Counsellor/ Sr. Counsellor

Equentis Wealth Advisory

1 - 6 years

3 - 7 Lacs

bengaluru

Posted:3 hours ago| Platform:

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Skills Required

admissions counselling

Work Mode

Work from Office

Job Type

Full Time

Job Description

Nerve Cell

Major Accountabilities (What you will do):

Client Preparation:
Prepare clients on market expectations, briefing them on ongoing, favorable, or less favorable market developments.
Portfolio & Strategy:
Deeply discuss portfolio performance and any stock vulnerability within the client's portfolio.
Client Profiling:
Shape the
'Client Investor Profile'
(Client Profiling).
Sales Handshake:
Strategically exchange insightful client information (profile, investment behavior, capacity, do's/don'ts) with the PMP Sales Counselor.
Support System:
Serve as the primary specialist for client problems related to portfolio updates, dashboard access, and difficulties reaching customer service.
ATE Sessions:
Introduce discussion topics for
Ask-The-Expert (ATE)
sessions.

Expectations & Skills:

Client Focus:
Capability of dealing with
Premium/HNI clients
.
Values:
Clearly communicate and live the company's missions and values.
Planning:
Establish accurate plans with clear, reasonable, and appropriate objectives.
Adaptability:
Adapt to changing objectives and priorities.
Innovation:
Ability to find creative ways to build the client base and grow.
Thought Leadership:
Provide thought leadership to shape future decisions.
Performance:
Meet quality standards as per KPIs and qualitative client feedback.

Desired Background:

We are looking for candidates from the background of:

Investment Banking
Banking
Financial sector
Client engagement in financial products

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