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10/09 Mihir
Senior Talent Acquisition at Synapse Search Partners

Views:12 Applications:13 Rec. Actions:Recruiter Actions:8

Wealth Manager - Sales - Financial Service (0-2 yrs)

Anywhere in India/Multiple Locations/Bangalore Job Code: 176112

Major Accountabilities :

- 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 toother services such as - Dhawaan/ 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 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

Ideal Background :

Education :

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


- 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

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.

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