NERVE CELL - ROLE PROFILE Job Title : Counsellor/ Sr. Counsellor - Nerve Cell Department : Nerve Cell Reports to (Job Title): Business Excellence - Bangalore Major Accountabilities The Nerve Cell identifies key topics for Ask-The-Expert (ATE) sessions, with at least two sessions before the Sales team presents to new, inexperienced clients. Additionally, the Nerve Cell provides support for issues like portfolio updates, dashboard access, and customer service difficulties, offering clients a personalized experience with a dedicated specialist who handles both market-related and operational concerns. The Nerve Cell is responsible for creating the 'Client Investor Profile,' which guides the strategic exchange of client information with the PMP Sales Counselor. This exchange covers the client's profile, investment behavior, capacity to invest, potential for higher-level services, and preferences during calls, ensuring a more tailored and effective client experience. Expectations & Skills: 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 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 behaviors: in line with standards of Research and Ranking Presentable and capability of dealing with Premium/ HNI clients Candidates from the background of Investment Banking, Banking, Financial sector, Client engagement in terms of financial products

Role - HR Business Partner Company profile: A fast growing SEBI registered Fintech with 1Mn+ registered users on the path to becoming a unicorn by 2024. With a team size of 300+ and growing, centres across Mumbai, Delhi, Bangalore & Pune we are ramping up aggressively for the exciting next phase of growth. Responsibilities The role is a strategic partner and oversees all aspects of People Operations, Insights and HR Technology across the business globally. This role will play a critical part in a wide range of initiatives, ultimately benefiting the employee experience, whilst consequently supporting the success and growth of the business. The Individual will work very closely with numerous stakeholders across the organization as they continue to drive scale across the business. Function as a strategic business advisor to the executive/senior management of each business unit or specialty group regarding key organizational and management issues. Work with the company's executive management team to establish a sound plan of management succession that corresponds to the strategy and objectives of the company. Develop comprehensive strategic recruiting and retention plans to meet the human capital needs of strategic goals. Develop and implement comprehensive compensation and benefits plans that are competitive and cost-effective. Provide overall leadership and guidance to the HR function by overseeing talent acquisition, career development, succession planning, retention, training, leadership development, compensation and benefits globally. Establish and implement HR efforts that effectively communicate and support the company's mission and strategic vision. Develop HR plans and strategies to support the achievement of the overall business operations objectives. Establish and improve upon existing hiring metrics and KPIs Qualifications Should have a CORE HRBP experience only Tier 2 collage MBA or engineer is required from the education standpoint Good in Data, Excel & Presentation skills Should have scaled up the business from x to 3x HC and stabilizes the business in terms of designing Policy, process & executing to the last mile. HC span managed to be more than 500+ Strategic HR Intervention like PMS, Succession Planning, Talent Management, Automation implemented to scaled the business needs Notice period – ASAP

Country: India ROLE PROFILE General Job Title Premium Membership Program- Associate/ Sr. Associate Department PREMIUM MEMBERSHIP PROGRAM (PMP) Reports to (Job Title): Head PMP- Bangalore Job Purpose Provide the much-needed guidance to the existing annual Clients of 5 in 5 Strategy, Mispriced opportunities & Combo services so that they upgrade themselves to the premium range of a service like Premium Membership Program Subscription. Ensure that the renewals of the subscriptions are done in time before the expiry day of the existing clients. Major Accountabilities Forms a part with the successful Premium Membership Program team based out of Bangalore to manage existing subscribers renewals and upgrades to LONG TERM subscriptions. Drives clarity for the clients with a fair understanding of the benefits of the premium services like LONG TERM subscription Manages a set of annual clients and keeps the connect strong for future upgrades to other services such as Dhawaan/ TTO 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 recommendations/solutions Works cohesively with other teams and forms an important bond with other centers spread across issues clearly articulating the potential India Is proactive in planning; anticipating change and acting in accordance; drive meticulous implementation of goals and metrics. Establishes, vigorously monitors and reports KPIs & takes proactive action to continuously strive for improvements. Key Performance Indicators Clearly communicates and lives the companys 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 behaviors: in line with standards of Research and Ranking MBA + Graduate/Postgraduate in Financial and Other allied sectors. Other degrees may also be evaluated for fit. Education (minimum/desirable) Experience Consider if you are fresh out of the college with no strings 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 Whats on Offer Remuneration and Perks One of the best in industry pay grades. Incentives that are truly jaw dropping Opportunity to become a shareholder in the company and grow with one of Indias fastest and best in class Equity advisory organizations.

