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27/09 Heena
Senior Search Consultant at Synapse Search Partners

Views:2 Applications:3 Rec. Actions:Recruiter Actions:2

Wealth Advisor - BFS (1-5 yrs)

Bangalore Job Code: 178420

Seeds the Avengers 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

- 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 report KPIs & takes proactive action to continuously strive for improvements.

Education :

(minimum/desirable) - MBA + Graduate/Post Graduate in Financial and Other allied sectors.

Experience - If you are fresh out of the college with no strings and baggage 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

This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.

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