Advisory Solutions Architect in Mumbai

... Facility: JULIUS BAER WEALTH ADVISORS - MUM -FM Job Code: IJP562906 | Source: Sodexo India

... Facility: JULIUS BAER WEALTH ADVISORS - MUM -FM Job Code: IJP556560 | Source: Sodexo India

Must Have PWD License Address: 8th Floor Mafatlal Center Nariman Point Mumbai 400021 Facility: JULIUS BAER WEALTH ADVISORS - MUM -FM Experience: 2 - 3 years Source: Sodexo India | Job Code: IJP575383

Overview: The Insights product is a new offering for Guidepoint's Institutional investment and corporate clients, that offers teleconferences, surveys, and in-person events. The teleconferences live in a transcript library portal, which covers a wide of industries/topics that enables our clients to make informed decisions. All content features experts from Guidepoint’s proprietary global network and is conceptualized and hosted by former investment professionals (i.e., private equity/hedge fund), sell-side equity research analysts, and industry professionals. Visit Insights team biographies at https://www.guidepoint.com/insights/#team . This position can be remote. Ideal candidates MUST be comfortable working on a shift from 5:30PM to 2:30 AM IST. What You’ll Do: Support operations associate in hosting teleconferences across sectors in APAC Contact clients to determine event interest, confirm predetermined advisors Send invitations to clients and oversee client RSVPs and compliance Manage all correspondence with advisors prior to meetings Assist in maximizing attendance at events, ensure events runs successfully and conduct post-event cost analysis and review client charges Assist in managing internal documents Work closely with other team members to ensure the successful execution of meetings via the scheduling of advisors for breakfast/lunch meetings agendas and teleconferences Provide the team with all relevant materials for the events including PowerPoint slides, event signage, and brochures. What You Have: Bachelor’s degree Previous project management experience strongly preferred Exceptional organizational skills with meticulous attention to detail Ability to prioritize and multi-task and to work under tight deadlines Flexibility to work long and unpredictable hours Proficiency in MS-Office,

Overview: The Insights product is a new offering for Guidepoint's Institutional investment and corporate clients, that offers teleconferences, surveys, and in-person events. The teleconferences live in a transcript library portal, which covers a wide of industries/topics that enables our clients to make informed decisions. All content features experts from Guidepoint’s proprietary global network and is conceptualized and hosted by former investment professionals (i.e., private equity/hedge fund), sell-side equity research analysts, and industry professionals. Visit Insights team biographies at https://www.guidepoint.com/insights/#team . What You’ll Do: Work closely with the Insights team to execute teleconferences that will cover a wide range of sectors including tech/media/telecom, consumer, industrials/materials/energy, healthcare and financials Proactively monitor pipeline of upcoming call topics so experts can be identified or selected 1-2 weeks before scheduled call date Utilize the phone, LinkedIn, and outreach to recruit new Advisors to join the Guidepoint network and communicate with potential experts to answer questions or discuss/verify their credentials Recruit new advisors to join the Guidepoint network, using a variety of outreach tools and resources provided. Communicate with potential experts via phone to answer questions or discuss/verify their credentials Develop effective screening criteria for experts to test knowledge of subject matter; Review responses to screening questions from experts to gauge sufficient knowledge of subject matter Finalize scheduling and call logistics details directly with experts What You Have: Bachelor’s degree or higher with strong academic record is required 1-2 years of work experience in pre-sales/ sales/ client service/ customer support/ BPO/ lead generation Prior experience in cold calling and sending cold emails, generating leads would be great Excellent communication and interaction skills, including demonstrated