without being pushy
Working knowledge of CRM tools, LinkedIn Sales Navigator, and WhatsApp Business
Comfortable taking structured notes live on calls and turning them into clear action items
Organised multi-tasker capable of owning calendar, call support, and event coordination simultaneously
High discretion and a presentable, professional persona for representing the Founder's office
Self-starter who can work to weekly targets with minimal supervision
Compensation Structure-
Fixed monthly salary: ₹40,000–₹50,000, based on candidate experience — reflects the full scope of this role (prospecting, call support, Founder coordination, and event/onboarding ownership), not a standalone calling or admin function
Incentive per qualified discovery call held
Escalator bonus when a sourced prospect converts to an active client / AUM within 90 days
Reviewed quarterly against the Performance Tracker
Qualifications
Bachelor's degree or equivalent experience
Proficient in Microsoft Office suite
Experience in managing multiple priorities, administrative coordination, and logistics
Well-organized, detail-oriented, with the ability to multitask with great follow-up skills
Strong written and verbal communication skills
interested candidates can apply through LinkedIn or send their resume to: [email protected]
Pay: ₹25,000.00 - ₹400,006.85 per month
Benefits:
Work Location: In person
