Sales Wealth Advisor

1 week ago

Bengaluru Mumbai, India Equentis Wealth Advisory Full time ₹ 9,00,000 - ₹ 12,00,000 per year

Provide the much-needed guidance to the existing annual Clients of 5 in 5 Strategy, Mispriced

opportunities & Combo services so that they upgrade themselves to the premium range of a service like Premium Membership Program Subscription.

Ensure that the renewals of the subscriptions are done in time before the expiry day of the existing clients.

Role & responsibilities

  • Forms a part with the successful Premium Membership Program team based out of Bangalore to manage existing subscribers renewals and upgrades to LONG TERM subscriptions.
  • Drives clarity for the clients with a fair understanding of the benefits of the premium services like LONG TERM subscription
  • Manages a set of annual clients and keeps the connect strong for future upgrades to other

services such as Dhawaan/ TTO and Secrets

  • Ensures all compliance norms are met from a SEBI disclosure standpoint
  • Ensure exemplary communication with all stakeholders to update the progress made on

conversions and accounts maintained till date

  • Identifies and resolves all operational issues clearly articulating the potential

recommendations/solutions

  • Works cohesively with other teams and forms an important bond with other centers spread across India
  • Is proactive in planning; anticipating change and acting in accordance; drive meticulous

implementation of goals and metrics.

  • Establishes, vigorously monitors and reports KPIs & takes proactive action to continuously strive for improvements.

Preferred candidate profile

  • Clearly communicates and lives the companys missions and values
  • Establishes accurate plans with clear, reasonable, and appropriate objectives, action steps, and priorities
  • Provides thought leadership to shape future decisions
  • Adapts to changing objectives and priorities
  • Continually measures outputs, capability, and success criteria

Work from office

5 Days working (4&5 Saturday would be working)

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