Premium Acquisition Manager

4 days ago

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

Job Title : Premium Membership Program - Associate/ Sr. Associate

Department : PREMIUM MEMBERSHIP PROGRAM (PMP)

Reports to (Job Title): Head PMP- Bangalore

Job Purpose :

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.

Major Accountabilities :

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 Dhanwaan/ 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 centre's 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.

Key Performance Indicators

  • 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
  • Quality: As per KPIs and qualitative feedback from the clients
  • Operational efficiency: Ensure optimal resource utilization
  • Innovation: Ability to find creative ways to build client base and grow
  • Values and behaviours in line with standards of Research and Ranking

Education

MBA + Graduate/Postgraduate in Financial and Other allied sectors. Other degrees may also be evaluated for fit.

Experience :

Presentable and capability of dealing with Premium/ HNI clients

Past work (if applicable) reflects a track record of sales/ customer service excellence in financial products space

Familiarity with quality KPIs and operational issues/management

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