NERVE CELL - ROLE PROFILE General Job Title : Counsellor/ Sr. Counsellor - Nerve Cell Department : Nerve Cell Reports to (Job Title): Business Excellence - Bangalore Major Accountabilities A team of Market Specialists with advanced skills plays an integral role in preparing the client for what to expect as an integral aspect of becoming a well-rounded investor. The client is swiftly briefed on the ongoing developments in the markets, whether they are favorable or less favorable. The discussions also delve deeply into matters related to portfolio performance and any particular recommended stock that appears to be a vulnerability in the client's portfolio. The Nerve Cell introduces topics that should be discussed during Ask-The-Expert (ATE) sessions, with a minimum of two sessions occurring prior to the initial presentation of the PMP Sales team to a new, inexperienced client. The Nerve Cell also serves as a support system for clients experiencing problems related to portfolio updates, dashboard access, and difficulties in reaching customer service. The Nerve Cell provides a remarkable experience that the client had never envisioned before, where a single specialist takes care of their portfolio, market-related matters, and operational concerns. The Nerve Cell is responsible for shaping the 'Client Investor Profile.' (Client Profiling) The handshake between the Nerve Cell and the PMP Sales Counselor (Sales team) involves a strategic exchange of information on the client's profile, investment behavior, capacity to invest, potential for upgrading to higher-level services (affordability), key conversational do's and don'ts, and what resonates positively with the client during calls. This exchange is both insightful and impactful. Expectations & Skills: Clearly communicates and lives the companys 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 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 behaviors: in line with standards of Research and Ranking Presentable and capability of dealing with Premium/ HNI clients Candidates from the background of Investment Banking, Banking, Financial sector, Client engagement in terms of financial products

Role & responsibilities • Plan the days work with emphasis on leads to be contacted basis the importance of the Wealth Advisory funnel and size • Identify fitment of Wealth Advisory products matching the clients investing goals • Interact with potential customers with the emphasis on high quality lead conversions. • Proactively follow up leads assigned by Wealth Advisory Head and report the progress with mitigation plan on how to achieve the results as well. • Work closely with the Wealth Advisory Head to achieve Wealth Advisory objectives. • Contribute to the team performance by sharing and implementing Best Practice Ideas. • Disseminate the learnings/ good practices across team(s) so that the knowledge sharing is encouraged and rewarded likewise Preferred candidate profile • Graduate (Mandatory) • At least 0.6 -3 years working within a Wealth Advisory environment preferably in a proactive role in a BFSI / Finance / Marketing sector. • Fluency in English, Hindi & any one regional language • Excellent communication skills – verbal and written communication skills • High degree of accuracy • Willing and able to work extra hours on occasions to complete tasks • Willing and able to attend company meetings which take place outside of normal working hours (approx. one per month) • Joining Time: ASAP

