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18/10 Shamin Shaikh
Executive Search Consultant at Synapse Partners

Views:43 Applications:14 Rec. Actions:Recruiter Actions:8

Wealth Counselor - Sales - Bank (1-5 yrs)

Bangalore Job Code: 95233

This role would be responsible for maintaining relationship with the existing customers, providing much-needed guidance to the existing annual Clients in the company, using the products & services of the company, 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.

Responsibilities :

- 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.

KPI :

- 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 the company.

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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