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26/07 Shwetali
Sourcing Consultant at Synapse Search Partners

Views:14 Applications:12 Rec. Actions:Recruiter Actions:10

Wealth Counselor - Sales - Bank (0-5 yrs)

Bangalore Job Code: 168806

- Provide the much-needed guidance to the existing annual so that they upgrade themselves to the premium rangeof 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.

- Seeds the 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.

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 behaviours: in line with standards of Research and Ranking

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 Premuim/ 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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