Job Title: Customer Service Associate Company profile: A fast growing SEBI registered Fintech with 1Mn+ registered users on the path to becoming a unicorn in the next 2-3 years. With a team size of 550 and growing centers across Mumbai, Noida & Bangalore we are ramping up aggressively for the exciting next phase of growth. Job Summary: We are looking for a highly motivated and customer-focused individual to join our team as a Customer Service Associate. The ideal candidate will be responsible for contacting customers on a daily basis, providing accurate portfolio updates, handling escalation calls, and ensuring a high level of customer satisfaction. A strong knowledge of equity markets is required for this role. Key Responsibilities: Make outbound calls to customers daily to provide portfolio updates, answer queries, and ensure they are well-informed about their investments. Assist customers with any concerns related to their investments, ensuring a seamless experience. Handle escalation calls and manage any complex customer issues in a calm and professional manner. Provide accurate and timely information on portfolio performance, stock movements, and market trends. Record customer interactions and transactions in the CRM system accurately. Stay up-to-date with market developments and share relevant information with clients. Offer proactive solutions to improve customer satisfaction and address their concerns. Collaborate with other departments to resolve issues and ensure the smooth running of operations. Maintain confidentiality and ensure compliance with regulatory standards in handling customer information. Work towards meeting or exceeding performance goals, including customer satisfaction, response time, resolution metrics, number of daily calls and calling hours. Requirements: Proven experience in customer service or a similar role. Strong knowledge of equity markets. Excellent communication and interpersonal skills. Ability to handle escalation calls and resolve complex issues efficiently. Strong problem-solving skills and attention to detail. Ability to work independently and as part of a team. Comfortable working in a fast-paced environment and managing multiple tasks. A customer-centric approach with a focus on delivering an exceptional customer experience. Basic understanding of CRM software and other customer service tools. Location: Lower Parel, Mumbai Working days- Monday to Friday+Last Saturday working only

Bangalore JOB DESCRIPTION: Retail Sales Role - WealthAdvisor Position: Retail Sales Advisor Location: BangloreRole Overview: As a Retail Sales Advisor, you will help clients build wealth through smart equity investments. You will spend most of your day talking to potential customers on the phone,selling our products. Good communication skills are essential. You will need to plan and make new and follow-up calls to meet your targets. Knowing about the equity market andbeing good at selling is crucial. Responsibilities: • Plan the days work with emphasis on leads to be contacted basis the importance of the sales funnel and size • Identify fitment of sales products matching the clients investing goals • Interact with potential customers with the emphasis on high quality lead conversions. • Proactively follow up leads assigned by Sales Head and report the progress with mitigation plan on how to achieve the results as well. • Work closely with the Sales Head to achieve sales objectives. • Contribute to the team performance by sharing and implementing Best Practice Ideas. • Disseminate the learnings/ good practices across team(s) so that the knowledge sharing is encouraged and rewarded likewise To apply: Send your resume to abdul.shaikh@equentis.com with the subject line “Equentis - Wealth Advisory Application.” Or contact us at 8097026158

Location: Bangalore Position: PMS Sales Manager Broader Role / Responsibilities: Acquisition of Wealth Clients PMS Sales: 1. Wealth Manager will be responsible for acquiring & advising HNI clients. Leads of Affluent & Super Affluent client base from the existing pool of clients within the company will be given. 2. Build up the sales funnel via Client Meetings or F2F Presentations to clients. 3. To conduct and assist in organizing seminars, workshops and other business development activities. 4. Prior experience of working in a wealth management firms, Private banking, PMS Advisory High ticket Sales with exposure to HNI client management. 5. Minimum Entry level Portfolio amount would be Rs 1 crore and above. Advisory and Relationship Management 6. Maintaining client relationships and generate Asset Under Management (AUM) from preferred clients. 7. Advising Affluent clients in conjunction with the Research team , Financial planning department , operations team etc on their existing investments and managing their overall financial portfolio and deepening the wallet from existing clients. 8. To coordinate with product and research team for taking investment decision for the clients. Candidate 9. Good ability to analyse client data, identify trends, create lasting impressions through impactful presentations are necessity for the job. 10. Candidates having experience in PMS Sales and meeting clints F2F on ground. 11. Impeccable sales skills to handle HNI clients and PMS. 12. Good Sales negotiator and able to close high ticket sales. 13. Good knowledge of Equity Markets and other Investment assets. 14. Mandatory certification required: NISM XA & XB.