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09/10 Shubhada Mainkar
Assistant Vice President - HR at Equentis Wealth Advisory Services Pvt. Ltd.

Views:29 Applications:19 Rec. Actions:Recruiter Actions:11

Equentis Wealth Advisory - Wealth Creation Counselor/Sales Professional - Premium Lifetime (0-4 yrs)

Bangalore Job Code: 132269

ROLE PROFILE

Job Title : Premium Lifetime Wealth Creation Counsellor

Department : PREMIUM SALES Lifetime - AVENGERS

Reports to (Job Title):Head AVENGERS- Bangalore

Job Location - 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 Life Time 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 seed team Premium team based out of Bangalore to manage existing subscribers- renewals and upgrades to Lifetime subscriptions.

- Drives clarity for the clients with a fair understanding of the benefits of the premium services like Lifetime subscription

- Manages a set of annual clients and keeps the connect strong for future upgrades to other services such as - Dhanwaan/ EWA 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 con-versions 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 report KPIs & takes proactive action to continuously strive for improvements.

Key Performance Indicators :

- Clearly communicates and lives the company's 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 behaviors : in line with standards of Research and Ranking.

Ideal Background :

Education (minimum/desirable) :

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


Experience :

- Consider if you are fresh out of the college with no strings attached and open to building a fast-paced career.

- Can consider candidates from prior experience in Sales / BD / Customer support function but other industries like Hospitality, Aviation, Media, etc.

- 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

Other Competencies:

- Deal breaker for this role is super communication and convincing skills. High energy, persistency and commitment.

- Ability to work independently and demonstrate initiative and flexibility through effective and innovative excellence.

- Attention to detail and quality focused, excellent interpersonal and communication skills, strong influence, negotiation and diplomacy skills, excellent people management skills with positive drive, innovative, and collaborative behaviors & strong - can-do- orientation.

What's on Offer:

Remuneration and Perks:

- One of the best in industry pay grades.

- Incentives that are truly jaw dropping

- Opportunity to become a shareholder in the company and grow with one of India's fastest and best in class Equity advisory organization.

Interviews will be carried out at :

Equentis Wealth Advisory Services Pvt. Ltd.
Unit No 302, 3rd Floor, Palms Square, 125, Brigade Road, Bangalore - 560025, India

Resumes shared without CTC, Current Location & Notice period details will not be considered.

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