Premium Acquisition Manager

Job Title

Department

Reports to (Job Title):

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 Dhanwaan/ 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 issues clearly articulating the potential recommendations/solutions
• Works cohesively with other teams and forms an important bond with other centre's spread across 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 behaviours in line with standards of Research and Ranking

Education

MBA + Graduate/Postgraduate in Financial and Other allied sectors. Other degrees may also be evaluated for fit.

Experience

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