Counsellor/ Sr. Counsellor

1 week ago

Bengaluru, Karnataka, India Equentis Wealth Advisory Full time ₹ 12,00,000 - ₹ 36,00,000 per year

The Nerve Cell is an integral, advanced team responsible for creating a remarkable and never-before-envisioned client experience.

Major Accountabilities (What you will do):

  • Client Preparation: Prepare clients on market expectations, briefing them on ongoing, favorable, or less favorable market developments.
  • Portfolio & Strategy: Deeply discuss portfolio performance and any stock vulnerability within the client's portfolio.
  • Client Profiling: Shape the 'Client Investor Profile' (Client Profiling).
  • Sales Handshake: Strategically exchange insightful client information (profile, investment behavior, capacity, do's/don'ts) with the PMP Sales Counselor.
  • Support System: Serve as the primary specialist for client problems related to portfolio updates, dashboard access, and difficulties reaching customer service.
  • ATE Sessions: Introduce discussion topics for Ask-The-Expert (ATE) sessions.

Expectations & Skills:

  • Client Focus: Capability of dealing with Premium/HNI clients.
  • Values: Clearly communicate and live the company's missions and values.
  • Planning: Establish accurate plans with clear, reasonable, and appropriate objectives.
  • Adaptability: Adapt to changing objectives and priorities.
  • Innovation: Ability to find creative ways to build the client base and grow.
  • Thought Leadership: Provide thought leadership to shape future decisions.
  • Performance: Meet quality standards as per KPIs and qualitative client feedback.

Desired Background:

We are looking for candidates from the background of:

  • Investment Banking
  • Banking
  • Financial sector
  • Client engagement in financial products

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