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) along

📌 Executive Assistant (Thane)
🏢 SN WEALTH
📍 Thane