Wealth Advisor

9 hours ago

Bengaluru, Karnataka, India Equentis Wealth Advisory Full time ₹ 1,04,000 - ₹ 1,30,878 per year

Premium Membership Program (PMP) - Associate/Sr. Associate role at Equentis Wealth Services in India:

The Role:

This position is part of the Premium Membership Program (PMP) team in Bangalore. Your main goal is to guide existing clients of services to upgrade to the premium PMP subscription.

Key Responsibilities:

  • Manage a portfolio of existing clients and maintain strong relationships to encourage upgrades to other services.
  • Provide clear information about the benefits of premium services and long-term subscriptions to clients.
  • Ensure all compliance requirements from a SEBI disclosure standpoint are met.
  • Collaborate with other teams across India.

Ideal Candidate Profile:

  • Education: An MBA with a graduate or postgraduate degree in finance or a related field is desirable, but other degrees may be considered.
  • Experience: The company is open to fresh college graduates who are looking for a fast-paced career. They also welcome candidates with prior experience in sales, business development, or customer support from various industries, including hospitality, aviation, and media.
  • Skills: The most important skills for this role are "super communication and convincing skills". You should also be highly energetic, persistent, committed, and have the ability to work independently. You must be presentable and capable of dealing with high-net-worth (HNI) or premium clients.

What's On Offer:

Equentis offers a highly competitive salary and "jaw-dropping" incentives.

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